| Revenue growth | Q2 revenue ₹852 Cr; no YoY % stated; 'healthy' growth claimed. |
|---|---|
| Margins | EBITDA ₹9.3 Cr on ₹852 Cr revenue; profitability lagging revenue. |
| Demand visibility | Domestic demand strong; hybrid and EV volumes rising; Q4 seasonally strong. |
| Management confidence | Defensive and apologetic; confident of Q4 recovery without numbers. |
Growth
Q2 revenue ₹852 Cr; H1 ₹1,607 Cr. No YoY growth % disclosed, though management called revenue growth healthy.
Outlook
FY27 revenue target above ₹3,200 Cr; air freight to end November; no quantified profit target given.
Risks
Air-freight and inflation costs unrecovered; customer price negotiations unresolved; single-source exposure to Toyota, BMW.
Last quarter's promises, checked
Delivered
- Q2 revenue 'crossing INR840 Cr' → ₹852 Cr (= BEAT)
Partly delivered
- Air freight to 'peak Q2, cease Q3 onwards' → still running, now to end-November (= PARTIAL)
- ~50% air-freight recovery from one customer → two domestic customers agreed, amount undisclosed (= PARTIAL)
Missed
- Q2 PAT 'will be better' than Q1 loss ₹3.4 Cr → Q2 loss ₹26.3 Cr (= MISS)
- Q2 EBITDA margin 'in between' ~4.6% and ~10% → ~1.1% (₹9.3 Cr/₹852 Cr) (= MISS)
- FY27 EBITDA margin 'target around 12%' → H1 ~2.7% (₹44.1 Cr/₹1,607 Cr) (= MISS)
Earnings Call Transcript filed with NSE, NSE: RICOAUTO. Summary written with AI assistance from the document.
Rico Auto Industries Ltd: key numbers
- Share price
- ₹97.76
- Market cap
- ₹1,323 Cr
- Revenue (annual)
- ₹2,478 Cr
- Net profit (annual)
- ₹50.51 Cr
- P/E (TTM)
- -98.4×Sector 32.4×
- Promoter holding
- 50.33%+0.00% QoQ
- FII holding
- 3.18%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Rico Auto Industries Ltd
All →Rico Auto Industries Earnings Call Transcript: Key Takeaways
Q2 FY27 revenue Rs 852.4 Cr (+36% YoY), but EBITDA margin fell to 0.7% and PAT was -Rs 26.3 Cr on air-freight and input-cost overruns.
Rico Auto Industries Q2 FY27 Results: Net Loss of ₹26.3 Cr
Rico Auto Industries Ltd reported revenue from operations of ₹852.4 Cr (+35.9% YoY) and a net loss of ₹26.3 Cr for Q2 FY27.
- Key figure
- Net loss ₹26.3 Cr
Rico Auto Industries Board Meeting Date
Rico Auto Industries Limited intimated a board meeting on 06 Nov 2026 to consider unaudited standalone and consolidated half-yearly financial results for September 2026. Trading window stays closed from 01 Oct 2026 until 48 hours after results.
Rico Auto Industries Other Announcement
Rico Auto Industries Ltd has filed its quarterly shareholding pattern for the quarter ended September 30, 2026, pursuant to SEBI Regulation 31(1)(b).
Rico Auto Industries Annual General Meeting
Rico Auto held its 43rd AGM on 8 Sep 2026, approving FY26 financials, a 55% dividend (Re.0.55/share), and director re-appointment. The Chairman highlighted electrification focus and industry growth.
Rico Auto Industries Investor Presentation: Key Takeaways
Q1FY27 revenue grew 39% YoY to ₹755 Cr, but profitability was hit by high air freight and raw material lag. Management remains confident in hitting ₹3,250 Cr revenue for FY27 with margin recovery.
- Call
- Guides 30% growth