Q3 2025 RHI Magnesita India Ltd Earnings Call Transcript
Key Points
- RHI Magnesita India Ltd (BOM:534076) achieved a significant milestone by crossing INR 1,000 crore in quarterly revenue for the first time.
- Revenue from operations for Q3 FY '25 grew 17% quarter on quarter, driven by a 20% increase in shipments.
- The company maintained a steady capacity utilization rate of 67%, ensuring market demand was met through plant inventory releases.
- Profit after tax increased by 3.5% quarter on quarter to INR 48 crores, supported by cost optimization measures.
- RHI Magnesita India Ltd is actively addressing raw material security through policy advocacy and sourcing diversification, aiming for a 40% market share within the next four years.
- The company faces challenges from increased competition and volatility in raw material prices, particularly in the cement sector.
- Despite efforts, RHI Magnesita India Ltd has not been able to secure price increases from most customers, impacting margins.
- Interest costs have risen due to hedging on ECB loans, influenced by rupee depreciation.
- The company is experiencing margin dilution due to high raw material costs and increased competition.
- Export growth remains static at around 10% due to geopolitical issues, with limited improvement expected in the near future.
Ladies and gentlemen, good day and welcome to the RHI Magnesita India Limited Q3 and nine month FY '25 earnings conference call. (Operator instructions)
I now have the conference over to Mr. Parmod Sagar, Chairman, managing director and Chief Executive Officer from RHI Magnesita India Limited.
Thank you very much. Good afternoon, everyone, and welcome to RSMA. This is India's Q3 and nine month FY '25 earning call. This quarter marks a significant milestone for RHI Magnesita, India as it crossed 1,000 crore in quarterly revenue for the first time. This achievement is a custom amount to our disciplined execution, strong marketing position.
And continues side the expansion, we are delighted with the performance, especially it comes amid tough market conditions, volatility inro G prices and increased competition from import as they continue to pose challenges. We must also remain cautious cautiously optimistic for the short term and remain
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