This small-cap Transformer Stock, engaged in manufacturing transformer components, including CRGO laminations, cores, radiators, and advanced materials for power and energy sector applications, is in focus after the management expected 183.29 percent revenue growth guidance for FY27.
With a market capitalization of Rs. 1,444.32 crore, the shares of Vilas Transcore Limited were currently trading at Rs. 590 per equity share, rising nearly 2.17 percent from its previous day’s close price of Rs. 577.45.
Revenue Guidance: Vilas Transcore Limited has shared its revenue guidance for the coming years. The company expects to generate Rs. 600 crore in revenue in FY26 and Rs. 1,000 crore in FY27. This marks strong growth compared to FY25 revenue of Rs. 353 crore, showing a projected growth rate of around 183.29 percent over two years.
Exports revenue contributed around 2 percent of the company’s revenue in FY25, primarily from Europe and the Gulf region. The company aims to increase export contribution to 5–10 percent by FY27, supported by its entry into the U.S. and Canadian markets following the commissioning of its new plant.
Margin Guidance: The company has shared its EBITDA margin guidance for FY26, expecting blended margins to remain steady at 13–14 percent, supported by the addition of higher-margin new products.
CRGO laminations are projected to maintain a stable EBITDA margin of 11–13 percent, while radiators are expected to deliver higher margins of 20–22 percent. The company’s nanocrystalline cores segment is projected to achieve the highest margin, around 25 percent, reflecting its strong profitability potential.
Capacity Expansion: Vilas Transcore Limited has provided its capacity utilization guidance for FY26. The company expects its old plant (12,000 MT capacity) to run at full utilization, while the new plant (24,000 MT capacity) is expected to operate at 50 percent utilization, producing around 12,000 MT.
The radiator segment is projected to operate at 50 percent utilization, with production between 3,000 to 3,600 MT. Additionally, the company aims to generate approximately Rs. 50 crore in revenue from its nanocrystalline product line.
Market Share: Vilas Transcore Limited currently holds approximately a 3 percent share of the Indian CRGO market. With its expanded production capacity, the company aims to increase its market share to 5–6 percent in the coming years as operations scale up.
Overview: Vilas Transcore Limited was established in 1996 under the leadership of Mr. Nilesh Patel. The company specializes in the manufacture and supply of components for the power distribution and transmission sector.
Vilas Transcore Limited is engaged in manufacturing a diverse range of transformer components, including CRGO transformer laminations, toroidal cores, slitted coils, step lamination cores, and high-voltage CT cores with secondary winding. The company also offers stacked assembled cores and other transformer-related components for the power and energy sector.
Coming into financial highlights, Vilas Transcore Limited’s revenue has increased from Rs. 150 crore in H2 FY24 to Rs. 191 crore in H2 FY25, which has grown by 27.33 percent. The net profit has also grown by 66.67 percent, from Rs. 12 crore in H2 FY24 to Rs. 20 crore in H2 FY25. Vilas Transcore Limited’s revenue and net profit have grown at a CAGR of 16.86 percent and 53.42 percent, respectively, over the last five years.
In terms of return ratios, the company’s ROCE and ROE stand at 22.2 percent and 15.4 percent, respectively. Vilas Transcore Limited has an earnings per share (EPS) of Rs. 14, and its debt-to-equity ratio is 0.04x
Written By – Nikhil Naik
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