ALFA Finder
The call ran from 11:01 AM to 12:03 PM IST (1 h 2 min).
Key takeaways
Record quarter driven by strong U.S. automotive recovery and tariff refunds.
| Management target | Revenue 18.0% FY28 |
|---|
| Revenue growth | 43% YoY; 32% growth excluding one-time US tariff refund. |
|---|---|
| Margins | EBITDA margin at 24.2%; structural expansion from high-value precision components. |
| Order book | Steady at ₹120-125 Cr per month. |
| Demand visibility | Strong US recovery; new program scale-ups in Q3/Q4. |
| Management confidence | High; emphasizing operational resilience and strongest historical profitability. |
Growth
Revenue grew 43% YoY, aided by ₹18 Cr one-time tariff refund.
Outlook
Order book of ₹120-125 Cr/month; guided FY28 EBITDA margin expansion by 50-75bps.
Risks
High ocean freight and energy costs impacting other expenses; soft European demand.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Rolex Rings Q2 FY27 Results: Net Profit ₹73.9 Cr, Up 66.8% YoY
Rolex Rings Limited reported standalone unaudited results for the quarter and half-ended September 30, 2026. Net profit after tax was ₹739.38 million for the quarter.
- Key figure
- Net profit ₹73.9 Cr · +66.8% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management maintains mid-teen revenue growth guidance for FY27. Annual capex planned at INR 30-40 Cr. Debt-free status.
Growth they described
Revenue up 4.3%; PAT up 22% YoY. Auto components grew 13.5% while bearing rings declined 6%.
Call details
| Company | Rolex Rings Ltd |
|---|---|
| NSE symbol | ROLEXRINGS |
| ISIN | INE645S01024 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 11:00 AM IST |
| Length | 1 h 2 min |
| Audio | Our stream on YouTube ↗ |
Rolex Rings Ltd: key numbers
- Share price
- ₹201.17
- Market cap
- ₹5,479 Cr
- Revenue (annual)
- ₹1,144 Cr
- Net profit (annual)
- ₹141.1 Cr
- P/E (TTM)
- 30.1×Sector 32.4×
- Promoter holding
- 54.24%+2.00% QoQ
- FII holding
- 6.44%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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