S H Kelkar and Company Limited has informed the Exchange about Investor Presentation
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Awaiting price reaction for this filing.
S H Kelkar submitted its Q4 & FY25 earnings presentation and press release. FY25 revenue from operations grew 15.4% YoY to Rs. 2,123 crore, but EBITDA margin contracted by 249 basis points to 15.0% (EBITDA up 4.5% to Rs. 317 crore). Q4 performance was weaker, with revenue up 10.5% to Rs. 567 crore but EBITDA margin falling 450 bps to 13.9%. The Flavour division delivered strong 27.5% revenue growth while Fragrance margins stayed under pressure from elevated raw material costs. Management highlighted receipt of a Rs. 95 crore interim insurance payout for a fire-related claim and is guiding for gradual margin recovery via better raw material availability and price hikes.
Positive revenue growth tempered by notable margin compression may pressure the stock in the near term, but management's explicit margin recovery guidance and the insurance inflow strengthening the balance sheet (net debt/equity at 0.52x) provide a constructive medium-term outlook for shareholders.