Rane Holdings Ltd
Rane Holdings Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The Rane Group aspires to achieve a minimum of 12% CAGR growth in sales and revenue, potentially reaching up to 15% over the next three years. Rack-drive EPS in India is expected to grow from less than 5% currently to 15% by 2033-34, with Rane and ZF aiming to capture 40%-50% of that market; revenue contribution likely to start post-2028 (Page 16).
From Rane Holdings Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The Rane Group aspires to achieve a minimum of 12% CAGR growth in sales and revenue, potentially reaching up to 15% over the next three years. (Page 11-12)
- Growth is heavily dependent on the domestic Indian passenger car and commercial vehicle market performance, which currently faces uncertainty. (Page 11)
- The merged entity, Rane (Madras), is being positioned as the group's growth vehicle, aiming to add new products and accelerate growth. (Page 5)
- Export opportunities are increasing steadily, especially in steering linkage and brake components, with active efforts to expand. (Page 6)
2 more points from Rane Holdings Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Rane Holdings Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Group level capex for FY26 is targeted at approximately INR 400 to 450 crores, depending on market conditions.
- Breakdown of FY26 capex:
- Rane (Madras): INR 200 to 220 crores
- ZF Rane JV: INR 150 to 160 crores
- Rane Steering: INR 70 to 80 crores
- Capex expected to be around INR 400 crores annually over the next three years.
- Additional investments underway under the PLI scheme, particularly benefiting the occupant safety business.
- Plans to add more products into Rane (Madras) over the next 18 months to prepare it as a vehicle for accelerated growth.
2 more points from Rane Holdings Ltd's call on capex
Pro opens every point from 15K+ earnings calls
Top-ranked in Finance
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
See what Rane Holdings Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The order book remains strong for both domestic and export markets.
- In Q4, ZF Rane won a significant order worth INR 157 crores for seat belt airbags from a large domestic customer.
- The company continues to secure new businesses, especially in occupant safety and steering segments.
- Growth prospects remain optimistic with expected double-digit EBITDA margins in occupant safety.
- The steering business margins are closely tied to the domestic commercial vehicle market and may improve with market upswing.
2 more points from Rane Holdings Ltd's call on order book
Pro opens every point from 15K+ earnings calls
Rane Holdings Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.6K Cr, net profit ₹88 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Rane Holdings Ltd's management said in earlier quarters
Others in Finance this season
- Indian Renewable (Q4 FY25)
Revenue from operations for Q4 FY25 (quarter ended Mar 31, 2025): Rs 1904 crores . Key concall takeaways from Indian Renewable Energy Development Agency Ltd's…
- Authum Invest (Q4 FY25)
4,322.1 Cr, slightly down from Rs. Key concall takeaways from Authum Investment & Infrastructure Ltd's Q4 FY25 earnings call — and how it ranks against sector…
- Niyogin Fintech Ltd (Q4 FY25)
37.4 crores, +4% YoY; net revenue: Rs. Key concall takeaways from Niyogin Fintech Ltd's Q4 FY25 earnings call — and how it ranks against sector peers.
- Power Finance Corporation Ltd (Q4 FY25)
Growth will be driven by multiple segments, primarily power distribution (55% of disbursements) and renewable energy (17%). Key concall takeaways from Power…
Arthneeti Pro · Annual
Rane Holdings Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Rane Holdings Ltd Q4 FY25 results?
The Rane Group aspires to achieve a minimum of 12% CAGR growth in sales and revenue, potentially reaching up to 15% over the next three years. Rack-drive EPS in India is expected to grow from less than 5% currently to 15% by 2033-34, with Rane and ZF aiming to capture 40%-50% of that market; revenue contribution likely to start post-2028 (Page 16).
What is Rane Holdings Ltd share price analysis?
Rane Holdings Ltd currently shows a neutral. The stock trades at a P/E of 30.3 with a market cap of ₹2,391 Cr. Investors should review the full earnings analysis for detailed insights.
Is Rane Holdings Ltd planning capital expenditure?
Group level capex for FY26 is targeted at approximately INR 400 to 450 crores, depending on market conditions.
Keep Rane Holdings Ltd on your radar — track it to get its next earnings analysis in your feed.
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.