Ramkrishna Forgings Ltd (NSE:RKFORGE)

Q2 2026 Ramkrishna Forgings Ltd Earnings Call Transcript

Nov 12, 2025 / 12:30 PM GMT

Release Date Price: ₹538.45 (-0.87%)

Transcript

Key Points

Positve

The domestic market showed strong performance with supportive macro fundamentals, including steady industrial output and moderating inflation.
The company secured new orders worth INR 1,116 crores, with significant contributions from the automotive and railway sectors.
Ramkrishna Forgings Ltd (BOM:532527) has successfully diversified its revenue base, particularly with promising growth in the railway segment.
The company is optimistic about achieving double-digit growth for the full year, with expectations of improved margins in the upcoming quarters.
The board approved a significant capital infusion through the allotment of shares and warrants, which is expected to strengthen the company's financial position.

Negative

The company faced a challenging global environment with geopolitical tensions and currency volatility impacting margins.
There was a notable decline in consolidated revenue by 10.66% quarter-on-quarter, primarily due to subdued demand and tariff impacts on exports.
The EBITDA margin decreased by 110 basis points, and the company reported a consolidated net loss for the quarter.
Tariff-related disruptions in the US and Mexico markets led to reduced sales velocity and impacted the company's international business.
The company experienced one-time losses due to equipment import costs and currency fluctuations, affecting overall profitability.

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

RKFO.NS - Ramkrishna Forgings Ltd
Q2 2026 Ramkrishna Forgings Ltd Earnings Call
Nov 12, 2025 / 12:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to the Ram Krishna for in Q2 FY26 earnings conference call hosted by IASL Capital Service Limited. As a reminder, all participant lines will be in 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 a touchtone phone.

Please note that this conference is being recorded. I'm going to hand the conference over to Mr. Joseph George from IFL Capital Service Limited.

Thank you and over to you, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]

Already have an account? Log in

Get the full story

Subscribe Now

	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

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.