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Investor Presentation

Rajratan Global Wire Investor Presentation: Key Takeaways

Rajratan delivered record Q1 FY27 revenue of Rs. 31,835 lakhs, up 29% YoY. Strategy focuses on expanding market share and increasing capacity utilization across India and Thailand.

Highlights
Revenue growth29% YoY growth in Q1 FY27.
MarginsEBITDA margin improved to 13.10% from 12.55% YoY.
Demand visibilityStrong, driven by tire majors and export tailwinds.
Management confidenceHigh; citing trusted customer relationships and disciplined investments.

Growth

Revenue grew 29% YoY, EBITDA rose 35% to Rs. 4,171 lakhs, and PAT surged 70% to Rs. 2,296 lakhs.

Outlook

Chennai plant capacity doubling to 60,000 TPA; planned expansions in Pithampur and Thailand to sustain growth.

Risks

Geopolitical uncertainties in West Asia, pricing pressures, supply chain disruptions, and competition in domestic/export markets.

Last quarter's promises, checked

Delivered

  • Guided 13.5-14% EBITDA margin → delivered 13.1% (= MISS)
  • Guided Chennai capacity to 60,000 TPA by Q2 FY27 → delivered doubling to 60k TPA (= BEAT)
  • Guided 17-18% volume growth → delivered 16% volume growth (= MISS)

Partly delivered

  • Guided steel cord trials in Q2 FY27 → delivered diversification launch (= PARTIAL)

Missed

  • Guided 13.5-14% EBITDA margin → delivered 13.1% (= MISS)
  • Guided 17-18% volume growth → delivered 16% volume growth (= MISS)
Source

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

Read the document ↗

Rajratan Global Wire Ltd: key numbers

Share price
₹472.50
Market cap
₹2,399 Cr
Revenue (annual)
₹1,156 Cr
Net profit (annual)
₹70.11 Cr
P/E (TTM)
30.1×Sector 33.6×
Promoter holding
65.20%+0.00% QoQ
FII holding
0.83%Current quarter

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

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Rajratan Global Wire Q1 FY27 Results: Net Profit ₹23 Cr, Up 70.4% YoY

Rajratan Global Wire Ltd reported revenue from operations of ₹318.4 Cr (+29.2% YoY) and net profit of ₹23 Cr (+70.4% YoY) for Q1 FY27.

Key figure
Net profit ₹23 Cr · +70.4% YoY