Investor Presentation for the 4th quarter and financial year ended on 31st March, 2025
SHILCTECH · price
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Shilchar Technologies reported a strong FY25 with revenue from operations of ₹623 Cr, up 57% YoY, and PAT of ₹147 Cr, up 60% YoY. Q4FY25 was particularly robust with revenue of ₹232 Cr (up 120% YoY) and PAT of ₹55 Cr (up 121% YoY). EBITDA margin expanded by 110 bps to 29.6% for FY25 and touched 30.7% in Q4. The company hit full capacity utilisation (7,500 MVA) ahead of schedule — originally planned for FY26. Management indicated positive demand outlook driven by India's renewable energy and T&D capex, plus global transformer supply shortage. The Board has recommended a ₹12.5 per share final dividend and a 1:2 bonus issue. FY26 revenue visibility is stated at ₹750-800 Cr.
Strong double-digit growth, margin expansion, debt-free balance sheet (ROCE 56%), and the bonus issue signal robust shareholder returns. The FY26 guidance of ₹750-800 Cr implies ~20-28% revenue growth, which is likely to be viewed positively by the market, though execution depends on US tariff outcomes and capacity ramp-up.