ALFA Finder
The call ran from 1:29 PM to 2:18 PM IST (49 min).
Key takeaways
H1 FY27 revenue rose 6% to ₹242.5 Cr on 28% volume growth, but falling CRGO prices capped it. Sequential margins improved. Management cut FY27 growth guidance to 30–35% from 45–50%, blaming oil supply disruption.
| Management target | Revenue 30.0% FY27 |
|---|
| Revenue growth | Revenue +6% YoY; volume +28.1%; HoH revenue +4.6%. |
|---|---|
| Margins | EBITDA margin 8.8%→10.2% HoH; PAT margin 6.5%→7.1%; YoY pressured. |
| Order book | No order book figure; ~70% of inventory booked against orders. |
| Demand visibility | October demand up 10–15% MoM; ~70% inventory booked against orders. |
| Management confidence | Defensive: 'confident' despite cutting FY27 guidance; blamed oil supply. |
Growth
Revenue +6% YoY to ₹242.5 Cr on 28.1% volume growth; prices fell ~28%, eroding realisation. HoH EBITDA +22%.
Outlook
FY27 revenue growth 30–35%; H2 revenue target ₹375 Cr; FY28 copper revenue target ₹135 Cr.
Risks
FY27 guidance cut from 45–50% to 30–35%; October recovery only 10–15% MoM; new segments still tiny; oil supply risk persists.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Vilas Transcore H1 FY27 Results: Net Profit ₹17.2 Cr, Down 29.5% YoY
Vilas Transcore Ltd reported revenue from operations of ₹242.5 Cr (+6.0% YoY) and net profit of ₹17.2 Cr (-29.5% YoY) for H1 FY27.
- Key figure
- Net profit ₹17.2 Cr · -29.5% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
FY27 revenue target ₹750-800cr; EBITDA margin guidance 10-11%; PAT 7-8%. FY27 capex planned at ₹30-40cr.
Growth they described
FY26 revenue grew 30% despite sharp CRGO price corrections; volume grew 64% YoY. Targeting 45-50% volume growth in FY27.
Call details
| Company | Vilas Transcore Limited |
|---|---|
| NSE symbol | VILAS |
| ISIN | INE0AZY01017 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 6 November 2026 |
| Time | 1:30 PM IST |
| Length | 49 min |
Vilas Transcore Limited: key numbers
- Share price
- ₹338.75
- Market cap
- ₹829.3 Cr
- Revenue (annual)
- ₹460.7 Cr
- Net profit (annual)
- ₹39.56 Cr
- P/E (TTM)
- 21.0×Sector 50.0×
- Promoter holding
- 73.14%
- FII holding
- 3.15%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
Other calls on Fri, 6 Nov
Today's concalls →
