| 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
- ₹385.00
- Market cap
- ₹942.5 Cr
- Revenue (annual)
- ₹460.7 Cr
- Net profit (annual)
- ₹39.56 Cr
- P/E (TTM)
- 23.8×Sector 53.9×
- 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
All →Vilas Transcore Credit Rating
ICRA reaffirmed Vilas Transcore's bank facility ratings at A-(Stable) and A2+ for limits totalling Rs. 44.98 Crore. The ratings cover cash credit and letter of credit lines from ICICI and HDFC Banks.
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 Business Update
Vilas Transcore Limited received manufacturer approval from Power Grid Corporation of India Limited. This enables the company to supply critical components for POWERGRID projects.
Vilas Transcore Results Update
Vilas Transcore's Q1FY27 revenue rose 18.2% to ₹132.4 Crore. The company also acquired land parcels for ₹9.06 Crore to support future manufacturing expansion.
- Value
- ₹9.06 Cr
Vilas Transcore Management Change
Ms. Gandhali Paluskar resigned as Company Secretary and Compliance Officer of Vilas Transcore Limited. Her resignation is effective from July 10, 2026.