REMSONSINDBSERemsons Industries LtdMediumNeutral
Announced Fri, 22 May · 18:08 IST

Investor Presentation Q 2025-26

Order Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Guided Margin ImprovementInvestor Communications View source PDF

REMSONSIND · 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
+0.8%1-day move
₹93.49
prior close
₹92.20
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After-mkt
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+3.0+1.3+1.0-1.5+0.8-1.4-0.9-1.2-4.3-10.7-5.1-12.3-15.0
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AI summary

Remsons Industries reported strong FY26 results with consolidated revenue of Rs 4,687 Mn (up 24% YoY), EBITDA of Rs 495 Mn (up 33%), and Net PAT of Rs 180 Mn (up 26%). EBITDA margin expanded to 11% from 10% in FY25, reflecting product-mix improvement and operational efficiencies. Key strategic order wins include Rs 300 Cr+ from Stellantis over 7 years (control cables) and Rs 160 Cr from a global CV OEM over 10 years (pedal-box assembly). The company operates 8 plants across India and the UK, serving 30+ global OEMs across 5 vehicle segments. Management targets Rs 900-1,000 Cr revenue by FY30 (implied CAGR ~26%) with EBITDA margin guidance of 13-14%, backed by Rs 100 Cr planned capex and a new 30,000 sq ft Chakan facility for railway components.

Likely market impact

Remsons demonstrates strong execution with margin expansion and a robust order backlog supporting its multi-year growth roadmap. The multi-decade revenue CAGR of ~17% and planned margin improvement to 13-14% signals a healthy trajectory for shareholders.