RMCBSERMC Switchgears LtdMediumNeutral
Announced Thu, 12 Jun · 17:57 IST

Investors Presentation for performance and financial data for the Half Year and Financial Year ended on 31st March, 2025

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

RMC · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

RMC Switchgears reported strong FY25 results with consolidated revenue of ₹318.16 crore, up 84% YoY, and PAT of ₹31.46 crore, up 111% YoY. EBITDA grew 56% to ₹53.22 crore, though EBITDA margin compressed from 19.76% to 16.73% due to higher COGS. The company secured major orders including a ₹320 crore rooftop solar EPC project with ₹91 crore O&M, a ₹108 crore underground cabling order from UGVCL, and a ₹50 crore transformer project from MAHAGENCO. RMC laid the foundation for a ₹100 crore 1 GW Solar Module Manufacturing Plant in Jaipur and incorporated RMC Solar One as a subsidiary. Management targets 30%+ CAGR over 3-5 years and a ₹5,000 crore turnover by 2030, driven by backward integration and expansion into solar EPC and water IoT.

Likely market impact

Strong topline growth and a robust order pipeline are positive signals, but margin compression despite vertical integration plans is a watchpoint. Backward integration into solar module manufacturing and growing subsidiary stakes (RMC Green Energy 99.46%) support long-term margin recovery and growth visibility for shareholders.