Ramkrishna Forgings Limited has informed the Exchange about Investor Presentation
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Ramkrishna Forgings shared its Q1 FY26 earnings presentation, reporting consolidated revenue of Rs 1,015 crore, up 6% year-on-year, with EBITDA rising 33% to Rs 149 crore and margin expanding 298 bps to 14.6%. Standalone revenue grew 6% to Rs 937 crore, but standalone profit after tax fell sharply to Rs 21.5 crore due to forex and mix impacts. The company won new orders worth Rs 683 crore in the quarter, including Rs 502 crore in exports (with a direct order from an American OEM) and Rs 158 crore in domestic markets, spread across passenger vehicles, commercial vehicles, off-highway, and railways. Management noted export headwinds from tariff uncertainties but guided for margin improvement in the second half of FY26. Updates on the Rs 2,000 crore rail wheel JV (operations targeted by Jan'26) and the new Mexico machining facility were also shared.
Positive for shareholders as EBITDA growth and margin expansion signal operational improvement, and the strong order pipeline (especially the direct American OEM win) supports future revenue. However, weak standalone PAT and export softness from tariff issues may limit near-term upside, with investors likely to watch the H2 FY26 margin recovery guidance and rail wheel project commissioning closely.