Voltas Q1 FY27 earnings call transcript filed with exchanges

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF Explain this filing

VOLTAS · price

Loading chart…

▲ 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-day move

₹1223.00

prior close

₹1223.60

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+0.3+0.3+0.1+0.1——————————

Up moveDown movePending

AI summary

Voltas filed Q1 FY27 earnings call transcript. Consolidated income rose 18% YoY to Rs 4,765 crores, net profit up 51% to Rs 213 crores. RAC volumes grew 45% YoY, secondary market share hit 17.3%, lead over nearest rival widened to 4 percentage points. UCP EBIT margin improved to 5.3% from 3.7% YoY. Management aspires for 7% UCP margin over next 8 quarters. New 50-50 JV with Atomberg for 2.8 million compressor capacity, 18-month runway. Voltbek JV loss of Rs 37 crores. Segment B order book stood at Rs 6,345 crores.

Likely market impact

Strong RAC growth and widening market share lift outlook; Atomberg compressor JV secures supply chain. Margin recovery to 7% is a key forward catalyst.