| 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
- ₹132.23
- Market cap
- ₹1,789 Cr
- Revenue (annual)
- ₹2,478 Cr
- Net profit (annual)
- ₹50.51 Cr
- P/E (TTM)
- 58.5×Sector 33.6×
- Promoter holding
- 50.33%-0.01% QoQ
- FII holding
- 3.58%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 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.
Rico Auto Industries Investor Presentation: Key Takeaways
Q1FY27 revenue grew 39% YoY to ₹755 Cr, but profitability was hit by high air freight and raw material lag. Management remains confident in hitting ₹3,250 Cr revenue for FY27 with margin recovery.
- Call
- Guides 30% growth
Rico Auto Industries Investor Presentation: Key Takeaways
Rico Auto reported Q1FY27 revenue of ₹755.1 Cr, up 39% YoY. However, it incurred a net loss of ₹3.4 Cr due to temporary elevated air freight and raw material price lag.
Rico Auto Industries Q1 FY27 Results: Net Loss of ₹3.4 Cr
Rico Auto Industries Ltd reported revenue from operations of ₹755.1 Cr (+38.9% YoY) and a net loss of ₹3.4 Cr for Q1 FY27.
- Key figure
- Net loss ₹3.4 Cr
Rico Auto Industries Earnings Call: Key Takeaways
Rico Auto reported its highest ever annual revenue of ₹2,477 crores for FY26, driven by strong demand in passenger vehicles and exports. Focus is on improving margins through customer renegotiations and scaling railway/defense segments.
Rico Auto Industries Earnings Call: Key Takeaways
Rico Auto achieved record FY26 revenue of ₹2,477cr despite margin pressure from one-time labor costs and raw material settlement lags.