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Earnings Call Transcript

RIR Power Electronics Earnings Call Transcript: Key Takeaways

RIR Power delivered a strong Q1FY27 with 29% revenue growth and 80% PAT growth, driven by high-power semiconductor demand.

Guidance and delivery
Management target Revenue 300.0% FY27
Highlights
Revenue growthRevenue grew 29.3% YoY to ₹27.16 Crore.
MarginsEBITDA margins improved significantly; target range 15-17%.
Order bookRecent first overseas order for 120 SCR thyristors.
Demand visibilityStrong demand from Railway, Defense, and Clean Energy sectors.
Management confidenceHigh confidence following NSE listing and Odisha plant progress.

Growth

Revenue grew 29.3% YoY to ₹27.16 Cr; EBITDA hit ₹3.98 Cr with margin expansion from 85% price pass-through.

Outlook

Targeting ₹30 Cr+ quarterly run rate; Odisha plant Epi-wafer sales to start in Q3FY27.

Risks

Geopolitical issues in West Asia are inflating raw material costs, making further price hikes difficult.

Source

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

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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.

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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%
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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.

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

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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.

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Annual Report

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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.