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Earnings Call

RHI Magnesita India Earnings Call: Key Takeaways

RHI Magnesita India achieved record FY26 revenue of ₹4,01,995 Lakhs (up 9%), though Adjusted EBITDA fell 6% to ₹47,689 Lakhs due to input cost pressures and rupee devaluation.

Highlights
Revenue growth9% YoY growth in FY26.
MarginsMargins at 11.9% in FY26 vs 13.7% in FY25.
Order bookStrong and healthy order pipeline in steelmaking supporting upcoming growth.
Demand visibilityStrong domestic consumption in steel; cement demand fueled by infrastructure.

Growth

9% YoY revenue growth; shipments up 5% to 523 KT. FY26 PAT turned negative due to ₹55,624 Lakhs goodwill impairment.

Outlook

Quartzite mines operations start Q1 FY27; focus on '4PRO' value-added contracts, robotics deployment, and regional export expansion from India hub.

Risks

Raw material inflation (Tabular Alumina, Fused Magnesia), rupee depreciation, and intense competition/commoditization in the cement segment.

Source

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

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RHI Magnesita India Ltd: key numbers

Share price
₹386.45
Market cap
₹7,980 Cr
Revenue (annual)
₹4,020 Cr
Net profit (annual)
₹-382.9 Cr
P/E (TTM)
-22.6×Sector 53.6×
Promoter holding
56.07%+0.00% QoQ
FII holding
3.98%Current quarter

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

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Capital Structure Change

RHI Magnesita India Capital Structure Change

Dalmia Bharat Refractories, a non-promoter, disposed of its entire 2,70,20,000 RHI Magnesita India stake (13.08%) via open market. The position after sale is Nil.

22:43 IST BSE
Other Announcement

RHI Magnesita India Other Announcement

RHI Magnesita India has dispatched notices to shareholders with unregistered email addresses, providing access to the FY 2025-26 Annual Report and 16th AGM details.

16:03 IST BSE
Annual Report

RHI Magnesita India Annual Report

RHI Magnesita India Limited has submitted its Annual Report for the financial year 2025-26 and announced its 16th Annual General Meeting scheduled for September 29, 2026.