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
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Revenue recovered 43% QoQ as North American tariff issues resolved, offsetting Middle East volatility.
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 Ltd reported revenue from operations of ₹192.6 Cr (+12.4% YoY) and net profit of ₹33 Cr (-28.1% YoY) for Q2 FY27.
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 Ltd has submitted its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with regulatory filing requirements.
Management blamed West Asia geopolitical crises and high shipping costs for a soft Q1, despite maintaining ambitious annual revenue targets.
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 Limited held its 40th Annual General Meeting on August 11, 2026, via video conferencing. Shareholders considered items including financial statements and director reappointments.
Shilchar Technologies Ltd reported revenue from operations of ₹134.6 Cr (-15.2% YoY) and net profit of ₹20.9 Cr (-49.6% YoY) for Q1 FY27.
Shilchar Technologies has scheduled a board meeting for August 11, 2026, to consider and approve the company's unaudited financial results for the quarter ended June 30, 2026.
Shilchar Technologies recommended a final dividend of 125% per equity share. The record date and general meeting date will be intimated later.
Shilchar Technologies submitted its Business Responsibility and Sustainability Report for FY 2025-2026. The report details the company's environmental, social, and governance disclosures.
Shilchar Technologies released its FY26 Annual Report, highlighting a 5% revenue increase to ₹652 Crore. The company is investing ₹120 Crore in a 6,500 MVA capacity expansion.
Shilchar Technologies convened its 40th AGM for August 11, 2026. The record date for determining dividend eligibility is fixed for July 31, 2026.
Shilchar Technologies got a CARE A; Stable / CARE A1 rating for Rs 108 crore of facilities. Rating covers Rs 103 crore long-term and Rs 5 crore short-term.
Shilchar Technologies Limited filed its Annual Secretarial Compliance Report for FY2026. The report confirms overall regulatory adherence with minor observations regarding administrative disclosure delays.
Shilchar Technologies Ltd received an appellate order setting aside a ₹3.19 Crore GST demand. The matter is remanded for re-determination with no immediate material financial impact.