What is Vilas Transcore Ltd revenue growth outlook?

Vilas Transcore Ltd operates in the Industrial Products sector and has a current market cap of ₹868 Cr and P/E ratio of 22.49. For detailed revenue growth insights derived from the latest earnings call, visit the Vilas Transcore Ltd analysis page on Arthneeti AI.

What is Vilas Transcore Ltd current stock price?

Vilas Transcore Ltd current market price is ₹354.05. The stock trades at a P/E ratio of 22.49 with a market capitalisation of ₹868 Cr.

How does Arthneeti AI analyse Vilas Transcore Ltd?

Arthneeti AI uses natural language processing to analyse Vilas Transcore Ltd's earnings call transcripts and extract key insights on revenue growth, margins, capex plans, and fundraising activity. The analysis covers management commentary, forward guidance, and competitive positioning within the Industrial Products sector.

Vilas Transcore Q4 FY26 Share Price & Earnings Call Analysis

₹354.05-1.03% today

Market cap: ₹868 Cr
P/E: 22.49
ROE: 12.50%
PEG: 0.91
Price to sales: 1.89
Debt to equity: 0.12
52W high / low: ₹478 / ₹316
Sales growth (5Y): 28.27%
EBITDA margin: 11.17%
Net profit margin: 8.38%
Promoter holding: 73.14%
Sales (last year): ₹461 Cr

All 12 ratios ↓

Incorporated in 2006, Vilas Transcore Ltd specializes in manufacturing and supplying components for the power distribution and transmission sector[1]

Guidance scorecard · Q4 FY26 call

What Vilas Transcore Ltd's management guided
and where it ranks in Industrial Products

#6of 100 in
Industrial Products

Revenue40%+MarginsFlat CapexPlanned FundraisingWhat management said Order bookWhat management said

RevenueQ4 FY26 call

40%+

Vilas Transcore targets sales of 30,000 metric tons in FY27, primarily from the new facility.
Revenue growth of 45%-50% is expected in FY27, with a target of around INR750-800 crores based on a CRGO price of INR200-210 per kg.
If CRGO prices increase to INR240-250 due to factors like anti-dumping duty or supply issues, revenue and margins could improve further.
Capacity utilization is planned to increase to 36,000 metric tons post FY27, with potential expansion either within India or internationally post-March 2027.

2 more points from Vilas Transcore Ltd's call on revenue

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Full Q4 FY26 analysis

MarginsQ4 FY26 call

Flat

The company anticipates a revenue growth of about 45% for FY27, primarily driven by the new 18,000 metric ton capacity from the new facility, aiming for a total of 30,000 metric tons sales.
EBITDA margins are expected to stabilize around 10%-11% or improve slightly in the upcoming year due to recovering CRGO prices.
The company targets improved margins compared to FY26 despite volatility in raw material prices and industry conditions.
Operational expansion includes scaling from 30,000 metric tons to 36,000 metric tons in FY28, with plans to further expand capacity geographically by FY27-end.
Profitability is expected to benefit from disciplined inventory management, operational excellence, and better utilization of new capacities.

2 more points from Vilas Transcore Ltd's call on margins

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See what Vilas Transcore Ltd said on margins — free account, 30 seconds.

Full Q4 FY26 analysis

CapexQ4 FY26 call

Planned

Current Year (FY26) Capex: INR 60 crores.
Planned Capex for Next Financial Year (FY27): INR 30-40 crores.
Strategic focus on diversified product offerings and maintaining a net debt-free balance sheet.

Full Q4 FY26 analysis

FundraisingQ4 FY26 call

Vilas Transcore currently has sufficient cash balance but has chosen to take on short-term debt to support increased working capital requirements due to higher forecasted turnover and inventory buildup.
However, IPO proceeds have been largely utilized (around 95%).
The company plans to shift from SME to the main board after completing the minimum 3-year timeline by June 2027, which may open up opportunities for future fundraising.

See what Vilas Transcore Ltd said on fundraising — free account, 30 seconds.

Full Q4 FY26 analysis

Order bookQ4 FY26 call

Current orderbook stands at approximately 80% to 85% of the annual capacity.
Company anticipates strong demand with a target to sell 30,000 metric tons in the current financial year.
New plant’s production slated to contribute 18,000 metric tons; existing plant fully utilized.
Customers approving new plant inclusion in supplier approvals to increase order inflow.
Some customers have firm price contracts, leading to stable margins without contract repricing.
Demand may face short-term delays due to volatile transformer oil prices impacting order start times.

2 more points from Vilas Transcore Ltd's call on the order book

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Full Q4 FY26 analysis

Full Industrial Products ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Industrial Products
on management's own guidance

See all potential multibaggers Where does Vilas Transcore Ltd rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Industrial Products companies ranked on guidance

#	Company	Revenue guided	Margin guided	Market cap	P/E
1		40%+	Up 2%+	₹532 Cr	21.2
2		40%+	Up 2%+	₹450 Cr	13.2
3		40%+	Up 2%+	₹371 Cr	26.1
4		40%+	Up 0–2%	₹1,340 Cr	32.9
5		40%+	Up 0–2%	₹1,196 Cr	14.1
6	Vilas TranscoreThis stock	40%+	Flat	₹966 Cr	25.0

Pro shows every company guiding 40%+ revenue growth →Full Industrial Products ranking

Financials of Vilas Transcore Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.