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VGUARD · price
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V-Guard Industries reported strong Q4 FY26 performance with consolidated revenue of ₹1,755 crore, up 14.1% YoY, and PAT of ₹112 crore, up 23% YoY. For the full year FY26, revenue stood at ₹5,966 crore (up 7%) but PAT declined 1.7% to ₹308 crore; excluding a ₹22 crore exceptional charge from new Labour Codes, underlying PAT grew 3.6%. EBITDA margin improved to 9.7% in Q4 from 9.3% last year due to lower ad spends (1.8% vs 2.6% of revenue). Cash position strengthened significantly with net cash of ₹231 crore vs ₹64 crore last year. Electricals and Electronics segments drove growth while Consumer Durables segment saw a 50% decline in segment profit. Sunflame business integration is complete and showing growth traction. Board recommended 150% dividend (₹1.50 per share).
The quarter showed operational strength with margin expansion and strong cash generation, though full-year profitability was impacted by one-time charges and weak first half. The balance sheet is robust with improving cash position. West Asia geopolitical risks and margin pressures in Consumer Durables remain watch items.