Voltas: Guidance - Management is focused on sustainable growth, margin resilience, and long-term value creation, with optimism for demand trends across product categories. - Concall Update

 18 May 2026 09:07 AM

Voltas: Guidance - Management is focused on sustainable growth, margin resilience, and long-term value creation, with optimism for demand trends across product categories. - Concall Update

Voltas: Guidance - The company aims to drive top-line growth, expecting gradual improvement in absolute margins and margin profile towards FY25 levels. || The room AC industry is expected to grow 15%-20%, commercial refrigeration upwards of 10%, and commercial air conditioning 12%-15% in the coming year. - Concall Update

 18 May 2026 09:07 AM

Voltas: Guidance - The company aims to drive top-line growth, expecting gradual improvement in absolute margins and margin profile towards FY25 levels. || The room AC industry is expected to grow 15%-20%, commercial refrigeration upwards of 10%, and commercial air conditioning 12%-15% in the coming year. - Concall Update

Voltas: Guidance - Capital allocation prioritizes Segment A (UCP) for periodic investments in capacity and R&D, with plans to continue these investments in the current year. - Concall Update

 18 May 2026 09:07 AM

Voltas: Guidance - Capital allocation prioritizes Segment A (UCP) for periodic investments in capacity and R&D, with plans to continue these investments in the current year. - Concall Update

Voltas: Guidance - Ongoing cost optimization programs, including sourcing efficiencies, design innovation, and localization, are strategic priorities aimed at protecting margins and improving profitability. - Concall Update

 18 May 2026 09:07 AM

Voltas: Guidance - Ongoing cost optimization programs, including sourcing efficiencies, design innovation, and localization, are strategic priorities aimed at protecting margins and improving profitability. - Concall Update

Voltas: Citi maintains a Buy on Voltas with a reduced Target Price of ₹1550, citing strong climate-driven demand tailwinds and sharply lower channel inventory levels of ~30 days, though commodity inflation and currency headwinds remain concerns despite 9–12% price hikes in Q4 and further hikes expected to support gradual margin recovery to FY25 levels.

 15 May 2026 08:53 AM

Voltas: Citi maintains a Buy on Voltas with a reduced Target Price of ₹1550, citing strong climate-driven demand tailwinds and sharply lower channel inventory levels of ~30 days, though commodity inflation and currency headwinds remain concerns despite 9–12% price hikes in Q4 and further hikes expected to support gradual margin recovery to FY25 levels.

Voltas: Jefferies maintains a Buy on Voltas with a slightly reduced Target Price of ₹1530, citing in-line Q4 sales but margin miss due to lower profitability, normalized channel inventory of 35–40 days, visible focus on market share over margins leading to EPS cuts, 9–10% RAC price hikes in Q4, and expectations of 15–20% RAC market growth in FY27 on a weak base.

 15 May 2026 08:55 AM

Voltas: Jefferies maintains a Buy on Voltas with a slightly reduced Target Price of ₹1530, citing in-line Q4 sales but margin miss due to lower profitability, normalized channel inventory of 35–40 days, visible focus on market share over margins leading to EPS cuts, 9–10% RAC price hikes in Q4, and expectations of 15–20% RAC market growth in FY27 on a weak base.

Voltas: Goldman Sachs maintains a Sell on Voltas with a Target Price of ₹1200, citing rising and persistent cost pressures from higher copper and aluminium prices along with INR depreciation, weak AC profitability despite strong demand outlook in FY27 from low base and normal seasonality, and expected price hikes that may still not fully support margin recovery.

 15 May 2026 08:54 AM

Voltas: Goldman Sachs maintains a Sell on Voltas with a Target Price of ₹1200, citing rising and persistent cost pressures from higher copper and aluminium prices along with INR depreciation, weak AC profitability despite strong demand outlook in FY27 from low base and normal seasonality, and expected price hikes that may still not fully support margin recovery.

VOLTAS: Q4 CONS NET PROFIT 1.16B RUPEES VS 2.4B (YOY) || Q4 REVENUE 48.43B RUPEES VS 47.8B (YOY)

 14 May 2026 05:46 PM

VOLTAS: Q4 CONS NET PROFIT 1.16B RUPEES VS 2.4B (YOY) || Q4 REVENUE 48.43B RUPEES VS 47.8B (YOY)

VOLTAS: Q4 EBITDA 2.2B RUPEES VS 3.3B (YOY) || Q4 EBITDA MARGIN 4.52% VS 6.96% (YOY)

 14 May 2026 05:47 PM

VOLTAS: Q4 EBITDA 2.2B RUPEES VS 3.3B (YOY) || Q4 EBITDA MARGIN 4.52% VS 6.96% (YOY)

VOLTAS: RECOMMENDED DIVIDEND OF RS. 4 PER SHARE

 14 May 2026 05:47 PM

VOLTAS: RECOMMENDED DIVIDEND OF RS. 4 PER SHARE

Voltas: Company Secures Significant Qatar Arbitration Win in Ongoing Dispute with OHL International & Contrack; Court Orders OHL International & Contrack to Pay Around QAR 203.62 Million to Kentz Voltas Consortium.

 12 May 2026 08:04 AM

Voltas: Company Secures Significant Qatar Arbitration Win in Ongoing Dispute with OHL International & Contrack; Court Orders OHL International & Contrack to Pay Around QAR 203.62 Million to Kentz Voltas Consortium.

Voltas: Court Rules That Bank Guarantees Valued At QAR 166.72 Million (Around ₹433.64 Crores) Must Be Returned To Voltas Within 10 Days Of The Judgment.

 12 May 2026 08:04 AM

Voltas: Court Rules That Bank Guarantees Valued At QAR 166.72 Million (Around ₹433.64 Crores) Must Be Returned To Voltas Within 10 Days Of The Judgment.

Voltas: HSBC maintains Buy on Voltas with Target Price ₹1,510 (cut from ₹1,550), citing moderate Q4 growth from early channel filling but margin pressure from higher input costs, while Q1FY27 earnings may be impacted by commodity inflation, demand delays and sporadic rains affecting AC sales.

 13 Apr 2026 09:09 AM

Voltas: HSBC maintains Buy on Voltas with Target Price ₹1,510 (cut from ₹1,550), citing moderate Q4 growth from early channel filling but margin pressure from higher input costs, while Q1FY27 earnings may be impacted by commodity inflation, demand delays and sporadic rains affecting AC sales.

Voltas: Company Reports State Tax Assistant Commissioner's Office Inspection, No Major Effect on Financials or Operations

 13 Mar 2026 06:37 PM

Voltas: Company Reports State Tax Assistant Commissioner's Office Inspection, No Major Effect on Financials or Operations

Voltas: DPIIT Signs Agreement With Company To Boost Industry-Start-Up Partnerships In Cooling And Smart Appliance Technologies

 11 Mar 2026 07:49 PM

Voltas: DPIIT Signs Agreement With Company To Boost Industry-Start-Up Partnerships In Cooling And Smart Appliance Technologies

Voltas: Axis Capital Reports ACS Experienced 11% Increase in Volume Compared to 9-Month Decline, El Niño Heat Wave Expected to Boost Demand, Voltas Gained Market Share

 05 Mar 2026 09:32 AM

Voltas: Axis Capital Reports ACS Experienced 11% Increase in Volume Compared to 9-Month Decline, El Niño Heat Wave Expected to Boost Demand, Voltas Gained Market Share

Voltas: Co May Raise AC Prices By 5% To 15% - Zee Business

 24 Feb 2026 01:09 PM

Voltas: Co May Raise AC Prices By 5% To 15% - Zee Business

Voltas: Co Launches Summer 2026 Product Line Featuring AI-Enabled Vertis AC Series Alongside Refrigerators And Washing Machines.

 24 Feb 2026 12:33 PM

Voltas: Co Launches Summer 2026 Product Line Featuring AI-Enabled Vertis AC Series Alongside Refrigerators And Washing Machines.

Voltas: Co And Bluestar Are Warming Up To Meet The Surging Demand From Data Centres, As India Prepares To Have Over 2 Gw Capacity By 2026|| Voltas, Blue Star Eye India's Growing Data Centre Cooling Market Developing Chillers And Cooling Units For Data Centres.

 19 Feb 2026 02:44 PM

Voltas: Co And Bluestar Are Warming Up To Meet The Surging Demand From Data Centres, As India Prepares To Have Over 2 Gw Capacity By 2026|| Voltas, Blue Star Eye India's Growing Data Centre Cooling Market Developing Chillers And Cooling Units For Data Centres.

Voltas: Jefferies on Voltas Buy, TP Rs 1680

 30 Jan 2026 09:03 AM

Voltas: Jefferies on Voltas Buy, TP Rs 1680