Gayatri Rubbers
Gayatri Rubbers Q4 FY26: Order Book ₹12 Cr
Q4 FY26 earnings call: what management said on revenue, margins and capex.
What the Q4 FY26 call signalled
2 of 5 strong
The short version
Company targets ₹55 crore revenue in FY27 and ₹70-80 crore in FY28, indicating strong growth expectations. The company expects EBITDA margins to be sustainable at around 21%, supported by a shift to high marginal products.
From Gayatri Rubbers's Q4 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Company targets ₹55 crore revenue in FY27 and ₹70-80 crore in FY28, indicating strong growth expectations.
- Indian Railways segment revenue is expected to gradually increase by 5-10%, with expanded product offerings and deeper penetration.
- Smart meter revenue is growing 15-20% year-on-year, with scalable capacity to handle order surges and plans to add new clients like Secure Meters and Adani.
- New product segments like solar rubber and EPDM bridge pads are under R&D, expected to contribute to revenue from FY27 onwards.
- Plant 2 utilization (focused on specialized railway products) is set to ramp from 30% to 70-80% over 1.5-2 years, driving volume growth.
2 more points from Gayatri Rubbers's call on revenue
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Profitability & Margins
See what Gayatri Rubbers said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Currently, there is no big capex planned as Plant 1 still has 20% free capacity and Plant 2 has about 70% free capacity.
- If a sudden big order comes, 2-3 machines can be installed in Plant 2 as it has space and the machinery cost is manageable from PAT.
- Ramp-up to 90-95% utilization in Plant 1 will be achieved by adding labor and shifts, not by capex.
- For Plant 2, ramp-up to 70-80% utilization is expected in 1.5 to 2 years as it is still in the developmental stage, especially for railway specialized products.
2 more points from Gayatri Rubbers's call on capex
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Fundraising & Capital Structure
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Order Book & Pipeline
- The company has an annual order book of ₹12 crore currently for smart meter segment.
- They are experiencing continuous demand growth in Indian Railways and smart meter industries, expecting good orders and margins.
- Two big railway products are in the pipeline, expected to be realized after about one year, including an intercar gangway product.
- Expansion plans include increasing supply of existing railway products and adding new products like EPDM bridge pads and railway pads.
- Plant 2, focused on specialized railway products, has low utilization (~30%) but is expected to ramp up to 70-80% over 1.5 to 2 years as products gain approval and regular orders.
2 more points from Gayatri Rubbers's call on order book
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What Gayatri Rubbers and Chemicals Ltd's management said in earlier quarters
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Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Gayatri Rubbers Q4 FY26 results?
Company targets ₹55 crore revenue in FY27 and ₹70-80 crore in FY28, indicating strong growth expectations. The company expects EBITDA margins to be sustainable at around 21%, supported by a shift to high marginal products.
What is Gayatri Rubbers share price analysis?
Gayatri Rubbers currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 61.3 with a market cap of ₹342 Cr. Investors should review the full earnings analysis for detailed insights.
Is Gayatri Rubbers planning capital expenditure?
Currently, there is no big capex planned as Plant 1 still has 20% free capacity and Plant 2 has about 70% free capacity.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.