Q4 FY26 Investor Presentation: Revenue Up 25%, EBITDA Down 14% on Cost Pressures

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

RAJRATAN · 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 14 horizons · vs prior close

-5.0%1-day move

₹441.00

prior close

₹412.00

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+1.4+0.3-0.3-1.3-5.0-5.3-1.4-0.7-1.1+1.5-6.0-6.1+5.1+12.1

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AI summary

Rajratan Global Wire reported Q4 FY26 revenue of Rs 314 cr (+25% YoY) on record sales volume of 36,484 MT (+19% YoY). EBITDA fell 14% to Rs 28.6 cr due to 20% rise in wire rod costs and energy inflation from the US-Iran conflict. PAT rose 2% to Rs 15.4 cr. FY26 revenue grew 24% to Rs 1,156 cr; PAT up 19% to Rs 70 cr. Cost increases passed to customers from April 1, 2026. Chennai plant running at peak utilization with expansion targeted for FY28 peak. New markets in Europe and USA being explored.

Likely market impact

Strong volume growth (+19% YoY) but margin pressure from raw material costs. Cost pass-through from Apr 1, 2026 should support margins. Optimistic FY27 outlook.