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Earnings Call

Rathi Steel & Power Earnings Call: Key Takeaways

Rathi Steel and Power reported robust Q4 FY26 results with Revenue growing 63% and PAT doubling YoY. Strategy focuses on 'Rathi 2.0' transformation and Green Steel leadership.

Highlights
Revenue growth63% YoY for Q4 FY26; 44% for full year FY26.
MarginsEBITDA margins improved via efficiency measures despite pricing pressures.
Demand visibilityStrong visibility from growing infrastructure, engineering, and construction sectors.
Management confidenceHigh, citing 'Rathi 2.0' journey and strong infrastructure demand.

Growth

Q4 Revenue rose 63% to ₹244.57cr; PAT nearly doubled to ₹7.49cr. FY26 Revenue reached ₹716.49cr (44% growth).

Outlook

Targeting 80% utilization of Steel Melting Shop; planned rooftop solar and TMT mill efficiency upgrades.

Risks

Challenges include steel price volatility, macro-economic uncertainties, and geopolitical risks impacting the Indian economy.

Source

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

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Rathi Steel & Power Ltd: key numbers

Share price
₹21.81
Market cap
₹188.4 Cr
Revenue (annual)
₹716.0 Cr
Net profit (annual)
₹12.86 Cr
P/E (TTM)
13.0×Sector 19.0×
Promoter holding
41.30%+0.00% QoQ
FII holding
2.74%Current quarter

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

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Execution
12 months