| Revenue growth | +12% YoY, +43% QoQ to ₹193 Cr |
|---|---|
| Margins | EBITDA 20.8% vs 16.4% QoQ, 31.3% YoY |
| Order book | FY27 pipeline ~₹800 Cr; total order book not disclosed |
| Demand visibility | FY27 order pipeline ~₹800 Cr; export inquiries robust |
| Management confidence | Cautiously positive; Middle East not fully normalised |
Growth
Revenue ₹192.6 Cr, +12% YoY, +43% QoQ. PAT ₹33.0 Cr, -28% YoY, +58% QoQ. EBITDA margin 20.8% vs 31.3% YoY.
Outlook
6,500 MVA capacity due April 2027, taking total to 14,000 MVA. FY27 order pipeline ~₹800 Cr. Margins expected to improve with export mix.
Risks
Middle East/West Asia export disruption; shipping and logistics cost pressures only partly eased. EBITDA margin down 1,049 bps YoY.
Last quarter's promises, checked
Delivered
- Q2 'notably better than Q1' → rev ₹134.6→₹192.6 Cr, +43% QoQ (= BEAT)
- 'Hope to achieve more EBITDA' → EBITDA ₹29.23→₹40.1 Cr (= BEAT)
Partly delivered
- Q2 margin ≥ Q1 → 20.8% vs ~21.7% implied by Q1 transcript figures (= PARTIAL)
- 6,500 MVA by Apr-27 → reaffirmed, not yet due (= PARTIAL)
- FY27 revenue ~₹800 Cr (analyst's figure) → H1 ₹327 Cr; not restated (= PARTIAL)
Missed
- FY27 'very close to 100%' utilisation → Q1 60-65%; Q2 undisclosed (= MISS)
Investor Presentation filed with BSE, NSE: SHILCTECH. Summary written with AI assistance from the document.
Shilchar Technologies Ltd: key numbers
- Share price
- ₹3,797.60
- Market cap
- ₹4,345 Cr
- Revenue (annual)
- ₹651.9 Cr
- Net profit (annual)
- ₹158.2 Cr
- P/E (TTM)
- 34.9×Sector 42.1×
- 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 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 Earnings Call Transcript: Key Takeaways
Management blamed West Asia geopolitical crises and high shipping costs for a soft Q1, despite maintaining ambitious annual revenue targets.
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.
Shilchar Technologies Annual General Meeting
Shilchar Technologies Limited held its 40th Annual General Meeting on August 11, 2026, via video conferencing. Shareholders considered items including financial statements and director reappointments.