Vilas Transcore Ltd
Vilas Transcore Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Targeting INR600 crores revenue for FY '26 with 60%-70% growth. Targeting INR600 crores revenue in FY '26 with 50% utilization of new capacity; aiming for 12,000 metric tons from new plant this year.
From Vilas Transcore Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting INR600 crores revenue for FY '26 with 60%-70% growth.
- Expecting a revenue run-rate of INR1,000 crores by FY '27.
- Plan to triple CRGO lamination capacity, aiming for 12,000 metric tons annually this year, with further growth to 24,000 metric tons next year.
- Nanocrystalline cores and radiators expected to contribute significantly starting July 2025.
- Long-term CAGR growth of 30%-40% anticipated post-FY '27 due to product portfolio expansion.
- No plans to enter transformer manufacturing; focus remains on transformer components and adjacent products.
2 more points from Vilas Transcore Ltd's call on revenue
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Profitability & Margins
See what Vilas Transcore Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Completed capex of around INR50 crores till March 31, 2025, mainly from IPO funds.
- Total planned capex is approximately INR90 crores, with the remaining spend expected in April to June 2025.
- Capex used for expanding CRGO lamination capacity by 24,000 metric tons, radiator manufacturing line (7,200 tons per annum), and adding nanocrystalline core production.
- Full-scale commercial operation of new capex targeted by July 2025.
- Additional depreciation from new plant expected around INR4-5 crores next year.
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Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Vilas Transcore Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Radiators: Full visibility on orders.
- CRGO Lamination: Orders come monthly; typically maintain 45 to 60 days order book.
- Two major customers have quarterly contracts for lamination, currently under delivery.
- Overall order book targets INR 600 crores revenue for next financial year.
- First half expected around INR 260-300 crores; possible shortfall in first half balanced by higher second half.
- Customers are fully booked for key products.
- Export orders currently contribute ~2-3% of revenue, with plans to increase gradually.
- New product studies underway for future order book expansion.
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What Vilas Transcore's management said in earlier quarters
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Frequently Asked Questions
What were Vilas Transcore Ltd Q4 FY25 results?
Targeting INR600 crores revenue for FY '26 with 60%-70% growth. Targeting INR600 crores revenue in FY '26 with 50% utilization of new capacity; aiming for 12,000 metric tons from new plant this year.
What is Vilas Transcore Ltd share price analysis?
Vilas Transcore Ltd currently shows a neutral. The stock trades at a P/E of 23.0 with a market cap of ₹911 Cr. Investors should review the full earnings analysis for detailed insights.
Is Vilas Transcore Ltd planning capital expenditure?
Completed capex of around INR50 crores till March 31, 2025, mainly from IPO funds.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.