Rajoo Engineers Limited has informed the Exchange about Investor Presentation
RAJOOENG · price
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Rajoo Engineers reported FY26 revenue of Rs. 344.25 crore, up 35.72% from Rs. 253.66 crore in FY25, driven by robust demand and higher order backlog execution. Full-year EBITDA grew 32.11% to Rs. 61.17 crore, though EBITDA margin compressed slightly by 49 basis points to 17.77%. PAT for FY26 stood at Rs. 48.90 crore, up 28.28% YoY. However, Q4 FY26 showed significant weakness with revenue falling 11.67% to Rs. 79.40 crore and EBITDA collapsing 91.57% to just Rs. 1.56 crore due to deferred export orders from geopolitical disruptions and elevated logistics costs. Management is cautiously optimistic for FY27, focusing on cost optimization, improved procurement efficiency, and shifting toward higher-margin value-added products. The company highlighted a strong order pipeline and strategic initiatives including an 80-acre manufacturing park and recent QIP fundraising of Rs. 160 crore.
While FY26 was a strong recovery year with 35%+ revenue growth, the severe Q4 margin compression signals near-term profitability challenges. Investors should monitor FY27 execution on the cost optimization and margin improvement roadmap given ongoing geopolitical headwinds and raw material volatility.