Investor Presentation for quarter and year ended on 31st March, 2026
SHILCTECH · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Shilchar Technologies reported FY26 revenue of Rs 652 crore (up 5% YoY) and PAT of Rs 158 crore (up 8% YoY), with EBITDA margins at 29%. However, Q4FY26 was significantly weaker with revenue down 35% YoY to Rs 152 crore due to two temporary factors: US tariff policy uncertainty affecting order intake in Q3 and dispatches in Q4, and the West Asia crisis causing logistical disruptions for Middle East shipments. Both issues have since improved with Q1FY27 seeing recovery. The company remains debt-free with Rs 246 crore cash reserves. A new 6,500 MVA capacity expansion at Gavasad is on track for April 2027, which will take total capacity to 14,000 MVA.
While Q4 was impacted by temporary factors, the company expects to resume growth trajectory from Q1FY27. The order pipeline for FY27 stands at approximately Rs 800 crore, indicating strong demand visibility. Shareholders should note the near-term weakness is recoverable as export orders and Middle East dispatches have resumed.