RKFORGENSERamkrishna Forgings Limited· Castings/ForgingsMediumNeutral
Announced Sun, 1 Jun · 20:25 IST

Ramkrishna Forgings Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedAnalyst Day Multiyear TargetsPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Ramkrishna Forgings shared its Q4 & FY25 investor presentation with the exchanges. On a consolidated basis, FY25 revenue grew 9% YoY to ₹4,03,411 lakhs, while EBITDA rose 28% to ₹55,956 lakhs though margin fell to 13.9% from 20.9% in FY24. The company won new orders worth ₹710 crore in Q4 with a 4-year program life, with 74% from auto and 23% from non-auto segments. Major capex announcements include the ₹2,000 crore Rail Wheel JV (operations expected Jan'26) and capacity expansion targeting 333,400 MT forging and 62,400 MT casting. Net debt rose sharply by ₹1,003 crore in FY25, primarily to fund ₹976 crore in property, plant & equipment and the wheel project. A new Mexico subsidiary has begun machining operations, and management flagged passenger car segment revenue starting from FY27.

Likely market impact

Mixed signals for shareholders: strong order pipeline and clear growth roadmap (rail wheels, Mexico, EV focus) are positives, but compressed margins, rising debt, and heavy capex spending in FY25 may pressure near-term returns. The Mexico acquisition and future inorganic opportunities suggest continued expansion-led growth strategy.