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Earnings Call

Vardhman Special Steels Earnings Call: Key Takeaways

Management reported record profits of ₹122 crore and 225,000 tons volume, marking the transition toward a 'supermarket of special steels' with a heavy focus on non-automotive diversification.

Why this was an Alfa AlertNot a filter event. Results were in line with the budgeted 225,000 tons.
Highlights
MarginsEBITDA guidance raised to ₹8,000-11,000/ton; future target ₹9,000-12,000/ton.
Demand visibilityStrong domestic demand; targeting 30% non-automotive mix strategically.
Management confidenceHigh; transitioning to specialized high-margin non-auto segments over 10 years.

Growth

Volume hit the budget target of 225k tons; EBITDA guidance increased to ₹8k-11k/ton due to process efficiencies.

Outlook

New 500k-600k ton steel plant targeted for July 2029; ₹2,600cr total committed capex.

Risks

Global recession fears and raw material price volatility (gas/scrap) from Middle East tensions pose margin risks.

Source

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

Read the document ↗

Vardhman Special Steels Ltd: key numbers

Share price
₹411.50
Market cap
₹3,979 Cr
Revenue (annual)
₹1,754 Cr
Net profit (annual)
₹122.0 Cr
P/E (TTM)
27.8×Sector 19.0×
Promoter holding
51.06%+0.00% QoQ
FII holding
0.55%Current quarter

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

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Vardhman Special Steels Annual General Meeting

Vardhman Special Steels filed proceedings of its 16th AGM held on 18-Sep-2026 via VC/OAVM. Resolutions covered adopting FY26 financials and a Rs 3.5 per-share dividend.

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Earnings Call

Vardhman Special Steels Investor Presentation: Key Takeaways

Vardhman Special Steels delivered a strong Q1 FY27 with revenue at INR 486 Cr (up 12% YoY) and PAT of INR 41 Cr. Management is focusing on capacity expansion and non-automotive diversification.

Call
Guides 6% growth