| Revenue growth | Q2 +35.9% YoY; H1 +37.3% YoY |
|---|---|
| Margins | Q2 EBITDA margin 0.7% vs 9.7%; H1 2.5% vs 9.8% |
| Order book | New orders Rs 2,500 Cr over 5-year program life |
| Demand visibility | Rural demand strong; festive conversion key swing factor |
| Management confidence | Expects progressive profitability improvement from Q3 |
Growth
Q2 revenue +36% YoY to Rs 852.4 Cr; H1 +37% to Rs 1,607.4 Cr. Q2 EBITDA Rs 5.9 Cr vs Rs 61.0 Cr.
Outlook
Mission: 3X growth by 2030; air freight to cease mid-Q3; Hosur greenfield capex ongoing.
Risks
Rs 46 Cr Q2 cost overrun incl. ~Rs 30 Cr temporary air freight; inflation in manpower, power, fuel; finance costs up.
Last quarter's promises, checked
Delivered
- Q2 rev >Rs 840 Cr → Rs 852.4 Cr (= BEAT)
Partly delivered
- Air freight ends from Q3 → now 'mid-Q3' (= PARTIAL)
- FY27 rev Rs 3,250 Cr → H1 Rs 1,607.4 Cr (= PARTIAL)
Missed
- Q2 EBITDA margin 'in between' ~4.6-10% → 0.7% (= MISS)
- Q2 PAT 'better' than Q1 -Rs 3.4 Cr → -Rs 26.3 Cr (= MISS)
- Hosur commercial prod Sep-26 → still 'upcoming' (= 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 revenue of ₹852 Cr came with EBITDA of ₹9.3 Cr and a ₹26.3 Cr loss, driven by air-freight and input costs. H1 loss is ₹29.7 Cr.
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