| 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
- ₹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.
More from RHI Magnesita India Ltd
All →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.
RHI Magnesita India Earnings Call Transcript: Key Takeaways
RHI Magnesita India reported Q1 FY27 revenue of ₹1,014 Cr (+9% QoQ) and EBITDA of ₹147 Cr (+30% QoQ). Strategy focuses on high-margin 4PRO solutions, automation, and circular economy through the new MINPRO JV.
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.
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.
RHI Magnesita India Earnings Call Transcript: Key Takeaways
RHI Magnesita India delivered a strong Q1 FY27, doubling PAT YoY despite a volatile environment. The margin recovery is notable, though management remains cautious about market pricing pressure and input costs.
- Call
- Guides 7% growth
RHI Magnesita India Q1 FY27 Results: Net Profit ₹64.6 Cr, Up 83.0% YoY
RHI Magnesita India Ltd reported revenue from operations of ₹1,014 Cr (+5.6% YoY) and net profit of ₹64.6 Cr (+83.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹64.6 Cr · +83.0% YoY