Varroc Engineering Limited — PPTs, 27-05-2026: Investor Presentation

Varroc Engineering's Q4 FY26 revenue reached ₹2,368.1 Cr, marking a 12.8% YoY increase, with India operations growing 12%. For the full FY26, revenue was ₹8,890.5 Cr, up 9% YoY. EV models contributed ~14% to Q4 revenue, showing a strong 50% YoY surge. Q4 PBT (pre-exceptional & JV) stood at 4.5%, while FY26 PBT improved by 50 bps to 4.3%. FY26 PAT was ₹229.8 Cr.

A key growth strategy is the company's focus on EV expansion, highlighted by record new order wins of ₹3,288.9 Cr in FY26, with over 65% tied to EV models. The company is leveraging its global R&D and low-cost manufacturing footprint.

Recent notable developments include securing a wall-charger order from a global EV OEM for its Romanian entity. The company's financial health improved significantly as net debt reduced by ₹252.8 Cr in FY26 to ₹495.2 Cr. The board also proposed a dividend of 150% of face value.

Management's outlook emphasizes driving profitable growth through increased volumes, enhancing contribution margins via efficiency, and leveraging operating scale to boost PBT. They aim for efficient free cash flow conversion and strategic capital deployment to compound value.