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Remsons Q3 FY26 Revenue Up 20% YoY to ₹123 Cr; Targets ₹1,000 Cr Revenue by FY29
Remsons Industries reported a 20% YoY revenue growth in Q3 FY26 to ₹123 crores, with 9M FY26 revenue reaching ₹338 crores. The company secured a significant ₹60 crore order from a domestic CV OEM and is progressing on a ₹300+ crore multi-year Stellantis contract. Management has set an ambitious revenue target of ₹900-₹1,000 crore by FY29 with EBITDA margins expected to improve to 13-14%. Exports remain a strong pillar, contributing 33% to the quarterly revenue while maintaining a comfortable net debt-to-equity of 0.63x.
Key Highlights
Q3 FY26 revenue grew 20% YoY to ₹123 crores; 9M FY26 revenue up 25% to ₹338 crores.
Secured a ₹60 crore order from a leading Indian CV OEM for gear shifters over 5 years.
Stellantis contract (₹300+ crore) to contribute ₹40-50 crore annually starting next fiscal.
Management targets ₹900-₹1,000 crore revenue by FY29 with 13-14% EBITDA margins.
Net debt-to-equity ratio maintained at a disciplined level of 0.63x.
💼 Action for Investors
Investors should monitor the execution of the Stellantis and CV OEM orders as they are key to achieving the FY29 revenue targets. The shift towards higher-margin technology products makes this a strong growth candidate in the auto ancillary space.
Remsons Industries 9M FY26 PAT Up 31% to ₹128 Mn; Secures ₹300 Cr Stellantis Order
Remsons Industries reported a strong performance for 9M FY26, with consolidated revenue growing 25% YoY to ₹3,383 million and Net PAT rising 31% to ₹128 million. The company achieved significant margin expansion, with EBITDA margins improving to 11% from 10% in the previous year. Growth is underpinned by a massive ₹300 crore order from Stellantis and a ₹60 crore order for commercial vehicle gear shifters. Management has set an ambitious revenue target of ₹900-1,000 crore by FY29, supported by new facilities in Pune and the NCR region.
Key Highlights
9M FY26 Revenue increased 25% YoY to ₹3,383 million, with EBITDA surging 46% to ₹386 million.
Secured a landmark ₹300 crore, 7-year order from Stellantis N.V. for control cables.
Inaugurated a 30,000 sq. ft. state-of-the-art manufacturing facility in Pune for locomotive applications.
ICRA upgraded the company's long-term credit rating from BBB to BBB+ and short-term to A2.
Management maintains a long-term revenue aspiration of ₹9,000–10,000 million by FY29.
💼 Action for Investors
The company's transition toward high-margin electronics and locomotive segments, coupled with a robust order book, suggests strong future earnings visibility. Investors should monitor the execution of the Stellantis contract and the ramp-up of the new Pune facility as key growth drivers.
Remsons Industries Q3 PAT Jumps 34% YoY; Secures Landmark ₹300 Cr Stellantis Order
Remsons Industries reported a robust Q3 FY26 with consolidated revenue growing 20% YoY to ₹1,231 million and PAT increasing 34% to ₹51 million. The company demonstrated strong business momentum by securing a massive ₹300 crore, 7-year order from Stellantis and a ₹60 crore order for CV shifters. Operational capacity is expanding with a new 30,000 sq. ft. locomotive plant in Pune and additional space in NCR. Furthermore, ICRA has upgraded the company's credit rating to BBB+, signaling improved financial health and lower risk.
Key Highlights
Consolidated Revenue for Q3 FY26 rose 20% YoY to ₹1,231 million, with EBITDA growing 18% to ₹147 million.
Secured a landmark ₹300 crore order from Stellantis N.V. for control cables to be executed over 7 years.
ICRA upgraded the long-term credit rating from BBB to BBB+ and short-term rating to A2.
Inaugurated a 30,000 sq. ft. manufacturing facility in Pune for locomotive applications and identified 20,000 sq. ft. in NCR for expansion.
Management reaffirmed a long-term revenue target of ₹900–1,000 crore by FY29, driven by product diversification and exports.
💼 Action for Investors
The company's aggressive order book growth and entry into the locomotive segment provide high revenue visibility. Investors should maintain a positive outlook as the company scales toward its ₹1,000 crore revenue target with improving credit profiles.
Remsons Industries Q3 Consolidated Net Profit Grows 28.6% YoY to ₹5.12 Crore
Remsons Industries reported a strong 24.1% YoY increase in consolidated revenue to ₹113.62 crore for the quarter ended December 31, 2025. Consolidated net profit attributable to owners rose to ₹5.12 crore from ₹3.98 crore in the year-ago period. Standalone performance was slightly impacted by a one-time exceptional expense of ₹72.92 lakhs related to the implementation of New Labour Codes. Additionally, the company has re-appointed M/s. H A M & Co. as Internal Auditors for the 2026-27 fiscal year.
Key Highlights
Consolidated Revenue from Operations increased 24.1% YoY to ₹113.62 crore.
Consolidated Net Profit for the quarter rose to ₹5.12 crore from ₹3.98 crore YoY.
Standalone Net Profit stood at ₹3.36 crore, marginally lower than ₹3.38 crore YoY due to exceptional items.
Exceptional item of ₹72.92 lakhs recognized for incremental Employee Benefit Obligations under New Labour Codes.
Re-appointed M/s. H A M & Co., Chartered Accountants, as Internal Auditors for FY 2026-27.
💼 Action for Investors
Investors should view the consolidated growth positively as it reflects strong performance across the group's automotive component business. The exceptional charge is a regulatory one-time hit and does not reflect a decline in operational efficiency.
Remsons Industries Q3 FY26 Consolidated Net Profit Rises 28.6% YoY to ₹5.12 Crore
Remsons Industries reported a strong financial performance for Q3 FY26, with consolidated revenue from operations growing 24.1% YoY to ₹113.62 crore. Consolidated net profit attributable to owners rose to ₹5.12 crore, compared to ₹3.98 crore in the same quarter last year. The company maintained growth despite an exceptional charge of ₹72.92 lakhs related to the implementation of New Labour Codes. The board also confirmed the re-appointment of M/s. H A M & Co. as internal auditors for FY 2026-27.
Key Highlights
Consolidated Revenue from Operations increased 24.1% YoY to ₹11,362.11 lakhs.
Consolidated Net Profit (attributable to owners) grew 28.6% YoY to ₹512.44 lakhs.
Standalone Revenue rose to ₹9,325.89 lakhs from ₹7,655.31 lakhs in the previous year's corresponding quarter.
Exceptional item of ₹72.92 lakhs recognized due to the impact of New Labour Codes on employee benefit obligations.
Basic Earnings Per Share (EPS) improved to ₹1.47 from ₹1.14 in Q3 FY25.
💼 Action for Investors
Investors should view the steady top-line and bottom-line growth positively as the company scales its automotive components business. Monitor the long-term margin impact of the New Labour Codes as they are fully integrated into operations.
Remsons Industries Q3 FY26 Consolidated Revenue Up 42% YoY; Net Profit Rises to ₹5.41 Cr
Remsons Industries reported a robust performance for Q3 FY26, with consolidated revenue from operations growing 42.3% YoY to ₹11,462.11 lakhs. Consolidated net profit for the quarter increased to ₹541.21 lakhs from ₹398.40 lakhs in the previous year, despite an exceptional charge of ₹72.92 lakhs. The exceptional item was a non-recurring cost related to employee benefit obligations under the New Labour Codes. For the nine-month period ended December 2025, consolidated revenue reached ₹31,579.15 lakhs, reflecting strong momentum in the automotive components segment.
Key Highlights
Consolidated Revenue from Operations increased 42.3% YoY to ₹11,462.11 lakhs.
Consolidated Net Profit (attributable to owners) grew 35.8% YoY to ₹541.21 lakhs.
Nine-month consolidated revenue reached ₹31,579.15 lakhs compared to ₹25,530.25 lakhs in the prior year period.
Exceptional charge of ₹72.92 lakhs recorded due to incremental impact of New Labour Codes on employee benefits.
Consolidated Basic EPS for the quarter improved to ₹1.55 from ₹1.14 YoY.
💼 Action for Investors
Remsons is demonstrating strong growth in the auto-component space with significant YoY revenue and profit expansion. Investors should maintain a positive outlook while monitoring the long-term impact of new labour regulations on operating margins.
Remsons Industries Bags ₹60 Crore Order from Leading Indian CV OEM
Remsons Industries has secured a significant business award worth ₹60 crore from a prominent Indian Commercial Vehicle (CV) manufacturer. The contract entails the supply of Gear Shifters with Push Pull Cables over a five-year execution period. Deliveries for this order are slated to begin in Q1 of the 2026-27 financial year. This win reinforces the company's standing in the automotive component sector and ensures steady long-term revenue visibility.
Key Highlights
Secured a ₹60 crore order from a leading domestic Commercial Vehicle OEM
Contract involves the supply of Gear Shifters with Push Pull Cables
The order will be executed over a period of 60 months (5 years)
Supply commencement is scheduled for Q1 of the 2026-27 fiscal year
💼 Action for Investors
This order provides healthy revenue visibility for the next five years and validates the company's product quality with major OEMs. Investors should monitor the company's execution progress and potential margin impact as supply begins in 2026.