RMLNSERane (Madras) Limited· Auto AncillariesMediumNeutral
Announced Tue, 5 Aug · 16:02 IST

Q1 FY2025-26 Earnings Release

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

RML · 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

Awaiting price reaction for this filing.

AI summary

Rane (Madras) Limited reported consolidated revenue of ₹884.4 Crore for Q1 FY26, up 7.4% year-on-year, driven by 7% growth in domestic OE sales (passenger vehicles and farm tractors) and 15% growth in international sales (steering products). Indian Aftermarket sales dipped 2%. EBITDA rose 10.9% YoY to ₹78.5 Cr with margin improving 29 basis points to 8.9%, helped by lower freight and consumables costs. Profit after tax jumped 26.7% to ₹18.5 Cr, despite a ₹1.01 Cr voluntary retirement expense booked as an exceptional item. Management highlighted synergy benefits from the completed merger and said the company is sharply focused on cost reduction and profitability improvement across businesses.

Likely market impact

A steady quarter with broad-based growth, expanding margins, and strong PAT growth is mildly positive for shareholders. Key risks to watch are the 8% US revenue exposure to tariff decisions and ongoing weakness in the aftermarket segment.