| Revenue growth | FY26: 9.0%, Q4 FY26: 12.8% |
|---|---|
| Margins | FY26 EBITDA margin 9.4% (down 10bps); Q4 FY26 9.7%. |
| Order book | New order intake FY26: ₹32,889 million; 65% EV related. |
| Demand visibility | Strong growth in 2W and EV segments; GST cut impact. |
Growth
FY26 Revenue grew 9.0% YoY; Q4 FY26 Revenue grew 12.8% YoY. EV model revenue grew 39% YoY in FY26.
Outlook
Highest ever new order wins of ₹32,889M in FY26; recommended 150% dividend; focus on ADAS and EV charging.
Risks
One-time VRS spending of ₹799 million; increasing net working capital requirements; overseas R&D spending weighing on margins.
Earnings Call filed with BSE, NSE: VARROC. Summary written with AI assistance from the document.
Varroc Engineering Ltd: key numbers
- Share price
- ₹834.85
- Market cap
- ₹12,755 Cr
- Revenue (annual)
- ₹8,890 Cr
- Net profit (annual)
- ₹225.0 Cr
- P/E (TTM)
- 64.7×Sector 33.6×
- Promoter holding
- 75.00%+0.00% QoQ
- FII holding
- 4.29%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Varroc Engineering Ltd
All →Varroc Engineering Other Announcement
Varroc Engineering Limited announced name changes for two promoter group trusts. The administrative change does not impact the company's shareholding, beneficial ownership, or promoter control.
Varroc Engineering Debt & Borrowing: ₹50 Cr
Varroc Engineering issued 1,000 unsecured Commercial Papers of Rs.50 Crore to Kotak Mahindra Bank. The 90-day CPs carry 6.90% discount rate with upfront interest payment.
- Value
- ₹50.00 Cr
- Execution
- 90 Days
Varroc Engineering Other Announcement
Varroc Engineering received an independent ESG rating of 'Crisil ESG 62' (Strong) from CRISIL ESG. This is a routine regulatory disclosure with no monetary transaction.
Varroc Engineering Earnings Call Transcript: Key Takeaways
Varroc reported robust 30% YoY revenue growth driven by EV penetration and overseas lighting. However, margins were suppressed by one-time tooling sales and war-related cost escalations.
- Call
- Guides 25% growth
Varroc Engineering Investor Presentation: Key Takeaways
Varroc reported strong Q1 FY27 revenue growth of 29.9% YoY to ₹26,342 million, driven by domestic and overseas performance. EBITDA margin contracted to 8.5% due to inflationary impacts.
Varroc Engineering Q1 FY27 Results: Net Profit ₹77.7 Cr, Down 27.7% YoY
Varroc Engineering Ltd reported revenue from operations of ₹2,634 Cr (+29.9% YoY) and net profit of ₹77.7 Cr (-27.7% YoY) for Q1 FY27.
- Key figure
- Net profit ₹77.7 Cr · -27.7% YoY