RKFORGENSERamkrishna Forgings Limited· Castings/ForgingsMediumNeutral
Announced Fri, 1 May · 18:42 IST

Ramkrishna Forgings Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDF

RKFORGE · 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
+3.1%1-day move
₹597.25
prior close
₹607.50
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-3.0-2.9-3.1-0.8+3.1+3.8+4.3+1.7+3.7-2.6-4.2-6.3-3.7
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AI summary

Ramkrishna Forgings reported strong Q4 FY26 with consolidated revenues of ₹1,217 crore, up 28% YoY and 11% QoQ. PBT improved significantly to ₹64 crore from ₹30 crore in Q3. For FY26, standalone revenue reached ₹3,77,389 lakhs (up 3% YoY) while EBITDA margin improved from 13.9% to 15.2%. The company secured new orders worth ₹594 crore in Q4 and ₹3,074 crore for the full year. Diversification is progressing well with non-auto segments (Railways, Mining, Oil & Gas) now contributing 23.3% of domestic revenue vs 18.4% last year. Mexico subsidiary is commencing bulk commercial production from May 2026, and the Rail Wheel project (JV with Titagarh) is on track for commercial operations by June 2026. Net debt (excluding bill discounting) stands at ₹1,990 crore with management targeting phased deleveraging over 2-3 years.

Likely market impact

The strong Q4 performance with margin expansion demonstrates operational efficiency gains from new capacity ramp-up and better product mix. The healthy order book of ₹3,074 crore provides strong revenue visibility for FY27, while the diversified revenue base reduces sector-specific risks.