V-Guard Industries Limited — PPTs, 29-07-2026: Investor Presentation

V-Guard started FY27 strong, with Q1 Net Revenue up 23.5% YoY to ₹1,810.65 Cr. All segments delivered double-digit growth. Electronics & Consumer Durables saw improved demand from a supportive summer, while Electricals continued high growth due to price inflation. South markets grew robustly at 36.7% YoY.

The company maintained healthy gross margins at 36.9% through proactive pricing, product mix, and higher in-house manufacturing. Strategic focus now shifts to accelerating growth for the integrated Sunflame business, alongside expanding non-South market penetration.

Q1 generated strong cash flow of ₹474.12 Cr, boosting net cash to ₹669.58 Cr. Key financials include a 54.5% jump in EBITDA to ₹190.96 Cr (margin 10.5%), and PAT surging 76.4% to ₹130.25 Cr (margin 7.2%). LTM ROE stood at 14.5% and Core ROCE at 22.9%.

Management is optimistic for sustained growth in coming quarters, while actively monitoring geo-political risks to protect supplies and margins.