Rico Auto Industries Ltd
Rico Auto Industries Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
4 of 4 strong
Not discussed on this call: fundraise.
The short version
Rico Auto Industries expects to cross INR 3,000 crores in revenue in FY '27, a ~25% increase from INR 2,480 crores in FY '26. FY '26 marked highest-ever annual revenue: INR 2,477 crores, up 12% YoY; EBITDA margin normalized at ~10.25% excluding one-offs.
From Rico Auto Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Rico Auto Industries expects to cross INR 3,000 crores in revenue in FY '27, a ~25% increase from INR 2,480 crores in FY '26.
- Growth driven by ramp-up of new programs, with around 40 new product launches planned.
- Export business projected to grow by 32% in FY '27, primarily to Germany and the USA.
- Growth supported by increasing EV penetration (7-8% in 2-wheelers) and rising demand for hybrid and EV components.
- Railway business expected to cross INR 100 crores in revenue in FY '27, with approvals accelerating order inflows.
- Defense segment aims to exceed INR 50 crores revenue in FY '27, with plans to double revenue over next 2 years.
- New orders worth INR 2,500 crores over 5 years secured, providing strong visibility.
- Growth expected both from existing programs scaling up and fresh launches bridging revenue gaps.
Profitability & Margins
See what Rico Auto Industries Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Investment in new facility at Hosur progressing as planned, expected to be operational from September 2026.
- Hosur facility will primarily cater to hybrid and EV-related programs for key OEM customers.
- Company received approval from Tamil Nadu government for a subsidy of around INR 39 crores, applicable for the next 10 years starting current financial year.
- New orders worth approximately INR 2,500 crores over a program life of 5 years secured, providing strong visibility for future growth.
- Expansions have freed up capacity in both iron and aluminum segments, enabling the addition of new components.
- Management is focused on business growth with close coordination with customers regarding recoveries and margin improvements.
- Discussions ongoing about potential land/property sale with better offers being evaluated; timeframe uncertain but possibly within 6 months if favorable.
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 has secured new orders worth approximately INR 2,500 crores over a 5-year program life, providing strong future growth visibility. (Page 5)
- These new programs include around 40 launches focused on exports as well as domestic markets, particularly targeting hybrid and EV-related applications. (Page 7)
- The company expects incremental revenue of around INR 500 crores from these new orders in FY '27, with ramp-up starting this year and peaking next year. (Page 7)
- There is ongoing capacity expansion including a new facility at Hosur expected to become operational from September 2026, which will primarily serve hybrid and EV-related programs. (Page 5)
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.
Full financials →Continue your research
What Rico Auto Industries Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Rico Auto Industries Ltd Q4 FY26 results?
Rico Auto Industries expects to cross INR 3,000 crores in revenue in FY '27, a ~25% increase from INR 2,480 crores in FY '26. FY '26 marked highest-ever annual revenue: INR 2,477 crores, up 12% YoY; EBITDA margin normalized at ~10.25% excluding one-offs.
What is Rico Auto Industries Ltd share price analysis?
Rico Auto Industries Ltd currently shows a moderate growth signal based on ranking data. 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?
Investment in new facility at Hosur progressing as planned, expected to be operational from September 2026.
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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.
