| Revenue growth | 9% QoQ growth reaching ₹1,014 Cr. |
|---|---|
| Margins | EBITDA margin up to 14.5% from 12.1% QoQ. |
| Order book | Secured significant silica order and 1 big DRI order. |
| Demand visibility | Strong maintenance-led cement demand and steel capacity expansions. |
| Management confidence | High; citing market leadership and structural cost advantages. |
Growth
Revenue grew 9% QoQ and 6% YoY. Adjusted EBITDA margin improved to 14.5% (+237 bps QoQ) driven by steel segment price hikes and cost efficiencies.
Outlook
Targeting 6-8% market CAGR via 4PRO model differentiation. Expanding quartzite backward integration and the 51:49 MINPRO mineral processing JV.
Risks
Facing pricing pressure and rising competition from global/regional entrants. Navigating high raw material, energy, and logistics costs.
Last quarter's promises, checked
Delivered
- Guided 13% sustainable EBITDA margin → delivered 14.5% (= BEAT)
- EUR 45M Global EBITDA initiative → delivered contribution reflected in Q1 (= BEAT)
- 51:49 MINPRO JV formation → delivered (subsidiary formed) (= BEAT)
Partly delivered
- Guided 7-9% growth range → delivered 6% YoY / 9% QoQ (= PARTIAL)
- Quartzite mine opening → licenses received, opening by end of current quarter (= PARTIAL)
Missed
- Guided ~9% volume growth for FY27 → delivered <9% (needs 14% for balance year) (= MISS)
- Guided ₹150 Cr annual capex → delivered ₹8 Cr in Q1 (below run-rate) (= MISS)
Earnings Call Transcript filed with NSE, 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 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 Investor Presentation: Key Takeaways
RHI Magnesita India Q1 FY27 results show strong sequential performance with Revenue at ₹1,014 Cr (9% QoQ growth) and adjusted EBITDA at ₹147 Cr (30% QoQ growth), driven by market share gains in the Steel segment.
- Call
- Guides 8% 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