Please find enclosed the Transcript of the ''H2 & FY25 Earnings Conference Call'' held on Friday, 6th June 2025, post declaration of the Audited Financials Results of the Company for FY25. The ....
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Shiv Texchem held its first-ever earnings call post its October 2024 BSE listing to discuss FY25 results. Revenue grew approximately 40-45% YoY in FY25, with EBITDA margins expanding over 100 basis points to above 4% and PAT margins improving from 1.9% to 2.2%. H2 FY25 was stronger still, with revenue up ~14-15% versus H1, PAT up ~35%, and H2 EBITDA margins at ~4.4%. The company is a specialty chemicals distributor that imports niche tertiary/quaternary derivatives from global suppliers and supplies them to large domestic manufacturers, predominantly AAA and AA-rated corporates, across paints, agrochemicals, specialty polymers, and emerging EV/renewables segments. CFO guided for a sustainable 40-45% revenue CAGR going forward and steady (not exponential) margin expansion, supported by scaling the SKU base from current ~40+ products to a targeted 75-80 over the next 3-5 years. Working capital rebalancing has pushed receivable days up to ~70-75 days, but inventory turnover improved to around 5x.
Strong FY25 print and credible growth narrative should support positive sentiment, but rising receivable days, limited concrete margin guidance, and pending decisions on future fundraise may keep near-term upside in check for shareholders.