Shivalik Bimetal Controls Limited — PPTs, 14-08-2025: Investor Presentation

**1. Financial Highlights:**

Q1FY26 standalone revenue grew to ₹116.70 Cr, with PAT reaching ₹20.97 Cr, showing significant bottom-line growth. Both Gross (47.93%) and EBITDA (25.26%) margins expanded due to improved product mix and cost management. The company maintains a strong net cash position and improved working capital efficiency with reduced inventory days.

**2. Strategic Initiatives & Growth Drivers:**

The existing asset base supports over ₹1,300 Cr revenue potential. Strategic focus includes forward integration into complex assemblies, new product verticals, and global expansion (e.g., Italy subsidiary). Growth drivers are robust demand from EV, smart meters, energy storage, data centers, and favorable global sourcing shifts.

**3. Business Developments:**

A pilot PCBA assembly line is anticipated to begin functionality in FY26. Shivalik secured record program wins in automotive and industrial sectors, with shunt resistors now contributing 49% of total revenue, highlighting successful diversification.

**4. Market Position & Competitive Advantage:**

As India’s sole integrated manufacturer of precision bimetals, shunt resistors, and silver contacts, Shivalik holds a leading market position. Its competitive edge lies in proprietary Electron Beam Welding and Diffusion Bonding technologies, creating high entry barriers.

**5. Investor Implications:**

Strong Q1 performance and strategic alignment with global electrification trends signal significant positive growth potential. The company's unique technological moats and sound financial health suggest a durable competitive advantage and robust execution outlook.