Vidya Wires Limited — Q4FY26 earnings call summary

Filed 18 May 2026 · Official transcript

FY27 volume growth expected strong with new product mix in EV, renewables, transformers; EBITDA per ton to improve
ALCU Industries plant started Feb 7, 2026; phased ramp-up with 800 MT volume in Q4; full 36,000 MT capacity expected by Oct 2026
Optimum capacity utilization of new plant expected at 50-60% in FY27 and ~80% in FY28
FY26 revenue 18.4bn INR +24.2% y-y; EBITDA 857.8m INR margin 4.66% +35 bps y-y; PAT 576.1m INR
Multiple analyst queries on volume growth, margin trajectory, new product ramp-up addressed
Tax subsidy on new plant expected to cover 45-50% of investment over 10 years
Competition present but diversified product portfolio and capacity expansion to support market share gains
New products like aluminium paper conductors, PV round ribbon, CTC, copper foils to drive margin expansion