VIDYA WIRES LIMITED

The earnings call for Vidya Wires Limited on May 14, 2026, highlighted significant operational progress and financial growth for FY26. Management reported a revenue increase of 24.2% year-over-year, reaching 18,396.4 million, with EBITDA of 857.8 million and a PAT of 576.1 million. The company emphasized its focus on disciplined execution and capacity growth, particularly with the launch of ALCU Industries, which began manufacturing in February 2026. Management noted that the new facility is currently in a phased ramp-up period, with plans to reach full capacity by October 2026. The call also addressed the impact of raw material price volatility, stating that their procurement strategy mitigated significant margin impacts. Management expressed confidence in maintaining a lean cost structure and achieving sustainable long-term value for shareholders. The Q&A session included discussions on volume growth, working capital management, and the competitive landscape in the industry.

Management emphasized strong financial performance and operational progress.