VILAS

What Vilas Transcore promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q4 FY26

what the last two calls moved 17 tracked 1 delivered 5 missed 11 open
  • Commercial Operation of New Plant delivered said Q4 FY25 Promised: Full-scale commercial operation by July 2025 Q4 FY26: Achieved. The new Unit 3 facility is operational and ramping up, having expanded CRGO lamination capacity to 36,000 MTPA.
  • FY26 Total Turnover missed said Q4 FY25 Promised: INR 600 crores Q4 FY26: Missed. Final FY26 revenue growth was 30% YoY. While the absolute number was not disclosed, this is presumed to be below the revised target of INR 510-540 cr, as management commentary focused on price corrections impacting revenue.
  • Export Percentage of Sales diluted said Q4 FY25 Promised: 5-10% in the next 2 years Q4 FY26: Exports remain at 1-2% of revenue. Management now cites high shipment costs and orders from the Gulf being on hold, reinforcing the diluted stance.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 17 tracked commitments for Vilas Transcore — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens