RACL Geartech Q4 FY26 call: revenue crosses 500 cr, margins improve

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedCfo Debt Reduction RoadmapMgmt Evaded Key QuestionInvestor Communications View source PDF

RACLGEAR · price

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

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₹1301.20

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AI summary

RACL Geartech FY26 consolidated revenue crossed 500 cr at 512 cr, up 20% YoY. EBITDA margin improved to 25.21% from 22.34%; PBT more than doubled to 65.73 cr. Q4 revenue grew 48% to 136.69 cr. Total debt fell from 297 cr to 221 cr; debt-equity improved to 0.63x. FY27 CAPEX guided at 77.45 cr. New project wins: Royal Enfield 350cc gearbox (SOP Aug-Sep 2026), high-volume Kawasaki Japan deal with 15 parts, BMW electric car projects Titan and Venus entering mass production from October 2026. Exports are 75% of revenue, with Europe at 69%.

Likely market impact

Strong FY26 with margin expansion, premium customer wins and debt reduction support growth; management evaded some valuation questions.