Shaily Engineering Plastics Limited — Q1FY27 earnings call summary

Filed 17 August 2026 · Official transcript

Industrial segment revenue up 25% to 23cr; new projects in Consumer Electronics and Automotive
Capex: 5cr for Semiconductor Trays; 80-100cr for new Consumer Electronics plant
Q1 FY27 revenue 281cr +14% y-y; EBITDA 83cr +18%, margin 29.7% +120bps; PAT 48cr +17%, margin 17.1% +40bps
New lines ramp-up ongoing; expect efficiency improvements and potential to exceed 36 million pens guidance
Consumer segment revenue declined 24% to 116cr due to softer demand in Europe and US
Pen injector capacity to reach 75 million pens p.a. by Sept; 9 million pens done in Q1, 50-60% GLP-1
Emergency use, reusable, and on-body auto-injectors in development; reusable to launch by year-end
Healthcare revenue grew 85% to 142cr, largest segment; driven by pen injectors including GLP-1 and insulin