Shilchar Technologies Limited has informed the Exchange about Investor Presentation
SHILCTECH · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Shilchar Technologies reported FY26 revenue of ₹652 crore (up 5% YoY) and PAT of ₹158 crore (up 8% YoY) with EBITDA margins at 29%. However, Q4FY26 was notably weak — revenue fell 35% YoY to ₹152 crore and PAT dropped 49% YoY to ₹28 crore due to two temporary headwinds: US tariff uncertainty curbing Q3 order intake (now recovering), and the West Asia crisis disrupting Middle East dispatches in March (shipments deferred, not cancelled). The company is debt-free with ₹246 crore cash. A new 6,500 MVA capacity at Gavasad is on track for April 2027 commissioning, raising total capacity to 14,000 MVA. FY27 order pipeline stands at ~₹800 crore. Management states demand is strong across domestic and export markets and expects to resume its growth trajectory from Q1FY27 onward.
The weak Q4 results appear temporary and due to geopolitical/export disruptions; with order intake recovering and new capacity arriving mid-2027, the company's growth trajectory is intact. The ~₹800 crore order pipeline and robust domestic demand (driven by record ~55 GW renewable energy commissioning) provide near-term revenue visibility.