Investor Presentation for 2nd Quarter and Half Year ended on 30th September, 2025.
SHILCTECH · price
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Shilchar Technologies reported strong Q2FY26 results with revenue from operations of ₹171 crore, up 31% year-on-year, and H1FY26 revenue of ₹330 crore, up 39% YoY. H1FY26 EBITDA grew 51% to ₹106 crore with margins expanding 248 basis points to 32.1%, while PAT rose 54% to ₹87 crore (EPS of ₹76.43). The company announced its largest-ever capacity expansion (Gavasad Expansion #3) — adding 6,500 MVA to take total capacity to 14,000 MVA by April 2027, funded entirely through internal accruals with ~₹90 crore capex. Management flagged some US tariff uncertainty from August 2025 but said other international markets remain strong. The order pipeline for FY26 stands at ₹750–800 crore. The company remains debt-free with ROCE of 56% in FY25.
Strong quarter with double-digit growth across revenue, EBITDA, and PAT, plus a clear capacity-led growth roadmap, should support positive investor sentiment. Key watchpoints are US tariff exposure and execution of the ₹90 crore expansion by April 2027.