Shilchar Technologies Limited — Q2FY27 earnings call summary

Filed 03 November 2026 · Official transcript

Domestic demand strong; capacity utilization ~80% in Q2, expected 100% by Q4 FY27
Q2 FY27 revenue 192.61 Cr, +12% y-y, EBITDA 40.06 Cr, margin 20.8%, PAT 32.98 Cr, margin 16.5%
EBITDA margin expected ~26% for FY27; focus on absolute EBITDA growth (target 200-250 Cr)
FY27 revenue target 750 Cr; FY28 target 1,000 Cr; FY29 target 1,250-1,500 Cr
Export margins higher than domestic; export share ~40% in Q2, expected to increase
Phase 3 expansion adding 6,500 MVA capacity, commissioning by Apr 2027, total 14,000 MVA
Raw material costs stabilized but remain high; pricing adjusted accordingly
Export conditions improving; North America exports gaining momentum post tariff resolution