ALFA Finder| EBITDA Margin guidance | 11.0% → 12.0% Raised by 1.0 percentage points |
|---|
| Revenue growth | 12% growth driven by higher volumes and price revisions. |
|---|---|
| Margins | EBITDA/ton guidance raised for next year due to cost optimizations. |
| Order book | Fully booked; struggling to meet customer requirements. |
| Demand visibility | Strong demand; currently refusing orders due to capacity constraints. |
| Management confidence | High, focused on operational efficiencies and segment diversification. |
Growth
Revenue grew 12% to ₹486 crore, driven by a 7.5% volume increase and improved pricing.
Outlook
Projecting 255k-265k tonnes for FY27 and 270k tonnes for FY28.
Risks
Rising input costs and licensing delays for capacity expansion remain primary operational hurdles.
Earnings Call Transcript filed with NSE, NSE: VSSL. Summary written with AI assistance from the document.
Vardhman Special Steels Ltd: key numbers
- Share price
- ₹377.40
- Market cap
- ₹3,652 Cr
- Revenue (annual)
- ₹1,754 Cr
- Net profit (annual)
- ₹122.0 Cr
- P/E (TTM)
- 22.6×Sector 17.1×
- Promoter holding
- 51.18%+0.12% QoQ
- FII holding
- 0.58%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Vardhman Special Steels Ltd
All →Vardhman Special Steels Other Announcement
Vardhman Special Steels filed the Crisil Monitoring Agency Report for the quarter ended 30 September 2026. It reports no deviation from the preferential issue's use of proceeds.
Vardhman Special Steels Earnings Call Transcript: Key Takeaways
Strong quarterly performance driven by robust demand and operational efficiencies, though management warns current high EBITDA levels are unsustainable.
Vardhman Special Steels Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹600.05 Cr (+38.8% YoY), PAT ₹52.49 Cr (+51.9%), EBITDA ₹83.86 Cr; H1 PAT +72%. Strategy: forging line (₹475 Cr) and ~₹2,600 Cr capex.
Vardhman Special Steels Results Update
Vardhman Special Steels posted H1 FY27 revenue of ₹1,086.06 Crore and PAT of ₹93.68 Crore. Q2 profit rose 51.88% year on year.
Vardhman Special Steels Management Change
Vardhman Special Steels appointed Mr. Iwao Shimamoto as Non-Executive Non-Independent Director effective 27 October 2026. The board move follows the May 2025 Share Subscription Agreement with Aichi Steel Corporation.
Vardhman Special Steels Q2 FY27 Results: Net Profit ₹52.5 Cr, Up 51.7% YoY
Vardhman Special Steels Ltd reported revenue from operations of ₹600.1 Cr (+38.8% YoY) and net profit of ₹52.5 Cr (+51.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹52.5 Cr · +51.7% YoY