RHI Magnesita India Ltd (NSE:RHIM)

Q4 2025 RHI Magnesita India Ltd Earnings Call Transcript

May 28, 2025 / 11:30 AM GMT

Release Date Price: ₹468.1 (+0.79%)

Transcript

Key Points

Positve

RHI Magnesita India Ltd (BOM:534076) demonstrated operational resilience amidst shifting market dynamics and geopolitical uncertainties.
The company recorded a total revenue of INR 3,675 crores, with strategic initiatives in iron making and flow control delivering growth.
India's steel sector is expected to expand, with domestic demand rising due to infrastructure investments and government policies.
The Indian cement industry is projected to grow by 6 to 8% in FY26, driven by government spending on housing and infrastructure.
RHI Magnesita India Ltd is the only player in India delivering end-to-end solutions for the refractory industry, supporting robust demand growth.

Negative

The company faced a 2.8% decline in consolidated revenue year-on-year, with flat shipments.
EBITDA margins softened to 10.7% from 14.7% in the previous year due to higher raw material costs and inflation-driven increases in employee benefits.
The company experienced intensified competition in the refractory market, with rising input costs and commoditization pressures.
Q4 performance was seasonally lower, with revenue declining 9.7% sequentially, attributed to the completion of one-time projects and a slowdown in cement demand.
Overcapacity expansion in India, coupled with Chinese imports of refractory materials, is creating systematic pricing pressures.

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

RHIM.NS - RHI Magnesita India Ltd
Q4 2025 RHI Magnesita India Ltd Earnings Call
May 28, 2025 / 11:30AM 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 RHI Magnesia India Limited Q4 525 earnings conference call hosted by Asian Market Securities. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation conclude.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchtone phone.

Please note that this conference is being recorded. I now hand the conference over to Mr. Mayer from Asian Market Securities.

Thank you and over to you, sir.

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Unidentified_2 [2]
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