Vms Tmt Limited · NSE:VMSTMT
Vms Tmt — Q1 FY27 Earnings Presentation
29 slides from Vms Tmt's earnings presentation, Aug 18, 2026
Slide 1: Covering letter to BSE and NSE
Date: 18/08/2026 To, To, BSE Limited, National Stock Exchange of India Phiroze Jeejeebhoy Towers, Limited Dalal Street, Mumbai 400001 Exchange Plaza, Bandra Kurla Complex, Bandra (E), Mumbai-400 051 Scrip Code: 544521 ISIN: INE0SJA01013 Security Symbol: VMSTMT Sub.: Investor Presentation – Q1 FY27 D
Slide 2: Q1 FY27 Investor Presentation
Q1 FY27 INVESTOR PRESENTATION
Slide 3: Disclaimer
DISCLAIMER This presentation and the accompanying slides (the Presentation), which have been prepared by VMS TMT LIMITED solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, & shall not form the basis or be relied
Slide 4: About VMS TMT Limited
ABOUT VMS TMT LIMITED
Slide 5: VMS TMT Limited
VMS TMT LIMITED VMS TMT LIMITED is a Thermo Mechanically Treated Bars (“TMT Bars”) manufacturing company based at Bhayla Village, Ahmedabad, Gujarat, India. TMT Bars are high- strength reinforcement steel used widely in construction industry due to their exceptional strength, ductility, and corrosio
Slide 6: Our Journey So Far
OUR JOURNEY SO FAR 2026 • Proposed amalgamation of Aditya Ultra Steel Limited 2025 • Successfully listed on BSE & NSE Platform 2024 • Completed setting up of CCM plant 2023 •• Achieved turnover of ₹50,000 lakhs Converted from VMS TMT Private Limited to VMS TMT Limited • Initiated setup of Continuous
Slide 7: Management Overview
MANAGEMENT OVERVIEW
Slide 8: Meet the Core Team
MEET THE CORE TEAM Manojkumar Jain Varun Manojkumar Jain Rishabh Sunil Singhi Non-Executive Director Chairman & Managing Director Whole-Time Director Manoj Jain is a commerce graduate from Varun Jain holds a degree in Bachelor of Rishabh Singhi holds a degree in B.Tech in Kanpur University and a Cha
Slide 9: Product Portfolio
PRODUCT PORTFOLIO TMT Bars – Our Flagship Product Thermo Mechanically Treated (TMT) Bars are high-strength reinforcement bars widely used in construction industry. Feature a tough outer layer and a soft, ductile core, they provide a perfect balance of strength, ductility, and corrosion resistance, m
Slide 10: Product Portfolio
PRODUCT PORTFOLIO BILLETS BINDING WIRE SCRAP RAW MATERIAL CONSTRUCTION ESSENTIAL STEEL Billets were the primary raw material Supplied along with TMT Bars for use Sold as a by-product of the prior to backward integration in in reinforcement and construction. manufacturing process. September 2024. Alt
Slide 11: Inside Our Manufacturing Unit
INSIDE OUR MANUFACTURING UNIT TMT Bars Unit – Bhayla Village, Ahmedabad *As on July‘25 Commissioned Production Space Manpower 2021 54,000 sq. ft 230 KEY FEATURES The plant is equipped with The entire mill runs on an Our facility uses coal oxy An oil lubrication system has automatic flying shears, We
Slide 12: Inside Our Manufacturing Unit - Billets Unit
INSIDE OUR MANUFACTURING UNIT Billets Unit – Bhayla Village, Ahmedabad Commissioned Production Space Production Capacity Power Required 2024 58,000 sq. ft 216,000 MT p.a. 22,000 kVAh As part of our backward integration, we have commenced in-house 01 manufacturing of TMT Bars from scrap. We have inst
Slide 13: TMT Bars & Billets – Installed Capacity vs. Utilization
TMT BARS & BILLETS – INSTALLED CAPACITY VS. UTILIZATION TMT Bars Billets (CCM) 1,80,000 1,60,321 200.00% 160000 1,48,708 200.00% 1,60,000 1,41,611 180.00% 140000 180.00% TMT bar utilization 1,26,065 improved to 71% in 160.00% 160.00% 1,40,000 120000 FY26, up from 63% in 140.00% 140.00% 1,20,000 1000
Slide 14: Quality Control & Quality Assurance
QUALITY CONTROL & QUALITY ASSURANCE Our Company has established a quality management system that cover all areas of our business processes from manufacturing, supply chain to product delivery to ensure consistent quality, efficacy and safety of products. Rigorous Testing & Controls 01 02 03 04 05 In
Slide 15: Manufacturing Process
MANUFACTURING PROCESS
Slide 16: From Billet to TMT Bar Manufacturing Process
FROM BILLET TO TMT – BAR MANUFACTURING PROCESS 01 02 03 04 Roughing Mill Intermediate Mill Finishing Mill TMT Box (Quenching) Billets are elongated as Rod moves through speed Precision rollers finalize the Bars are rapidly cooled with their cross-section reduces. increasers and shearers. dimensions
Slide 17: Turning Scrap into Strength – Billet Process
TURNING SCRAP INTO STRENGTH – BILLET PROCESS (BACKWARD INTEGRATION) Sponge Iron Iron Scrap Induction Furnace Continuous Casting Machine Iron Billets Dolomite INVESTOR PRESENTATION 16
Slide 18: Competitive Position & Strategy
COMPETITIVE POSITION & STRATEGY
Slide 19: What Sets Us Apart
WHAT SETS US APART Poised to Capture Growth in the TMT Bar Market Our strategic location in Bhayla, Ahmedabad, and dual manufacturing lines, scrap-based via a 30-ton electric induction furnace and billet-based via reheating, position us well to tap rising TMT demand. The industry itself has witnesse
Slide 20: How We Are Moving Forward
HOW WE ARE MOVING FORWARD Renewable Energy Backward Integration for Product Portfolio Market Penetration & Sustainability-Driven Integration for Cost Raw Material Security Diversification Expansion in Gujarat Growth Optimization • Installed in-house billet • Previously ventured into MS • Demand for
Slide 21: Financial Overview
FINANCIAL OVERVIEW
Slide 22: Management Commentary – Q1 FY27 Performance
Management Commentary – Q1 FY27 Performance Varun Manojkumar Jain Chairman & Managing Director “We have commenced FY27 on a positive note, with our performance reflecting the strength of our integrated manufacturing model and established market presence. The commissioning of our billet manufacturing
Slide 23: Q1 FY27 Profit & Loss Statement
Q1 FY27 PROFIT & LOSS STATEMENT In ₹ Lakhs Particulars Q1 FY27 Q1 FY26 Revenues 24,775.74 21,225.92 Other Income 12.15 113.43 Total Income 24,787.89 21,339.35 Cost of Materials Consumed 19,020.02 15,238.47 Employee costs 501.25 447.98 Other expenses 4,047.69 3,591.14 Total Expenditure 23,568.96 19,2
Slide 24: Key Financial Highlights
KEY FINANCIAL HIGHLIGHTS Revenue EBITDA PAT EBITDA Margin PAT Margin 7000 87,295.77 6,231.85 8.00 6000 7.42 7.00 83855.74 6.06 4673.69 5000 6.00 4120.29 4000 4.72 5.00 4.00 3000 77019.1 2,111.98 2.50 3.00 2000 1482.31 1.91 1,346.84 1.54 2.00 1000 1.00 0 0.00 FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 F
Slide 25: FY26 Profit & Loss Statement
FY26 PROFIT & LOSS STATEMENT In ₹ Lakhs Particulars FY26 FY25 FY24 Revenues 83,855.74 77,019.10 87,295.77 Other Income 164.21 121.66 21.09 Total Income 84,019.95 77,140.76 87,316.86 Cost of Materials Consumed 52,588.37 52,781.10 75,023.48 Purchase of traded goods 15,440.13 12,415.76 2,200.87 Changes
Slide 26: Balance Sheet
BALANCE SHEET In ₹ Lakhs Assets FY26 FY25 FY24 Equities & Liabilities FY26 FY25 FY24 Non Current Assets Equity Property, Plant & Equipment 17,597.46 17,419.63 7,341.01 Equity Share Capital 4,963.12 3,463.12 1,333.71 Other Equity 17,850.16 3,855.88 3,317.55 Right of Use Assets 221.34 29.42 33.78 Net
Slide 27: Key Ratios
KEY RATIOS ROE In % ROCE In % Debt to Equity In Times 34.82 4.25 16.70 3.77 20.14 11.44 11.40 9.22 1.00 FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 Current Ratio In Times Earnings Per Share In ₹ In ₹ Net Asset Value Per Share 45.96 1.31 4.95 4.29 4.01 1.11 1.12 13.82 13.32 FY24 FY25 FY26 FY24 FY25
Slide 28: Stock Data
Stock Data As on 17/08/2026 As on 30/06/2026 VMSTMT Shareholding Pattern NSE : INE0SJA01013 | BSE: 544521 Share Price (₹) 49.81 Market Capitalization (₹ Cr) 238.18 32.82% No. of Shares 4,96,31,210 67.18% Face Value (₹) 10.00 52 week High-Low (₹) 105.00 – 34.01 Promoter & Promoter Group Public INVEST
Slide 29: Thank You
THANK YOU VMS TMT Limited Survey No. 214, Near Water Tank, Bhayla Village, Bhayla, Ahmedabad, Gujarat 382240, India. Phone: +91 63575 85711 Email: compliance@vmstmt.com Website: www.vmstmt.com EquiBridgeX Advisors Private Limited 52 Shivji Market, Plot 8&9, Sector 19D, Vashi, Navi Mumbai - 400703, M