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Earnings Call

Ratnamani Metals & Tubes Earnings Call: Key Takeaways

Ratnamani Metals & Tubes reported Q4 FY26 consolidated revenue of ₹1,084.82cr and PAT of ₹115.91cr. Performance was impacted by subdued demand and lower capacity utilization, partially offset by strong subsidiary contributions.

Why this was an Alfa AlertNot a filter event. Results showed a YoY decline and did not exceed prior management guidance.
Highlights
Revenue growthFY26 Consolidated Revenue down 13.3% YoY.
MarginsEBITDA margins at 17.3% (Q4) and 19.6% (FY26).
Order bookStandalone order book at INR 1800+ crores.
Demand visibilityMuted current demand; enquiry levels improving across key markets.
Management confidenceConfident in long-term industry outlook and subsidiary momentum.

Growth

Q4 Consolidated Revenue fell 36.7% YoY; PAT declined 42.9%. FY26 Revenue was ₹4,493.96cr vs ₹5,186.47cr in FY25.

Outlook

Order book stands at ₹1,800+ cr. Capex in Kutch, Odisha, and KSA for HSAW/CSAW/Seamless products through 2026-2027.

Risks

Subdued demand, lower capacity utilization, geopolitical tensions in Middle East, and under-absorption of fixed costs.

Source

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

Read the document ↗

Ratnamani Metals & Tubes Ltd: key numbers

Share price
₹2,778.30
Market cap
₹19,474 Cr
Revenue (annual)
₹4,494 Cr
Net profit (annual)
₹482.6 Cr
P/E (TTM)
45.0×Sector 19.0×
Promoter holding
59.77%+0.00% QoQ
FII holding
10.72%Current quarter

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

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Credit Rating

Ratnamani Metals & Tubes Credit Rating

CRISIL upgraded Ratnamani Metals' long-term bank facility rating to AA+/Stable from AA/Positive and reaffirmed A1+ short-term. Total rated facilities are Rs.2,200 Crore.