Vilas Transcore Limited — Investor Meet, 19-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Vilas Transcore's FY26 saw robust 64% volume growth but 30% revenue rise due to sharp CRGO price correction. Profitability was temporarily impacted by new Unit 3 ramp-up and CRGO volatility, with EBITDA at 11.17% and PAT at 8.6%. Management anticipates FY27 revenue growth of 45-50% (targeting INR750-800 Cr), driven by increased CRGO capacity utilization (30,000 MT target). New ventures include copper conductors (targeting INR100-120 Cr) and high-voltage bushings for long-term value creation. The company remains net debt-free and expects margins to stabilize or improve as CRGO prices firm up.