Ramkrishna Forgings Ltd (NSE:RKFORGE)

Q3 2025 Ramkrishna Forgings Ltd Earnings Call Transcript

Jan 17, 2025 / 12:00 PM GMT

Release Date Price: ₹984.55 (-0.59%)

Transcript

Key Points

Positve

Ramkrishna Forgings Ltd (BOM:532527) reported a robust performance for Q3 2025, with a year-on-year revenue growth of 8% in value terms and 13.9% in volume terms.
The company has secured orders worth 697 crores to be executed over four years, primarily from the non-auto sector, indicating successful diversification efforts.
The company is expanding its capacity with new projects, including a 25,000-ton cold forging line and a 40,000-ton forging capability in North America, which are expected to enhance future growth.
Ramkrishna Forgings Ltd (BOM:532527) has received a AA rating for long-term debt, reflecting strong financial health and creditworthiness.
The company is making strategic moves into the electric vehicle segment, which is expected to form a foundation for future growth opportunities in this sector.

Negative

Despite the overall growth, the demand for commercial vehicles has moderated, which could impact future revenue streams.
The company's EBITDA margin has moderated by 30 basis points due to high expenditure in its Mexico subsidiary, impacting profitability.
There was a sequential fall in export volumes, attributed to seasonal factors like the Christmas and New Year holidays, which could affect quarterly performance.
The company faces challenges with elevated working capital levels due to delays in transit and other logistical issues.
There have been delays in the commissioning of new capacities, such as the cold forging line, which has impacted the expected volume growth.

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

RKFO.NS - Ramkrishna Forgings Ltd
Q3 2025 Ramkrishna Forgings Ltd Earnings Call
Jan 17, 2025 / 12:00PM 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 Ram Krishna for Q3 F 525 earnings conference call hosted by Noam Wealth Management.

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 the star then zero on your touchtone phone.

I now hand the conference over to Mr Mano Shah from no IMA Wealth Management. Thank you and over to you, sir.

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Unidentified_2 [2]
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