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SBCL Q3 FY26: EBITDA Margins Hit 24%; ₹20 Cr Capex for New Pune Assembly Plant
Shivalik Bimetal reported 9% YoY revenue growth for Q3 FY26, with EBITDA margins expanding significantly by 400 bps to reach 24%. The company is investing ₹200 million in a new Pune facility for automotive bus bars and assemblies, expected to generate ₹70-75 crore in FY27. Management anticipates this new segment will scale to ₹250-300 crore by FY29, driven by e-mobility and energy storage demand. The board also declared an interim dividend of ₹2 per share, reflecting confidence despite temporary US tariff challenges.
Key Highlights
Q3 and 9M FY26 revenue increased by 9% YoY with EBITDA margins crossing the 24% mark, up 400 bps.
Approved ₹20 crore internal-funded capex for a new Pune facility targeting EV and energy storage markets.
New assembly business projected to contribute ₹70-75 crore in FY27 and scale up to ₹300 crore by FY29.
US export strategy is shifting from low-margin strips to high-value components to mitigate tariff impacts and improve realizations.
Board declared an interim dividend of ₹2 per equity share following strong operational performance.
💼 Action for Investors
Investors should view the margin expansion and the move into high-value assemblies as strong growth catalysts. Monitor the timely commissioning of the Pune plant in Q1 FY27, as it is expected to significantly boost revenue visibility over the next three years.
SBCL Targets ₹1,600 Cr Revenue Potential; Reports 31.6% 5-Year PAT CAGR
Shivalik Bimetal Controls (SBCL) showcased a robust financial profile in its latest investor presentation, highlighting a 5-year PAT CAGR of 31.6% and a revenue CAGR of 21%. The company remains debt-free with a net cash balance of ₹68 crore and maintains a healthy EBITDA margin of 22.28%. With exports contributing 56.22% of revenue, SBCL is well-positioned to benefit from global demand in EVs and smart meters. Management indicated that current infrastructure can support revenue up to ₹1,300 crore, with a total potential of ₹1,600 crore post-optimization.
Key Highlights
Delivered a 5-year PAT CAGR of 31.6% and Revenue CAGR of 21.04% through FY25.
Maintains a strong return profile with a ROCE of 24.65% and zero debt status.
Export markets account for 56.22% of revenue, serving 300+ customers across 38 countries.
Shunt resistors emerged as the fastest-growing segment with a 5-year CAGR of 41.76%.
Future sales potential estimated at ₹1,600 crore following ₹100 crore capex already deployed.
💼 Action for Investors
Investors should consider SBCL as a high-margin, debt-free growth play on the global electrification and smart metering themes. The significant headroom between current revenue and installed capacity suggests a strong runway for earnings expansion.
SBCL Q3 PAT Up 22% YoY to ₹22.33 Cr; EBITDA Margins Expand 421 Bps
Shivalik Bimetal Controls Limited (SBCL) reported a strong Q3 FY26 with consolidated PAT rising 22.42% YoY to ₹22.33 crore. While revenue growth was moderate at 8.88% YoY (₹134.23 crore), the company achieved significant margin expansion, with EBITDA margins jumping 421 bps to 24.12%. This profitability was driven by a favorable product mix and increased supply of high-margin components to global customers. Additionally, the company is investing ₹20 crore in a new Pune facility for automotive busbars, targeting a launch in April 2026.
Key Highlights
Consolidated PAT for Q3 FY26 grew 22.42% YoY to ₹22.33 crore; 9M PAT rose 25.11% to ₹69.71 crore.
EBITDA margin expanded by 421 bps YoY to 24.12% in Q3, reflecting improved product mix and cost discipline.
Revenue from operations increased 8.88% YoY to ₹134.23 crore for the quarter.
Europe Shunts segment recorded massive growth of 98.64% YoY, while India Shunts grew 18.89%.
Announced ₹200 million investment for a new Pune plant to produce 1 million busbars per month starting Q1 FY27.
💼 Action for Investors
Investors should view the margin-led growth and forward integration into automotive assemblies as strong positive indicators. The company's focus on high-growth sectors like EVs, AI data centers, and smart meters provides a robust long-term outlook.
SBCL Q3 Profit Up 10% to ₹19.3 Cr; Announces ₹2 Dividend & ₹20 Cr Pune Expansion
Shivalik Bimetal Controls Limited (SBCL) reported a steady Q3 FY26 with net profit rising 10.3% YoY to ₹19.34 crore and revenue reaching ₹110.13 crore. The board declared a 100% interim dividend of ₹2 per share, setting February 13, 2026, as the record date. A major expansion is underway in Pune with a ₹20 crore investment to produce 1 million automotive busbars monthly, specifically targeting the e-mobility and energy storage markets. This new facility is expected to be operational by April 2026 and will be funded entirely through internal accruals.
Key Highlights
Net Profit increased 10.3% YoY to ₹19.34 crore for the quarter ended December 31, 2025.
Declared interim dividend of ₹2 per share (100% of face value) with a record date of Feb 13, 2026.
Investing ₹200 million via internal accruals for a new manufacturing facility in Pune, Maharashtra.
Proposed capacity of 1 million automotive busbars and 40,000 assemblies per month starting Q1 FY27.
Revenue from operations grew 3.7% YoY to ₹110.13 crore, maintaining stable margins.
💼 Action for Investors
The forward integration into automotive busbars for the EV sector is a significant growth catalyst; investors should hold for the dividend and monitor the Pune plant's commissioning in April 2026.
Shivalik Bimetal Declares Rs 2 Interim Dividend; Sets Feb 13 as Record Date
Shivalik Bimetal Controls Limited (SBCL) has announced an interim dividend of 100% for the financial year 2025-26, amounting to Rs. 2 per equity share. The Board has fixed February 13, 2026, as the record date to identify eligible shareholders for this payout. The total number of equity shares involved is 5,76,04,200 with a face value of Rs. 2 each. Shareholders can expect the dividend payment or dispatch to be completed by March 6, 2026.
Key Highlights
Interim dividend declared at 100% of face value, which is Rs. 2 per equity share
Record date for determining shareholder eligibility is set for February 13, 2026
Dividend applies to a total of 5,76,04,200 equity shares
Payment or dispatch of the dividend is scheduled to be completed on or before March 6, 2026
💼 Action for Investors
Investors interested in the dividend should ensure they hold the stock before the ex-dividend date, typically one working day prior to the record date. The 100% dividend payout signals healthy cash flow and a shareholder-friendly approach.
SBCL Q3 Net Profit Rises 10% to ₹19.3 Cr; Announces ₹2 Dividend and ₹20 Cr Pune Expansion
Shivalik Bimetal Controls Limited (SBCL) reported a steady performance for Q3 FY26, with net profit growing 10.3% YoY to ₹19.33 crore. The company declared an interim dividend of ₹2 per share (100% of face value) and announced a strategic ₹20 crore investment for a new manufacturing facility in Pune. This new plant will focus on automotive busbars and connectors, targeting the high-growth e-mobility and energy storage sectors, with production expected to start in Q1 FY27.
Key Highlights
Net profit increased by 10.3% YoY to ₹19.33 crore for the quarter ended December 31, 2025.
Declared an interim dividend of ₹2 per share (100%) with a record date of February 13, 2026.
Announced a ₹20 crore investment for a new Pune facility to produce 1 million busbars per month.
Revenue from operations stood at ₹110.13 crore, showing a modest growth of 3.7% YoY.
Recognized a one-time exceptional expense of ₹79.06 lakhs due to the implementation of New Labour Codes.
💼 Action for Investors
The expansion into automotive busbars for the EV segment is a significant forward-integration move that could drive future margins. Investors may hold for the dividend and long-term growth from the new Pune facility.
SBCL Declares ₹2 Interim Dividend; Q3 Net Profit Rises 10% YoY to ₹19.3 Cr; Announces Pune Expansion
Shivalik Bimetal Controls (SBCL) reported a steady Q3 FY26 with standalone net profit growing 10.3% YoY to ₹19.34 crore. The Board declared an interim dividend of ₹2 per share (100% of face value) with a record date of February 13, 2026. A major strategic highlight is the announcement of a ₹20 crore greenfield expansion in Pune to manufacture automotive busbars for the EV and energy storage sectors. While revenue grew 3.7% YoY to ₹110.13 crore, the company is focusing on forward integration through this new facility, which is expected to launch in April 2026.
Key Highlights
Standalone Net Profit increased 10.3% YoY to ₹19.34 crore for the quarter ended December 31, 2025.
Declared an interim dividend of ₹2 per equity share with the record date fixed as February 13, 2026.
Announced a ₹200 million investment for a new Pune facility to produce 1 million automotive busbars per month.
Revenue from operations grew 3.7% YoY to ₹110.13 crore, though it saw a marginal sequential decline from Q2 FY26.
Provided a ₹7 crore corporate guarantee for its wholly-owned subsidiary to secure credit facilities for working capital and term loans.
💼 Action for Investors
The expansion into EV-related busbars is a significant growth catalyst that diversifies SBCL's portfolio; long-term investors should maintain positions given the healthy dividend and strategic capex.