Shilchar Technologies Limited — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Shilchar Technologies held an earnings conference call to discuss Q4 and full-year FY26 results. Management highlighted robust 5-year CAGRs for revenue (38%), EBITDA (77%), and PAT (83%). Q4 faced temporary headwinds from US tariff uncertainty and Middle East logistics issues, impacting dispatches. However, both order intake and deliveries have since improved, with demand strong in power, T&D, and renewables. The company remains debt-free with significant cash reserves. An expansion project is on track for April '27, set to drive future growth. FY27 revenue visibility stands at INR800 crores. Management expressed confidence in resuming growth and maintaining margins, with ongoing price increase discussions with customers. The overall sentiment is confident.