Varroc Engineering Limited — Investor Meet, 02-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Varroc Engineering's Q4 FY26 consolidated revenue was INR 2,368.1 Cr (+12.8% YoY) and full-year revenue INR 8,891 Cr (+9%), with Q4 EBITDA margin at 9.7%. India operations posted strong FY26 EBITDA (11.7%) and PBT (7.2%). The company achieved record new business wins of INR 3,300 Cr in FY26, with 65% in EV models, driving overseas revenue up 24% in Q4. Management anticipates mid-to-high teen revenue growth and higher margins for FY27, backed by CapEx of INR 450-500 Cr in EV, electronics, and automation. A 150% dividend was declared, and the company aims for zero debt by FY28, showing confidence in growth from electrification and premiumization.