Ramkrishna Forgings Ltd (NSE:RKFORGE)

Q1 2026 Ramkrishna Forgings Ltd Earnings Call Transcript

Aug 1, 2025 / 11:30 AM GMT

Release Date Price: ₹565.75 (-2.88%)

Transcript

Key Points

Positve

Ramkrishna Forgings Ltd (BOM:532527) reported a 6% year-on-year increase in consolidated revenues for Q1 FY26.
The company received new orders worth INR 660 crores in Q1, with a program life of 4 years, indicating strong future revenue potential.
The company is expanding its capacity with an additional 43,000 metric tons expected to be added during the year.
The company has received approval to supply complete assembled undercarriage for Indian Railways, which is expected to generate significant revenue.
The company is seeing strong performance in the European market, which is expected to match North American operations in revenue by FY27.

Negative

The company faced a 300 basis point decline in EBITDA margin year-on-year, primarily due to decreased realization and changes in export-domestic mix.
There was a significant impact on profitability due to inventory revaluation and forex losses, totaling approximately INR 50 crores.
The US tariffs on automobile and auto component imports have created uncertainty and impacted demand, particularly affecting 20% of the company's North American exports.
The company experienced a decline in commercial vehicle volumes in the domestic market, although signs of recovery are emerging.
The company's profit after tax for the quarter was significantly lower at INR 12 crores compared to INR 54 crores in the previous year, impacted by various factors including tariffs and forex losses.

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

RKFO.NS - Ramkrishna Forgings Ltd
Q1 2026 Ramkrishna Forgings Ltd Earnings Call
Aug 01, 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 the Q1 F 526 earnings conference call from a Krishna Forin hosted by IIL Securities Capital Limited.

As a reminder, all participant lines will be the less 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 attached on phone. Please note that this conference is being recorded. I now have the conference over to Mr. Jozo George from IAUL Capital.

Thank you and over to you, sir.

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Unidentified_2 [2]
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