Shivalik Bimetal Controls Limited — PPTs, 13-11-2025: Investor Presentation

Here's a concise, retail-friendly summary of the investor presentation:

1. **Business Performance:** SBCL reported solid Q2 & H1 FY26 financial results. Q2 revenue rose 8.09% YoY to ₹118.42 Cr, and H1 revenue increased 8.46% to ₹235.12 Cr, driven by operational efficiency and margin expansion. Shunt resistor revenue grew 10.72% in Q2, fueled by domestic smart meter demand, while bimetals saw 5.62% growth, with strong recovery in European markets.

2. **Growth Drivers or Strategy:** The company is strategically positioned for growth in EVs (3x market potential), India's 250 million smart meter rollout, energy storage, data centers, and global electrification. Strategic focus areas include forward integration and geographic expansion.

3. **Recent Developments:** SBCL established Shivalik Bimetals Europe SRL in Italy as a wholly-owned subsidiary. A pilot PCBA assembly line was also initiated, with functionality anticipated in FY26.

4. **Key Financial Metrics:** Q2 Profit After Tax (PAT) climbed 10.03% YoY to ₹20.88 Cr, resulting in an EPS of ₹3.62. For H1, PAT increased 18.63% to ₹41.85 Cr, with EPS reaching ₹7.26.

5. **Management Commentary / Outlook:** Management emphasizes the company's strong footing to leverage global electrification trends, with shunts rapidly growing alongside bimetals. Future plans prioritize strategic integration and expansion to enhance margins and cash cycles.