RHIMNSERHI MAGNESITA INDIA LIMITEDMediumNeutral
Announced Fri, 29 May · 21:12 IST

RHI MAGNESITA INDIA LTD has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDF

RHIM · price

Loading chart…

▲ 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
-14.9%1-day move
₹405.50
prior close
₹392.35
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.3-3.3-3.1-4.8-14.9-7.0-0.6-2.1-7.1-9.2-4.8-3.8
Up moveDown movePending
AI summary

RHI Magnesita India reported record annual revenue crossing ₹4,000 Cr in FY26, representing 9% YoY growth driven by market share gains in Steel and Iron-making segments. The company achieved 12% EBITDA margin for FY26 and generated record cash of ₹409 Cr, with Net Debt/EBITDA improving to negative 0.1x (net cash position) from 0.4x in FY25. Despite challenges from geopolitical volatility, rupee depreciation, and rising input costs for Tabular Alumina, Fused Magnesia and Quartzite, the company secured new 4PRO contracts and expanded into Ironmaking, DRI and Pellet segments. The refractory industry continues to face margin pressures from rising raw material and energy costs with intensified competition, particularly in the cement sector where market share was lost due to commoditization. A strong order pipeline supports upcoming revenue growth in steelmaking.

Likely market impact

Positive signals include record revenue, strong cash generation and deleveraging to net cash position. However, persistent margin pressures from input costs and geopolitical challenges remain headwinds, particularly in the cement segment.