ALFA Finder| Revenue growth | FY26 revenue declined 8% YoY; Q4 revenue up 1.7% YoY. |
|---|---|
| Margins | Margins impacted by commodity inflation; focusing on cost reduction programs. |
| Order book | Total carry-forward order book for Segment B stands at ₹6,200cr. |
| Demand visibility | Strong summer demand visibility driven by intense heatwaves across India. |
| Management confidence | Cautiously optimistic with a focus on market share and volume growth. |
Growth
FY26 revenue fell to ₹14,483cr from ₹15,737cr; Q4 revenue grew marginally to ₹4,930cr.
Outlook
Expect 15-20% growth in room AC and 10%+ in commercial refrigeration for FY27.
Risks
Commodity volatility and currency depreciation are severely eroding Unitary Cooling margins.
Earnings Call filed with BSE, NSE: VOLTAS. Summary written with AI assistance from the document.
Voltas Ltd: key numbers
- Share price
- ₹1,120.80
- Market cap
- ₹37,086 Cr
- Revenue (annual)
- ₹14,244 Cr
- Net profit (annual)
- ₹375.9 Cr
- P/E (TTM)
- 79.3×Sector 44.3×
- Promoter holding
- 30.30%+0.00% QoQ
- FII holding
- 16.94%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Voltas Ltd
All →Voltas Earnings Call Transcript: Key Takeaways
Q2 FY27: consolidated income up 13.8% to ₹2,746 Cr; PAT ₹48 Cr (vs ₹32 Cr) on RAC volume +32%. Margins pressured by commodity and currency costs; management defers recovery to Q3-Q4 without quantified guidance.
Voltas Investor Presentation: Key Takeaways
Q2 FY27 consolidated total income ₹2,746 cr (+14% YoY), PBT ₹83 cr, PAT ₹48 cr. RAC volume +32%, UCP revenue +29%.
Voltas Board Meeting Outcome
Voltas Limited's board approved Deloitte Haskins & Sells as statutory auditors for five years from the 73rd AGM, replacing SRBC & Co. LLP, whose second and final term ends at that AGM. Subject to shareholder approval.
- Execution
- Five years: financial years 2027-28 to 2031-32 (from the 73rd AGM in 2027 to the 78th AGM in 2032)
Voltas Management Change
Voltas Limited's board approved changes in leadership: Noel Tata retires as Chairman, Sunil D'Souza becomes Chairman, and Jayant Balan is named future MD. Venkatesalu Palaniswamy joins as a non-independent director.
Voltas Q2 FY27 Results: Net Profit ₹47.7 Cr, Up 51.4% YoY
Voltas Ltd reported revenue from operations of ₹2,707 Cr (+15.3% YoY) and net profit of ₹47.7 Cr (+51.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹47.7 Cr · +51.4% YoY
Voltas Board Meeting Date
Voltas has scheduled its Board of Directors meeting for 6 November 2026 to approve Q2 FY27 standalone and consolidated financial results. No financial figures or other decisions are disclosed in this advance notice.