Q1 FY27 earnings call transcript, West Asia crisis hit exports
SHILCTECH · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Shilchar Technologies reported Q1 FY27 revenue of Rs. 134.60 cr, EBITDA Rs. 29.23 cr, and PAT Rs. 20.86 cr. West Asia crisis raised shipping costs 3-5x, hurting Middle East exports and domestic raw material pass-through. Estimated Q1 revenue impact of Rs. 30-35 cr. Order book stands at Rs. 500 cr (70% domestic, 30% export). Q1 capacity utilization at 60-65%. FY27 revenue target of Rs. 800 cr maintained. Phase-3 expansion adding 6,500 MVA on track for April 2027 commissioning. Margins guided to improve from Q2.
Softer quarter due to West Asia crisis, but guidance kept and margins seen recovering from Q2 as domestic orders ramp up.