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Earnings Call

VMS TMT Earnings Call: Key Takeaways

VMS TMT reports strong FY26 results with INR 840cr revenue and INR 21cr PAT, driven by vertical integration into billet manufacturing and high plant utilization.

Why this was an Alfa AlertNot a filter event. No explicit prior guidance range provided for comparison against achieved FY26 numbers.
Highlights
Revenue growthINR 840cr for FY26; INR 241cr for Q4 FY26.
MarginsImproving via scrap-to-billet integration, saving INR 1,000-1,500 per ton.
Order bookDaily retail orders; approx. 500 tons dispatched per day.
Demand visibilityPositive outlook via 2030 Commonwealth Games and 60-floor high-rise projects.
Management confidenceHigh, citing integration benefits and robust Gujarat infrastructure demand.

Growth

FY26 Revenue reached INR 840cr; EBITDA INR 62.31cr; PAT INR 21cr. Q4 revenue was INR 241cr.

Outlook

Commissioning 15MW solar plant to save INR 5-6cr annually; utilizing 3 lakh ton capacity permission; focus on Gujarat infrastructure.

Risks

Commodity price volatility, regional concentration in Gujarat, and potential supply chain disruptions from geopolitical conflicts (West Asia).

Source

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

Read the document ↗

VMS TMT Ltd: key numbers

Share price
₹46.48
Market cap
₹230.7 Cr
Revenue (annual)
₹838.6 Cr
Net profit (annual)
₹21.03 Cr
P/E (TTM)
13.6×Sector 19.0×
Promoter holding
67.18%+0.00% QoQ
FII holding
2.04%Current quarter

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

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