| Management target | Revenue 100.0% FY29 |
|---|
| Revenue growth | ₹192.61 Cr, up 12% YoY and 43% QoQ. |
|---|---|
| Margins | EBITDA margin 20.8%, recovered from Q1 low of 16.4%. |
| Order book | Over ₹550 Cr, with Q3/Q4 delivery schedules confirmed. |
| Demand visibility | Strong domestic and export inquiries; North American momentum returning. |
| Management confidence | High, focusing on absolute EBITDA growth over percentage margins. |
Growth
Revenue rose 12% YoY to ₹192.61 Cr; EBITDA margins improved to 20.8% QoQ.
Outlook
Targets ₹750 Cr revenue for FY27 and ₹1,500 Cr by FY29 post-expansion.
Risks
Higher logistics costs and potential margin dilution from upcoming large-scale capacity expansion.
Last quarter's promises, checked
Delivered
- Q2 'better than Q1' → revenue ₹134.60 Cr → ₹192.61 Cr, +43% QoQ (= BEAT)
- Order book ~₹500 Cr → over ₹550 Cr (= BEAT)
- Q2 EBITDA up on Q1 → margin 16.4% → 20.8% (= BEAT, summary base)
Partly delivered
- ~100% utilization FY27 → 80-90% (= PARTIAL)
- Phase 3 6,500 MVA by Apr 2027 → reaffirmed, not yet due (= PARTIAL)
Missed
- FY27 revenue ₹800 Cr (analyst-cited, not disputed) → ₹750 Cr target (= MISS)
- Q1 export recovery → shipping costs 3-5x, still delayed (= MISS)
Earnings Call Transcript filed with NSE, NSE: SHILCTECH. Summary written with AI assistance from the document.
Shilchar Technologies Ltd: key numbers
- Share price
- ₹3,650.90
- Market cap
- ₹4,177 Cr
- Revenue (annual)
- ₹651.9 Cr
- Net profit (annual)
- ₹158.2 Cr
- P/E (TTM)
- 33.5×Sector 41.2×
- 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 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 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.