Rajoo Engineers Limited has informed the Exchange regarding a press release dated May 07, 2026, titled "Q4 & FY26 Media Release".
RAJOOENG · price
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Rajoo Engineers reported strong FY26 annual growth with revenue up 35.72% to Rs. 344.25 crore and PAT up 28.28% to Rs. 48.90 crore, driven by robust demand and better capacity utilization. However, Q4 FY26 was severely impacted by geopolitical disruptions causing shipment delays and order deferments, with revenue falling 11.67% to Rs. 79.40 crore and EBITDA margin collapsing to just 1.96% from 20.57% a year ago. The management attributed Q4 weakness to external factors affecting both export and domestic markets, while expressing cautious optimism for FY27 with a strong order pipeline in hand. Management outlined plans to improve profitability through cost optimization, better procurement, and focusing on higher-margin value-added products.
The sharp Q4 margin compression is a near-term concern for investors, though the strong full-year performance and management's confidence in order pipeline provide some support. The stock may face volatility until export order deferments convert into actual revenue in subsequent quarters.