REMSONSINDNSERemsons Industries Limited· Auto AncillariesMinimalNeutral
Announced Fri, 22 May · 18:21 IST

Remsons Industries Limited has informed the Exchange regarding a press release dated May 22, 2026, titled "Press Release Q4 2025-26".

REMSONSIND · price

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Price reaction · full curve 14 horizons · vs prior close
+0.8%1-day move
₹93.49
prior close
₹92.20
base price
After-mkt
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5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+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 its strongest year on record for FY26, with revenue up 24% to Rs 4,687 million and EBITDA up 33% to Rs 495 million, translating to a PAT of Rs 181 million (up 26%) and diluted EPS of Rs 5.18. Cash flow from operations surged ~2.7x to Rs 600 million, indicating genuine cash generation behind reported earnings. The company secured landmark orders including a Rs 3,000mn, 7-year control cable order from Stellantis (largest in its history), a Rs 600mn gear shifter contract, and a Rs 120mn lighting design order. It also opened a new 30,000 sq ft facility in Pune for locomotives and defence, and received an ICRA credit rating upgrade (long-term BBB to BBB+). Management is targeting Rs 9,000–10,000mn revenue by FY30.

Likely market impact

Strong all-round FY26 performance with major order wins and margin expansion to ~11% signals solid execution. The Stellantis order commencing in FY27 is the single biggest near-term revenue catalyst. The credit rating upgrade reduces financial risk. However, management flags potential 100–200 bps margin pressure in Q1 FY27 from raw material inflation and shipping disruptions.