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Earnings Call

Shaily Engineering Plastics Earnings Call: Key Takeaways

Shaily reported Q4FY26 revenue growth of 9% YoY and 40% PAT growth. Strategy focuses on high-margin healthcare and new semiconductor/electronics segments.

Why this was an Alfa AlertNot a filter event. Results and guidance are strong but do not meet the 10% beat vs explicit guidance criteria.
Highlights
Revenue growth9% YoY in Q4; 26% YoY in FY26.
MarginsEBITDA margin improved 630bps YoY to 29.0% in FY26.
Order bookRecent ₹423cr pen injector order over 4 years.
Demand visibilityHealthcare order book frozen; consumer segment demand recovery uncertain.
Management confidenceStrong confidence in healthcare scaling and semiconductor entry.

Growth

FY26 consolidated revenue grew 26% to ₹991cr; EBITDA rose 61% to ₹288cr; PAT up 83% to ₹170cr.

Outlook

Guidance of ~50 million pen injectors for FY27; ₹100cr initial capex planned for new Southern India plant.

Risks

Consumer segment de-grew 9% in FY26 due to weak demand in Europe and USA home furnishings markets.

Source

Earnings Call filed with BSE, NSE: SHAILY. Summary written with AI assistance from the document.

Read the document ↗

Shaily Engineering Plastics Ltd: key numbers

Share price
₹3,142.30
Market cap
₹14,440 Cr
Revenue (annual)
₹990.7 Cr
Net profit (annual)
₹169.9 Cr
P/E (TTM)
81.7×Sector 53.6×
Promoter holding
41.09%-2.31% QoQ
FII holding
18.18%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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