Shivalik Bimetal Controls Limited has informed the Exchange about Transcript of earnings call Q4 & FY25
SBCL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Shivalik Bimetal Controls filed the transcript of its Q4 & FY25 earnings call with the exchanges under SEBI LODR Regulation 30. In Q4 FY25, the company posted 25% YoY growth in EBITDA with margins expanding over 400 basis points to 23.17%, while profit before tax rose 30% to a margin above 20%. For the full year FY25, revenue declined 2.7% but the company delivered an EBITDA margin of 22.28% and PBT of Rs 84.7 crore, supported by cost discipline. Net debt stood at zero with ROCE of 24.65%, and a final dividend of Rs 1.50 per share was recommended, taking total FY25 dividend to Rs 2.70 per share. Management guided for 15-18% consolidated revenue growth in FY26 (shunt 15-18%, bimetal 12-16%, smart meter 50%, contacts 20%+) and flagged a Rs 150 crore annual revenue opportunity from forward-integration products like smart DC sensors and PCB assemblies by FY27. Key tailwinds highlighted include expected BIS standards for bimetals and shunts, India smart-meter rollout, China+1 sourcing shift benefiting the company, and rising demand from AI/data centres and energy storage.
Positive for shareholders — strong margin expansion, zero debt, and healthy dividend signal financial discipline, while clear FY26 revenue guidance and forward-integration pipeline (Rs 150 cr/year by FY27) provide visible growth catalysts. BIS implementation and China+1 benefits could be near-term stock movers if executed as guided.