RAJRATANNSERajratan Global Wire LimitedMediumNeutral
Announced Wed, 29 Apr · 14:12 IST

Rajratan Global Wire Limited has informed the Exchange about Transcript

Order 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
+1.7%1-day move
₹438.00
prior close
₹443.25
base price
In-mkt
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AI summary

Rajratan Global Wire achieved record sales of 133,000 tons in FY26, up 18% YoY. Q4 EBITDA margin was impacted because steel prices rose by INR10,000 per ton in January-March, which could not be immediately passed to customers. The company has since passed on these price increases and expects margin to recover to 13.5-14% in Q1 FY27. For FY27, management guides 17-18% volume growth targeting 155,000 tons total sales, with India growing faster due to Chennai capacity doubling to 60,000 tons. Thailand growth is constrained at 10-14% due to capacity limits. New steel cord (conveyor belt) project worth INR70 crores will start trials in Q2 with peak revenue potential of INR150 crores. Working capital has increased due to longer credit cycles for US exports and higher raw material prices.

Likely market impact

The company remains profitable at 13.5-14% EBITDA margins despite competitive pressures and raw material volatility. Volume growth momentum and recent price hikes should support earnings, while the new steel cord product offers a potential growth catalyst beyond FY28.