Q4 2026 Rajratan Global Wire Ltd Earnings Call Transcript
Key Points
- Rajratan Global Wire Ltd (BOM:517522) achieved an 18% year-on-year increase in sales, with over 133,000 tons sold across three locations.
- The company has successfully passed on the increased raw material costs to customers in the current quarter, indicating strong pricing power.
- There is robust demand from customers in India, Thailand, and globally, suggesting a positive outlook for future growth.
- The Chennai plant is ramping up capacity, with plans to increase production to 60,000 tons, supporting future sales growth.
- Rajratan Global Wire Ltd (BOM:517522) is expanding its market presence in North America and Europe, with expected growth of 30% and 50% respectively.
- The company faced a decline in EBITDA margins due to a sudden increase in steel prices and energy costs, which could not be immediately passed on to customers.
- There are ongoing challenges with shipping disruptions, particularly affecting exports from the Thailand plant.
- The geopolitical situation and raw material shortages pose risks to meeting production and sales targets.
- Rajratan Global Wire Ltd (BOM:517522) has a longer working capital cycle for exports, especially to the USA, impacting cash flow.
- The company is facing competitive pressures, with excess capacity in the market potentially affecting pricing and margins.
Ladies and gentlemen, good day, and welcome to Rajratan Global Wires Limited Q4 FY26 earnings conference call hosted by 361 Capital Markets. (Operator Instructions). Please note that this conference is being recorded. I now hand the conference over to [Mr. Sailesh Raja] from 361 Capital Markets.
Thank you, and over to you, sir.
Good evening, all. Thank you for joining us for Rajratan Global Wires Limited fourth-quarter of FY26 earnings conference call. During this call, from the management side, we'll be hearing from Mr. Sunil Chordia, Chairman and Managing Director, Mr. Yashovardhan, CEO and Deputy Managing Director of the company, Mr. Pranay Jain, CFO, Rajratan Thailand, and Mr. Hitesh Jain, CFO, Rajratan India. I would now like to turn the call to our Chairman and Managing Director, for the opening remarks, followed by Q&A.
Sir you may begin now.
Yeah. Thank you, Sailesh. And thank
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