V.S.T. Tillers Tractors Limited (531266) Earnings Call Transcripts

V.S.T. Tillers Tractors Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '25-'26, V.S.T. Tillers Tractors Limited reported a revenue of INR 328 crores, reflecting a 9% increase year-over-year, while full-year revenue reached INR 1,240 crores, up 25% from INR 994 crores. The company achieved a PAT of INR 39 crores for Q4, a 36% increase, and a full-year PAT of INR 113 crores, up from INR 70 crores. Management maintained a cautious outlook for FY '27, citing inflation and monsoon uncertainties, while expressing confidence in sustaining growth through strategic initiatives.

Reported metrics

Guidance from management

Management aims for growth in FY '27 but is cautious due to inflation and monsoon uncertainties. They are targeting a retail finance increase to 20% and maintaining EBITDA margins between 12% to 14%.

What management said

EBITDA like I have maintained in the last 2 to 3 years that I maintained that we will do an 11% to 13% margin. And also on the last call, I have said we are moving with all the operational efficiency and the work we are doing, we are moving more towards 13% and 13 plus than the 11% guidance. So we are positive that we will be able to operate between 12% to 14%.

Practice as well as small and marginal format with SFM machines as well as the tractor segment. Tractor segment More because we have stabilized all the products. SFM also more growth we are expecting considering all the structural shifts that we have done or we are doing.

What analysts pressed on

Analysts expressed concerns regarding the impact of inflation on margins and the uncertainty of the monsoon on agricultural demand. There were questions about the sustainability of growth given the high base and current economic conditions.

Main topics on the call

• Revenue Growth — V.S.T. Tillers reported a 25% increase in overall revenue for FY '26, reaching INR 1,240 crores compared to INR 994 crores in FY '25. Management stated, "We have registered a very strong growth of 25% in our overall reve...
• Profitability Improvement — Operational EBITDA for Q4 improved to 14.2%, up from 13.4% year-over-year, indicating enhanced operational efficiency. The CFO noted, "There's a healthy growth of 36% impact, if we exclude the fair value gain and loss."
• Product Launches and Market Positioning — The launch of the FENTM series of tractors and new electric weeders is expected to enhance market positioning. The CEO mentioned, "We are seeing good volume increases month-on-month" with the new product lines.
• Guidance for FY '27 — Management indicated a cautious outlook for FY '27, aiming for growth but acknowledging uncertainties due to inflation and monsoon predictions. The CEO stated, "We want to look at over-by-over this year, that is month-by...

Read the full V.S.T. Tillers Tractors Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 26 V.S.T. Tillers Tractors Limited earnings call transcripts on record, spanning June 22, 2020 to August 13, 2026. Based on this history, V.S.T. Tillers Tractors Limited reports quarterly. The most recent call on file is dated August 13, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

531266

Exchange

BSE

Country

IN

Sector

Industrials

Industry

Machinery

Calls on record

26

First call

June 22, 2020

Most recent

August 13, 2026

Reporting cadence

quarterly