ALFA Finder| Revenue growth | Q2 revenue +52.5% YoY, +5.7% QoQ; ALCU-driven, organic split not disclosed. |
|---|---|
| Margins | H1 EBITDA/kg ₹59 vs ₹44 YoY; Q2 QoQ dip on fixed costs. |
| Order book | Not disclosed; aluminium approvals pending conversion to regular orders. |
| Demand visibility | Renewables, data-centre, EV demand cited; no quantified order book. |
| Management confidence | Optimistic but evasive; withholds volume and FY28 numbers repeatedly. |
Growth
Q2 revenue +52.5% YoY vs volume ~4-5% (basis unclear): price/copper pass-through likely driving.
Outlook
CTC production by mid-Dec 2026; balance capacity by January 2027; 100% of planned capacity operational in FY28.
Risks
Aluminium orders unproven; ALCU ramp slower than guided (10-11k of 18k tpa installed); fixed-cost drag on margins.
Last quarter's promises, checked
Delivered
- Guided ALCU contribution in FY27 → Q2 revenue ALCU-driven, organic split undisclosed (= BEAT)
Partly delivered
- Guided EBITDA/MT up in FY27 → H1 ₹59/kg vs ₹44 YoY; Q2 QoQ dip (= PARTIAL)
- Guided 'strong' volume growth → Q2 volume ~4-5%, basis unclear (= PARTIAL)
Missed
- Guided ~14-15k MT ALCU installed by Sep/Oct → 10-11k of 18k (= MISS)
- Guided 100% ALCU capacity by Diwali/Oct → balance by Jan 2027 (= MISS)
- Guided CTC start Sep/Oct/pre-Diwali → mid-Dec 2026 (= MISS)
Earnings Call Transcript filed with BSE, NSE: VIDYAWIRES. Summary written with AI assistance from the document.
Vidya Wires Ltd: key numbers
- Share price
- ₹67.80
- Market cap
- ₹1,442 Cr
- Revenue (annual)
- ₹1,840 Cr
- Net profit (annual)
- ₹57.65 Cr
- P/E (TTM)
- 21.5×Sector 43.8×
- Promoter holding
- 72.77%-0.03% QoQ
- FII holding
- 1.91%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Vidya Wires Ltd
All →Vidya Wires Results Update
Vidya Wires Limited reported Q2 FY27 net profit of Rs.148.46 million and net sales of Rs.5,783.04 million. Unaudited consolidated figures cover the September 2026 quarter.
Vidya Wires Q2 FY27 Results: Net Profit ₹14.9 Cr, Up 41.9% YoY
Vidya Wires Ltd reported revenue from operations of ₹580.9 Cr (+52.5% YoY) and net profit of ₹14.9 Cr (+41.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹14.9 Cr · +41.9% YoY
Vidya Wires Other Announcement
Vidya Wires intimated a scheduled TV interview with Zee Business on 5 Nov 2026. No UPSI is expected to be disclosed.
Vidya Wires Board Meeting Date
Vidya Wires will hold a board meeting on November 4, 2026 to consider quarterly and half-year unaudited results. The trading window stays closed until 48 hours after the results are made public.
Vidya Wires Other Announcement
Vidya Wires Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.
Vidya Wires Annual General Meeting
Vidya Wires Limited held its 44th Annual General Meeting via video conferencing on September 18, 2026. The meeting discussed financial performance and standard shareholder business resolutions.