VTM Limited Q4 FY26 earnings call summary

Earnings call of 8 Jun 2026, summarised by AI from the filing.

VTM FY26 PAT fell about 75% to ₹11 cr on US tariff discounts; FY27 margin guided at 10-11%.

Key takeaways

1. FY26 result Revenue growth 8%; PAT ₹11 cr, down about 75% year-on-year on tariff discounts and one-offs.
2. Tariff discount 18% discount to US customer continues even as tariff fell to 10%; negotiations ongoing.
3. Diversification Exploring UK, Europe, Japan, Australia markets to de-risk from US; onboarding takes about one year.
4. Inventory Inventory rose from ₹92 cr to ₹150 cr; aims to return to previous levels in next two quarters.

Original filing on BSE

VTM Limited earnings call, investor presentation and press release summaries

• Q4 FY26: Earnings call (8 Jun 2026)
• Other events: Investor meet (22 Jan 2026)