Vilas Transcore Limited — PPTs, 11-05-2026: Investor Presentation

Vilas Transcore had a steady FY26, with revenue growing 30% to Rs 460.7 Cr and profit after tax rising 15% to Rs 39.6 Cr. Volume soared ~65%. Margins felt pressure from new unit ramp-up costs and falling CRGO steel prices, though smart inventory management softened the blow. EPS increased 10% to Rs 16.16.

The company is in expansion mode, tripling CRGO lamination capacity to 36,000 MTPA. It's aggressively diversifying, with radiator production recently commercialized and copper conductors trial production expected by September 2026. A new venture for high-voltage bushings (VTL holds 25%) also marks a strategic entry into a high-tech segment.

Looking ahead, management is bullish, targeting 45-50% CRGO volume growth and 40-50% turnover growth for FY27. They aim to maintain profitability, driven by robust sectoral demand and new product contributions.