Shilchar Technologies Limited has informed the Exchange about Transcript
SHILCTECH · price
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Shilchar Technologies reported FY26 revenue of INR652 crores (5% YoY growth) with EBITDA of INR190 crores (29% margin) and PAT of INR158 crores (8% growth). Q4 performance was weaker at INR152 crores revenue with 21% EBITDA margin due to two temporary factors: US tariff uncertainty affecting exports and the Middle East crisis disrupting INR35-40 crores of shipments in March. The company is debt-free with INR246 crores cash and is expanding capacity at Gavasad (adding 6,500 MVA to reach 14,000 MVA total) for April 2027 commissioning. Management guides for INR800 crores revenue in FY27 with order book of INR452 crores. Raw material costs have risen sharply (transformer oil up 100%, other commodities 10-25%), and the company is negotiating price increases with customers.
The Q4 margin pressure from temporary disruptions and commodity inflation appears manageable. With capacity expansion on track and strong order visibility, FY27 targets seem achievable, but margin recovery depends on successful price pass-through to customers.