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Earnings Call

RMC Switchgears Earnings Call: Key Takeaways

RMC reports FY26 revenue of ₹401.6Cr (up 27% YoY) driven by Solar EPC (~52% topline). Management highlights a strategic shift from commodity enclosures to high-margin intelligent technology like PulseBox.

Highlights
Revenue growth27% YoY; 10x growth over 4 years to ₹401.6Cr.
MarginsCompressed in FY26 due to costs; structural fixes implemented.
Order bookConfirmed >₹800Cr; active tenders >₹1,500Cr.
Demand visibilityHigh; backed by ₹9.15 lakh crore national transmission plan.
Management confidenceStrong; pivoting to tech-led infrastructure solutions.

Growth

10x revenue increase from FY22 (₹41.6Cr) to FY26 (₹401.6Cr). FY26 PAT moderated due to input cost inflation.

Outlook

Order book exceeds ₹800Cr with ₹1,500Cr active tenders. Scaling three verticals: Electrical EPC, Products, and PulseBox IoT.

Risks

Commodity inflation (copper, steel), 9% Rupee depreciation against USD, and Red Sea crisis impacted FY26 margins.

Last quarter's promises, checked

Delivered

  • Guided H1 FY26 Revenue ₹221.61Cr → delivered ₹221.61Cr (= BEAT)
  • Guided H1 FY26 EBITDA 15.34% → delivered 15.34% (= BEAT)
  • Guided H1 FY26 Debt-to-Equity 0.59x → delivered 0.59x (= BEAT)

Partly delivered

  • Guided ₹825Cr order pipeline → delivered >₹800Cr order book (= PARTIAL)

Missed

  • Guided 30% CAGR target → delivered 27% YoY FY26 revenue growth (= MISS)
Source

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

Read the document ↗

RMC Switchgears Ltd: key numbers

Share price
₹221.70
Market cap
₹234.6 Cr
Revenue (annual)
₹401.6 Cr
Net profit (annual)
₹22.32 Cr
P/E (TTM)
11.9×Sector 45.9×
Promoter holding
51.97%+0.00% QoQ
FII holding
2.70%Current quarter

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

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Value
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