Скачать или смотреть Varroc Engineering (VARROC) Q4 24/25 Earnings – Full Coverage

Varroc Engineering Limited (NSE: VARROC) reported Q4 24/25 revenue of ₹2100Cr, up 11% YoY, with India operations growing 13%. FY25 revenue reached ₹8170Cr (+8.5%). Q4 EBITDA was ₹214Cr (10.2% margin), and PBT before exceptional items was ₹103Cr (4.9%). Net debt fell to ₹748Cr (-₹348Cr), with net debt-to-equity at 0.5x. Exceptional items of ₹147Cr included China JV exit costs (₹81Cr) and merger expenses. The company realized ₹340Cr from China JV stake sale in May 2025. EV revenue hit 10.3% of Q4 sales, with 55% of ₹7340Cr new business wins from EVs. Renewable energy sourcing rose to 31% (45% in March). The Board proposed a ₹1/share dividend. FY26 CapEx is guided at ₹225–275Cr, plus ₹100Cr+ for land. Join CMD Tarang Jain for insights on EV growth and debt reduction!

⏱️ Timestamps (based on transcript):
00:00 – Introduction & Forward-Looking Statements
01:27 – CMD Tarang Jain: Q4 Overview, ₹2100Cr Revenue
04:36 – Operational Highlights & ESG Progress
07:35 – Group CFO M. Kumar: Financial Performance
12:14 – Exceptional Items & China JV Exit
19:34 – Q&A Session Begins
20:03 – Employee Cost Reduction Drivers
21:30 – China JV Proceeds Impact
26:33 – Receivables & Inventory Increase
28:44 – Finance Cost Breakdown
33:39 – Lighting Technology Roadmap
39:38 – Export Strategy Post-China Exit
46:26 – Land Purchase & Capacity Utilization
51:17 – Overseas Subsidiary Performance
56:24 – Closing Remarks

📈 Investment Sentiment: BUY – Strong EV wins, debt reduction, and India growth signal upside despite overseas challenges.
📐 Suggested Portfolio Allocation: 1.5–2% of a diversified portfolio, with 5–7% cash for market volatility.

📢 Disclaimer: This video includes segments from Varroc Engineering Limited’s Q4 24/25 earnings call, used for educational and informational purposes under fair use (Section 107, US Copyright Act). No affiliation or endorsement by Varroc Engineering Limited is implied. All rights to the original content remain with Varroc Engineering Limited. For the official call, visit [https://www.bseindia.com](https://www.bseindia.com). For inquiries or removal, contact [email protected].

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