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View Risks →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).
bullish
high
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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.
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Order Book
₹500 Cr
N/A
Current order book stands at ₹500 crore, with a pipeline of ₹800-900 crore.
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.
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Guidance and risk preview
Consolidated revenue for FY27 expected between ₹520-570 crore, excluding any acquisitions.
If implemented, ABS regulation could affect ~8% of consolidated revenue.
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