| Management target | Revenue 8.0% |
|---|
| Revenue growth | 9% QoQ growth achieved. |
|---|---|
| Margins | EBITDA margin improved to 14.5% from 12.1% QoQ. |
| Order book | Secured significant silica order and future pellet orders. |
| Demand visibility | Strong steel sector expansions and cement maintenance-led demand. |
| Management confidence | High, citing strong liquidity and market leadership. |
Growth
Revenue increased 9% QoQ and 6% YoY; Adjusted EBITDA rose 30% QoQ and 42% YoY. Shipment volume grew 5% QoQ to 122 KT.
Outlook
Targeting 6-8% CAGR for Indian refractory market; focus on 'Make in India' and circular economy via MINPRO JV in Odisha.
Risks
Industry faces pricing pressure and rising competition. Navigating high raw material, energy, and logistics costs and cement sector margin pressure.
Last quarter's promises, checked
Delivered
- Guided 13% EBITDA margin → delivered 14.5% (= BEAT)
- Guided strong Q1 volume recovery → delivered 122 KT (5% QoQ growth) (= BEAT)
- Guided price increases from May → delivered improved commercial discipline (= BEAT)
Partly delivered
- Guided FY27 Capex ₹150 Cr → delivered ₹8 Cr in Q1 (= PARTIAL)
Investor Presentation filed with BSE, NSE: RHIM. Summary written with AI assistance from the document.
RHI Magnesita India Ltd: key numbers
- Share price
- ₹369.20
- Market cap
- ₹7,624 Cr
- Revenue (annual)
- ₹4,020 Cr
- Net profit (annual)
- ₹-382.9 Cr
- P/E (TTM)
- -21.6×Sector 53.9×
- Promoter holding
- 56.07%+0.00% QoQ
- FII holding
- 3.98%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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