SHANTIGEARNSEShanthi Gears Limited· Auto AncillariesHighNeutral
Announced Tue, 5 May · 12:48 IST

Shanthi Gears Limited has submitted to the Exchange, The Audited Financial Results for the Quarter and Year ended 31st March, 2026 and Issue of Dividend subject to Shareholders approval at the 53rd Annual General Meeting.

Revenue DeclineExceptional ItemEbitda Margin CompressionResults View source PDF

SHANTIGEAR · price

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Price reaction · full curve 14 horizons · vs prior close
-4.1%1-day move
₹485.00
prior close
₹466.60
base price
In-mkt
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AI summary

Shanthi Gears reported a 14% decline in annual revenue to Rs.518.72 Crores for FY26, compared to Rs.604.62 Crores in FY25, due to lower order inflow in H1 and customer schedule deferments. Profit after tax fell 20% to Rs.76.66 Crores from Rs.96.03 Crores. The auditor issued an unmodified opinion, indicating clean books. The company achieved its highest-ever quarterly order booking of Rs.178 Crores in Q4 with 89% growth, and the order book stood at Rs.349 Crores as of March 2026. Management highlighted ROIC of 39% and free cash flow of Rs.29.83 Crores. The board recommended a final dividend of Rs.2 per share, taking total FY26 dividend to Rs.5 per share. An exceptional charge of Rs.4.78 Crores was recorded due to new labour code implementation.

Likely market impact

The stock may experience short-term pressure given the revenue and profit decline, but strong order intake signals potential recovery ahead. The 39% ROIC and consistent dividend policy remain positives for long-term investors.