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Investor Presentation

Rane (Madras) Investor Presentation: Key Takeaways

Rane (Madras) reported strong Q1 FY27 results with 18.8% YoY revenue growth. Strategy focused on friction business expansion via the Hindustan Composites acquisition to create a ₹1,000+ Cr platform.

Highlights
Revenue growth18.8% YoY growth in consolidated revenue.
MarginsEBITDA margin at 9.1%, up 24 bps YoY.
Order book₹2,040 Cr LTV from new programs; 54% from exports.
Demand visibilityStrong; 24 new programs secured with ₹2,040 Cr lifetime value.
Management confidenceHigh, citing strong order wins and accretive acquisition strategy.

Growth

Consolidated revenue rose 18.8% to ₹1,050.6 Cr; PAT surged 62.5% YoY to ₹30.1 Cr.

Outlook

Acquisition of HCL friction business for ₹370 Cr; expected to be EPS accretive from year one.

Risks

Potential headwinds include cyclicality in commercial vehicle and tractor segments despite recent growth.

Source

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

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Rane (Madras) Ltd: key numbers

Share price
₹1,322.30
Market cap
₹3,654 Cr
Revenue (annual)
₹3,863 Cr
Net profit (annual)
₹107.5 Cr
P/E (TTM)
30.7×Sector 33.6×
Promoter holding
70.45%+0.00% QoQ
FII holding
0.33%Current quarter

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

More from Rane (Madras) Ltd

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10:39 IST NSE
Price Movement Clarification

Rane (Madras) Price Movement Clarification

Rane (Madras) Limited clarified it has no comments regarding recent volume spurts. The company confirmed no impending material information or announcements requiring disclosure.

14:00 IST NSE
Financial Results

Rane (Madras) Q4 FY26 Results: Net Profit ₹37 Cr, Up 469.2% YoY

Rane (Madras) Ltd reported revenue from operations of ₹1,048 Cr (+16.3% YoY) and net profit of ₹37 Cr (+469.2% YoY) for Q4 FY26.

Key figure
Net profit ₹37 Cr · +469.2% YoY