Ramkrishna Forgings Ltd (NSE:RKFORGE)
₹ 751.35 +15.15 (+2.06%) Market Cap: 136.92 Bil Enterprise Value: 159.73 Bil PE Ratio: 129.14 PB Ratio: 4.14 GF Score: 85/100

Q1 2027 Ramkrishna Forgings Ltd Earnings Call Transcript

Jul 24, 2026 / 11:00 AM GMT
Release Date Price: ₹580.7 (-0.57%)

Key Points

Positve
  • Ramkrishna Forgings Ltd (BOM:532527) reported a strong operational and financial performance, with a 19.84% year-on-year revenue growth.
  • EBITDA increased by 47% year-on-year and 5% quarter-on-quarter, with margins improving to 17.96%.
  • The company secured significant new orders worth 278 crores from the automobile segment and 15 crores from the Indian Railways' metro segment.
  • The company is expanding into new markets, including passenger vehicles, electric vehicles, and advanced materials, broadening its addressable market.
  • The company is focusing on reducing leverage and improving asset utilization, with a target to reduce net debt by 500 crores this financial year.
Negative
  • The global macroeconomic environment remains mixed, with geopolitical tensions and evolving trade policies affecting business sentiment.
  • Energy and shipping costs remain high, impacting profitability and posing a risk to margins.
  • There is a one-quarter lag in passing on steel price increases to customers, affecting short-term margins.
  • The company faces challenges in the aerospace and semiconductor sectors, with significant contributions expected only in the next two years.
  • The company is cautious about providing specific margin guidance due to volatile energy prices and geopolitical uncertainties.


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

RKFO.NS - Ramkrishna Forgings Ltd
Q1 2027 Ramkrishna Forgings Ltd Earnings Call
Jul 24, 2026 / 11:00AM 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 Forgings, Q1 FY27 Earnings Conference Call, hosted by 361 Capital Market Limited.

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 this conference call, please signal an operator by pressing star, then zero on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Dinesh Kumar from 361.

Thank you, and over to you, sir.

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Unidentified_2 [2]
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