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Latest filing: 2026-09-08 15:04
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11 announcements match the current filters (relevance ≥ 5).
Rico Auto AGM: Secures ~Rs 2,500 Cr Orders Over 5 Years, Hosur Facility to Drive 3X Vision
At its 43rd AGM, Rico Auto announced it has secured fresh orders worth approximately Rs 2,500 crore over a 5-year programme life, representing ~93% of its TTM revenue (Rs 2,689 crore). The Chairman highlighted the ramp-up of the new Hosur greenfield facility aimed at next-generation mobility and non-automotive segments like Railways. The AGM also ratified ordinary business including a 55% dividend payout (Re 0.55 per share, totaling Rs 7.44 crore) for FY 2025-26. Export turnover stood at Rs 337.08 crore in FY26 compared to Rs 326.86 crore in the prior year.
Confidence: HIGH
What changedChairman confirmed securing ~Rs 2,500 crore in 5-year programme orders and reiterated strategic progress on the Hosur plant and Railway diversification.
Why it mattersThe Rs 2,500 crore order book provides multi-year revenue visibility (~Rs 500 crore/year) relative to current TTM revenue of Rs 2,689 crore, while Hosur enables expansion into EV/hybrid platforms.
5-year order wins: Rs 2,500 croreOrder value vs TTM revenue: ~93.0%Dividend per share: Re 0.55Total dividend payout: Rs 7.44 croreFY26 Export turnover: Rs 337.08 crore
📅 Short termE-voting results and AGM scrutinizer report to be filed within 2 working days; market sentiment is likely supported by healthy multi-year order backlog visibility.
📈 Long termThe order pipeline of Rs 2,500 crore and the Hosur plant position the company to scale operations toward higher-margin non-auto (Railways) and EV/hybrid components, aiding structural OPM expansion.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Raw material volatility, particularly in aluminium and ferrous inputs, pressuring operating margins
- Execution delays in operationalizing the Hosur greenfield plant
Key Highlights
Secured new orders worth approximately Rs 2,500 crore over a 5-year programme life
Declared a dividend of 55% (Re 0.55 per share) amounting to Rs 7.44 crore for FY26
Export turnover reached Rs 337.08 crore in FY26 vs Rs 326.86 crore in FY25
Developing new Hosur facility to strengthen capacity toward a vision of 3X growth
Reported FY26 consolidated revenue of Rs 2,477.73 crore and PAT of Rs 52.42 crore
👀 What to Watch
Track execution timelines and commercial production at the new Hosur greenfield plant, along with margin recovery after the Q1 FY27 loss (net loss of Rs 3.38 crore).
Rico Auto Q1 Call: Guides FY27 Revenue Above ₹3,200 Cr; Hosur Plant Live by Sep 2026
Rico Auto Industries released its Q1 FY27 earnings call transcript following consolidated revenue of ₹755 crore (up ~39% YoY) and a net loss of ₹3.4 crore. Margins were compressed due to temporary air freight/sorting costs (~₹13 crore) and raw material price settlement lags (~₹10 crore). Management reiterated confidence in exceeding its previous targets to achieve >₹3,200–3,250 crore in FY27 revenue as 28 of 55 new long-term OEM programs ramp up. The greenfield Hosur facility is scheduled to start commercial production in September 2026 to support hybrid and EV programs.
Confidence: HIGH
What changedSubmission of the detailed Q1 FY27 earnings call transcript providing guidance on FY27 revenue (>₹3,200 Cr) and timelines for Hosur plant operationalization.
Why it mattersClarifies that Q1 margin compression was driven by temporary logistics disruptions and raw material pricing lags rather than structural demand weakness.
Q1 FY27 Revenue: ₹755 crFY27 Revenue Target: >₹3,200 crFY27 Target vs TTM Revenue: ~119%Q1 PAT Loss: ₹3.4 crAir freight & sorting cost: ₹13 crHosur plant start date: September 2026
📅 Short termMargins will likely remain subdued in Q2 due to continuing air freight and lag in cost recovery before expected improvement in Q3.
📈 Long termStrong revenue pipeline with 55 programs and the upcoming Hosur plant provides multi-year scale, provided margin recoveries and debt management are executed properly.
⚠ Risk flags
- Delayed pass-through of commodity price hikes and ocean freight disruptions
- Labor cost inflation (noted ~40% increase in Haryana state)
- High leverage with D/E at 0.89 and debt of ₹615 crore
Key Highlights
Management raised/guided FY27 revenue target to surpass ₹3,200–3,250 crore compared to TTM revenue of ₹2,689 crore.
Q1 FY27 revenue grew 39% YoY to ₹755 crore, but EBITDA margin dropped to 4.6% with a net loss of ₹3.4 crore.
Air freight and sorting costs contributed ~₹13 crore to expenses, with freight costs expected to peak in Q2 and normalize in Q3.
Greenfield Hosur plant is on track to begin commercial production in September 2026.
Around 55 new programs are in launch phase, with 28 already launched and scaling for clients like Toyota, Ford, and BMW.
👀 What to Watch
Track the commercialization of the Hosur plant in September 2026, progress on customer cost pass-throughs, and EBITDA margin recovery in Q3 FY27 results.
Rico Auto Approves Q1 FY27 Results; Subsidiaries Contribute ₹57.81 Cr Revenue
Rico Auto Industries approved its unaudited financial results for the quarter ended June 30, 2026. While the full consolidated P&L table was not detailed in the cover report, the auditor's review highlighted that three subsidiaries contributed ₹57.81 crore to group revenue with a net profit of ₹1.10 crore. This follows a FY26 performance where the company recorded ₹2,477.73 crore in revenue and a PAT of ₹52.42 crore. The company is currently focused on high-margin railway components and the operationalization of its Hosur greenfield plant.
Confidence: MEDIUM
What changedThe company has transitioned into the first quarter of FY27, with the board formally approving the financial performance and auditor's limited review.
Why it mattersAs the company targets a shift from 5% to 18-20% margins via the railway sector and new product lines, these quarterly results serve as a benchmark for execution efficiency and capacity utilization at the new Hosur plant.
Subsidiary Revenue (Q1): ₹57.81 crSubsidiary PAT (Q1): ₹1.10 crTTM Revenue: ₹2478 crTTM PAT: ₹52.42 crSubsidiary Revenue vs TTM Revenue: ~2.3%
📅 Short termThe stock may see neutral to range-bound movement as the market digests the full quarterly P&L details against the previous year's June quarter performance.
📈 Long termLong-term value depends on the successful ramp-up of the Hosur plant and achieving the guided 18-20% margins in the railway segment, moving away from lower-margin traditional auto components.
⚠ Risk flags
- Raw material price volatility (Aluminum/Ferrous)
- Potential slowdown in US export markets (22% growth exposure)
- Moderate operating efficiency
Key Highlights
Board approved unaudited standalone and consolidated financial results for the quarter ended June 30, 2026.
Three subsidiaries reported a combined revenue of ₹57.81 crore for the quarter.
Consolidated net profit from these three subsidiaries stood at ₹1.10 crore for the period.
One subsidiary reported nil revenue and a marginal net loss of ₹0.04 crore.
The board meeting concluded at 1:20 PM after a duration of approximately 2 hours and 50 minutes.
👀 What to Watch
Investors should examine the full P&L statement to verify if quarterly revenue exceeds the ₹543.46 crore reported in June 2025 and if operating margins are expanding toward the 15-20% growth target.
Rico Auto Reports Record FY26 Revenue of ₹2,477 Cr; Targets ₹3,000 Cr+ for FY27
Rico Auto Industries achieved its highest-ever annual revenue of INR 2,477 crores in FY26, a 12% YoY increase, with PAT rising significantly to INR 52.4 crores. While reported EBITDA margin was 9%, the adjusted margin stood at 10.25% after excluding one-time impacts from labor codes and raw material price lags. Management has provided a robust outlook for FY27, targeting revenue over INR 3,000 crores and 32% growth in exports. The company also secured INR 2,500 crores in new orders over a 5-year period and expects its new Hosur EV/Hybrid facility to be operational by September 2026.
Key Highlights
Achieved record annual revenue of INR 2,477 crores and PAT of INR 52.4 crores in FY26.
Secured new order pipeline worth INR 2,500 crores over a 5-year program life.
Adjusted EBITDA margin reached 10.25% excluding INR 30 crores in non-recurring costs.
Working capital cycle improved significantly from 33 days to 7 days in FY26.
Management projects FY27 revenue to exceed INR 3,000 crores with 32% export growth.
👀 What to Watch
Investors should maintain a positive outlook based on the strong order book and significant improvement in working capital efficiency. Key triggers to watch include the commissioning of the Hosur plant in September 2026 and the successful renegotiation of low-margin product contracts.
Rico Auto FY26 Net Profit Jumps 173% to ₹52.4 Cr; Recommends ₹0.55 Dividend
Rico Auto Industries reported a robust financial performance for the year ended March 31, 2026, with consolidated revenue growing 12% to ₹2,477.73 crore. The consolidated net profit witnessed a massive surge of 173%, rising to ₹52.42 crore from ₹19.19 crore in the previous fiscal year. Consequently, the Board has recommended a final dividend of ₹0.55 per equity share (55% of face value). The company also recorded exceptional expenses of ₹8.32 crore primarily due to the implementation of New Labour Codes and a Voluntary Retirement Scheme.
Key Highlights
Consolidated Net Profit surged 173% YoY to ₹52.42 crore in FY26 compared to ₹19.19 crore in FY25.
Revenue from operations increased by 12% to ₹2,477.73 crore from ₹2,212.40 crore in the previous year.
Recommended a final dividend of ₹0.55 per equity share of ₹1 each for the financial year 2025-26.
Consolidated Earnings Per Share (EPS) improved significantly to ₹3.73 from ₹1.42 YoY.
Exceptional items of ₹8.32 crore were recognized, including a ₹7.38 crore impact from New Labour Codes.
👀 What to Watch
Investors should take note of the significant improvement in profitability and the healthy dividend payout. The stock may see positive momentum given the strong EPS growth and the company's decision to monetize non-core assets like the Haridwar land.
Rico Auto FY26 Net Profit Surges 167% to ₹50.5 Cr; Recommends ₹0.55 Dividend
Rico Auto Industries reported a robust financial performance for the fiscal year ended March 31, 2026, with consolidated revenue growing 12% to ₹2,477.73 crore. The company's net profit attributable to owners saw a massive jump of 167%, reaching ₹50.51 crore compared to ₹18.90 crore in FY25. This growth was achieved despite an exceptional charge of ₹8.32 crore related to new labor codes and a voluntary retirement scheme. Consequently, the Board has recommended a dividend of ₹0.55 per share, representing a 55% payout on the face value.
Key Highlights
Consolidated Revenue from operations increased 12% YoY to ₹2,477.73 crore in FY26.
Net Profit (PAT) attributable to owners surged 167% to ₹50.51 crore from ₹18.90 crore in the previous year.
Board recommended a dividend of ₹0.55 per equity share (55%) for FY25-26.
Exceptional items of ₹8.32 crore include a ₹7.38 crore one-time provision for New Labour Codes.
Consolidated Basic and Diluted EPS improved significantly to ₹3.73 from ₹1.42.
👀 What to Watch
Investors should view the sharp turnaround in profitability and the dividend declaration as a positive sign of operational efficiency. Monitor the company's ability to maintain these margins amidst the implementation of new labor regulations and the potential cash inflow from the Haridwar land sale.
Rico Auto Promoters Declare Zero Encumbrance on 6.81 Crore Shares for FY26
Arvind Kapur, representing the Promoter and Promoter Group of Rico Auto Industries, has filed an annual disclosure for the financial year ended March 31, 2026. The promoter group held a total of 68,096,246 equity shares as of the year-end. Significantly, the promoters declared that no shares were encumbered or pledged, directly or indirectly, during the 2025-26 financial year. This filing is a standard annual compliance requirement under SEBI (SAST) Regulations.
Key Highlights
Promoter and Promoter Group held 68,096,246 equity shares as of March 31, 2026.
Declaration confirms zero encumbrance or pledging of shares during the entire financial year.
Compliance submitted under Regulation 31(4) of SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011.
The disclosure covers the entire Promoter Group and Persons Acting in Concert (PACs).
👀 What to Watch
Investors should take comfort in the fact that the promoters have not pledged any shares, indicating financial stability and no immediate leverage risk at the promoter level. No immediate action is required as this is a routine regulatory filing.
Rico Auto Q3 FY26: Net Profit Triples, Revenue Up 14.1% to ₹632 Crores
Rico Auto Industries reported a strong Q3 FY26 with consolidated revenue growing 14.1% YoY to ₹632 crores and EBITDA margins improving to 10%. For the nine-month period, the company's net profit more than tripled, driven by robust domestic demand and improved capacity utilization in foundry and die-casting. While the company missed its FY26 revenue target of ₹60-70 crores for the railway segment due to approval timelines, it expects to exceed this in FY27. Management remains optimistic about export growth through the 'China Plus One' strategy and trade agreements with the US and Europe.
Key Highlights
Consolidated revenue for Q3 FY26 rose 14.1% YoY to ₹632 crores, with 9M FY26 revenue at ₹1,806 crores.
EBITDA increased by 33.2% YoY in Q3, with margins expanding to 10% through cost initiatives.
Net profit for the 9-month period more than tripled compared to the previous financial year.
EV and Hybrid components currently contribute 7% to total revenue, with double-digit growth expected next year.
Railway segment revenue target of ₹60-70 crores deferred to FY27 following direct RDSO approvals.
👀 What to Watch
Investors should focus on the company's ability to scale the railway segment and maintain 10%+ EBITDA margins as capacity utilization improves. The stock remains a key beneficiary of the automotive recovery and increasing localization by global OEMs.
Rico Auto Q3 FY26 Net Profit Surges 504% YoY to ₹11 Cr; Revenue Up 14.1%
Rico Auto Industries reported a robust year-on-year performance for Q3 FY26, with consolidated revenue rising 14.1% to ₹632 crore and net profit jumping 503.8% to ₹11 crore. While YoY growth was strong, the company faced sequential pressure with EBITDA falling 10.8% QoQ, largely attributed to the impact of new labour codes. Excluding this impact, the adjusted net profit would have been ₹17 crore. The company continues to build a strong pipeline, securing new business with a program value of ₹882.50 crore during the quarter.
Key Highlights
Consolidated Revenue increased 14.1% YoY to ₹632 crore, with domestic sales contributing 85%.
Net Profit surged to ₹11 crore from ₹2 crore in the previous year, though it declined 37.3% sequentially.
EBITDA margins stood at 8.8%; adjusted for labour code impact, margins would have been 9.9%.
New business wins in 9MFY26 reached a total program value of ₹2,112.50 crore.
Export sales grew significantly by 33% YoY to ₹96 crore in Q3 FY26.
👀 What to Watch
Investors should look past the sequential dip caused by labour code adjustments and focus on the massive new business wins and strong YoY growth. The company's focus on electrification and a robust order book suggests a positive long-term trajectory.
Rico Auto Q3 Net Profit Surges 483% YoY to ₹10.84 Cr; Revenue Up 14%
Rico Auto Industries reported a robust year-on-year performance for the quarter ended December 31, 2025, with consolidated revenue rising 14% to ₹629.42 crore. Net profit saw a massive jump to ₹10.84 crore from ₹1.86 crore in the previous year's corresponding quarter. Although profits dipped sequentially from Q2 FY26, this was primarily due to exceptional items totaling ₹7.48 crore related to a Voluntary Retirement Scheme and new labour code provisions. The nine-month performance remains strong, with net profit more than tripling to ₹44.52 crore compared to the prior year.
Key Highlights
Consolidated Revenue from operations grew 14.1% YoY to ₹629.42 crore.
Net Profit after non-controlling interest rose to ₹10.84 crore, a 483% increase over Q3 FY25.
Nine-month (9M FY26) Net Profit reached ₹44.52 crore, up from ₹13.97 crore in 9M FY25.
Exceptional items of ₹7.48 crore included a ₹6.17 crore one-time provision for the New Labour Codes.
Consolidated EPS for the quarter stood at ₹0.80, significantly higher than ₹0.14 in the year-ago period.
👀 What to Watch
Investors should view the strong year-on-year growth and nine-month turnaround as a positive sign of operational efficiency. The sequential decline in profit is largely attributable to one-time non-recurring costs, suggesting the underlying business momentum remains intact.
Rico Auto Expands into Railway Sector; Receives RDSO Approval for SGCI Inserts
Rico Auto Industries has announced a strategic expansion by establishing a dedicated business vertical for the Railway sector. The company has secured a critical approval from the Research Design and Standards Organisation (RDSO) to manufacture Spheroidal Graphite Cast Iron (SGCI) Inserts. This move diversifies the company's revenue streams beyond its traditional automotive focus. Additionally, the company is actively seeking further approvals for high-quality cast and machined components used in tracks, wagons, and carriages.
Key Highlights
Established a new, dedicated Business Vertical specifically for the Railways sector.
Received formal manufacturing approval for Spheroidal Graphite Cast Iron (SGCI) Inserts from RDSO, Lucknow.
Currently pursuing additional approvals for high-quality components for Railway Tracks, Wagons, and Carriages.
Strategic move to diversify the product portfolio and reduce dependency on the cyclical automotive industry.
👀 What to Watch
Investors should view this as a positive long-term growth driver that opens up a new addressable market in the infrastructure space. Monitor future announcements regarding specific order wins and the timeline for additional RDSO component approvals.
