Investor Presentation

Here's a retail-investor-focused summary of VMS TMT LIMITED's investor presentation: **1. Business Performance:** VMS TMT saw revenue growth in Q1 FY27 compared to the previous year, indicating healthy demand for their Thermo Mechanically Treated (TMT) Bars.

Their core business revolves around TMT bars, a crucial component in the construction sector. **2. Growth Drivers or Strategy:** A key strategic move is backward integration with a ₹117.11 crore investment in a billet manufacturing facility from scrap.

This boosts raw material security and cost efficiency.

The company is also focusing on renewable energy, setting up a 15 MW solar plant to reduce power costs. **3. Recent Developments:** The company's backward integration into billet manufacturing from scrap was completed in September 2024. They also have a retail license to market TMT Bars under the Kamdhenu brand within Gujarat. **4. Key Financial Metrics:** While detailed Q1 FY27 figures aren't the focus here, FY26 saw Revenue of ₹838.55 Cr and PAT of ₹210.33 Cr.

EBITDA margin has shown an upward trend, reaching 7.42% in FY26. **5. Management Commentary / Outlook:** Management is positive about FY27, highlighting the benefits of their integrated model.

They see strong potential from ongoing infrastructure development and a focus on operational efficiencies and market presence.