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Earnings Call

Vilas Transcore Earnings Call: Key Takeaways

VTL achieved 30% revenue growth in FY26, reaching ₹4,607 Mn. Strategy centers on tripling CRGO capacity to 36,000 MTPA and diversifying into radiators and copper conductors.

Why this was an Alfa AlertNot a filter event. Performance and guidance are in line with strategic ramp-up plans without material guidance beats.
Highlights
Revenue growth30% YoY in FY26; FY27 target 40-50%.
MarginsFY26 EBITDA margin 11.17% vs 12.68% FY25.
Demand visibilityStrong sectoral demand; PGCIL approval in process.
Management confidenceHigh, driven by sectoral demand and capacity expansion.

Growth

FY26 Revenue grew 30% YoY; PAT up 15% to ₹396 Mn. Production volumes surged ~65% YoY to 19,856 MTPA.

Outlook

FY27 Guidance: 45-50% volume growth, 40-50% revenue growth, with EBITDA and PAT margins expected to be maintained.

Risks

Margins impacted by initial setup costs for new units and a sharp decline in CRGO steel prices.

Source

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

Read the document ↗

Vilas Transcore Ltd: key numbers

Share price
₹395.00
Market cap
₹967.0 Cr
Revenue (annual)
₹460.7 Cr
Net profit (annual)
₹39.56 Cr
P/E (TTM)
24.4×Sector 53.6×
Promoter holding
73.14%
FII holding
2.14%Current quarter

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

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