Conference Call with Shilchar Technologies Management and Analysts on Q4FY25 & Full Year Performance and Outlook. Listen to the full earnings transcript.
Electrical Equipment & Products company Shilchar Technologies announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Revenue from Operations: Rs 232 crore compared to Rs 105 crore during Q4FY24, EBITDA: Rs 71 crore compared to Rs 31 crore during Q4FY24, EBITDA margin: 31% for Q4FY25. PAT: Rs 55 crore compared to Rs 25 crore during Q4FY24. PAT margin: 23% for Q4FY25. FY25 Financial Highlights: Revenue from Operations: Rs 623 crore compared to Rs 397 crore during FY24, EBITDA: Rs 185 crore compared to Rs 113 crore during FY24, EBITDA margin: 30% for FY25. PAT: Rs 147 crore compared to Rs 92 crore during FY24. PAT margin: 23% for FY25. Alay J. Shah, Chairman & Managing Director, Shilchar Technologies, said: We have achieved full capacity utilisation ahead of schedule, as demonstrated by our strong Q4 performance. Initially, we anticipated reaching this milestone by FY26; however, on a run-rate basis, we accomplished it in Q4 itself. Further, Q4 being a strong quarter on account of financial year end, we have been able to do well in our domestic business. Consequently, this has led to a slight shift in our business mix, favoring the domestic segment for FY25. Our profitability profile remains strong, underpinned by healthy gross and operating margins. These factors have collectively driven us to record our highest-ever profitability, both on a quarterly and annual basis. The demand outlook continues to be positive across both domestic and export markets, supported by healthy order inquiries and business visibility.Looking ahead, we expect the domestic business to experience higher growth, driven by significant capital expenditure in India’s renewable energy and power transmission & distribution sectors—areas where we are well-positioned to benefit from the prevailing tailwinds Currently, there are no reciprocal tariffs on the export of transformers from India to the US, and as such, our export outlook to the US remains unchanged. However, we will closely monitor the situation as the 90-day tariff pause concludes, and will adapt our strategy should any changes arise. Given the robust demand environment, there is potential for further capacity expansion. For now, our immediate priority is to optimize existing operations and consolidate recent gains. Although we have not yet finalised any additional investments, I want to assure you that Shilchar is fully prepared to capitalise on the emerging opportunities in the transformer sector. Lastly, taking into account current year’s performance, the Board has recommended a final dividend of Rs 12.5 per equity share subject to shareholder approval as well as a bonus issue (1 new fully-paid up equity share for every 2 held). Result PDF