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Investor Presentation

Raj Rayon Industries Investor Presentation: Key Takeaways

RRIL reported Q1FY27 revenue of Rs 204 Cr with EBITDA margins expanding to 8.4%. Management is executing a Rs 650 Cr Phase II brownfield expansion to double capacity by CY2028.

Guidance and delivery
Management target Revenue FY29
Highlights
MarginsEBITDA margin improved from 5.5% to 8.4% QoQ due to pricing benefits.
Order book3,500+ customer base built within two years of revival.
Demand visibilityExpect full utilization for remainder of FY27 on enhanced 400 TPD capacity.
Management confidenceHigh; citing structural shift to value-added products and enhanced capacity.

Growth

Revenue declined 21% YoY to Rs 204 Cr due to plant shutdown; however, EBITDA grew 13% to Rs 17 Cr.

Outlook

Rs 650 Cr capex to reach 700++ TPD capacity by CY2028. Target peak revenue of Rs 2700-3000 Cr.

Risks

Q1 saw supply chain disruptions in crude value chain; plant was shut for 46 days for debottlenecking.

Source

Investor Presentation filed with NSE, NSE: RAJRILTD. Summary written with AI assistance from the document.

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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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