Varroc Engineering earnings calls.

Varroc Engineering delivered a 12.8% YoY revenue growthCurrent 12.8% vs previous available quarter 10.2%. in Q4 FY26 at ₹2,368 croreCurrent reported value: ₹2,368 crore. No comparable prior figure is available in the source record., with consolidated FY26 revenue of ₹8,891 croreCurrent reported value: ₹8,891 crore. No comparable prior figure is available in the source record. growing 9%. EBITDA margin expanded 40bps sequentially to 9.7%Current 9.7% vs previous available quarter 9.3%. in Q4, while full-year EBITDA stood at 9.4%. The standout development is the record order intake of ₹3,289 croreCurrent record order intake of ₹3,289 crore. Reported change: Record High. annualized peak revenue (65% EV-related), positioning FY27-FY28 strongly. Overseas operations rebounded with 24% YoY growthCurrent 24% YoY growth. Reported change: +24pp YoY. in Q4, driven by the Romania electronics and Thailand lighting wins. EV content now constitutes 14% of Q4 revenuesCurrent 14% of Q4 revenues. Reported change: +50% YoY., growing 50% YoY. The company faces near-term margin pressure from commodity inflation (with ~1-quarter OEM pass-through lag) and supply chain constraints at tier-2/3 suppliers post-May disruptions. Key risks include the drag from overseas subsidiaries (expected breakeven by Q4 FY27) and unresolved TYC arbitration. Capex of ₹450-500 crore in FY27 is earmarked for electronics, lighting, and EV capacity expansion.