ALFA Finder| Revenue guidance | 20.0% → 30.0% Raised by 10.0 percentage points |
|---|---|
| Management target | Revenue 30.0% FY27 |
| Revenue growth | 39% YoY growth to ₹755 Cr, driven by new automotive programs. |
|---|---|
| Margins | Margins hit by ₹13 Cr air freight; 12% target by year-end. |
| Order book | 55 new programs in launch/ramp-up phase with Toyota, BMW, and Ford. |
| Demand visibility | Strong visibility through long-term (7-8 year) contracts with global OEMs. |
| Management confidence | Highly optimistic on volumes but defensive regarding temporary freight cost spikes. |
Growth
Strong 39% revenue growth led by 55 new programs; exports contributed 15% of total revenue.
Outlook
Management raised FY27 revenue guidance to ₹3,250 Cr from ₹3,000 Cr, targetting 12% EBITDA margins.
Risks
High air freight costs and raw material price settlement lags are severely compressing current margins.
Last quarter's promises, checked
Delivered
- Revenue FY26: Guided Record High → Delivered ₹2,477 Cr (+12% YoY) (= BEAT)
- Export Growth: Guided 32% → Delivered 39% Revenue Growth (= BEAT)
- Hosur Plant: Guided Operational Sept 2026 → On Track (= BEAT)
Partly delivered
- Railway Revenue: Guided ₹100 Cr Target → Growing but delayed by approvals (= PARTIAL)
- Defense Revenue: Guided ₹50 Cr Target → Currently ₹20-30 Cr range (= PARTIAL)
Missed
- EBITDA Margin: Guided 10.25% Adjusted → Delivered 7.1% Reported (= MISS)
- Profitability: Guided Improvement → Swung to Loss due to ₹24 Cr Freight (= MISS)
Earnings Call Transcript filed with NSE, NSE: RICOAUTO. Summary written with AI assistance from the document.
Rico Auto Industries Ltd: key numbers
- Share price
- ₹100.20
- Market cap
- ₹1,356 Cr
- Revenue (annual)
- ₹2,478 Cr
- Net profit (annual)
- ₹50.51 Cr
- P/E (TTM)
- -100.9×Sector 32.5×
- Promoter holding
- 50.33%+0.00% QoQ
- FII holding
- 3.18%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Rico Auto Industries Ltd
All →Rico Auto Industries Earnings Call Transcript: Key Takeaways
Q2 revenue of ₹852 Cr came with EBITDA of ₹9.3 Cr and a ₹26.3 Cr loss, driven by air-freight and input costs. H1 loss is ₹29.7 Cr.
Rico Auto Industries Earnings Call Transcript: Key Takeaways
Q2 FY27 revenue Rs 852.4 Cr (+36% YoY), but EBITDA margin fell to 0.7% and PAT was -Rs 26.3 Cr on air-freight and input-cost overruns.
Rico Auto Industries Q2 FY27 Results: Net Loss of ₹26.3 Cr
Rico Auto Industries Ltd reported revenue from operations of ₹852.4 Cr (+35.9% YoY) and a net loss of ₹26.3 Cr for Q2 FY27.
- Key figure
- Net loss ₹26.3 Cr
Rico Auto Industries Board Meeting Date
Rico Auto Industries Limited intimated a board meeting on 06 Nov 2026 to consider unaudited standalone and consolidated half-yearly financial results for September 2026. Trading window stays closed from 01 Oct 2026 until 48 hours after results.
Rico Auto Industries Other Announcement
Rico Auto Industries Ltd has filed its quarterly shareholding pattern for the quarter ended September 30, 2026, pursuant to SEBI Regulation 31(1)(b).
Rico Auto Industries Annual General Meeting
Rico Auto held its 43rd AGM on 8 Sep 2026, approving FY26 financials, a 55% dividend (Re.0.55/share), and director re-appointment. The Chairman highlighted electrification focus and industry growth.