Remsons Industries Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Published 4 Aug 2026 | Auto Components | Market Cap: ₹299 Cr

Remsons targets consolidated revenue of INR 900 to 1,000 crores by FY 2029-2030. Remsons targets consolidated revenue between INR520 crores to INR570 crores for FY 2027.

From Remsons Industries Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.

Price

84.9

Market Cap

₹299 Cr

P/E Ratio

16.1

Revenue Rank

Rank 2

Margin Rank

Rank 2

How does Remsons Industries Ltd rank in Auto Components?

Compare Remsons Industries Ltd against every Auto Components company this quarter on revenue, margins and earnings-call signals.

Revenue: Rank 2Margin: Rank 2
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Remsons Industries Ltd — Quarterly revenue & net profit

Revenue Net Profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹130 Cr, net profit ₹4 Cr.

Full financials →

📊 Revenue & Sales Performance

Rank 2
  • Remsons targets consolidated revenue of INR 900 to 1,000 crores by FY 2029-2030.
  • Revenue CAGR expected to be 20%+ leading up to FY 2029.
  • FY 2027 revenue guidance is INR 520-570 crores, excluding acquisitions.
  • Legacy business expected to contribute ~60% and new-age businesses ~40% of revenue by FY 2029-30.
  • Growth supported by major orders including INR 60 crore CV order (5-year tenure starting FY 2027) and INR 12 crore BEE Lighting order.
  • Expansion into new verticals like railways and electric mobility to add incremental revenue streams.
  • Organic growth expected to drive INR 800-850 crores of revenues; INR 150-200 crores expected from acquisitions.
  • Incremental capex of around INR 100 crores planned to support growth, including inorganic investments.
  • Export and domestic sales both expected to grow, maintaining roughly 40-60 ratio.
  • Railway business expected to reach INR 150 crores revenue over 3-4 years.

📈 Profitability & Margins

Rank 2
  • Remsons targets consolidated revenue between INR520 crores to INR570 crores for FY 2027.
  • EBITDA margins are expected to steadily improve, aiming for 13% to 14% over the next 2-3 years.
  • Profit after tax margins for Q3 FY 2026 stood at approximately 4%, with steady improvement anticipated.
  • The company aims to achieve INR900 to INR1,000 crores in revenue by FY 2029-2030.
  • Approximately 60% of revenue by then will come from legacy business, 40% from new-age business, with product mix changes boosting margins.
  • Earnings growth is supported by expansions into railways, electric mobility, lighting, and exports.
  • Remsons plans to maintain a net debt-to-equity ratio between 0.6x to 0.8x, supporting disciplined financial growth.
  • Overall, Remsons is confident of delivering a 20%+ CAGR in revenues with improving profitability and sustainable value creation.

🏗️ Capital Expenditure Plans

Yes
  • Current year Capex: INR15-19 crores done, with an additional INR5-7 crores planned to complete the year.
  • Next year Capex guidance: Approximately INR20 crores plus.
  • Expansion Capex for NCR facility: Around INR3-4 crores.
  • Future Capex for revenue target of INR900 crores to INR1,000 crores by FY 2029 includes INR100 crores total investment, encompassing both organic and inorganic (acquisition) investments.
  • Acquisition funding: Evaluating options including part equity and part debt, with INR50-70 crores earmarked for acquisitions.
  • Capex and acquisitions aimed at capacity augmentation, new product launches, forward integration into more value-added system supplies, and entry into new geographies like Brazil.
  • Plan to maintain net debt-to-equity ratio between 0.6 to 0.8 going forward.

💰 Fundraising & Capital Structure

Yes
  • The company is evaluating all options for funding an acquisition, including part equity and part debt.
  • No firm timeline for the acquisition funding; it could happen anytime this year, next year, or later, depending on opportunity and market conditions.
  • Plans to keep the debt-equity ratio between 0.6 and 0.8 going forward to manage leverage.
  • Capex for expansion is planned around INR100 crores, which includes both organic growth and inorganic acquisitions.
  • No large leveraging of the balance sheet is anticipated; various capital-raising methods are being considered to maintain financial stability.

📋 Order Book & Pipeline

Yes
  • Current order book stands at approximately INR 500 crores.
  • The order pipeline (potential orders expected) is around INR 800 to 900 crores over the next 2 to 3 years.
  • For the immediate next period, the pipeline figure is also mentioned as INR 500 crores.
  • The industry operates on a schedule basis with yearly renewals and ongoing order wins, making exact figures dynamic.
  • The company maintains a diversified order base including domestic and international customers.

Key Metrics

Revenue

Rank 2

Margin

Rank 2

Capex

Yes

Fundraise

Yes

Order Book

Yes

Frequently Asked Questions

What were Remsons Industries Ltd Q3 FY26 results?

Remsons targets consolidated revenue of INR 900 to 1,000 crores by FY 2029-2030. Remsons targets consolidated revenue between INR520 crores to INR570 crores for FY 2027.

What is Remsons Industries Ltd share price analysis?

Remsons Industries Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 16.1 with a market cap of ₹299 Cr. Investors should review the full earnings analysis for detailed insights.

Is Remsons Industries Ltd planning capital expenditure?

Current year Capex: INR15-19 crores done, with an additional INR5-7 crores planned to complete the year.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.

What Remsons Ind's management said in earlier quarters

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