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Rico Auto Industries Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Air freight costs expected to peak in Q2, normalize by Q3; customer price revisions underway
- Capex focused on small expansions; major projects paused to stabilize current assets
- Q1 FY27 consolidated revenue grew 39% y-y to INR755 Cr; EBITDA INR34.8 Cr (4.6% margin); PAT loss INR3.4 Cr
- Railways and defense businesses progressing; RDSO approvals ongoing; 200 defense ranges to be supplied in FY27
- FY27 revenue guidance raised to INR3,200-3,250 Cr; margins expected to improve to near 10% by H2
- CNC machine sales initiated; target 100 units in FY27 adding ~INR35-40 Cr revenue
- 55 new programs in launch phase with 28 ramped up; long-term, profitable contracts with Toyota, Ford, BMW
- Elevated costs from air freight due to shipping delays and raw material price lag impacted margins
- 75% of customers converted to real-time raw material price settlements to reduce lag impact
- Hosur plant to start commercial production Sep 2026 for hybrid/EV programs
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.