RACLGEAR Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
- Revenue
- ₹130Cr
- +28.4% YoY
- −0.8% QoQ
- Net profit
- ₹12Cr
- +73.8% YoY
- −20.9% QoQ
- Margin
- 21.42%
- +2.5 pp YoY
- −1.7 pp QoQ
Guidance rank: #62 of 67 in Auto Components
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What the Q4 FY26 call signalled
4 of 5 strong
The short version
- The company targets reaching ₹1,000 crore in revenue by FY29, with the current milestone of ₹500 crore achieved in FY26. - Guidance for FY27: Revenue target of ₹565 crore ±5%, no revision currently planned but flexibility maintained.
From RACL Geartech Ltd's Q4 FY26 earnings-call transcript · updated 3 Jul 2026.
Revenue & Sales Performance
- The company targets reaching ₹1,000 crore in revenue by FY29, with the current milestone of ₹500 crore achieved in FY26.
- Growth is expected to be sustainable and managed carefully, focusing on quality and investment in plant and machinery.
- Annual growth rates around 20% are considered strong given the capital-intensive, high precision nature of the business.
- New high-volume projects from customers like Royal Enfield (starting Aug-Sept FY27) and Kawasaki (starting production early next year) are expected to drive volume growth.
- The company plans to ramp up supply chain investments to increase capacity, aiming to double Royal Enfield volumes from 10,000 to 20,000 motorcycles.
2 more points from RACL Geartech Ltd's call on revenue
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Profitability & Margins
Guidance for FY27: Revenue target of ₹565 crore ±5%, no revision currently planned but flexibility maintained.
Locked: what RACL Geartech Ltd said on margins
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Capital Expenditure Plans
- Capex for FY26-27 is already disclosed; additional investments will come with project expansions such as the Crystal project.
- Future capex plans are being prepared and will be shared with investors once matured.
- The company emphasizes sustainable growth and careful investment in plant and machinery to support assured business.
- Investments are aligned with product development and capacity ramp-up, e.g., supply chain investments to ramp up Royal Enfield volumes from 10,000 to 20,000 motorcycles.
2 more points from RACL Geartech Ltd's call on capex
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Top-ranked in Auto Components
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
The company reduced debt last year through fresh equity infusion, lowering total debt from ~297 crores to…
Locked: what RACL Geartech Ltd said on fundraising
Also locked on this page: margins
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Order Book & Pipeline
- The company has a strong pipeline of business.
- Current volume capability for Royal Enfield orders is at 10,000 motorcycles, with plans to ramp up to 20,000.
- Kawasaki has initiated a high-volume project with 15 parts, with pilot lots submitted and production expected early next year.
- Mass production has started for some components, including those supplied to BHEL for defense and aerospace, though details remain confidential.
- New domestic premium motorcycle customer projects (including Royal Enfield) are set to start commercial production by August-September 2026.
- Business with ZF is recovering well, showing growth after plateauing last year.
2 more points from RACL Geartech Ltd's call on order book
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RACL Geartech Ltd — Quarterly revenue & net profit
RACL Geartech Ltd Q4 FY26 results — key figures
| ₹ Cr | Q4 FY26 | Q4 FY25 | YoY | Q3 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 130 | 101 | +28.4% | 131 | -0.8% |
| Operating profit (EBITDA) | 28 | 19 | +45.5% | 30 | -8% |
| Operating margin | 21.42% | 18.9% | +2.5 pp | 23.09% | -1.7 pp |
| Profit before tax | 16 | 9 | +80% | 20 | -18% |
| Net profit (PAT) | 12 | 7 | +73.8% | 15 | -20.9% |
| EPS (₹) | 9.83 | 6.19 | +58.8% | 12.44 | -21% |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹128 Cr, net profit ₹9 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What RACL Geartech's management said in earlier quarters
Others in Auto Components this season
- Shigan Quantum (Q4 FY26)
H2 FY26 standalone revenue: ₹1,225.75 million, up 16% YoY over H2 FY25. Key investor presentation takeaways from Shigan Quantum's Q4 FY26 investor presentation
- Remsons Ind (Q4 FY26)
Consolidated Revenue from Operations for 4QFY26: Rs 1,304 million, up 23% YoY (Page 19). Key investor presentation takeaways from Remsons Industries Ltd's Q4 FY
- Autoline Industr (Q4 FY26)
Q4FY26 Revenue from Operations (Standalone): ₹289.00 Cr, up 48.51% YoY from ₹194.60 Cr in Q4FY25 (Page 21, 20). Key investor presentation takeaways from Autolin
- Rane (Madras) (Q4 FY26)
Q4 FY26 consolidated revenue: Rs 1,051.7 Cr, up 16.2% YoY (Page 15) . Key investor presentation takeaways from Rane (Madras) Ltd's Q4 FY26 investor presentation
Potential multibaggers · Q2 FY27
Potential multibaggers in Auto Components
on management's own guidance
- Strong growth2
- Strong growth1
- Wheels IndiaGood 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 RACL Geartech Ltd Q1 FY27 results?
- The company targets reaching ₹1,000 crore in revenue by FY29, with the current milestone of ₹500 crore achieved in FY26. - Guidance for FY27: Revenue target of ₹565 crore ±5%, no revision currently planned but flexibility maintained.
What is RACL Geartech Ltd share price analysis?
RACL Geartech Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 35.4 with a market cap of ₹1,474. Investors should review the full earnings analysis for detailed insights.
Is RACL Geartech Ltd planning capital expenditure?
- Capex for FY26-27 is already disclosed; additional investments will come with project expansions such as the Crystal project.
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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.