| Revenue guidance | 20.0% → 30.0% Raised by 10.0 percentage points |
|---|---|
| Management target | Revenue 30.0% FY27 |
| Revenue growth | 39% YoY |
|---|---|
| Margins | Pressure in Q1/Q2; recovery to ~10% expected by Q3 |
| Order book | 55 new programs in launch phase; 28 already launched |
| Demand visibility | Strong momentum in ICE, Hybrid, and EV platforms |
| Management confidence | High on hitting ₹3,250 Cr revenue |
Growth
Revenue ₹755 Cr vs ₹543 Cr YoY. PAT loss of ₹3.4 Cr vs ₹16.7 Cr profit YoY due to ₹24 Cr extra costs.
Outlook
Targeting ₹3,250 Cr revenue in FY27 and ₹4,000 Cr+ without major capex. New Hosur plant starts September 2026.
Risks
Elevated air freight transit times (5 to 9 weeks), raw material price settlement lags, and global shipping disruptions.
Last quarter's promises, checked
Delivered
- Guided FY26 exports to Germany/USA 2x in 2 years → delivered 16% share (= BEAT)
- Guided 75% customer acceptance for RM monthly settlements → delivered as planned (= BEAT)
- Guided Hosur plant operational Sep 2026 → remains on track (= BEAT)
Partly delivered
- Guided Railway revenue ₹100 Cr FY27 → RDSO approvals progressing but early stage (= PARTIAL)
- Guided Defense revenue ₹50 Cr FY27 → scaling up but remains slow (= PARTIAL)
Missed
- Guided Q1FY27 margins 10%+ → delivered PAT loss/margin pressure (= MISS)
- Guided FY27 revenue cross ₹3,000 Cr → raised to ₹3,250 Cr but Q1 profitability hit (= MISS)
Investor Presentation filed with BSE, 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 Earnings Call Transcript: Key Takeaways
Revenue grew 39% to ₹755 Cr, but net profit swung to a loss due to massive ₹24 Cr air freight and sorting costs caused by Red Sea supply chain disruptions.
- 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.