Order Book
₹500 Cr
N/A
Current order book stands at ₹500 crore, with a pipeline of ₹800-900 crore.
REMSONS
Other
10 Feb 2026
Remsons Industries Ltd — Q3 FY26
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).
✓ Verified against BSE filing
2-Min Summary
✦ AI-Generated from Full Transcript
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.
Key Numbers
Export Share
33%
N/A
Exports contributed 33% of Q3 sales, with US tariff reduction expected to boost future inquiries.
Stellantis Order Revenue (FY27)
₹15-20 Cr
N/A
First revenue from the multi-year Stellantis contract expected in Q2 FY27, ramping to ₹40-50 crore annual run-rate.
Railway Segment Revenue (FY27)
₹25-35 Cr
N/A
Railway segment expected to contribute ₹25-35 crore in FY27, with a target of ₹150 crore in 3-4 years.
Management Guidance
FY27 Revenue Guidance: ₹520-570 crore
Consolidated revenue for FY27 expected between ₹520-570 crore, excluding any acquisitions.
Management guidance revenueEBITDA Margin Target: 13-14% in 2-3 years
Management targets EBITDA margins of 13-14% over the next 2-3 years, driven by product mix improvement.
Management guidance marginsCapex Plan: ₹20 crore+ in FY27
Capital expenditure for FY27 expected to be ₹20 crore or more, including capacity expansion.
Management guidance capexRevenue Target: ₹900-1,000 crore by FY29-30
Long-term revenue target of ₹900-1,000 crore by FY29-30, with ₹100 crore investment including acquisitions.
Management guidance growthKey Risks
ABS Regulation Impact
If implemented, ABS regulation could affect ~8% of consolidated revenue. Management has factored this into projections.
medium · analyst_questionEuropean Auto Slowdown
European automotive industry weakness poses a risk, though management notes most sales are outside Europe.
low · analyst_questionRDSO Approval Delays
Railway product approvals from RDSO can take 6-12 months for field trials, potentially delaying revenue.
medium · management_commentaryAcquisition Integration Risk
Planned acquisitions (₹50-70 crore) may face integration challenges; management is evaluating options.
medium · management_commentaryNotable 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.
Frequently Asked Questions
What was Remsons Industries's revenue in Q3 FY26?
Remsons Industries reported revenue of ₹123 Cr in Q3 FY26, representing a +20% change compared to the same quarter last year.
What guidance did Remsons Industries management give for FY27?
FY27 Revenue Guidance: ₹520-570 crore: Consolidated revenue for FY27 expected between ₹520-570 crore, excluding any acquisitions. EBITDA Margin Target: 13-14% in 2-3 years: Management targets EBITDA margins of 13-14% over the next 2-3 years, driven by product mix improvement. Capex Plan: ₹20 crore+ in FY27: Capital expenditure for FY27 expected to be ₹20 crore or more, including capacity expansion. Revenue Target: ₹900-1,000 crore by FY29-30: Long-term revenue target of ₹900-1,000 crore by FY29-30, with ₹100 crore investment including acquisitions.
What are the key risks for Remsons Industries in FY27?
Key risks include ABS Regulation Impact — If implemented, ABS regulation could affect ~8% of consolidated revenue. Management has factored this into projections.; European Auto Slowdown — European automotive industry weakness poses a risk, though management notes most sales are outside Europe.; RDSO Approval Delays — Railway product approvals from RDSO can take 6-12 months for field trials, potentially delaying revenue.; Acquisition Integration Risk — Planned acquisitions (₹50-70 crore) may face integration challenges; management is evaluating options..
Did Remsons Industries meet its previous quarter's guidance?
Scorecard data is being built as historical quarters are processed.
Where can I read the full Remsons Industries Q3 FY26 concall transcript?
The full earnings conference call transcript or source release is available on the linked source material. This page provides an AI-generated summary verified against official BSE/NSE filings.