Investor presentation for the quarter ended on 30th June, 2025
SHILCTECH · price
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Shilchar Technologies posted strong Q1FY26 results with revenue from operations rising 48% YoY to ₹158.75 Cr, up from ₹107 Cr in Q1FY25. EBITDA jumped 78% YoY to ₹52.42 Cr, with margins expanding 545 basis points to 33%, reflecting operating leverage from the new 7,500 MVA capacity that became operational in August 2024. Profit after tax grew 73% YoY to ₹41.49 Cr, translating to an EPS of ₹36.27. Management attributed the performance to strong renewable energy demand, particularly solar (Q1FY26 saw ~12.3 GW of new grid capacity, with ~10.6 GW from solar), plus healthy export momentum. The company reiterated its FY26 revenue target of ₹750-800 Cr and indicated it is evaluating further capacity expansion. The balance sheet remains debt-free with substantial cash reserves, and the company exports to 25+ countries.
Sharp margin expansion of 545 bps and 48% revenue growth signal strong earnings momentum, likely positive for the stock. The FY26 revenue guidance of ₹750-800 Cr and optionality on further capacity expansion support the growth story, though management flagged some US tariff policy uncertainty around exports as a near-term watchpoint.