ROSSTECH - Rossell Techsys
📢 Recent Corporate Announcements
Rossell Techsys Limited (ROSSTECH) has announced its participation in the Anand Rathi - Sashakt Bharat Aerospace & Defense Conference 2026. The event is scheduled for February 16, 2026, in Mumbai, between 10:00 AM and 1:00 PM IST. Management will engage with institutional investors and analysts through one-on-one and group meetings. This interaction is part of the company's regular investor relations activities to discuss the aerospace and defense sector outlook.
- Participation in the Sashakt Bharat Aerospace & Defense Conference 2026 organized by Anand Rathi.
- Meeting scheduled for February 16, 2026, from 10:00 to 13:00 IST in Mumbai.
- Interaction format includes both one-on-one and group meetings with institutional investors.
- Disclosure filed under SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
Rossell Techsys reported a robust Q3 FY26 with revenue reaching INR 130 crores, a 72% YoY increase, and 9M PBT surging to INR 19 crores from INR 1.2 crores last year. The company is aggressively diversifying into semiconductor and space sectors, which are projected to contribute 50% of future revenues. To fuel this growth, management plans to raise up to INR 300 crores via QIP and lease a massive 210,000 sq. ft. facility starting April 2026. With a current bid pipeline of INR 700 crores, the company targets a revenue of INR 800 crores for FY27.
- Q3 FY26 revenue grew 72% YoY to INR 130 crores; 9M revenue up 98% to INR 343 crores
- 9M PBT surged to INR 19 crores compared to INR 1.2 crores in the previous year
- Planning a QIP of up to INR 300 crores to fund infrastructure and capacity expansion
- Leasing a new 210,000 sq. ft. facility starting April 2026 to meet surging demand in semiconductor and space sectors
- Targeting a revenue mix of 50% Aerospace/Defense and 50% Non-Defense with a INR 700 crore bid pipeline
Rossell Techsys Limited has released the audio recording of its Q3 FY26 earnings conference call held on February 4, 2026. The call provided a detailed review of the company's financial performance and business operations for the quarter ended December 31, 2025. This disclosure is part of the company's regulatory compliance under SEBI LODR regulations. Investors can now access management's commentary and the full Q&A session to better understand the company's current trajectory.
- Earnings conference call for Q3 FY26 was conducted on February 4, 2026, at 11:00 AM IST.
- The session covered financial highlights for the quarter and nine-month period ended December 31, 2025.
- Management engaged in a Q&A session to address specific investor and analyst queries.
- The recording link has been made available to the public via stock exchange filings.
Rossell Techsys reported a stellar Q3 FY26 with revenue growing 72% YoY to ₹130 crore and EBITDA rising 13% QoQ to ₹17.1 crore. The company's 9-month performance shows massive scaling, with PBT jumping to ₹19 crore from just ₹1.2 crore in the previous year. To fuel further expansion in aerospace, space, and semiconductors, the company has launched its first-ever equity fundraise of ₹300 crore via QIP. Management expects to replicate 14 years of historical revenue within the next two fiscal years, supported by a ₹700 crore bid pipeline.
- Q3 FY26 revenue grew 72% YoY to ₹130 crore, while 9M FY26 revenue surged 98% to ₹343 crore
- 9M EBITDA increased 118% YoY to ₹44 crore, reflecting strong operating leverage and efficiency
- Launched a ₹300 crore QIP to fund capacity expansion and enhance global competitiveness
- Secured new orders worth over ₹200 crore and submitted bids totaling ₹700 crore across key verticals
- Semiconductor business contributed ₹10 crore in its first qualified quarter, showing successful diversification
Rossell Techsys reported its highest-ever quarterly revenue of ₹130 crore in Q3 FY26, representing a 72% YoY growth. For the nine-month period, revenue doubled to ₹343 crore, while EBITDA surged 118% to ₹44.2 crore, reflecting significant operational leverage. The company is successfully diversifying into the semiconductor and space sectors, with the semiconductor vertical contributing over ₹10 crore in its first qualified quarter. To fuel further expansion, the management has initiated plans for the company's first-ever QIP and is evaluating additional manufacturing facilities.
- Highest-ever quarterly revenue of ₹130 crore in Q3 FY26, up 72% YoY.
- 9M FY26 EBITDA grew 118% YoY to ₹44.2 crore, with PBT rising to ₹18.95 crore from ₹1.25 crore.
- Order book stands at approximately ₹700 crore with strategic contracts exceeding ₹2,500 crore.
- Semiconductor business generated over ₹10 crore in revenue during its first qualified quarter.
- Planning first-ever equity fundraise via QIP to support capacity expansion and financial resilience.
Rossell Techsys Limited reported a standalone Profit After Tax (PAT) of ₹5.00 crore for the quarter ended December 31, 2025, marking a significant sequential decline from ₹13.27 crore in Q2 FY26. Revenue from operations for the quarter stood at ₹128.40 crore compared to ₹138.22 crore in the previous quarter. The bottom line was further impacted by an exceptional charge of ₹1.02 crore related to employee benefit liabilities under the New Labour Codes. The company is still in the process of transitioning registrations and banking facilities following its demerger.
- Standalone Revenue from Operations for Q3 FY26 stood at ₹128.40 crore, down 7% on a QoQ basis.
- Profit After Tax (PAT) fell sharply to ₹5.00 crore from ₹13.27 crore in the preceding quarter.
- An exceptional cost of ₹1.02 crore was recognized due to past period employee benefit liabilities under New Labour Codes.
- For the nine-month period ended Dec 31, 2025, the company recorded a PAT of ₹13.16 crore on a revenue of ₹342.89 crore.
- The US subsidiary, Rossell Techsys Inc, contributed ₹3.93 crore to the consolidated revenue for the quarter.
Rossell Techsys reported standalone revenue of ₹129.94 crore for Q3 FY26, a slight increase from ₹125.99 crore in Q2. However, Standalone Profit After Tax (PAT) plummeted by 62.3% QoQ to ₹5 crore, down from ₹13.27 crore in the previous quarter. This decline was driven by increased operational costs and a one-time exceptional expense of ₹1.02 crore for labor code compliance. The company is currently managing a transition of registrations and bank accounts following its demerger and vesting process.
- Standalone Revenue from Operations stood at ₹12,993.92 Lakhs, up 3.1% sequentially.
- Standalone PAT fell significantly to ₹499.98 Lakhs from ₹1,327.16 Lakhs in the preceding quarter.
- Exceptional cost of ₹102.28 Lakhs incurred for past period employee benefit liabilities under New Labour Codes.
- Total standalone expenses rose to ₹12,170.03 Lakhs, impacting operating margins.
- US subsidiary Rossell Techsys Inc reported a quarterly revenue of ₹392.66 Lakhs.
Rossell Techsys Limited (ROSSTECH) has scheduled its Q3 FY26 earnings conference call for Wednesday, February 4, 2026, at 11:00 AM IST. The call, hosted by Anand Rathi Research, will discuss the company's financial performance for the quarter ended December 31, 2025. Top leadership, including the Managing Director, CEO, CFO, and COO, will be present to interact with analysts and investors. This provides a platform for stakeholders to gain insights into the company's operational trajectory and sector outlook.
- Earnings conference call scheduled for February 4, 2026, at 11:00 AM IST
- Management team including MD Rishab Mohan Gupta and CEO Senthil Balasubramanian to participate
- Call hosted by Anand Rathi Research to discuss Q3 FY26 financial highlights
- Universal access numbers provided: 022 6280 1386 and 022 7115 8287
- International dial-in options available for USA, UK, Hong Kong, and Singapore
Rossell Techsys Limited (ROSSTECH) has issued a clarification to the BSE and NSE regarding a significant increase in trading volume and share price movement. The company stated that it has made all requisite disclosures under Regulation 30 of SEBI LODR and has no pending material information. Management attributes the recent volatility to market-driven factors, investor sentiment, or speculation rather than internal corporate developments. This response confirms that there is no undisclosed price-sensitive information (UPSI) currently impacting the stock's performance.
- Company responded to stock exchange queries on January 22, 2026, regarding unusual trading activity.
- Confirmed full compliance with Regulation 30 of SEBI (LODR) Regulations, 2015.
- Management stated no material announcements are pending that would impact price or volume.
- Attributed recent price and volume movement to external market sentiment and speculation.
- Reiterated commitment to transparent and timely disclosure of any future material developments.
Rossell Techsys Limited (ROSSTECH) has issued a clarification to the BSE and NSE regarding a significant increase in trading volume and share price. The company stated that it has complied with all disclosure requirements under SEBI (LODR) Regulations, 2015. Management confirmed there is no pending material information or Unpublished Price Sensitive Information (UPSI) that could impact the stock. The recent volatility is attributed to market-driven factors, speculation, or investor sentiment beyond the company's control.
- Company confirms no pending material announcements or undisclosed information exists.
- Clarification issued in response to queries from BSE and NSE regarding volume movement.
- Management attributes recent price and volume spurts to market-driven factors and speculation.
- Official response submitted on January 16, 2026, maintaining transparency with stakeholders.
Rossell Techsys Limited has submitted its quarterly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018 for the period ending December 31, 2025. The certificate, provided by Registrar and Share Transfer Agent C B Management Services Private Limited, confirms that no physical securities were received for dematerialization during this quarter. This is a standard regulatory filing required by Indian stock exchanges to ensure the integrity of electronic shareholding records. The filing indicates that the company is maintaining its administrative compliance with NSDL and CDSL requirements.
- Compliance certificate submitted for the quarter ending December 31, 2025.
- Registrar C B Management Services Private Limited confirmed zero physical securities for dematerialization.
- Filing adheres to SEBI (Depositories and Participants) Regulations, 2018.
- The notification was submitted to both BSE and NSE on January 13, 2025.
Rossell Techsys Limited has announced the closure of its trading window starting January 1, 2026, in compliance with SEBI insider trading regulations. This closure is ahead of the declaration of unaudited financial results for the quarter ending December 31, 2025. The window will remain closed for all designated persons and their relatives until 48 hours after the results are announced. The board meeting date for result approval will be communicated separately.
- Trading window closure effective from January 1, 2026
- Relates to financial results for the quarter ended December 31, 2025
- Window reopens 48 hours after the declaration of financial results
- Applies to all designated persons, immediate relatives, and connected persons
Rossell Techsys Limited has successfully obtained shareholder approval to raise capital through a Qualified Institutions Placement (QIP). The Special Resolution was passed with an overwhelming 99.999% majority of the valid votes cast during the postal ballot process ending December 3, 2025. Out of 2,92,32,273 total votes polled, 2,92,31,986 were in favor, demonstrating strong support from both promoters and institutional investors. This move enables the company to issue equity shares or other securities to eligible investors for future growth or strategic requirements.
- Approval granted for fund raising via Qualified Institutions Placement (QIP) to eligible investors
- Special Resolution passed with 99.999% majority (2,92,31,986 votes in favor vs 287 against)
- Promoter group and Public Institutions both showed 100% support for the resolution
- Total voter turnout represented 77.546% of the total outstanding shares of the company
- The e-voting process concluded on December 3, 2025, with results finalized on December 5, 2025
Financial Performance
Revenue Growth by Segment
Total revenue grew 145.3% YoY in Q2 FY26 to INR 126 Cr. H1 FY26 revenue grew 121.2% YoY to INR 212.2 Cr. Growth is driven by core Aerospace & Defense, with new contributions from Semiconductor and Space segments.
Geographic Revenue Split
Operations are split between India (manufacturing) and the USA (Rossell Techsys Inc). Specific regional % split is not disclosed, but major revenue is derived from global OEMs like Boeing and Lockheed Martin.
Profitability Margins
Gross margins are currently 37-38%. H1 FY26 PBT turned positive at INR 10.7 Cr compared to a loss of INR 5.9 Cr in H1 FY25. Margins are temporarily suppressed by FAI (First Article Inspection) learning curves on new contracts.
EBITDA Margin
H1 FY26 EBITDA margin was 12.77% (INR 27.1 Cr). Management has provided a sustainable long-term EBITDA margin guidance of 15% to 22% as production scales and efficiencies improve.
Capital Expenditure
Planned capex of INR 70 Cr for a 150,000 sq. ft. capacity expansion within existing premises. Total manufacturing area will increase from 225,000 sq. ft. to 375,000 sq. ft. over an 18-month timeline.
Credit Rating & Borrowing
Not disclosed in available documents; however, the company is evaluating a QIP of up to INR 300 Cr to strengthen the balance sheet and reduce reliance on debt for working capital.
Operational Drivers
Raw Materials
Specific raw materials include copper wires, cables, connectors, and electronic components for panels. Individual cost % per material is not disclosed.
Capacity Expansion
Current capacity is 225,000 sq. ft. Expanding by 150,000 sq. ft. (66% increase) at a cost of INR 70 Cr to meet rising demand from new space and semiconductor orders.
Raw Material Costs
Raw material costs are managed through a strategic procurement strategy aimed at reducing inventory levels while maintaining operational discipline.
Manufacturing Efficiency
Initial efficiency on new contracts is lower due to FAI requirements; efficiency is expected to improve significantly post-qualification as production becomes lean.
Strategic Growth
Expected Growth Rate
100%+
Growth Strategy
Growth will be achieved through a 66% capacity expansion, a planned INR 300 Cr QIP for working capital, and scaling new segments in Space and Semiconductors where bids totaling INR 932.2 Cr have been submitted.
Products & Services
Interconnect systems, wire harnesses, and electronic control panels for aerospace, defense, and space platforms.
Brand Portfolio
Rossell Techsys
New Products/Services
Qualified for major space programs and qualified as a supplier for a new semiconductor customer, with revenue contributions starting in Q2 FY26.
Market Expansion
Aggressive expansion into the Space and Semiconductor sectors to complement existing Aerospace and Defense leadership.
Strategic Alliances
Long-term strategic agreements with Boeing (T7 program), Lockheed Martin (Outstanding Supplier Excellence 2025), and Airbus.
External Factors
Industry Trends
The industry is shifting toward high-volume semiconductor and space technologies. Rossell is positioning itself as a future-ready leader by diversifying beyond traditional defense interconnects.
Competitive Landscape
Competes with global Tier 1 and Tier 2 aerospace and defense suppliers.
Competitive Moat
Moat is built on high entry barriers (FAI qualifications), long-term OEM partnerships, and specialized certifications (AS9110, CMMC 2.0) which are difficult for new entrants to replicate.
Macro Economic Sensitivity
Sensitive to global defense spending and aerospace production cycles.
Consumer Behavior
N/A (B2B model).
Geopolitical Risks
Impacted by global trade regulations and defense indigenization policies in India.
Regulatory & Governance
Industry Regulations
Compliance with AS9110 (Stage 1 cleared) and CMMC 2.0 (target Nov 2026) is mandatory for maintaining global aerospace supplier status.
Taxation Policy Impact
Effective tax rate for H1 FY26 was approximately 25.5% (INR 2.73 Cr tax on INR 10.71 Cr PBT).
Legal Contingencies
No major pending court cases or case values disclosed in the provided documents.
Risk Analysis
Key Uncertainties
Boeing T7 program delays (Doc 16) and the ability to maintain 15-22% EBITDA margins while scaling new, complex product lines.
Geographic Concentration Risk
Manufacturing is concentrated in India, while the customer base is heavily concentrated in the USA and Europe.
Third Party Dependencies
High dependency on Boeing and Lockheed Martin for a significant portion of the order book.
Technology Obsolescence Risk
Risk of falling behind on cybersecurity standards (CMMC 2.0) or aerospace manufacturing certifications.
Credit & Counterparty Risk
Not disclosed; however, clients are major global OEMs with high creditworthiness.