REMSONSINDBSEREMSONS INDUSTRIES LTDMediumNeutral
Announced Fri, 14 Aug · 16:50 IST

Remsons Industries Q1 FY27 Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDFExplain this filing

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AI summary

Remsons reported Q1 FY27 revenue of Rs 1,197 Mn, up 20% YoY, but EBITDA fell 1% to Rs 104 Mn and PAT dropped 21% to Rs 29 Mn on commodity price pressure. EBITDA margin was 9% and PAT margin 2%. Key order wins disclosed include Stellantis (Rs 300 Cr, 7 years for control cables), a CV OEM pedal-box deal (Rs 160 Cr, 10 years), a CV OEM gear-shifter deal (Rs 60 Cr, 5 years), and a lighting order worth Rs 12 Cr. Company targets Rs 900-1,000 Cr revenue by FY30 with 13-14% EBITDA margin guidance and Rs 100 Cr planned capex.

Likely market impact

Revenue grew but margins compressed on commodity costs. Strong order pipeline and FY30 targets of Rs 900-1,000 Cr support growth outlook.