Announced Tue, 24 Feb · 19:52 IST

S H Kelkar and Company Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

SHK · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

S H Kelkar and Company (SHK) submitted its investor presentation ahead of the Kotak Annual Investor Conference 'Chasing Growth 2026' to be held on February 25, 2026. The presentation highlights FY25 total income of ₹2,147 crore and a 5-year revenue CAGR of ~10%. The company has outlined multi-year growth targets, projecting sales to scale from ₹2,310 crore in FY26 to ₹3,377 crore in FY29 (a ~13.5% CAGR, ~15% on a like-for-like currency basis). EBITDA margin is guided to expand from 10.0% in FY26 to 13.9% in FY29, supported by operating leverage from new global Creation & Development Centres (New Jersey, Hamburg, Manchester), normalisation of fire-related costs at the Vashivali facility, and supply chain efficiencies. The company carries a CRISIL AA-/Stable rating and is positioning itself as the largest Indian-origin fragrance and flavour player expanding into developed markets.

Likely market impact

The investor meet is a routine disclosure, but the multi-year revenue and margin expansion targets, along with international growth plans, may be viewed positively by investors and could support sentiment around the stock in the short term.