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.
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 reported FY26 revenue of ₹652cr and PAT of ₹158cr, impacted by Middle East logistics and US tariff uncertainty in Q4.
Shilchar delivered steady FY26 growth but faced a weak Q4 due to Middle East logistics disruptions and US tariff uncertainty. Management remains optimistic, pivoting toward aggressive capacity expansion to drive FY27-28 scale.
Shilchar Technologies reported FY26 revenue of ₹651.94 Cr, up 5% YoY, driven by renewable energy demand. The company maintains a debt-free status and is expanding capacity significantly.
Shilchar reported FY26 revenue of ₹651.94 Cr, up 5% YoY, with 29.2% EBITDA margins. Growth was driven by renewables, though Q4 saw temporary geopolitical disruptions in export markets.