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Earnings Call

Rishi Laser Earnings Call: Key Takeaways

FY26 revenue hit ₹160cr (7% growth) but PAT dropped 55% to ₹3.67cr due to Malur plant commissioning delays and human capital challenges. Management pivot focus to Malur plant utilization and exports.

Why this was an Alfa AlertNot a filter event. Company failed to meet its own sales targets and delivered a 55% PAT decline.
Highlights
Revenue growthFY26 growth was 7% (₹160cr); missed internal aggressive targets.
MarginsEBITDA margin guidance 9-11% band for FY27; gross margins stable at ~49%.
Demand visibilityStrong traction with construction equipment segment (53% of revenue) and Caterpillar.
Management confidenceCandid admission of execution failure; confident in Malur plant's current readiness.

Growth

FY26 Revenue ₹160cr (+7% YoY); PAT ₹3.67cr (-55% YoY); EBITDA margin compressed from 9.1% to 8.7%.

Outlook

Malur plant target ₹60cr revenue for FY27 and ₹100cr by FY29. Guidance of 20% total revenue CAGR through FY29.

Risks

Execution failures in machinery commissioning; human capital skill gaps; rising Karnataka minimum wages; geopolitical and raw material volatility.

Last quarter's promises, checked

Delivered

  • Guided 10% growth for FY26 → delivered 7% (= PARTIAL)
  • Guided Q4 FY26 paint shop operational → delivered June '26 (= BEAT)
  • Guided 49% gross margins → delivered 49% (= BEAT)

Partly delivered

  • Guided ₹100cr Malur potential → delivered ₹60cr FY27 target (= PARTIAL)

Missed

  • Guided margin recovery in Q4 FY26 → delivered 55% PAT drop (= MISS)
  • Guided Bangalore break-even at ₹5cr/month → delivered missed targets (= MISS)
Source

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

Read the document ↗

Rishi Laser Ltd: key numbers

Share price
₹151.85
Market cap
₹139.6 Cr
Revenue (annual)
₹161.0 Cr
Net profit (annual)
₹3.67 Cr
P/E (TTM)
58.2×Sector 53.6×
Promoter holding
16.12%-0.04% QoQ
FII holding
0.00%Current quarter

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

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