RMLBSERane (Madras) LtdMediumNeutral
Announced Fri, 15 May · 19:36 IST

We enclose herewith copy of the earnings presentation. This is also being made available on the investor section of the website of the Company at the weblink https://ranegroup.com/inve ....

Order Pipeline DisclosedInvestor Communications View source PDF

RML · price

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Price reaction · full curve 14 horizons · vs prior close
-0.4%1-day move
₹893.90
prior close
₹894.50
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.1-0.9-1.3+1.5-0.4-0.8+3.8+3.2+4.6+3.8+3.9+10.1+31.5
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AI summary

Rane (Madras) Limited reported Q4 FY26 consolidated revenue of Rs 1,051.7 Cr, up 16.2% YoY, with EBITDA of Rs 99.4 Cr and margin of 9.5%. For full year FY26, total revenue was Rs 3,878.6 Cr (13.4% YoY growth), EBITDA Rs 355.6 Cr (9.2% margin), and PAT Rs 107.5 Cr, surged 185.5% YoY. Net Debt to Equity improved to 0.94x from 1.16x a year ago, while ROCE improved 303 bps to 14.4%. New orders were disclosed across businesses: Rs 4.5 Cr/annum from domestic CV customers (Steering & Linkages), Rs 23 Cr/annum from domestic PV customers (Light Metal Castings), and Rs 5.3 Cr/annum including Rs 3.3 Cr from international customers (Engine Components). EBITDA margin showed sequential improvement across quarters from 9.1% in Q4 FY25 to 9.5% in Q4 FY26.

Likely market impact

Strong earnings with revenue and profit growth, margin expansion, and improved balance sheet metrics signal operational outperformance. New order wins provide revenue visibility going forward. The 185% PAT growth and 303 bps margin improvement are positive for shareholders.