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Revenue
₹123.1 Cr
verified against source
Revenue YoY
20%
reported change
EBITDA
₹50.76 Cr
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Remsons Industries delivered a solid Q3 FY26 with consolidated revenue of ₹423 crore, up 20% YoY, driven by strong OEM demand and export growth (33% of sales). EBITDA margin improved to 12%, with PAT margin at 4%. Key wins include a ₹60 crore 5-year CV order and progress on the Stellantis contract (₹15-20 crore in FY27). Management reiterated the ₹900-1,000 crore revenue target by FY29, backed by a ₹100 crore capex plan and potential acquisitions. The India-US tariff reduction on auto components is a tailwind. Risk: ABS regulation uncertainty could impact ~8% of consolidated revenue if implemented.
Colored figures show movement against the previous available record.
Guidance to track
- Consolidated revenue for FY27 expected between ₹520-570 crore, excluding any acquisitions.
- Management targets EBITDA margins of 13-14% over the next 2-3 years, driven by product mix improvement.
- Capital expenditure for FY27 expected to be ₹20 crore or more, including capacity expansion.
- Long-term revenue target of ₹900-1,000 crore by FY29-30, with ₹100 crore investment including acquisitions.
Risks flagged
- If implemented, ABS regulation could affect ~8% of consolidated revenue. Management has factored this into projections.
- European automotive industry weakness poses a risk, though management notes most sales are outside Europe.
- Railway product approvals from RDSO can take 6-12 months for field trials, potentially delaying revenue.
- Planned acquisitions (₹50-70 crore) may face integration challenges; management is evaluating options.
Key quotes
- We are steadily transforming into a technology-oriented mobility solutions provider with capabilities that now extend across the complete mobility value chain.
- The tariff reduction materially improves price competitiveness, enhances margin potential and strengthens India's positioning as a preferred sourcing destination.
- We are doing forward integration. We are adding systems rather than components, and we are trying to do products that are technology mode driven and have high entry barriers.
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