Shilchar has finally hired an IR team and come up with an interesting and detailed investor presentation. Gives a holistic overview of their capabilities, new plant, business model positioning, ability to scale up quickly through internal accruals, etc.
Few key slides which are worth highlighting –
Exports have seen a sizable jump from 24% to 52% , aided by strong design & engineering capabilities and ability to deliver customized solutions at scale.
Strong presence in Middle East & America
Demand drivers
- Good mix of drivers from conventional sectors like Renewables, steel, Oil & gas, and export opportunities rising from grid infra replacement and transformer supply shortage
Business Outlook
Disc: Invested from lower levels; views are biased
| Subscribe To Our Free Newsletter |
