FY27 volume growth target of ~15%
Company targets approximately 15% volume growth at the consolidated level for FY27, driven by recovery in ATBS demand and steady performance across other segments.
VINATIORGA / guidance tracker
Keep management guidance in view.
Vinati Organics · forward-looking guidance across the available source record.
Research layer active
Guidance tracker
What management said would happen.
growth
ATBS capacity utilization and growth
Phase 1 expansion completed; expecting 15-20% volume growth in ATBS for FY27 with double-digit annual growth projected for next 3 years to absorb expanded capacity.
FY27 capex of 200-250 crores
Earmarked approximately 200-250 crores for FY27, including 40-50 crores for VOPL subsidiary and remainder for value-added products (derivatives of MEHQ, butyl phenols, antioxidants).
VOPL revenue contribution from Q3 FY27
100% subsidiary VOPL undergoing process re-engineering expected to complete by September with revenue contribution anticipated from Q3 FY27 onwards (~20 crores).
Long-term EBITDA margin of 26-27%
Management maintains that 26-27% EBITDA margin is reasonably achievable on a long-term basis given expansions, new products, and raw material fluctuations.