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Earnings Call

V-Guard Industries Earnings Call: Key Takeaways

V-Guard reported Q4 FY26 revenue growth of 14.1% YoY to ₹1,755 cr and 23% PAT growth. Management focused on pricing actions to offset commodity inflation.

Highlights
Revenue growthQ4 revenue ₹1,755 cr, up 14.1% YoY; FY26 growth 7%.
MarginsGross margin 35.3%; targeting 10%+ EBITDA margin medium-term.
Demand visibilityStrong start to summer in South India; monitoring non-South markets.
Management confidenceConfident in volume growth despite severe inflationary pressures.

Growth

Q4 revenue grew 14.1% YoY; PAT up 23%. Electronics and Electrical segments led growth at 22.3% and 15.9% respectively.

Outlook

Targeting 15% revenue growth in FY27 (10-12% volume, balance price). Aiming for double-digit EBITDA margins as inflation stabilizes.

Risks

Severe input cost inflation (8-13%), supply chain shocks from West Asia conflict, and weak summer category performance in Q1.

Source

Earnings Call filed with BSE, 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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18:32 IST NSE
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