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Earnings Call

Rolex Rings Earnings Call: Key Takeaways

Rolex Rings delivered FY26 revenue of ₹1,143.5 Cr with an EBITDA margin of 20.1%. The company settled its ₹101 Cr RoR obligation, becoming debt-free with ₹367 Cr net cash.

Why this was an Alfa AlertNot a filter event. FY26 revenue slightly declined and results were generally in line with a recovery narrative rather than a guidance beat.
Highlights
Revenue growthFY26 revenue at ₹1,143.5 Cr, down 1% YoY.
MarginsEBITDA margins held above 20% despite export headwinds.
Order bookNew programs in Mexico and US starting mid-FY27.
Demand visibilityEncouraging for FY27; US customers re-engaging as tariffs normalize.
Management confidenceHigh; promoters opted out of buyback to show conviction.

Growth

FY26 revenue dropped 1% YoY; Bearing Rings grew 11% while Auto Components fell 10%. Q4FY26 revenue grew 8% YoY.

Outlook

Announced ₹180 Cr buyback in April 2026. Management expects US order recovery from Q1FY27 as tariffs normalize.

Risks

High US import tariffs (>45%) on auto components created significant FY26 export headwinds. Working capital days rose to 195.

Source

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

Read the document ↗

Rolex Rings Ltd: key numbers

Share price
₹195.35
Market cap
₹5,320 Cr
Revenue (annual)
₹1,144 Cr
Net profit (annual)
₹141.1 Cr
P/E (TTM)
35.0×Sector 33.6×
Promoter holding
52.24%+0.00% QoQ
FII holding
5.40%Current quarter

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

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