During Tuesday’s morning trading session, shares of a company involved in the manufacturing and supply of mission-critical components used in the power distribution and transmission sector surged by around 4 percent to hit record high on the NSE.
The company’s management expects a revenue growth in the range of 60-70 percent in the next one year. In this article, we’ll take a closer look at the management’s outlook, along with capacity utilisation guidance, capex plans and more and highlight other important aspects of the business.
With a market capitalisation of Rs. 1,510.4 crores, the shares of Vilas Transcore Limited surged nearly 4 percent to hit a new 52-week high at Rs. 629.8, as against its previous closing price of Rs. 606.95.
Management Guidance
The company has guided for revenues of Rs. 600 crore in FY26, representing an estimated year-on-year growth of approximately 70 percent from Rs. 353 crores in FY25. For FY27, the company is targeting a topline of Rs. 1,000 crore.
In FY26, the older manufacturing facility (with a 12,000 MT capacity) is expected to operate at full utilisation, while the newer facility (24,000 MT capacity) is projected to run at 50 percent utilisation, translating to around 12,000 MT.
Radiator production is expected to reach 3,000-3,600 MT, equating to 50 percent utilisation. The nanocrystalline segment is expected to generate revenues of around Rs. 50 crore, though volume comparisons are not directly applicable.
To capitalise on emerging opportunities in the Power and Energy sector, the company is tripling its manufacturing capacity and expanding its product portfolio to include radiators and nanocrystalline cores. This strategic expansion is aimed at meeting increasing demand, reaching a wider customer base, and improving overall operational efficiency.
Financials & more
Vilas Transcore reported a significant growth in its revenue from operations, showing a year-on-year rise of around 27 percent from Rs. 150 crores in H2 FY24 to Rs. 191 crores in H2 FY25. Similarly, its net profit increased during the same period from Rs. 12 crores to Rs. 20 crores, representing a growth of around 67 percent YoY.
In terms of key financial metrics, Vilas Transcore has a Return on Equity (RoE) of 15.4 percent and a return on capital employed (RoCE) of 22.2 percent, with a debt-to-equity ratio of 0.04.
The company specialises in manufacturing and supplying components for the power distribution and transmission sector, serving transformer and power equipment manufacturers both domestically and internationally.
Its product range includes electrical lamination cold rolled grain oriented (CRGO) lamination core, CRGO slit coils, CRGO stacked (assembled) cores, CRGO wound core, and CRGO toroidal core. These products are critical for power transformers, distribution transformers, dry-type transformers, and high, medium, and low voltage current transformers.
Written by Shivani Singh
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