Rico Auto Industries Ltd
Rico Auto Industries Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Expecting double-digit growth (10-15%) in auto segment for FY '27, driven by both export and domestic markets. Rico Auto Industries expects double-digit growth (10-15%+) in the auto segment for FY '27, driven by new program launches domestically and for export markets.
From Rico Auto Industries Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Expecting double-digit growth (10-15%) in auto segment for FY '27, driven by both export and domestic markets.
- Targeting INR 3,000 crores plus revenue for FY '27, with potential for even better performance over the next 3-4 years.
- Railways segment revenue expected to grow, with a conservative target of INR 60-65 crores in FY '27.
- New programs launching in Q4 FY '26 anticipated to peak in subsequent years, supporting sustained growth.
- Growth supported by expanding EV and hybrid components share, currently around 7%, with double-digit growth expected in these segments.
- Market buoyancy across urban and rural areas contributing to overall expansion.
- Improved capacity utilization and new business from exports, including benefits expected from the India-US trade deal.
Profitability & Margins
See what Rico Auto Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Rico Auto Industries plans better utilization of surplus capacities, which will directly improve the bottom line.
- Minimal new investment is expected in the railways segment, mainly limited to jigs, fixtures, and patterns; existing equipment is largely in place.
- No major new equipment investment planned, focusing instead on higher capacity utilization and efficiency.
- The company is organizing its budget for the coming year and expects to provide more detailed guidance on future investments in the next call.
- Growth is expected in railways and foundry segments with existing resources.
- No explicit mention of large-scale strategic investments or capex beyond these operational enhancements and targeted capacity utilization improvements at this time.
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
See what Rico Auto Industries Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Rico Auto Industries' order book includes a growing share from EV and hybrid segments, currently around 7-9%.
- New programs have been launched throughout the year, with some entering production in Q1 and Q2 of FY '27, supporting expected double-digit growth.
- The company targets INR 3,000+ crores revenue for FY '27, with plans extending over the next 3-4 years and potential to exceed targets.
- Pending clarification on the special 0% duty benefits for specific product mixes related to the interim U.S.-India trade deal.
- Railways segment supply is expected to grow, with direct approvals received for components and a target of INR 60-65 crores revenue in FY '27.
- Delay in railway orders for FY '26 but expected ramp-up in FY '27.
- Customers have accepted passing through tariff increases, supporting supply continuity and competitive positioning globally.
Rico Auto Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹629 Cr, net profit ₹11 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Rico Auto Industries Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Rico Auto Industries Ltd Q3 FY26 results?
Expecting double-digit growth (10-15%) in auto segment for FY '27, driven by both export and domestic markets. Rico Auto Industries expects double-digit growth (10-15%+) in the auto segment for FY '27, driven by new program launches domestically and for export markets.
What is Rico Auto Industries Ltd share price analysis?
Rico Auto Industries Ltd currently shows a neutral. The stock trades at a P/E of 49.9 with a market cap of ₹1,786 Cr. Investors should review the full earnings analysis for detailed insights.
Is Rico Auto Industries Ltd planning capital expenditure?
Rico Auto Industries plans better utilization of surplus capacities, which will directly improve the bottom line.
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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.