Just listened to TARIL conference call
Chinese needs to manufacture in India and
Tbea is the only company and they are already booked.
So Shilchar shouldn’t be impacted from this news atleast.
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From the concall it is clear that the Sales and compression in margins is due to not being able to export and drastic increase in commodity prices.
The management states that they will be passing on the increased RM cost to the customer and they aim to do OPM margins in similar levels of 28-30% in the next financial year.
A conservative sales target of 800cr for FY27 was given.
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Forward view: FY27 targets and key sensitivities to watch
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Revenue target: management anchored INR800 cr for FY27; also stated conservatism and upside: “It will be INR800 crores to INR850 crores… It can reach to INR900 crores also.”
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Margin stance: intent to normalize toward prior levels, contingent on (1) export mix normalization and (2) passing through input inflation via repricing/new quotes.
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Key near-term sensitivities explicitly highlighted:
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Middle East logistics normalization (dispatch catch-up already started in April).
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Commodity inflation persistence (oil +100%, others +10–25% “nothing” has subsided yet).
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Export order cadence (US demand recovering after tariff reduction; Middle East disruption described as temporary).
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Although the margin compression was because of west Asia war crisis, can the margins really go back to normal in the next quarter?
Have been reading a lot of narrative around IDT transformers soon becoming commodity transformers, and only High voltage transformers , and equipment manufacturers like Bushing will be able to sustain pricing power. Is it true?
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Could you please share the link of those articles or reading material
