SH Kelkar and Company Limited Q4 & FY2025 Results

Key Highlights

• Revenue growth of 15% to Rs. 2,123.4 crore
• EBITDA margin decline to 15.0%
• Cash Profit of Rs. 224.1 crore
• Received Rs. 95 crore from insurer for fire-related claim

Segmental Performance

• Fragrance Division:

• Revenue grew 11.3% to Rs. 563.5 crore
• EBIT declined 37.2% to Rs. 54 crore

• Flavour Division:

• Revenue grew 4.1% to Rs. 142.1 crore
• EBIT grew 103.0% to Rs. 13.1 crore

Geography Wise Revenue Performance

• India: Revenue grew 18.7% to Rs. 1,057.4 crore
• Europe: Revenue grew 0.6% to Rs. 396.1 crore
• Rest of the World (RoW): Revenue grew 6.2% to Rs. 424.4 crore

What This Means for You

• The company's revenue growth is a positive sign, but the decline in EBITDA margin is a cause for concern.
• The company's ability to recover from the fire-related claim is a positive development, but it may also impact future profitability.