Voltas Ltd. News and Updates

Name: Latest research reports of Voltas Ltd. authored by Prabhudas Lilladhar and published by - Trendlyne research reports.
Item: Voltas Ltd.
Rating: 3
Author: Prabhudas Lilladhar

Keep track of all breaking news on Voltas Ltd. from all sources in a single place.

Voltas Ltd.

22 Sep 2025

1415.60

0.25%

Voltas Eyes Sequential Recovery Amid Market Challenges; Nirmal Bang Maintains 'Hold', Revises Target Price

NDTV Profit

Ongoing market share losses, high inventory,margin pressures overshadow any potential benefits from strategic initiatives, adds the brokerage.

Voltas Ltd. is trading above all available SMAs

Voltas Ltd.

22 Sep 2025

1415.60

0.25%

Why do analysts expect Voltas' demand to recover in second half of FY26?

Business Standard

Analysts highlighted elevated channel inventory, delayed consumer purchases, and a weak summer season as key challenges for the quarter for Voltas.

Voltas Ltd. is trading above all available SMAs

Voltas Ltd.

22 Sep 2025

1415.60

0.25%

Voltas (VOLT IN) Analyst Meet Update Moderate quarter...

Hold: Voltas Ltd.

Target

Prabhudas Lilladhar

Voltas Ltd. is trading above all available SMAs

Voltas Ltd.

21 Sep 2025

1415.60

0.25%

Management call update: Near-term margin pressure to continue; GST reduction to drive growth

Hold: Voltas Ltd.

Target

ICICI Securities Limited

The primary as well as secondary sales were impacted in Q2FY26 due to excess trade inventory at beginning of Q2FY26 and five weeks difference in announcement and implementation of GST reduction – that’s the chief takeaway from the management call.

Voltas Ltd. is trading above all available SMAs

Voltas Ltd.

20 Sep 2025

1415.60

0.25%

Festive tailwinds and GST cut trigger demand recovery in 2H

Neutral: Voltas Ltd.

Motilal Oswal

We interacted with the management of Voltas (VOLT) to understand the current demand trend, the company’s strategy to play festive demand and GST rate cuts, and the segmental performance.

Voltas Ltd. is trading above all available SMAs

Voltas Ltd.

11 Aug 2025

1415.60

0.25%

Voltas pins recovery hopes on festive demand after Q1 revenue slump

Business Standard

Voltas Q1 revenue fell 20% on unseasonal rains and weaker AC sales, with margins hit; management expects festive season and "second summer" demand to aid recovery

Number of FII/FPI investors decreased from 719 to 689 in Jun 2025 qtr

Voltas Eyes Q3 Recovery Amid Short-Term Headwinds; Anand Rathi Retains 'Buy'

NDTV Profit | 11 Aug 2025 3 more

Voltas Ltd.

11 Aug 2025

1415.60

0.25%

Excess inventory likely to weigh on rest of FY26; Downgrade to HOLD

Hold: Voltas Ltd.

Target

ICICI Securities Limited

Voltas’ Q1FY26 performance was weighed down by softer summer product sales, following an unusually early monsoon.

Number of FII/FPI investors decreased from 719 to 689 in Jun 2025 qtr

Voltas Ltd.

10 Aug 2025

1415.60

0.25%

Eyes Q3 recovery amid short-term headwinds; retaining a Buy

Buy: Voltas Ltd.

Target

Anand Rathi

Hit by an erratic summer, Voltas’ UCP fell 25% y/y in Q1, its market share down to 17.8% (June-end 19.3%). Under-absorption and higher promotions squeezed margins, while inventory was high.

Voltas Ltd. has an average target of 1433.29 from 7 brokers.

Voltas Ltd.

09 Aug 2025

1415.60

0.25%

Weak performance; eyes recovery in the festive season

Neutral: Voltas Ltd.

Motilal Oswal

Voltas (VOLT)’s 1QFY26 earnings were below our estimate. Revenue dipped ~20% YoY to INR39.4b (-10% vs. estimate), due to ~25%/16%/3% YoY decline in UCP/PES/EMPS revenue.

Number of FII/FPI investors decreased from 719 to 689 in Jun 2025 qtr

Voltas Ltd.

09 Aug 2025

1415.60

0.25%

Voltas (VOLT IN) Q1FY26 Result Update Voltas bets...

Hold: Voltas Ltd.

Recommendation Target

Prabhudas Lilladhar

We downward revise our FY26/FY27E earnings estimate by 18.5%/6.2% factoring in correction in aggregate volume in UCP while margins are expected to be at 5% due to promotional offers aimed at liquidating inventory, high fixed costs from low plant utilization, and increases in cost due to BEE norms. Anticipating strong demand, Voltas's trade partners had built up inventory; however, softer secondary sales led to slower off-take and elevated stock levels, prompting the company to temporarily scale back production. UCP EBIT margins contracted due to focus on driving volumes through aggressive pricing...

Voltas Ltd. has an average target of 1433.29 from 7 brokers.

Is Voltas Ltd. worth buying?

389 Votes:

Buy 75.84%

Sell 17.48%

Hold 6.68%

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