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Earnings Call

RIR Power Electronics Earnings Call: Key Takeaways

RIR Power Electronics reported standalone FY26 revenue of ₹90.87cr (up 5.4% YoY) and PAT of ₹6.72cr. Strategy focuses on high-power Silicon Carbide (SiC) semiconductors and a new Odisha facility.

Highlights
Revenue growthFY26 revenue grew 5.41% YoY to ₹90.87cr.
MarginsTargeting 40%+ margins once SiC fab exceeds 60% capacity utilization.
Order bookFY26 order intake ₹90.2cr; closing backlog ₹17.4cr.
Demand visibilityStrong export demand and growth in EVs, data centers, and railways.
Management confidenceHigh confidence in SiC market share and defense/railway sector growth.

Growth

FY26 Revenue: ₹90.87cr (+5.41%); PAT: ₹6.72cr; Q4 Revenue: ₹23.95cr (up 18% QoQ, down 9.5% YoY).

Outlook

Odisha Phase 1 (epitaxy) starts Q2 FY27; total project capex ₹618cr; targeting 2.5x-3x revenue growth at Halol facility.

Risks

Delays in 33kV power supply from Odisha government; high capital intensity of fab operations; one-time order base effects.

Last quarter's promises, checked

Delivered

  • Guided Odisha revenue INR 1cr in FY26 → delivered INR 1cr (= BEAT)
  • Guided NSE listing process start → delivered NSE listing in progress (= BEAT)

Partly delivered

  • Guided Odisha Phase 1 capex INR 225cr → delivered total project revised to INR 618cr (= PARTIAL)

Missed

  • Guided Odisha power on by 31 Mar 2026 → delivered 33kV delays into Q2 FY27 (= MISS)
Source

Earnings Call filed with BSE, NSE: RIR. Summary written with AI assistance from the document.

Read the document ↗

RIR Power Electronics Ltd: key numbers

Share price
₹187.90
Market cap
₹1,442 Cr
Revenue (annual)
₹90.87 Cr
Net profit (annual)
₹6.72 Cr
P/E (TTM)
177.6×Sector 41.4×
Promoter holding
58.61%+0.00% QoQ
FII holding
8.50%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from RIR Power Electronics Ltd

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17:59 IST BSE
Capacity Expansion

RIR Power Electronics Capacity Expansion

RIR Power Electronics has installed its SiC Epitaxial Wafer Manufacturing Reactors at the Bhubaneswar facility. The plant will commence commercial production pending necessary regulatory approvals.

12:32 IST BSE
Promoter Selling

RIR Power Electronics Promoter Selling: ₹15.5 Cr

Jitendra Uttamchand Mehta, part of the RIR Power Electronics promoter group, sold 8.37 lakh equity shares via market sale for Rs.15.50 Crore.

Value
₹15.50 Cr
Promoter stake change
-1.05%
15:15 IST BSE
Other Announcement

RIR Power Electronics Other Announcement

RIR Power Electronics sent physical letters to shareholders without registered emails, providing web links to the FY 2025-26 Annual Report. This is a Reg 36(1)(b) compliance communication with no financial or business substance.

17:37 IST BSE
Annual General Meeting

RIR Power Electronics Annual General Meeting

RIR Power Electronics Limited issued a notice for its 57th Annual General Meeting, scheduled for September 29, 2026, via video conference.

13:36 IST BSE
Dividend

RIR Power Electronics Dividend

RIR Power Electronics has fixed September 22, 2026, as the record date for its final dividend of Rs.0.10 per share, subject to shareholder approval.

13:18 IST BSE
Annual Report

RIR Power Electronics Annual Report

RIR Power Electronics Ltd has submitted its 57th Annual Report for the financial year 2025-26, along with the notice for the 57th Annual General Meeting.