India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

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Equity Bottom-Up

<ul>
<li>Shilchar achieved full capacity utilization ahead of FY26 guidance, delivering record quarterly and annual profitability.</li>
<li>The early ramp-up boosts earnings visibility, positioning Shilchar to benefit from strong domestic and export transformer demand.</li>
<li>Near-Term growth outlook strengthens with a INR 750–800 crore revenue guidance for FY26, while medium-term capex plans are under evaluation. </li>
</ul>


Shilchar achieved full capacity utilization ahead of FY26 guidance, delivering record quarterly and annual profitability.
The early ramp-up boosts earnings visibility, positioning Shilchar to benefit from strong domestic and export transformer demand.
Near-Term growth outlook strengthens with a INR 750–800 crore revenue guidance for FY26, while medium-term capex plans are under evaluation. 


Shilchar Technologies Q4FY25 : Full Capacity Utilization Achieved Ahead of Schedule.

<ul>
<li>Shilchar’s focus on Inverter Duty Transformers positions it to capitalize on the booming renewable energy sector, especially solar, supporting long-term growth and profitability.</li>
<li>Shilchar’s recent capacity expansion, with a potential to scale further, ensures it can meet increasing domestic and export demand for transformers, positioning it for sustained market leadership.</li>
<li>Shilchar’s debt-free balance sheet and strong cash reserves enable strategic reinvestment in capacity and technology, ensuring continued growth in the competitive transformer industry.</li>
</ul>


Shilchar’s focus on Inverter Duty Transformers positions it to capitalize on the booming renewable energy sector, especially solar, supporting long-term growth and profitability.
Shilchar’s recent capacity expansion, with a potential to scale further, ensures it can meet increasing domestic and export demand for transformers, positioning it for sustained market leadership.
Shilchar’s debt-free balance sheet and strong cash reserves enable strategic reinvestment in capacity and technology, ensuring continued growth in the competitive transformer industry.


The Beat Ideas- Shilchar Technologies: Powering the Grid, Energizing Growth

India

Shilchar Technologies Limited manufactures transformers and cores. The Company serves a wide range of industry segments from consumer goods to industrial applications. Shilcar markets their goods directly through distributors and franchisees.

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Shilchar Technologies (SCTE IN)

Shilchar Technologies Q4FY25 : Full Capacity Utilization Achieved Ahead of Schedule.

Shilchar surpasses capacity goals, sets sights on strong earnings growth with record profitability and promising revenue guidance for FY26.

Sudarshan Bhandari

The Beat Ideas- Shilchar Technologies: Powering the Grid, Energizing Growth

Shilchar poised for growth in renewable energy sector with focus on Inverter Duty Transformers, capacity expansion, and strong financial position.

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Shilchar Technologies Q4FY25 : Full Capacity Utilization Achieved Ahead of Schedule.

​Shilchar surpasses capacity goals, sets sights on strong earnings growth with record profitability and promising revenue guidance for FY26.

Sudarshan Bhandari

The Beat Ideas- Shilchar Technologies: Powering the Grid, Energizing Growth

​Shilchar poised for growth in renewable energy sector with focus on Inverter Duty Transformers, capacity expansion, and strong financial position.

Sudarshan Bhandari

Shilchar surpasses capacity goals, sets sights on strong earnings growth with record profitability and promising revenue guidance for FY26.

Shilchar poised for growth in renewable energy sector with focus on Inverter Duty Transformers, capacity expansion, and strong financial position.