ALFA Finder
The call ran from 4:29 PM to 5:02 PM IST (32 min).
Key takeaways
Q2 FY27 revenue Rs 852.4 Cr (+36% YoY), but EBITDA margin fell to 0.7% and PAT was -Rs 26.3 Cr on air-freight and input-cost overruns.
| Revenue growth | Q2 +35.9% YoY; H1 +37.3% YoY |
|---|---|
| Margins | Q2 EBITDA margin 0.7% vs 9.7%; H1 2.5% vs 9.8% |
| Order book | New orders Rs 2,500 Cr over 5-year program life |
| Demand visibility | Rural demand strong; festive conversion key swing factor |
| Management confidence | Expects progressive profitability improvement from Q3 |
Growth
Q2 revenue +36% YoY to Rs 852.4 Cr; H1 +37% to Rs 1,607.4 Cr. Q2 EBITDA Rs 5.9 Cr vs Rs 61.0 Cr.
Outlook
Mission: 3X growth by 2030; air freight to cease mid-Q3; Hosur greenfield capex ongoing.
Risks
Rs 46 Cr Q2 cost overrun incl. ~Rs 30 Cr temporary air freight; inflation in manpower, power, fuel; finance costs up.
Last quarter's promises, checked
Delivered
- Q2 rev >Rs 840 Cr → Rs 852.4 Cr (= BEAT)
Partly delivered
- Air freight ends from Q3 → now 'mid-Q3' (= PARTIAL)
- FY27 rev Rs 3,250 Cr → H1 Rs 1,607.4 Cr (= PARTIAL)
Missed
- Q2 EBITDA margin 'in between' ~4.6-10% → 0.7% (= MISS)
- Q2 PAT 'better' than Q1 -Rs 3.4 Cr → -Rs 26.3 Cr (= MISS)
- Hosur commercial prod Sep-26 → still 'upcoming' (= MISS)
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Rico Auto Industries Q2 FY27 Results: Net Loss of ₹26.3 Cr
Rico Auto Industries Ltd reported revenue from operations of ₹852.4 Cr (+35.9% YoY) and a net loss of ₹26.3 Cr for Q2 FY27.
- Key figure
- Net loss ₹26.3 Cr
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management raised FY27 revenue guidance to ₹3,250 Cr from ₹3,000 Cr, targetting 12% EBITDA margins.
Growth they described
Strong 39% revenue growth led by 55 new programs; exports contributed 15% of total revenue.
Call details
| Company | Rico Auto Industries Limited |
|---|---|
| NSE symbol | RICOAUTO |
| ISIN | INE209B01025 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 6 November 2026 |
| Time | 4:30 PM IST |
| Length | 32 min |
Rico Auto Industries Limited: key numbers
- Share price
- ₹97.76
- Market cap
- ₹1,323 Cr
- Revenue (annual)
- ₹2,478 Cr
- Net profit (annual)
- ₹50.51 Cr
- P/E (TTM)
- -98.4×Sector 32.4×
- Promoter holding
- 50.33%+0.00% QoQ
- FII holding
- 3.18%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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