Earning Presentation

Order Pipeline DisclosedInvestor Communications View source PDF

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

+6.0%1-day move

₹179.25

prior close

₹200.00

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

-5.5-5.0-1.1-5.0+6.0-1.0+4.3+6.0+8.8+7.1+6.0-7.7——

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AI summary

Remi Edelstahl Tubulars reported FY26 revenue of ₹14,291.88 Lakhs (up 2.76% YoY) with PAT of ₹274.25 Lakhs. Q4 FY26 showed strong momentum with revenue of ₹4,786.98 Lakhs (up 17.24% YoY), EBITDA of ₹341.92 Lakhs (up 84% YoY), and PAT of ₹111.11 Lakhs (up 166.64% YoY). The company secured a record ₹108 Cr order book with a single largest order of ₹62.2 Cr for thermal power tubes. Key wins include first supply to Indian Navy for submarine applications, ADNOC commercial supplies commenced, and NORSOK M650 certification secured. A new partnership with WSG Co. Ltd. (South Korea) is targeting high-margin UHP tubes for semiconductor and biotech industries, with commercial production expected shortly.

Likely market impact

The strong Q4 recovery and record order book signal robust demand in core sectors like thermal power and defence. The WSG partnership and nuclear sector positioning (qualified vendor for IGCAR, BHAVINI, NPCIL) offer meaningful long-term growth optionality in high-margin specialty segments.