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Earnings Call

Shivalik Bimetal Controls Earnings Call: Key Takeaways

Shivalik Bimetal delivered 12.3% revenue growth and 24.8% PAT growth in FY26. Strategy focuses on high-value components and assemblies like PCBA and busbars.

Highlights
Revenue growthFY26 consolidated revenue grew 12.3% YoY to ₹570.9 crore.
MarginsEBITDA margin expanded 250bps to 22.9% due to product mix.
Demand visibilityStrong for smart meters and EV-related busbar/PCBA assemblies.
Management confidenceHigh; citing built foundation for 30%+ long-term growth levels.

Growth

FY26: Revenue ₹570.9cr (+12.3%), EBITDA ₹130.7cr (+26.0%), PAT ₹95.8cr (+24.8%). EBITDA margins expanded 250bps to 22.9%.

Outlook

Internal targets for 20-30% growth; Pune facility revenue potential ₹250-350cr in 2-3 years. Maintenance capex ₹10-15cr annually.

Risks

Flattening domestic bimetal demand due to real estate mix; historical US customer concentration; silver price volatility affecting gross margins.

Source

Earnings Call filed with BSE, NSE: SBCL. Summary written with AI assistance from the document.

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Shivalik Bimetal Controls Ltd: key numbers

Share price
₹1,154.50
Market cap
₹6,650 Cr
Revenue (annual)
₹570.9 Cr
Net profit (annual)
₹95.86 Cr
P/E (TTM)
62.7×Sector 53.6×
Promoter holding
33.61%+0.24% QoQ
FII holding
2.04%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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