Q4 2025 Voltas Ltd Earnings Call Transcript
Key Points
- Voltas Ltd (BOM:500575) reported a 24% increase in consolidated total income, reaching INR15,737 crores for the year ended March 31, 2025.
- The company achieved the highest-ever profit in its history, with net profit rising to INR834 crores, up from INR248 crores in the previous year.
- Voltas Ltd (BOM:500575) maintained its leadership position in the air conditioner market with a market share of approximately 19%.
- The company recorded significant growth in the air cooler segment, achieving a 70% increase and establishing itself as one of the top three brands.
- Voltas Beko, the home appliances brand, saw a remarkable volume growth of 57% in washing machines and refrigerators, with an increase in market share.
- The commercial refrigeration segment faced challenges due to inventory liquidation and lower customer capital expenditures, impacting margins.
- The international projects business required provisioning due to delayed payments, affecting financial performance.
- The textile machinery division experienced underperformance due to geopolitical issues and supply chain disruptions, leading to a revenue decline.
- Voltas Ltd (BOM:500575) faced challenges in the domestic projects business with collections in certain projects, impacting cash flow.
- The company reported a custom duty demand of about INR25 crores related to copper imports, which could impact financials if not resolved.
Ladies and gentlemen, good day and welcome to the Voltas India Limited Q4 and FY25 earnings conference call, hosted by PhillipCapital India Private Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Ms. Natasha Jain from PhillipCapital. Thank you, and over to you, ma'am.
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Thank you, and good afternoon, everyone. I, Natasha Jain, on behalf of PhillipCapital, welcome all of you to the fourth-quarter FY25 earnings conference call of Voltas Limited.
From the management today, we have Mr. Pradeep Bakshi, Managing Director and Chief Executive Officer; Mr. K. V. Sridhar, the new Chief Financial Officer; Mr. Nikhil R. Chandarana, Head, Corporate Finance; and Mr. Vaibhav Vora, Head, Treasury.
I would request the management to give their opening remarks, post which we shall open the floor for Q&A. Thank you, and over to you, sir.
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