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Earnings Call

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.

Highlights
Revenue growth30% in FY26; targeting 45-50% for FY27.
MarginsEBITDA 11.17% (FY26); guidance for 10-11% normalized margins.
Demand visibilityStrong demand from transformer and power equipment industries.
Management confidenceHigh, focused on capacity utilization and value-added products.

Growth

FY26 revenue grew 30% despite sharp CRGO price corrections; volume grew 64% YoY. Targeting 45-50% volume growth in FY27.

Outlook

FY27 revenue target ₹750-800cr; EBITDA margin guidance 10-11%; PAT 7-8%. FY27 capex planned at ₹30-40cr.

Risks

CRGO price volatility, raw material price fluctuations (copper/oil), and Chinese competition in export markets.

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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