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Earnings Call

Raj Rayon Industries Earnings Call: Key Takeaways

Raj Rayon reports a verified turnaround with FY26 revenue of ₹1,180 Cr and EBITDA of ₹64 Cr, driven by capacity expansion and vertical integration under SVG Group.

Highlights
Revenue growth39% YoY growth in FY26 to ₹1,180 Cr.
MarginsEBITDA margin reached 5.4% in FY26; 1-2% improvement expected in FY27.
Demand visibilityStrong; 3,500+ customer approvals built over three years.
Management confidenceConfident in 20% growth for FY27 due to full-year capacity benefits.

Growth

FY26 revenue grew 39% YoY to ₹1,180 Cr; Q4FY26 revenue up 43% to ₹295 Cr.

Outlook

Targeting 20% top-line growth in FY27; ₹500-600 Cr capex planned to achieve 700 TPD polymerization capacity.

Risks

Near-term volume volatility from West Asia crisis; PTA supply deficit in India; RM prices linked to crude oil.

Source

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

Read the document ↗

Raj Rayon Industries Ltd: key numbers

Share price
₹20.90
Market cap
₹1,162 Cr
Revenue (annual)
₹1,180 Cr
Net profit (annual)
₹33.99 Cr
P/E (TTM)
33.4×Sector 55.7×
Promoter holding
94.13%+0.00% QoQ
FII holding
0.00%Current quarter

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

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