S H Kelkar & Co Ltd (NSE:SHK)

Q4 2025 S H Kelkar and Company Ltd Earnings Call Transcript

May 22, 2025 / 09:00 AM GMT

Release Date Price: ₹240.22 (+4.21%)

Transcript

Key Points

Positve

S H Kelkar & Co Ltd (BOM:539450) reported a strong 15% revenue growth for the fiscal year, driven by sustained demand across all segments, particularly in the domestic market.
The fragrance division grew by 19%, while the flavor division recorded a robust 43% growth, indicating strong performance across key business areas.
The company has implemented price increase measures to mitigate the impact of supply side constraints, which are expected to gradually reflect in improved margins.
S H Kelkar & Co Ltd is making strategic investments in new geographic markets, including Germany, UK, and New Jersey, which are expected to drive future sustainable growth.
The company is focused on leveraging multiple growth drivers, including product innovation and strategic partnerships, to capitalize on favorable global market dynamics.

Negative

Gross margins were impacted in the second half of the year due to supply side constraints, and the company is still working on margin recovery.
Incremental costs associated with strategic growth initiatives have stabilized, but they continue to affect the company's operating leverage.
The company anticipates additional operating costs of 15 to 20 crore on an annualized basis due to the new factory setup, which will impact margins in the short term.
S H Kelkar & Co Ltd is facing challenges in the European fragrance market due to capacity constraints, which may affect growth until new facilities are operational.
The company is experiencing a steady state in domestic market growth, with no significant increase in demand from tier one clients despite tax relaxations.

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

SHKE.NS - S H Kelkar And Company Ltd
Q4 2025 S H Kelkar and Company Ltd Earnings Call
May 22, 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 SH Klear and Company Limited's 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.

I now hand the conference over to Mr. Annu Pujari from CDR India.

Thank you and all to you, Mr. Pujari.

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Unidentified_2 [2]
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