REMSONSINDNSERemsons Industries Limited· Auto AncillariesMediumNeutral
Announced Fri, 22 May · 18:12 IST

Remsons Industries Limited has informed the Exchange about Investor Presentation

Analyst Day Multiyear TargetsOrder Pipeline DisclosedMgmt Guided Margin ImprovementInvestor Communications View source PDF

REMSONSIND · price

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AI summary

Remsons Industries released its Q4 and FY2025-26 investor presentation. The company reported FY26 revenue of Rs 4,687 million, up 24% YoY, with EBITDA of Rs 495 million (11% margin) and net PAT of Rs 180 million (4% margin). Q4FY26 saw revenue of Rs 1,304 million (+23% YoY) and PAT of Rs 52 million (+15% YoY). Key order wins include a Rs 300 crore, 7-year Stellantis contract for control cables and a Rs 160 crore, 10-year pedal-box assembly deal. The company has set a FY30 revenue target of Rs 900-1,000 crore (implying ~26% CAGR) and EBITDA margin guidance of 13-14%. Planned capex is Rs 100 crore to support growth. The presentation highlights diversification from cables into sensors, lighting, and railway segments with recent acquisitions of BEE Lighting (UK) and Uni Automation (Pune).

Likely market impact

The strong order book with marquee clients like Stellantis and the multi-year revenue visibility to Rs 1,000 crore by FY30 signal solid growth prospects. The EBITDA margin guidance of 13-14% indicates management confidence in improving profitability through product mix shift toward higher-value offerings.