Refex Industries Ltd (NSE:REFEX)

Q1 2026 Refex Industries Ltd Earnings Call Transcript

Aug 13, 2025 / 05:00 AM GMT

Release Date Price: ₹378.85 (-7.80%)

Transcript

Key Points

Positve

Refex Industries Ltd (BOM:532884) maintained healthy margins through disciplined cost management and operational efficiency despite revenue compression.
The company has a strong order book with multiple new projects scheduled to start in Q3, indicating future growth potential.
Refex Industries Ltd (BOM:532884) has transitioned its green mobility fleet branding to reflect a broader vision of sustainable transportation solutions.
The company has appointed a new CEO for the Green Mobility Vertical, bringing in expertise to drive growth in this segment.
Refex Industries Ltd (BOM:532884) declared a dividend, reinstating its tradition of rewarding shareholders, reflecting confidence in its fundamentals and cash flow position.

Negative

Q1 FY26 results were softer than previous quarters due to an unusually early and intense monsoon impacting operations.
The coal and ash handling segment, which contributed 95% of Q1 revenues, saw a significant dip due to seasonal disruptions.
The power trading segment experienced low volumes and revenues, leading to a decision to wind down operations by the end of the quarter.
Green mobility and wind energy segments are currently a drag on overall profits, with green mobility showing 50% negative margins.
The company faces challenges in stabilizing and deploying green mobility vehicles, impacting short-term profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

REFE.NS - Refex Industries Ltd
Q1 2026 Refex Industries Ltd Earnings Call
Aug 13, 2025 / 05:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q1 FY26 results conference call of Reflex Industries Limited, hosted by Kien Advisors Private Limited. As a reminder, all participant clients will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchtone phone. Please note that this conference is now being recorded. I now hand the conference over to Ms. Shahi from Kiren Advisors Private Limited.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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