Voltas
Q2 FY27: consolidated income up 13.8% to ₹2,746 Cr; PAT ₹48 Cr (vs ₹32 Cr) on RAC volume +32%. Margins pressured by commodity and currency costs; management defers recovery to Q3-Q4 without quantified guidance.
ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Voltas earnings call we streamed: the live audio and our summary of what management said.
Q2 FY27: consolidated income up 13.8% to ₹2,746 Cr; PAT ₹48 Cr (vs ₹32 Cr) on RAC volume +32%. Margins pressured by commodity and currency costs; management defers recovery to Q3-Q4 without quantified guidance.
Q2 FY27: consolidated income up 13.8% to ₹2,746 Cr; PAT ₹48 Cr (vs ₹32 Cr) on RAC volume +32%. Margins pressured by commodity and currency costs; management defers recovery to Q3-Q4 without quantified guidance.
Price hike 5-7% from October; Volbec EBITDA break-even targeted next FY; Q3-Q4 margins expected better, unquantified.
Voltas outperformed competition with 45% RAC volume growth, yet margins remain a major concern as input cost inflation and West Asia instability offset high-season gains.
Voltas reported Q4 FY26 consolidated total income of ₹4,930 cr with PAT of ₹113 cr, focusing on market leadership in cooling and structural transformation.
Voltas maintained cooling leadership but faces significant margin compression due to commodity inflation and currency devaluation. Management is pivoting toward volume and gross margin quantum over percentage targets.
Voltas reported a 1.7% YoY Q4 revenue increase with a progressive recovery in cooling, despite sharp declines in net profit and margins due to commodity inflation and currency volatility.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.