Announced Mon, 22 Jun · 09:51 IST
Varroc posts 10% revenue CAGR over 4 years, debt halves
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDF
VARROC · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Price reaction · full curve 14 horizons · vs prior close
-1.6%1-day move
₹616.00
prior close
₹620.75
base price
In-mkt
timing
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AI summary
Investor presentation to Investec Capital shows FY26 revenue of Rs 88,905 Cr (up from Rs 58,656 Cr in FY22, about 10% CAGR). EBITDA grew to Rs 8,364 Cr with margins improving from 6.6% to 9.4%. Net debt to EBITDA dropped from 2.14x to 0.59x, and ROCE rose from 12% to 24.4%. New order intake of Rs 32,889 Cr in FY26, outstanding order book Rs 35,090 Cr, with 65% of wins from EV customers. Revenue mix: 89% India, Bajaj 46% of total.
Likely market impact
Strong margin expansion and sharp deleveraging signal improving financial health; large EV-heavy order book supports future growth visibility.