| Management target | Revenue 20.0% next two years |
|---|
| Revenue growth | 24.63% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margin flat at 4.01%; PAT margin expanded 58 Bps. |
| Demand visibility | Strong, supported by government infrastructure spend and specialty steel demand. |
| Management confidence | High, citing optimized product mix and volume scalability. |
Growth
Revenue grew 24.63% YoY to ₹193.67 Cr; PAT surged 84.56% YoY to ₹3.48 Cr.
Outlook
Targeting 20% revenue CAGR over the next two years; plans to increase SMS utilization to 80%.
Risks
Vulnerable to cyclicality, raw material price volatility, energy costs, and concentrated geographic presence in North India.
Last quarter's promises, checked
Delivered
- Guided 20-25% avg growth → delivered 24.63% revenue growth (= BEAT)
- Targeted TMT mill restart in FY26 → delivered operational ramp-up (= BEAT)
- Guided 20 Cr capex for debottlenecking → delivered as replacement/efficiency capex (= BEAT)
Partly delivered
- Targeted 65-70% Rolling Mill utilization → delivered 51.4% FY26 avg (= PARTIAL)
- Targeted 80% SMS utilization → delivered 53% FY26 avg (= PARTIAL)
Investor Presentation filed with BSE, NSE: RATHIST. Summary written with AI assistance from the document.
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.
More from Rathi Steel & Power Ltd
All →Rathi Steel & Power Promoter Reclassification
Rathi Steel and Power Ltd received a request from DBG Leasing and Housing Ltd to reclassify its shareholding from 'Promoter' to 'Public' category.
Rathi Steel & Power Annual General Meeting
Rathi Steel and Power Limited has filed its Annual Report for the financial year 2025-26, including the Notice of its 55th Annual General Meeting.
Rathi Steel & Power Management Change
Rathi Steel and Power Limited has appointed M/s R. M. Bansal & Co. as Cost Auditors and M/s DIT & Company as Internal Auditors. Both appointments are effective from September 1, 2026.
- Execution
- 12 months
Rathi Steel & Power Earnings Call Transcript: Key Takeaways
Rathi Steel reports strong Q1 FY27 results with 24.6% revenue growth, driven by 30% volume expansion. Strategy focuses on high-margin stainless steel products and 'Direct Charging' technology for cost efficiency.
- Call
- Guides 20% growth
Rathi Steel & Power Q1 FY27 Results: Net Profit ₹3.5 Cr, Up 84.2% YoY
Rathi Steel & Power Ltd reported revenue from operations of ₹193.4 Cr (+24.5% YoY) and net profit of ₹3.5 Cr (+84.2% YoY) for Q1 FY27.
- Key figure
- Net profit ₹3.5 Cr · +84.2% YoY
Rathi Steel & Power Earnings Call: Key Takeaways
Strong FY26 performance with Revenue at ₹716cr (+41.7% YoY) and PAT at ₹12.87cr (+39.2%). Recommencement of TMT mill and focus on 'Green Steel' certifications drive operational momentum.