| Revenue growth | 18.5% YoY growth reaching ₹4,765 crores. |
|---|---|
| Margins | UCP margins improved despite inflation through price hikes and cost optimization. |
| Order book | Segment B carry forward order book at ₹6,345 crores. |
| Demand visibility | Strong cooling demand; RAC penetration increasing in Tier II/III. |
| Management confidence | High; citing widened market lead and structural initiatives. |
Growth
Revenue grew 18.5% YoY; Net Profit surged 51% YoY. RAC volumes increased 45% YoY, significantly outperforming industry.
Outlook
Focus on consolidating AC leadership, scaling Voltbek home appliances, and strategic 50:50 JV with Atomberg for compressor localization.
Risks
Commodity inflation, currency depreciation, and geopolitical tensions in the Middle East impacting international project order bookings.
Last quarter's promises, checked
Delivered
- Guided progressive margin improvement → UCP margins improved (= BEAT)
- Targeted RAC market leadership → Widened lead to 4% over No. 2 (= BEAT)
- Planned Chennai capacity expansion to 1.5M units → Delivered 1.5M capacity (= BEAT)
Partly delivered
- Guided gradual margin return to FY25 levels → Improving but still below FY25 (= PARTIAL)
Investor Presentation filed with BSE, NSE: VOLTAS. Summary written with AI assistance from the document.
Voltas Ltd: key numbers
- Share price
- ₹1,067.90
- Market cap
- ₹35,335 Cr
- Revenue (annual)
- ₹14,244 Cr
- Net profit (annual)
- ₹375.9 Cr
- P/E (TTM)
- 78.7×Sector 45.6×
- 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 Legal & Regulatory
Voltas received a Show Cause Notice from State Tax authorities alleging wrongful Input Tax Credit and short tax payment for FY 2022-23.
- Value
- ₹30.22 Cr
Voltas Legal & Regulatory
Voltas announced that Qatar's Court of Cassation dismissed an appeal filed by OHL&C. This ruling reinforces the previous order requiring OHL&C to pay outstanding dues.
Voltas Earnings Call Transcript: Key Takeaways
Voltas outperformed competition with 45% RAC volume growth, yet margins remain a major concern as input cost inflation and West Asia instability offset high-season gains.
Voltas Q1 FY27 Results: Net Profit ₹212.8 Cr, Up 51.4% YoY
Voltas Ltd reported revenue from operations of ₹4,674 Cr (+18.7% YoY) and net profit of ₹212.8 Cr (+51.4% YoY) for Q1 FY27.
- Key figure
- Net profit ₹212.8 Cr · +51.4% YoY
Voltas Merger & Restructuring
Voltas has entered into a binding term sheet with Atomberg Innovation Private Limited to establish an equal joint venture for manufacturing room air conditioner compressors.
Voltas Board Meeting Date
Voltas Limited has scheduled a board meeting on 14 August 2026 to consider and approve its standalone and consolidated unaudited financial results for the June 2026 quarter.