VMS TMT Limited has issued a letter to shareholders whose email addresses are not registered, providing a weblink to access the Annual Report for FY26 and the notice for its 13th Annual General Meeting. This disclosure aligns with SEBI regulations for electronic communication.

The company notified stock exchanges on September 6, 2026, regarding the distribution of this information to ensure all shareholders can access the documents despite lacking registered email IDs with the company or depository participants.

Accessing Documents

Shareholders without registered email addresses can now view the financial statements and meeting notice via the provided link on the company website. The company emphasized that the Annual Report and AGM notice are being sent in electronic form to those with registered emails as per Ministry of Corporate Affairs relaxations.

AGM Details

The 13th AGM will be held on September 29, 2026, at 3:00 pm via video conferencing or other audio-visual means. The meeting agenda includes adopting the audited financial results for the fiscal year ended March 31, 2026, and appointing new directors.

Remote e-voting will commence on September 26, 2026, at 9:00 am and conclude on September 28, 2026, at 5:00 pm. The record date for voting eligibility is September 22, 2026. Members holding shares in physical form are urged to update their bank details and contact information with the Registrar and Transfer Agent promptly.

VMS TMT Limited has released the full transcript of its earnings conference call for the first quarter of fiscal year 2027 (Q1 FY27). The call was held on Thursday, August 20, 2026, at 4:00 pm IST, providing investors with detailed insights into the company's financial performance and strategic initiatives for the quarter ended June 30, 2026.

The session featured key management personnel, including Chairman and Managing Director Varun Jain, Promoter Manojkumar Jain, and Whole Time Director Rishabh Singhi. The call was moderated by EquiBridgeX Advisors Private Limited.

Call Details

Operational Highlights

Management highlighted several key operational developments during the quarter. A significant milestone was the commissioning of the company's billet manufacturing facility, which enhances backward integration and control over raw material sourcing. The integrated manufacturing setup now has an annual capacity of 2 lakh metric tons for TMT bars and 2,16,000 tons for billets.

Additionally, VMS TMT is developing a 15-megawatt captive solar power plant. As of August 7, 2026, 12 megawatts of this capacity had been operationalized, with the remaining capacity expected to be fully functional within 1.5 months. Management noted that this initiative aims to improve long-term energy economics and reduce costs.

Financial Performance & Market Outlook

Total income for Q1 FY27 stood at ₹247.88 crore, representing a 16.16% year-on-year growth compared to ₹213.39 crore in Q1 FY26. However, profitability faced pressure due to rising raw material costs, particularly imported scrap, driven by global conflicts and forex fluctuations. Management indicated that margins are expected to improve in subsequent quarters as market conditions stabilize.

The company also discussed the proposed amalgamation with Aditya Ultra Steel Limited, which has received approval pending regulatory clearances. This merger is expected to strengthen manufacturing capabilities and expand the dealer network across Gujarat, including Saurashtra and Kutch regions.

Regulatory Disclosure

The release of the transcript was made pursuant to Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. VMS TMT confirmed that the discussions were based on generally available information and did not involve any unpublished price-sensitive information (UPSI).

Investors can access the full transcript on the company's official website for a comprehensive review of management's commentary and the question-and-answer session.