BSEShiv Texchem LtdLowNeutral
Announced Mon, 22 Sept · 13:58 IST

In accordance with Regulation 30, read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and in continuation of the Intimation ....

Analyst Day Multiyear TargetsOrder Pipeline DisclosedMgmt Guided Margin ImprovementInvestor Communications View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Shiv Texchem, a BSE-listed chemical importer and distributor, shared its investor presentation ahead of analyst meetings. The company supplies hydrocarbon-based chemicals to industries like paints, coatings, agrochemicals, and pharma, serving 750+ customers with 45+ products sourced from 65+ global suppliers. FY25 revenue stood at Rs 2,205 Cr with EBITDA of Rs 89 Cr and PAT of Rs 48 Cr, reflecting 37% revenue CAGR and 58% EBITDA CAGR over FY22–FY25. The company has set FY27E targets of Rs 4,200 Cr revenue, Rs 175 Cr EBITDA, and Rs 100 Cr PAT, implying 38–44% CAGR. Key secured orders worth Rs ~39 Cr from BASF, GNFC, and others were disclosed. Net debt-to-equity improved to 0.49x and ROE/ROCE stand at 14%/21%.

Likely market impact

The aggressive FY27E growth targets and disclosed order pipeline signal strong management confidence, which could support positive sentiment. However, margins remain thin (EBITDA margin ~4%), so investors should weigh the high growth guidance against margin sustainability and working capital risks.