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Earnings Call

Hind Rectifiers Earnings Call: Key Takeaways

Hind Rectifiers delivered record FY26 consolidated revenue of ₹999.1cr (up 52.5% YoY) with EBITDA growth of 19.6%. Strategy focused on railway system integration and European expansion via Elventive acquisition.

Why this was an Alfa AlertNot a filter event. While growth was strong, no specific prior guidance range was provided to verify a 5% beat.
Highlights
Revenue growth52.5% YoY consolidated growth in FY26.
MarginsConsolidated EBITDA margin at 8.4%; Standalone margin at 10.8%.
Order bookHealthy order backlog of ₹845.5cr at end of FY26.
Demand visibilityStrong pipeline from Indian Railways electrification and rolling stock modernization.
Management confidenceHigh confidence in delivering sustainable growth and long-term value.

Growth

FY26 Consolidated Revenue grew 52.5% YoY to ₹999.1cr; Standalone PAT rose 54.7% YoY to ₹57.7cr.

Outlook

Aspirational market share target of 15-20% for system solutions; ₹56cr capex for copper conductor facility.

Risks

Subject to input cost fluctuations, competition in railway propulsion, and integration risks of the French acquisition.

Source

Earnings Call filed with BSE, NSE: HIRECT. Summary written with AI assistance from the document.

Read the document ↗

Hind Rectifiers Ltd: key numbers

Share price
₹1,212.90
Market cap
₹4,169 Cr
Revenue (annual)
₹999.1 Cr
Net profit (annual)
₹45.01 Cr
P/E (TTM)
100.1×Sector 41.4×
Promoter holding
42.58%-1.35% QoQ
FII holding
6.84%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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