Vilas Transcore

Vilas Transcore reported a 30% YoY revenue growthCurrent reported value: 30% YoY revenue growth. No comparable prior figure is available in the source record. for FY26, driven by 64% volume growthCurrent reported value: 64% volume growth. No comparable prior figure is available in the source record. in CRGO lamination, though realizations were impacted by a sharp correction in CRGO prices. EBITDA margin contracted 151 bps to 11.17%Current reported value: 11.17%. No comparable prior figure is available in the source record. due to ramp-up costs at the new Unit 3 facility and higher-cost local mill purchases. Management guided for 45-50% volume growthCurrent reported value: 45-50% volume growth. No comparable prior figure is available in the source record. in CRGO lamination in FY27, targeting 30,000 MT, with revenue growth of 30-40% assuming stable CRGO prices around ₹210/kg. New product lines (radiators, nano-crystalline cores, copper conductors) are expected to contribute ~₹150-170 crore in FY27. The key risk is further CRGO price volatility or imposition of anti-dumping duties, which could disrupt supply and compress margins.