Rico Auto Industries earnings calls.

Rico Auto Industries delivered a strong Q3 FY26 with consolidated revenue of 632 croresCurrent reported value: 632 crores. No comparable prior figure is available in the source record., up 14.1Current reported value: 14.1. No comparable prior figure is available in the source record.% YoY, and EBITDA growth of 33.2% with margins expanding to 10Current reported value: 10. No comparable prior figure is available in the source record.%. The company cited stable volumes from key OEM customers, new program launches, improved capacity utilization, and internal cost initiatives as growth drivers, partially offset by customer pricing pressure. Management sees double-digit growth continuing into FY27 with new export and domestic programs ramping up in Q1-Q2 next year. Railway revenue will miss the 60-65 crCurrent 60-65 Cr. Reported change: Missed target.ore target this fiscal year but is expected to exceed it in FY27 with direct supply approvals. The EV/hybrid share has grown from 4% to 7%Current 7%. Reported change: +3pp YoY. and is expected to reach double digits. Management acknowledged that US tariff reductions will be passed back to customers rather than retained as margin, but expects improved export competitiveness against China. The path to 12-13% EBITDA margins remains intact but timing is uncertain due to commodity volatility. Risk: commodity inflation and labour code implementation creating near-term margin pressure, while railway and defense diversification timelines remain elongated.