Rico Auto Industries Ltd (NSE:RICOAUTO)
₹ 144.19 +1.67 (+1.17%) Market Cap: 19.49 Bil Enterprise Value: 26.60 Bil PE Ratio: 38.01 PB Ratio: 2.50 GF Score: 69/100

Q4 2025 Rico Auto Industries Ltd Earnings Call Transcript

May 28, 2025 / 10:30 AM GMT
Release Date Price: ₹78.28 (+11.43%)

Key Points

Positve
  • Rico Auto Industries Ltd (BOM:520008) anticipates a 20% growth in sales turnover for the current year, driven by domestic demand and a rebound in exports.
  • The company has secured orders worth 720 crores, with plans to implement them over the next three financial years, indicating a strong order book.
  • Rico Auto Industries Ltd (BOM:520008) is expanding its capacity utilization, with the gray iron foundry expected to reach 80% utilization next year.
  • The company is investing in a new plant in Hao, with a total investment of 220 crores, to cater to Toyota and other clients, focusing on hybrid and electric vehicle components.
  • Rico Auto Industries Ltd (BOM:520008) is diversifying its business by entering the defense and railway sectors, utilizing existing capacities with minimal additional investment.
Negative
  • Exports have declined significantly, particularly due to a 40% drop in BMW's electric vehicle business in Europe, impacting sales.
  • The company faces geopolitical tensions and trade uncertainties, particularly with the US, affecting export tariffs and agreements.
  • Rico Auto Industries Ltd (BOM:520008) has a high debt level of approximately 660 crores, with plans to reduce it by only 10% this year.
  • The company experienced delays in major programs with clients like Toyota and Renault, affecting sales and capacity utilization.
  • Margins have been impacted by reduced exports and lower utilization of casting capacities, with domestic two-wheeler margins being particularly low.


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

RAUT.NS - Rico Auto Industries Ltd
Q4 2025 Rico Auto Industries Ltd Earnings Call
May 28, 2025 / 10:30AM 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 the Rico Auto Industries Q4 FY25 earnings conference call. 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 concludes. 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 Miss Hazelwood from SNCL Technologies.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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