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Investor Presentation

Shivalik Bimetal Controls Investor Presentation: Key Takeaways

SBCL reported strong Q1FY27 performance with revenue up 33% and PAT up 45% YoY. Strategy focuses on high-value integrated solutions like PCBA and busbars for EVs and smart meters.

Guidance and delivery
Management target Revenue FY30+
Highlights
Revenue growth33% YoY Consolidated
MarginsEBITDA margin expanded 225 bps to 27.52% (Standalone)
Demand visibilityStrong domestic smart-meter demand and switchgear exports
Management confidenceHigh regarding EV and Smart Meter tailwinds

Growth

Consolidated Q1FY27 Revenue at ₹182.20 Cr, EBITDA margin at 23.72%, and PAT margin at 18.12%.

Outlook

Targeting 250M smart meters by 2027; Pune R&D/CCS facility operational for forward integration by FY26.

Risks

Asia market softness; North American EV slowdown; raw material price fluctuations impacting margins.

Last quarter's promises, checked

Delivered

  • Guided FY27 revenue growth 20-30% → delivered 33% YoY (= BEAT)
  • Guided EBITDA margin expansion → delivered 225 bps increase to 27.52% (= BEAT)
  • Guided Pune facility operational by FY26 → delivered phase I operational with CTO (= BEAT)

Partly delivered

  • Guided volume growth → delivered 2.51% volume decline despite 12.95% revenue growth (= PARTIAL)
Source

Investor Presentation filed with NSE, NSE: SBCL. Summary written with AI assistance from the document.

Read the document ↗

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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