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Voltas Limited — Q4FY26 Earnings Call Summary
Key Takeaways
- Projects order book INR 6,200 Cr with INR 4,500 Cr domestic; margin protected by price variation clauses
- Margin recovery expected gradually towards FY25 levels; cost reduction and localization ongoing
- Strong demand outlook for FY27 with 15-20% industry growth expected; focus on premiumization and operational efficiency
- Q4 FY26 consolidated total income INR 4,930 Cr (+1.7% y-y); net profit INR 113 Cr (-52%)
- FY26 consolidated total income INR 14,483 Cr (-8% y-y); net profit INR 377 Cr (-55%)
- Cooling segment led by RAC with 2.25 mn units volume; launched AI-powered Vertis Split AC series
- Manufacturing capacity at Chennai 1.5 mn units; channel inventory reduced to ~30-45 days
- Price hikes of 5-10% on new models plus 2-3% commodity cost pass-through; GST cut cushions impact
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.