We are submitting the earning call transcript for the earning call held on 14th May, 2026
VIDYAWIRES · price
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Vidya Wires reported FY26 revenue of ₹18,396.4 million (24.2% YoY growth) with EBITDA of ₹857.8 million (4.66% margin, up 35 basis points). Volume grew 6.5% to 18,024 metric tons. The company completed its IPO in December 2025 and launched ALCU Industries subsidiary in February 2026 with new specialized products for EV infrastructure, transformer manufacturing and renewable energy. Total capacity is expanding from ~19,000 tons to 35,000-36,000 tons by Diwali. Management expects improved EBITDA per ton with higher-margin new products and targets reducing working capital cycle from 60 days to 50-52 days. The company aims for 75% domestic and 25% export sales mix. No specific revenue or margin guidance provided.
Shareholders can expect stronger margins as new specialized products (PV ribbon, CTC, aluminium enamelled wires) ramp up at ALCU with estimated 50-60% capacity utilization in FY27 and full utilization in FY28. The disciplined approach to working capital and debt reduction strengthens the balance sheet.