ALFA Finder| Management target | Revenue 8.0% |
|---|
| Revenue growth | 9% QoQ growth achieved. |
|---|---|
| Margins | EBITDA margin improved to 14.5% from 12.1% QoQ. |
| Order book | Secured significant silica order and future pellet orders. |
| Demand visibility | Strong steel sector expansions and cement maintenance-led demand. |
| Management confidence | High, citing strong liquidity and market leadership. |
Growth
Revenue increased 9% QoQ and 6% YoY; Adjusted EBITDA rose 30% QoQ and 42% YoY. Shipment volume grew 5% QoQ to 122 KT.
Outlook
Targeting 6-8% CAGR for Indian refractory market; focus on 'Make in India' and circular economy via MINPRO JV in Odisha.
Risks
Industry faces pricing pressure and rising competition. Navigating high raw material, energy, and logistics costs and cement sector margin pressure.
Last quarter's promises, checked
Delivered
- Guided 13% EBITDA margin → delivered 14.5% (= BEAT)
- Guided strong Q1 volume recovery → delivered 122 KT (5% QoQ growth) (= BEAT)
- Guided price increases from May → delivered improved commercial discipline (= BEAT)
Partly delivered
- Guided FY27 Capex ₹150 Cr → delivered ₹8 Cr in Q1 (= PARTIAL)
Investor Presentation filed with BSE, NSE: RHIM. Summary written with AI assistance from the document.
RHI Magnesita India Ltd: key numbers
- Share price
- ₹365.50
- Market cap
- ₹7,548 Cr
- Revenue (annual)
- ₹4,020 Cr
- Net profit (annual)
- ₹-382.9 Cr
- P/E (TTM)
- -21.4×Sector 51.9×
- Promoter holding
- 56.07%+0.00% QoQ
- FII holding
- 3.16%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from RHI Magnesita India Ltd
All →RHI Magnesita India Board Meeting Date
RHI Magnesita India has called a board meeting on November 13, 2026 to consider unaudited results for the quarter and half year ended September 30, 2026. The filing is an advance notice with no results figures disclosed.
RHI Magnesita India Other Announcement
The company filed its quarterly shareholding pattern statement for the quarter ended September 30, 2026, as per regulatory requirements.
RHI Magnesita India Management Change
RHI Magnesita India Ltd. announced the appointment of Mr. Pankaj Malhan as Managing Director and CEO for a five-year term, effective July 1, 2026.
- Execution
- 5 years
RHI Magnesita India Other Announcement
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- Execution
- 5 years
RHI Magnesita India Annual General Meeting
RHI Magnesita India Limited conducted its 16th Annual General Meeting on September 29, 2026. Shareholders considered resolutions for audited financial statements, a final dividend, and director appointments.
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.