VTM Limited conducted a comprehensive virtual investor meet on January 22, 2026, providing detailed insights into its strong financial performance and strategic initiatives amid challenging global trade conditions. The Tamil Nadu-based textile manufacturer, part of the Thiagarajar Group, demonstrated resilience while addressing the impact of US tariffs on its business operations.

Strong Financial Performance in FY25

The company delivered exceptional growth in fiscal year 2025, showcasing the success of its strategic pivot toward home textiles. Key financial highlights demonstrate VTM's robust operational performance:

Director Ms. Visalakshi Kannan attributed this growth primarily to the home textiles division, which has become one of the most promising segments of the business. The company's focus on premium fabric solutions has driven strong demand in international markets across North America, Europe, Middle East, and Australia.

Strategic Response to US Tariff Challenges

VTM faces significant headwinds from US tariffs of approximately 60% on home textile goods, which impacted Q2 2026 performance with EBITDA of ₹6.16 crores and PAT of ₹2.32 crores. The company has implemented a multi-pronged strategy to address these challenges:

Market Diversification Initiatives:

• Expanding presence in Europe, Australia, South America, Middle East, and Far East regions
• Targeting markets with free trade agreements including UK, EU, and New Zealand
• Onboarding new customers in UK, Australia, and hospitality sectors

Product Premiumization Strategy:

• Shifting toward higher-margin home textile products, specifically "top of bed" items including blankets, quilts, and coverlets
• Focusing on premium fibers such as bamboo, tencel, and linen
• Developing climate-adaptive textiles through ongoing R&D initiatives

Operational Excellence and Capacity Expansion

VTM has made substantial investments in modernization and capacity enhancement to support future growth:

The company's new facility features advanced technology including computer vision for fabric checking and AI-enabled quality control systems. CFO Mr. P. Senthil Kumar highlighted that the solar power installation enables 10-15% cost savings compared to conventional energy sources.

Customer Concentration and Growth Prospects

VTM maintains a significant relationship with Quince, which contributes 40-45% of revenue and is expected to grow at 20-25% annually. The company has successfully expanded this partnership into Canada and is exploring opportunities in Quince's UK and EU expansion plans.

Key Customer Developments:

• Onboarded hotel customers for bedsheets and robes in hospitality segment
• Signed premium online brands in US, UK, and Australia markets
• Expanded fulfillment services offering warehousing and 3PL capabilities

Future Outlook and Strategic Priorities

Management provided guidance for continued growth despite tariff challenges:

The company is exploring entry into the domestic Indian market, viewing it as analogous to the US market with significant long-term potential. VTM is also considering expansion into garment and apparel segments, though these initiatives remain in early exploration stages.

With promoter holding at 75% with no pledged shares and sufficient working capital arrangements, VTM appears well-positioned to navigate current challenges while pursuing its diversification and growth strategy across multiple geographic markets and product categories.

VTM Limited has announced its participation in an upcoming investor interaction event, informing the Bombay Stock Exchange through a formal communication dated January 16, 2026. The textile company will engage with investors and analysts through a virtual platform as part of its ongoing investor relations activities.

Event Details and Schedule

The company will participate in the "Valueportal Event" organized by Finportal Investments Private Limited. The event details are structured as follows:

Regulatory Compliance and Information Sharing

VTM Limited has emphasized its commitment to regulatory compliance during the investor interaction. The company's management team will participate in the event while ensuring adherence to SEBI guidelines. As stated in the official communication, no unpublished price sensitive information (UPSI) will be shared during the interaction, maintaining transparency and regulatory compliance under the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Management Participation

The company's management team will actively participate in the event to provide investors and analysts with valuable insights about the business. Director Ms. Visalakshi Kannan has been identified as a key speaker for the session. The interaction aims to offer an exclusive opportunity for investors to engage directly with the company's leadership team.

Communication and Documentation

The formal intimation was submitted to the Bombay Stock Exchange under Regulation 30, referencing the company's scrip code 532893. Company Secretary K. Preyatharshine signed the official communication, ensuring proper documentation of the event participation. The event invitation has been made available on the company's website for stakeholder reference.

Investor Engagement Platform

Finportal Investments Private Limited is organizing this investor-company connect event as part of their "Valueportal" initiative. The virtual format allows broader participation from investors and analysts, facilitating meaningful engagement between the company's management and the investment community. Interested participants can register for the event through the designated channels provided by the organizer.