Voltas Limited — PPTs, 14-05-2026: Investor Presentation

Voltas demonstrated a progressive recovery in Q4 FY26, driven by its cooling segment and diversified businesses. Consolidated Total Income for Q4 reached ₹4,930 Cr (up from ₹4,847 Cr YoY), though Net Profit declined to ₹113 Cr (from ₹236 Cr). For the full year FY26, Total Income was ₹14,483 Cr (vs ₹15,737 Cr in FY25), with Net Profit at ₹370 Cr (vs ₹834 Cr).

The company strengthened its market leadership in Room Air Conditioners (RAC) through a refreshed product portfolio, including the new AI-powered Vertis Split AC series and a repositioned "Har Ghar Voltas" campaign, leading to record sales in March 2026. Voltbek (home appliances) launched enhanced refrigerators and washing machines, focusing on deeper localisation at its Sanand facility. The Electro-Mechanical Projects business boasts an order book exceeding ₹6,200 Cr, ensuring strong revenue visibility. Margins faced pressure from commodity inflation and currency depreciation but were partially offset by cost reduction programs.

Management is optimistic about future demand, aiming to bolster cooling segment leadership and profitability with its updated RAC portfolio and expanded distribution. Key strategies include premiumisation, greater localisation for Voltbek, disciplined execution in projects, and company-wide cost optimisation for long-term value creation.