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Investor Presentation

Rites Investor Presentation: Key Takeaways

RITES Ltd reported a healthy Q1FY27 with consolidated revenue up 9.6% and PAT up 7.7% YoY. Strategy focuses on turnkey execution, leasing, and consultancy diversification.

Highlights
Revenue growth9.6% YoY consolidated growth.
MarginsConsolidated EBITDA margin at 22.4% vs 23.8% YoY.
Order bookHighest ever at ₹9445 Cr; ₹670+ Cr added in Q1.
Demand visibilityStrong visibility with ₹9445 Cr order book.
Management confidenceHigh, citing record order book and export recovery.

Growth

Consolidated Revenue rose to ₹561 Cr (+9.6%); PAT grew to ₹98 Cr (+7.7%). Standalone operating revenue grew 9.2% to ₹498 Cr.

Outlook

Order book at record ₹9445 Cr. Management expects export recovery from Q2FY27 with Bangladesh coach supplies.

Risks

Export revenue saw a significant 69.3% drop in Q1; margins remained range-bound.

Last quarter's promises, checked

Delivered

  • Guided export recovery → delivered INR 300 Cr FY26 execution (= BEAT)
  • Aim for double-digit growth → delivered 9.6% revenue growth (= BEAT)
  • Maintain PAT margin floor 15% → delivered 17.5% PAT margin (= BEAT)

Partly delivered

  • Guided EBITDA margin floor 20% → delivered 22.4% (down from 23.8% YoY) (= PARTIAL)

Missed

  • Guided export growth in Q1 → delivered 69.3% drop in export revenue (= MISS)
Source

Investor Presentation filed with BSE, NSE: RITES. Summary written with AI assistance from the document.

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Rites Ltd: key numbers

Share price
₹199.31
Market cap
₹9,579 Cr
Revenue (annual)
₹2,415 Cr
Net profit (annual)
₹454.4 Cr
P/E (TTM)
22.4×Sector 33.0×
Promoter holding
72.20%+0.00% QoQ
FII holding
3.43%Current quarter

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

More from Rites Ltd

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14:26 IST BSE
Annual General Meeting

Rites Annual General Meeting

RITES Limited conducted its 52nd Annual General Meeting on September 25, 2026. Shareholders considered resolutions including dividend declaration and the re-appointment of Chairman Rahul Mithal.

10:25 IST BSE
Merger & Restructuring

Rites Merger & Restructuring

RITES Limited's board has approved the closure of its Botswana-based wholly-owned subsidiary, RITES (Afrika) Proprietary Limited. The closure process is expected to complete within six months.

Execution
Within six months
13:34 IST BSE
Partnership

Rites Partnership

RITES signed an MoU with NHIDCL for highway and infrastructure consultancy in North-East and strategic areas. The framework agreement defines no specific contract value or project scope.

14:17 IST BSE
New Order Win

Rites Bags ₹154.7 Cr Order from South Central Railway

RITES bagged a ₹154.65 Crore consultancy contract from South Central Railway for Bidar-Kalaburagi railway electrification (110 RKM). Execution is cost-plus turnkey with ongoing timeline.

Value
₹154.7 Cr
From
South Central Railway
Execution
Ongoing
railway electrification length
110 RKM
14:06 IST BSE
Order Update

Rites Order Update: ₹154.7 Cr

RITES updated its Railways Electrification order from South Central Railway, revising cost to Rs.154.65 Crore for 110 RKm. The increase from Rs.97.96 Crore boosts consultancy revenue.

Value
₹154.7 Cr
From
South Central Railway
Execution
Ongoing
railway electrification length
110 RKm
18:38 IST BSE
Other Announcement

Rites Other Announcement

RITES Ltd has informed exchanges about an unsolicited ESG rating of 69 assigned by Niche Ninety Nine Capability and Certifications (OPC) Private Limited.