| Revenue growth | 30% revenue growth YoY, significantly lagging 64% volume growth quality. |
|---|---|
| Margins | EBITDA margins contracted to 11.17% from 12.68% due to price corrections. |
| Demand visibility | Strong visibility from transformer and power equipment sectors despite oil shortages. |
| Management confidence | Balanced, though cautious regarding external geopolitical factors and raw material prices. |
Growth
Volume grew 64% YoY, but revenue lagged at 30% due to falling CRGO prices and raw material volatility.
Outlook
Targeting 30,000 MT CRGO volume and ₹750-800cr revenue for FY27 with 11-12% EBITDA margins.
Risks
Chinese mill BIS renewals and geopolitical disruptions affecting transformer oil and logistics costs present immediate margin volatility.
Earnings Call filed with NSE, NSE: VILAS. Summary written with AI assistance from 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.
More from Vilas Transcore Ltd
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Vilas Transcore Product Launch
Vilas Transcore Limited has launched a new line of Paper Covered Copper and Aluminium Conductors. This product expansion enhances its offerings in the transformer components segment.
Vilas Transcore Annual General Meeting
Vilas Transcore Limited issued a notice for its 20th Annual General Meeting scheduled on September 28, 2026, to consider financial statements and director re-appointments.
Vilas Transcore Earnings Call: Key Takeaways
Vilas Transcore H2 FY26 Earnings Transcript discusses 64% volume growth, capacity expansion to 36,000 MTPA for CRGO, and diversification into copper conductors and high-voltage bushings.
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.
Vilas Transcore H2 FY26 Results: Net Profit ₹15.2 Cr, Down 25.9% YoY
Vilas Transcore Ltd reported revenue from operations of ₹231.9 Cr (+21.7% YoY) and net profit of ₹15.2 Cr (-25.9% YoY) for H2 FY26.
- Key figure
- Net profit ₹15.2 Cr · -25.9% YoY