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

Q2 2026 Rico Auto Industries Ltd Earnings Call Transcript

Nov 14, 2025 / 10:30 AM GMT
Release Date Price: ₹98.81 (+0.61%)

Key Points

Positve
  • Rico Auto Industries Ltd (BOM:520008) delivered stable performance despite a mixed global business environment.
  • The company benefited from a diversified customer portfolio and new program ramp-ups.
  • Domestic demand remained healthy across key automotive segments, supported by longstanding OEM partnerships.
  • Retail inflation softened, aided by GST rate reduction, improving affordability in the automobile sector.
  • The company is on track to achieve 50-70 crore revenue from the railway and defense segment this year.
Negative
  • Margins have slightly decreased quarter-on-quarter, raising concerns about maintaining 12-13% margins in Q4 FY26.
  • Borrowings increased from 274 crores to 350 crores due to a greenfield project, raising concerns about debt levels.
  • The company is still in the process of getting approvals for railway projects, which could delay revenue realization.
  • Land monetization efforts have not met expectations, with offers falling short of the desired 1,500 crore valuation.
  • The defense segment is lagging, with slower progress compared to the railway segment.


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

RAUT.NS - Rico Auto Industries Ltd
Q2 2026 Rico Auto Industries Ltd Earnings Call
Nov 14, 2025 / 10:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to Rico Auto Industries Q2FY26 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 touchstone course. Please note this conference is being recorded. I now have the conference over to Miss Hazel Rothwood.

Thank you and over to you, ma'am.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot