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Earnings Call

Ramkrishna Forgings Earnings Call: Key Takeaways

Ramkrishna Forgings reported strong Q4FY26 results with consolidated revenue of ₹1,217 crore, up 28% YoY, driven by diversification into non-auto segments and robust domestic demand.

Highlights
Revenue growthConsolidated Q4 revenue up 28% YoY; standalone revenue up 33% YoY.
MarginsConsolidated EBITDA margin improved to 17.1% in Q4 from 14.9% QoQ.
Order bookNew order wins of ₹3,074 crore in FY26.
Demand visibilityStrong revenue visibility from healthy order book and domestic CV demand.
Management confidenceHigh; MD anticipates FY27 to be a strong year.

Growth

Q4FY26 revenue grew 28% YoY and 11% QoQ. FY26 consolidated revenue reached ₹4,23,808 lakhs, up 5% YoY.

Outlook

Strong FY27 visibility via ₹3,074Cr new orders. Rail Wheel project commercial operations expected by June 2026.

Risks

PBT impacted by ₹10.4 crore due to subsidiary losses; volatility in exports and geopolitical disruptions noted.

Source

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

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Ramkrishna Forgings Ltd: key numbers

Share price
₹704.50
Market cap
₹12,739 Cr
Revenue (annual)
₹4,238 Cr
Net profit (annual)
₹71.80 Cr
P/E (TTM)
119.2×Sector 53.6×
Promoter holding
43.39%+0.06% QoQ
FII holding
20.43%Current quarter

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

More from Ramkrishna Forgings Ltd

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16:36 IST BSE
Promoter Buying (Off-Market)

Ramkrishna Forgings Promoter Buying (Off-Market): ₹199.9 Cr

Promoter and Director Chaitanya Jalan acquired 34,00,000 equity shares via preferential conversion of warrants for ₹199.92 Crore. This reflects his increased equity stake in the company.

Value
₹199.9 Cr
Promoter stake change
+1.80%
16:30 IST BSE
Capital Structure Change

Ramkrishna Forgings Capital Structure Change

Promoter Chaitanya Jalan acquired 34,00,000 equity shares of Ramkrishna Forgings Ltd upon the conversion of warrants.

10:09 IST BSE
Capital Structure Change

Ramkrishna Forgings Capital Structure Change

Ramkrishna Forgings Limited allotted 34,00,000 equity shares through a preferential issue at Rs. 588 per share. The transaction raised Rs. 199.92 Crore from a single investor, expanding the paid-up capital.

Value
₹199.9 Cr
13:52 IST BSE
Capital Structure Change

Ramkrishna Forgings Capital Structure Change

Ramkrishna Forgings allotted 34,00,000 shares to promoter Mr. Chaitanya Jalan on warrant conversion. The company received Rs.149.94 Crore as balance consideration, raising paid-up capital.

Value
₹149.9 Cr
16:58 IST BSE
Promoter Reclassification

Ramkrishna Forgings Promoter Reclassification

Ramkrishna Forgings has reclassified MAA Chandi Financial Advisory Services Private Limited from the 'Promoter' category to the 'Public' category following shareholder approval.

16:49 IST BSE
Annual General Meeting

Ramkrishna Forgings Annual General Meeting

Ramkrishna Forgings Limited announced the postal ballot results approving the reclassification of Maa Chandi Financial Advisory Services Private Limited from promoter to public category.