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Investor Presentation

Remsons Industries Investor Presentation: Key Takeaways

Remsons reported 20% YoY revenue growth in Q1FY27, driven by core business momentum. Strategy focuses on high-margin product expansion into sensors, lighting, and railways.

Guidance and delivery
Management target Revenue FY30
Highlights
Revenue growth20% YoY for Q1FY27
MarginsEBITDA margin at 9%, impacted by commodity price increases
Order bookStellantis: ₹300 Cr+; CV OEM: ₹60 Cr; Global CV: ₹160 Cr
Demand visibilitySustained demand across product portfolio
Management confidenceHigh

Growth

Consolidated Revenue grew 20% YoY to ₹1,197 Mn; however, Net PAT declined 21% YoY to ₹29 Mn.

Outlook

Targeting ₹9-10 Bn revenue by FY30. Capex includes a new ₹5 Cr locomotive facility in Chakan, Pune.

Risks

Margins impacted by rising commodity prices and global headwinds like geopolitical tensions and input cost volatility.

Last quarter's promises, checked

Delivered

  • Guided Q3FY26 Revenue INR 123 Cr → delivered INR 123 Cr (= BEAT)
  • Guided 33% Export mix → delivered 33% (= BEAT)
  • Guided Net Debt/Equity <0.8x → delivered 0.63x (= BEAT)

Partly delivered

  • Guided INR 100 Cr Capex for FY29 target → delivered INR 15-19 Cr YTD (= PARTIAL)
  • Guided 80k sq ft NCR expansion → downsized to 20k sq ft (= PARTIAL)

Missed

  • Guided FY26 EBITDA 13-14% → delivered 11-12% (= MISS)
Source

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

Read the document ↗

Remsons Industries Ltd: key numbers

Share price
₹116.80
Market cap
₹407.4 Cr
Revenue (annual)
₹468.7 Cr
Net profit (annual)
₹18.05 Cr
P/E (TTM)
23.6×Sector 33.6×
Promoter holding
62.83%-2.69% QoQ
FII holding
2.79%Current quarter

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

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