SBCL / language trends

Read confidence between the lines.

Shivalik Bimetal Controls · tone and specificity signals across the available quarters.

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Language signals

What changed in management language.

Q3-FY26 · Sumeare Sharma

This temporary tariff disruption keeping that aside of course that matters that makes a difference. What we experienced when it comes to tariffs in the last quarter was we didn't suffer any loss of business as such but we saw substantially reduced orders.

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Q3-FY26 · Sumeare Sharma

So in a way other than this temporary hiccup of a quarter or so we have actually seen that the tariffs have worked in our favor...we expect to actually see our US exports of shunts grow in the coming quarters.

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Q3-FY26 · Sumeare Sharma

Our forward integration journey is about participating in the parts of the value chain where precision engineering enjoys higher pricing because the customer's cost of failure is high.

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Q3-FY26 · Sumeare Sharma

So 2,000 to 3,000 is the value with a 60 to 65% material cost...If we were only supplying components and not putting together this assembly those components could have varied from 100-120 rupees to 300-400 rupees.

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