Q2 2026 Shilchar Technologies Ltd Earnings Call Transcript

Oct 18, 2025 / 09:00 AM GMT

Transcript

Key Points

Positve

Shilchar Technologies Ltd (BOM:531201) reported a robust 31% year-on-year growth in revenue from operations for Q2 FY26.
The company achieved an impressive EBITA margin of 31% for the quarter, consistent with previous levels.
Net profit for the quarter increased by 40% year-on-year, highlighting strong profitability.
The company has a strong order book with approximately 300 crores in hand and is on track to achieve its sales target of 750 crores for FY26.
Shilchar Technologies Ltd announced a significant capacity expansion project, which will be the largest in its history, funded entirely through internal accruals.

Negative

Recent changes in the US tariff policy have introduced uncertainties, although the company is working to mitigate potential impacts.
The new capacity expansion is scheduled for completion by April 2027, which may delay immediate growth opportunities.
The company faces challenges in entering the 220 kV class transformer market, which requires new certifications and customer approvals.
There is a risk of overcapacity in the transformer industry, which could impact margins in the future.
The company remains heavily reliant on the transformer market, with no immediate plans for product diversification.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SELC.BO - Shilchar Technologies Ltd
Q2 2026 Shilchar Technologies Ltd Earnings Call
Oct 18, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Celsa Technologies Limited Q2 F 526 earnings conference call. As a reminder, all participant lines will be in the listener mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal operator by pressing, then 0 on your touchtone phone.

Please note that this conference is being recorded.

I now have the conference over to Mr. Ravishwamiathan from Avenders Park.

Thank you and over to you, sir.

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Unidentified_2 [2]
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