Shaily Engineering Plastics Ltd (NSE:SHAILY)

Q2 2026 Shaily Engineering Plastics Ltd Earnings Call Transcript

Nov 10, 2025 / 10:30 AM GMT

Release Date Price: ₹2471.3 (-0.19%)

Transcript

Key Points

Positve

Shaily Engineering Plastics Ltd (BOM:501423) reported a strong revenue growth of 34% year-on-year, reaching INR 257 crores.
EBITDA margins expanded significantly by over 1,000 basis points to 31.8%, indicating improved operational efficiency.
The healthcare segment showed remarkable growth of 163% year-on-year, contributing 38% to the overall revenue mix.
The company launched a next-generation GLP1 device, the Shayle Axiom Max, enhancing its product portfolio.
Shaily Engineering Plastics Ltd (BOM:501423) is actively expanding its capacity, with 19 new machines installed and plans to double pen production capacity by the end of FY26.

Negative

The consumer segment experienced a slight revenue dip of around 3% compared to the previous year.
Machine utilization rate remains relatively low at about 48%, indicating potential underutilization of resources.
There is uncertainty regarding the timing of the Canadian launch for semaglutide pens, which could impact revenue projections.
The consumer electronics segment is not expected to contribute significantly to revenue in the near term.
The company faces potential competition from Chinese manufacturers in the GLP1 pen market, which could impact market share.

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

SEPL.NS - Shaily Engineering Plastics Ltd
Q2 2026 Shaily Engineering Plastics Ltd Earnings Call
Nov 10, 2025 / 10:30AM 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 Shelley Engineering Plastics Limited Q2F526 earnings conference call. As a reminder, all participant lines will be in the listen-only 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 an operator by pressing then 0 on your touchstone phone. Please note that this conference has been recorded.

I would now like to hand the conference over to Mr. Amit Sangvi.

Thank you and over to you, sir.

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Unidentified_2 [2]
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