Vilas Transcore Limited has scheduled a virtual analyst and institutional investor meeting for June 18, 2026. The session is being conducted pursuant to Regulation 30(6) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company stated that no price-sensitive information or forward-looking statements will be disclosed during the meet.

The meeting is organized as part of the Samruddhi Season 3 – Nav-Bharat ka Caravan initiative in association with Hem Securities. It is set to take place virtually, providing a platform for interaction between the company's management and investors.

Meeting Details

The following table outlines the specific schedule for the investor interaction:

Access and Registration

Investors can register for the conference via the provided Zoom webinar link. Additionally, the investor presentation typically used by company officials for such meetings has been made available on the company's website. The company noted that the schedule may undergo changes due to exigencies on the part of the investors or the company.

Vilas Transcore Limited has released the transcript of its earnings conference call held on May 12, 2026. The session, facilitated by PhillipCapital (India) Private Limited, discussed the audited financial results for the half year and full year ended March 31, 2026. Management provided detailed guidance for the financial year 2027, outlining expansion plans and capacity utilization targets.

Financial Performance and FY26 Review

During the financial year 2026, the company achieved approximately 64% year-on-year volume growth, driven by strong demand from the transformer and power equipment industries. Revenue grew by around 30%, with the difference attributed to a sharp correction in CRGO steel prices during the year. The overall EBITDA margin stood at 11.17% compared to 12.68% in the previous year, while the PAT margin was 8.6% versus 9.8% last year. The company remains net debt-free.

Capacity Expansion and New Products

A major milestone in FY26 was the ramp-up of the new Unit 3 facility, increasing CRGO lamination capacity from 12,000 metric tons per annum to 36,000 metric tons per annum. Additionally, the company added nanocrystalline cores with an installed capacity of 240 metric tons per annum and transformer radiators with a capacity of 7,200 metric tons per annum. Commercial sales for radiators commenced in April 2026.

The company is also expanding into copper conductors with a Phase 1 capacity of 1,500 to 1,800 metric tons per annum. Trial production is expected by the end of September 2026, with revenue contribution likely from H2 FY27. Furthermore, Vilas Transcore announced a new entity to manufacture high-voltage bushings, initially holding a 25% equity stake.

Guidance for FY27

Management has provided guidance for the financial year 2027, targeting around 45% to 50% growth in CRGO lamination volume. The company aims to cater to approximately 30,000 metric tons of demand. Revenue is projected to be between INR750 crores and INR800 crores, assuming an average CRGO price of INR210 per kg. EBITDA and PAT margins are expected to remain stable at present levels.

Operational Outlook

The company noted that while CRGO prices have corrected by nearly 15% to 20% from peak levels due to increased supply from Chinese mills, it expects prices to stabilize or improve if anti-dumping duties are implemented. Management emphasized that the normalized EBITDA margin is typically around 11-12%, with net margins around 7-8%. The transcript is available on the company's website.