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S H Kelkar and Company Limited

5 articles
S H Kelkar concluded fiscal year 2026 with an 11.5% revenue increase to ₹2,368 crore, driven by a strong Q4 performance, though adjusted EBITDA declined due to rising raw material costs stemming from Middle East geopolitical tensions. The company is implementing pricing measures and focusing on cost optimization and debt reduction to mitigate these pressures, alongside an exceptional gain from insurance recovery that bolstered net profit to ₹69.26 crore. Management’s focus on portfolio optimization, including a one-off low-margin product sale, signals a strategic shift aimed at improving margins, though investors should monitor the effectiveness of these initiatives in navigating ongoing inflationary headwinds and geopolitical uncertainties.