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Earnings Call

V-Guard Industries Earnings Call: Key Takeaways

V-Guard delivered strong Q4 FY26 revenue growth of 14.1%, led by electronics and electricals. Management remains optimistic about FY27, citing summer demand recovery despite significant raw material inflation.

Highlights
Revenue growthQ4 revenue grew 14.1% YoY; FY26 growth reached 7%.
MarginsGross margins steady at 35.3%; targeting 10% EBITDA margin.
Demand visibilityPositive summer demand outlook in South; non-South recovering slowly.
Management confidenceConfident, highlighting H2 recovery and summer demand tailwinds.

Growth

Revenue grew 14.1% YoY to ₹1,755cr; full-year growth was 7% with momentum in H2.

Outlook

Aiming for 15% revenue growth; targeting double-digit EBITDA margins as commodity prices stabilize.

Risks

Significant input cost inflation (8-13%) and West Asia conflict affecting supply chains and commodity prices.

Source

Earnings Call filed with NSE, NSE: VGUARD. Summary written with AI assistance from the document.

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V-Guard Industries Ltd: key numbers

Share price
₹304.35
Market cap
₹13,298 Cr
Revenue (annual)
₹5,966 Cr
Net profit (annual)
₹308.3 Cr
P/E (TTM)
36.5×Sector 45.9×
Promoter holding
53.22%-0.01% QoQ
FII holding
12.01%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Management Change

V-Guard Industries Management Change

V-Guard Industries announced Ms. Radha Unni's retirement as Independent Director and Chairperson. Managing Director Mr. Mithun K Chittilappilly will assume the position of Board Chairperson.

16:07 IST BSE
Other Announcement

V-Guard Industries Other Announcement

Deepak Augustine, an employee of V-Guard Industries, sold 3,000 equity shares worth Rs. 10.41 lakh in a market sale transaction.

Value
₹0.10 Cr