Rathi Steel & Power Ltd
RATHIST Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
3 of 4 strong
The short version
- Rathi Steel and Power Ltd aspires to maintain a growth momentum of 20% to 25% CAGR on average over the next three years, using FY25 as the base year. - The company aims to maintain a growth momentum of 20% to 25% CAGR over three years starting FY25, reflecting consistent revenue expansion.
From Rathi Steel & Power Ltd's Q4 FY26 earnings-call transcript · updated 3 Jul 2026.
Revenue & Sales Performance
- Rathi Steel and Power Ltd aspires to maintain a growth momentum of 20% to 25% CAGR on average over the next three years, using FY25 as the base year.
- The company targets ramping up utilization levels further, especially in the steel melting shop, aiming to increase from about 50-52% to nearly 80%.
- There is significant available capacity headroom, with current rolling mill utilization at approximately 51-52%, expected to rise to 60-70% in the near term.
- Growth will be supported by expanding the share of high-margin and value-added products, including premium 550D grade TMT bars.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Rathi Steel & Power Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is evaluating expansion opportunities for its steel melting shop to increase capacity beyond the current 40-45%, subject to statutory clearances and future demand visibility.
- Capital expenditure in FY25 included around INR 5 to 7 crores related to restarting the TMT rebar mill.
- Replacement and debottlenecking capex of over INR 20 crores was done in FY26 for modernizing existing plants, with similar capex expected to continue for a few years.
- Plans to implement direct charging system in the TMT mill to improve efficiencies, reduce costs, and lower carbon emissions.
2 more points management made on capital expenditure plans
Top-ranked in Industrial Products
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 Rathi Steel & Power Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
Rathi Steel & Power Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹160 Cr, net profit ₹2 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Rathi Steel's management said in earlier quarters
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Frequently Asked Questions
What were Rathi Steel & Power Ltd Q1 FY27 results?
- Rathi Steel and Power Ltd aspires to maintain a growth momentum of 20% to 25% CAGR on average over the next three years, using FY25 as the base year. - The company aims to maintain a growth momentum of 20% to 25% CAGR over three years starting FY25, reflecting consistent revenue expansion.
What is Rathi Steel & Power Ltd share price analysis?
Rathi Steel & Power Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 19.7 with a market cap of ₹182. Investors should review the full earnings analysis for detailed insights.
Is Rathi Steel & Power Ltd planning capital expenditure?
- The company is evaluating expansion opportunities for its steel melting shop to increase capacity beyond the current 40-45%, subject to statutory clearances and future demand visibility.
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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.