RITESBSERITES LtdMediumNeutral
Announced Tue, 19 May · 20:08 IST

Investor Presentation on Financial Results for the 4th quarter and year ended 31.03.2026

Order Pipeline DisclosedInvestor Communications View source PDF

RITES · 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
+0.1%1-day move
₹204.00
prior close
₹203.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.7+0.1+0.2+0.3+0.1-0.3+1.6+0.5+0.9-1.5-1.7+4.5+7.6
Up moveDown movePending
AI summary

RITES reported Q4FY26 total revenue of ₹799 crore (up 27.7% YoY) and FY26 total revenue of ₹2,426 crore (up 9.2% YoY). EBITDA for Q4FY26 stood at ₹172 crore with 22.4% margin, while full year EBITDA was ₹568 crore with 22.5% margin. The company achieved its highest ever order book of ₹9,416 crore, adding ₹950+ crore of new orders in Q4. Key wins include locomotive supply to Mozambique, a MoU with SAIL for loco lease services, and railway electrification projects. The Board recommended a final dividend of ₹2.75 per share with 95.4% payout ratio for FY26. Consultancy segment contributed ₹4,581 crore to the order book (49%), while turnkey orders stood at ₹2,754 crore (29%).

Likely market impact

Strong revenue growth of 27.7% in Q4 and record order book of ₹9,416 crore indicate robust execution capability. The 95.4% dividend payout demonstrates management's confidence, though Q4 PAT declined 11.7% YoY due to one-time deferred fee realization in Q4FY25. The diversified order book provides revenue visibility for coming years.