RITESNSERITES LimitedMediumNeutral
Announced Tue, 26 May · 18:35 IST

RITES Limited has informed the Exchange about Transcript

Mgmt Guided Margin PressureOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

RITES · price

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Price reaction · full curve 14 horizons · vs prior close
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₹205.05
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₹206.00
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AI summary

RITES Limited reported its Q4 FY26 and FY26 results in this earnings call. The company achieved its highest-ever order book of INR 9,416 crore as of March 31, 2026, with more than 50% being young orders (12-18 months old) that will start generating revenue in FY27. The company broke a two-year export income gap with ~INR 300 crore execution, including completion of the 10-locomotive Mozambique order. Export order book stands at an all-time high of INR 1,700+ crore. Management guided for substantial revenue growth in FY27 aiming for all-time high revenue, though profit growth will be constrained by competitive orders (70%+ of fresh orders) which carry lower margins. The company committed to maintaining PAT margin floor of 15% and EBITDA margin floor of 20%.

Likely market impact

While RITES targets record revenue in FY27 driven by a young order book, profit growth will lag due to competitive projects diluting margins. The company assured shareholders it will protect its 15% PAT margin floor, but all-time high profit levels (INR 571 crore consolidated) may take 2-3 years to surpass.