Q3 2026 Remsons Industries Ltd Earnings Call Transcript

Feb 13, 2026 / 07:30AM GMT

Release Date Price: ₹110.1 (-6.14%)

Transcript

Key Points

Positve

Remsons Industries Ltd (BOM:530919) reported a healthy year-on-year revenue growth of 20% for Q3 FY 2026, reaching INR123 crores.
The company has secured a significant INR60 crore order from a leading Indian commercial vehicle OEM, providing strong long-term revenue visibility.
Remsons Industries Ltd is actively expanding its global footprint, with exports contributing 33% of Q3 sales.
The company is progressing with its INR300 crore multi-year Stellantis contract in North America, set to begin supply in the next financial year.
Remsons Industries Ltd maintains a strong balance sheet with a comfortable net debt-to-equity ratio of 0.63x, supporting its expansion plans.

Negative

The company faces challenges in the European market due to the slow automotive cycle, although it mitigates this with sales outside Europe.
Remsons Industries Ltd's margin improvement is gradual, with EBITDA margins currently at 12%, aiming for 13% to 14% over the next few years.
The company is still formulating its capex plan for the next year, indicating potential uncertainty in future investments.
There is a potential impact on consolidated revenue if ABS regulations are implemented, which could affect about 8% of revenue.
The company's entry into the Brazilian market is still in the exploratory phase, with no immediate revenue projections available.

Operator

Ladies and gentlemen, good day and welcome to the Remsons Industries Limited Q3 FY 2026 Earnings Conference Call hosted by Go India Advisors LLP. (Operator Instructions)

I now hand the conference over to Ms. Selina Sheikh from Go India Advisors LLP. Thank you and over to you.

Selina Sheikh;Rahul Kejriwal

Go India Advisors - Aspiring Finance Professional;Remsons Industries Ltd - Whole Time Director<

Good afternoon, everyone, and welcome to Remsons Industries Limited Q3 and 9-month FY 2026 earnings call hosted by Go India Advisors. We have on call with us Mr. Rahul Kejriwal, the Whole Time Director; Debendra Panda, CFO and Mr. Rohit Darji, CS.

We must remind you that the discussion on todayâs call may include certain forward-looking statements and must be therefore moved in conjunction with the risks that the Company faces.

We now request Mr. Rahul Kejriwal to take us through the Company's business outlook and performance, after which we will open the floor for Q&A. Thank you and over to you, sir.

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