ALFA Finder| Management target | Revenue FY27 |
|---|
| Revenue growth | Soft start due to shipment delays; domestic revenue partially compensated. |
|---|---|
| Margins | Margins impacted by lower export mix and partial raw material pass-through. |
| Order book | Strong order book of ₹500 Cr (70% domestic, 30% export). |
| Demand visibility | Strong underlying demand in North America, Middle East, and domestic markets. |
| Management confidence | Cautiously optimistic; firm on annual targets despite near-term logistics headwinds. |
Growth
Revenue of ₹134.60 Cr and EBITDA of ₹29.23 Cr; domestic focus helped mitigate export shipment delays.
Outlook
Maintained ₹800 Cr revenue guidance for FY27; Phase 3 expansion (6500 MVA) commissioning April 2027.
Risks
Persistent high container costs (3-5x) and slow pass-through of commodity spikes in domestic contracts.
Last quarter's promises, checked
Delivered
- Guided 7500 MVA capacity utilization → Delivered ~6000 MVA (~80%) (= BEAT)
- Guided Phase 3 commissioning April 2027 → On track (= BEAT)
- Guided debt-free status → Remained debt-free with ₹246 Cr cash (= BEAT)
Partly delivered
- Guided 30% EBITDA margins → Delivered 29% for FY26 (= PARTIAL)
- Guided US order recovery → Inflows recovered but Q4 dispatches remained slow (= PARTIAL)
Missed
- Guided FY26 revenue growth → Delivered ₹652 Cr (only 5% YoY) (= MISS)
- Guided Q4 export dispatches → ₹35-40 Cr delayed due to Middle East crisis (= MISS)
Earnings Call Transcript filed with BSE, NSE: SHILCTECH. Summary written with AI assistance from the document.
Shilchar Technologies Ltd: key numbers
- Share price
- ₹3,618.00
- Market cap
- ₹4,139 Cr
- Revenue (annual)
- ₹651.9 Cr
- Net profit (annual)
- ₹158.2 Cr
- P/E (TTM)
- 33.2×Sector 44.3×
- Promoter holding
- 62.12%+0.00% QoQ
- FII holding
- 2.62%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Shilchar Technologies Ltd
All →Shilchar Technologies Earnings Call Transcript: Key Takeaways
Revenue recovered 43% QoQ as North American tariff issues resolved, offsetting Middle East volatility.
- Call
- Guides 100% growth
Shilchar Technologies Investor Presentation: Key Takeaways
Q2FY27 revenue ₹192.6 Cr (+12% YoY, +43% QoQ); EBITDA ₹40.1 Cr at 20.8% margin; PAT ₹33.0 Cr (-28% YoY). Debt-free; capacity expanding to 14,000 MVA.
Shilchar Technologies Q2 FY27 Results: Net Profit ₹33 Cr, Down 28.1% YoY
Shilchar Technologies Ltd reported revenue from operations of ₹192.6 Cr (+12.4% YoY) and net profit of ₹33 Cr (-28.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹33 Cr · -28.1% YoY
Shilchar Technologies Board Meeting Date
Shilchar Technologies Ltd has scheduled a board meeting for October 28, 2026, to approve unaudited financial results for the quarter and half year ending September 30, 2026.
Shilchar Technologies Other Announcement
Shilchar Technologies Ltd has submitted its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with regulatory filing requirements.
Shilchar Technologies Investor Presentation: Key Takeaways
Q1FY27 was impacted by West Asia geopolitical crises, raising container costs 3x-5x and delaying export dispatches. Revenue fell 15.6% YoY to ₹134.6Cr; EBITDA margins compressed to 16.4% due to commodity inflation and lower export mix.