Shivalik Bimetal Controls Ltd Share Price

🚨 Shivalik Bimetal Controls: Smart Metering Play?

Shivalik Bimetal Controls is quietly moving up the value curve — from strip-led products toward higher-value components, assemblies and technology-driven solutions. 📊 FY26 HIGHLIGHTS • Consolidated Revenue: ₹570.9 Cr | +12.3% YoY • EBITDA Margin: 22.9% • EBITDA Growth: +26% YoY • Consolidated PAT: +24.4% YoY • Consolidated ROCE: 25.7% • Cash: ₹105 Cr vs Debt of ~₹59 Cr 🌍 CHINA+1 OPPORTUNITY Global OEMs are diversifying supply chains toward India. 🚀 MOVING UP THE VALUE CURVE Management is increasingly targeting higher-value products such as:

→ PCB assemblies → Busbar assemblies → Integrated platforms → Advanced shunts & bimetals The Pune assembly platform is targeted at an annual revenue opportunity of around ₹70–80 Cr by FY27. 💰 CAPITAL EFFICIENCY One of the strongest points is the existing asset base. 📈 SUBSIDIARY + JV MOMENTUM Shivalik Engineered Products delivered: +54.9% turnover growth +193.9% PAT growth Innovative Clad Solutions nearly doubled turnover to around ₹302 Cr, with PAT of approximately ₹21 Cr. ⚠️ KEY RISKS TO WATCH • EV demand cycles, especially North America • Related-party purchases at 9.36% of total purchases • Corporate guarantees to the JV of around ₹27.87 Cr • Execution of higher-value assembly products • Customer concentration & long qualification cycles 🧾 GOVERNANCE CHECK The company maintains a strong governance framework: ✅ 6 Independent Directors out of 10 ✅ Chairman & MD roles separated ✅ Clean statutory & secretarial audit opinions ✅ No reported frauds ✅ No major regulatory penalties reported Management remuneration also deserves attention, although the increase remained below the average employee salary increase. EV shunt content 3× higher ⚡ 250M smart meters 🇮🇳 25.7% ROCE 📈 ₹1,300 Cr+ potential revenue capacity 🚀 Strong balance sheet 💰 Neha Gupta SEBI Registered Research Analyst For educational purposes only. Not investment advice. Investors should conduct their own research.

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Shivalik Bimetal Controls: From Precision Materials to a High-Value Electrification Play? ⚡

Shivalik Bimetal Controls: From Precision Materials to a High-Value Electrification Play? ⚡ By Neha Gupta | SEBI Registered Research Analyst

FY26 was a record year for Shivalik Bimetal Controls (SBCL) — but the bigger story may be the company’s strategic shift from supplying precision materials to becoming a solutions-led component & assembly player. 📈 Record FY26 Performance • Revenue: ₹570.9 Cr | +12.3% YoY • PAT: ₹95.8 Cr | +24.8% YoY • EBITDA growth: ~26% • ROCE: 25.7% • Net-cash balance sheet 25.7% ROCE + Net Cash + Strong Cash Generation + Operating Leverage + Smart Metering + EV + Grid Electrification creates an interesting long-term structural story. The key question now is not whether the company can grow — but how efficiently it can scale its higher-value assembly businesses while protecting margins. Disclaimer: Educational & informational purposes only. Not investment advice or a recommendation to buy, sell or hold any security. Please conduct your own research or consult a SEBI-registered investment adviser. #ShivalikBimetal #SBCL #EV #SmartMeters #Electrification #Manufacturing #IndianStocks #StockMarketIndia #FundamentalAnalysis #Investing #NehaGupta

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🚀 50 Stocks With Strong Q1 FY27 Concall Commentary 📊🔥

🚀 50 Stocks With Strong Q1 FY27 Concall Commentary 📊🔥 !SGMART

🔹 #SGMART — 🚀 118% EBITDA growth outlook; ₹300 Cr EBITDA target for FY27 🔹 #SENORES — 💊 Targeting 30–40% revenue growth and 50–60% PAT growth in FY27 🔹 #SAKAR — 🧬 25% revenue CAGR with 50%+ PAT growth; oncology business ramp-up is a key catalyst 🔹 #SGFIN — 💰 Targeting 43% PAT growth and ₹225 Cr PAT in FY27 🔹 #SHADOWFAX — 🚚 FY27 revenue growth guidance upgraded sharply to 38–40% 🔹 #NEOGEN — 🔋 ~40% revenue growth expected, supported by battery-chemical expansion 🔹 #HFCL — 🌐 FY27 revenue growth guidance doubled to 40% from 20% 🔹 #SAHASRA — ⚡ Targeting 100% revenue growth and ₹275–300 Cr revenue in FY27 🔹 #SANGAMIND — 📈 Management targeting 100% PAT growth in FY27 🔹 #JSFB — 🏦 80%+ PAT growth outlook, with strong loan and deposit growth targets 🔹 #MOTILALOFS — 🏠 Housing finance AUM expected to grow 20%+ annually over the next 2–3 years 🔹 #BORORENEW — ☀️ Targeting 60% revenue & EBITDA growth; 600 TPD capacity expansion planned 🔹 #MBAPL — 🌾 >50% revenue growth expected in FY27, led by the Dhule SSP ramp-up 🔹 #ATLANTAELE — ⚡ Management sees ~40% revenue CAGR over the next 3 years 🔹 #NETWEB — 🖥️ 35–40% revenue growth outlook with healthy margin expectations 🔹 #SYRMA — 🔌 30–35%+ growth opportunity with strong FY27 targets 🔹 #JUBLINGREA — 🧪 32–40% EBITDA growth target; ₹750–800 Cr EBITDA outlook 🔹 #KRISHANA — 🌱 30–35% revenue growth guidance for FY27 🔹 #ARSSBL — 📊 30–35% PAT growth expected in FY27 🔹 #CGCL — 💰 30%+ AUM CAGR targeted through FY28 🔹 #SOBHA — 🏗️ 30%+ pre-sales growth target for FY27 🔹 #SURYODAY — 🏦 30% deposit growth with a major expansion in customer base 🔹 #HSCL — 🔥 PAT targeted to more than double from ₹555 Cr in FY25 to ₹1,100+ Cr by FY28 🔹 #TATVA — 🧪 25–30% revenue growth guidance for FY27 🔹 #SMARTWORKS — 🏢 28–30% revenue growth expected in FY27 !TATVAT 🔹 #GREENPLY — 🪵 MDF volumes expected to grow 25–30% !HSCL

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Shivalic Power Control Ltd. – SWOT Analysis

Strengths Specialised electrical-equipment business: Focus on power distribution and control panels gives the company exposure to industrial and infrastructure electrification. Wide product range: PCC, MCC, IMCC, APFC, VFD/AC drive, DG synchronisation, HT, smart and outdoor panels provide diversification across applications. Export presence: Products are exported to markets including Nepal, Mongolia, Thailand, Sri Lanka, Nigeria, Kenya, Bangladesh, South Africa and others. Established operating history: The business dates back to 2004, providing experience in electrical control and distribution equipment. Weaknesses Small-cap business: Scale is considerably smaller than large electrical-equipment companies, resulting in lower bargaining power. Project/order dependence: Revenue can fluctuate depending on order inflow and execution of individual projects. Working-capital intensity: Electrical equipment businesses can require significant inventory and receivables. Opportunities Power infrastructure expansion: India's investment in transmission, distribution and industrial electrification provides a large addressable market. Data centres: Growing electricity requirements of data centres can increase demand for reliable power distribution and control systems. Renewable energy: Solar, wind and hybrid projects require electrical distribution and control Threats Strong competition: Competition from established players such as Schneider Electric, Siemens, ABB, L&T and numerous regional panel manufacturers. Raw-material volatility: Copper, aluminium, steel and electrical components can significantly influence production costs. Margin pressure: Large customers may negotiate aggressively, particularly in competitive tender-

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Shivalik Bimetal Controls Ltd – Company Analysis

Shivalik Bimetal Controls Ltd is a niche precision-engineering company specializing in bimetal and trimetal strips, shunt resistors, current-sensing components and other specialized products used across automotive, electrical, electronics, industrial and energy applications. The company has built strong technological capabilities and enjoys a competitive position in high-value, precision components where qualification requirements and customer relationships create meaningful entry barriers. Financial performance in FY26 was strong. Consolidated revenue increased 12.3% year-on-year to approximately ₹571 crore, while EBITDA grew 26% to ₹131 crore and net profit rose 24.8% to nearly ₹96 crore. Importantly, EBITDA margin expanded from 20.4% to 22.9%, indicating that earnings growth was supported not only by higher sales but also by better profitability. Q4 FY26 was particularly strong, with revenue rising 22.8% and net profit increasing 23.8% year-on-year. This improvement suggests healthy operating leverage and stronger contribution from value-added products. Looking ahead, Shivalik Bimetal Controls is well positioned to benefit from increasing EV adoption, smart-meter deployment, renewable-energy infrastructure and demand for precision current-sensing components. Expansion into PCBA, busbar assemblies and higher-value automotive applications could further increase the company's addressable market and improve revenue quality. However, investors should be careful about valuation, customer concentration, execution of capacity expansion and the cyclical nature of industrial demand. Overall, Shivalik Bimetal Controls is a high-quality niche manufacturing business with strong margins, improving earnings and attractive structural growth drivers. The key risk is not the business quality but whether future growth is sufficient to justify the valuation investors are currently assigning to it.

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