Intimation of Media Release on Financial Results for the quarter and year ended March 31, 2026
RAJOOENG · price
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Rajoo Engineers reported a severe Q4 FY26 downturn with revenue falling 11.67% YoY to Rs. 79.40 crore and EBITDA collapsing 91.57% to just Rs. 1.56 crore (margin of 1.96% vs 20.57% in Q4 FY25). The company attributed this to geopolitical disruptions delaying export shipments and customer decision cycles. However, full-year FY26 showed strong recovery with revenue up 35.72% to Rs. 344.25 crore, EBITDA up 32.11% to Rs. 61.17 crore, and PAT up 28.28% to Rs. 48.90 crore. Management cited robust demand across markets, improved capacity utilization (70-75%), and healthy order backlog as FY26 growth drivers. Looking ahead, management expects near-term headwinds including raw material volatility and logistics costs but mentioned a 'strong order pipeline' with focus on cost optimization, procurement efficiency, and higher-margin product mix.
The massive Q4 margin contraction raises near-term concerns despite strong annual performance. The stock may face pressure if Q4 weakness continues into FY27, though management's mention of a strong order pipeline and strategic cost initiatives provides some optimism for recovery.