Announced Thu, 26 Feb · 09:00 IST

R M Drip and Sprinklers Systems Limited has informed the Exchange about General Updates

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

RMDRIP · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

R M Drip & Sprinklers Systems, a micro-irrigation company, shared its investor presentation detailing strong 9M FY26 results: revenue rose 65% YoY to ₹136.30 crore, EBITDA jumped 90% to ₹39.59 crore with margins expanding 383 bps to 29.05%, and PAT grew 81% to ₹24.93 crore. The company highlighted its capacity expansion plan — from 22,000 MT currently to 34,000 MT by Q1 FY27 — through a new plant at Brahmanand, Sinnar, including the recently acquired Brahmanand Pipes Pvt. Ltd. A new IoT-based Smart Irrigation Automation segment is being launched, expected to contribute ~5% of revenue by FY27, alongside a Godrej Agrovet tie-up across 25 stores and dealer network growth from 1,000 (9M FY26) to a target of 2,000 by FY30E. Exports to Africa and Australia, a 2.2 MW solar plant, and product diversification into HDPE/PVC pipes and mulch films form the growth strategy.

Likely market impact

Strong revenue and margin growth, aggressive capacity expansion, and entry into smart irrigation signal a growth phase that could support positive investor sentiment. However, the slight QoQ EBITDA margin dip in Q3 and high working capital (large receivables) remain points to watch.