Rajoo Engineers FY26 Revenue up 35.7% to ₹344.25 Cr; Q4 hit by headwinds
Rajoo Engineers reported FY26 revenue of ₹344.25 crore, up 35.72% YoY. FY26 PAT increased 28.28% to ₹48.90 crore. Q4 FY26 revenue declined 11.67% to ₹79.40 crore due to global trade disruptions. Q4 FY26 PAT fell 88.04% to ₹1.83 crore.
The strong annual growth is positive, but the sharp decline in quarterly performance and the reasons cited (geopolitical uncertainties, trade disruptions) could impact investor confidence in the short term. The management's cautious optimism for the next fiscal year suggests a moderate impact.
While the full-year results show strong growth, the significant decline in Q4 performance due to external factors introduces a mixed sentiment. The company's outlook for the next fiscal year is cautiously optimistic.
Rajoo Engineers Limited announced its audited financial results for the fourth quarter and year ended March 31, 2026. For the full fiscal year 2025-26, the company reported a strong revenue growth of 35.72%, reaching ₹344.25 crore compared to ₹253.66 crore in FY25. This growth was attributed to improved demand across key markets, execution of a higher order backlog, normalization of supply chains, increased volumes, better capacity utilization, and a favorable product mix.
EBITDA (excluding other income) for FY26 increased by 32.11% to ₹61.17 crore from ₹46.31 crore in FY25. The EBITDA margin stood at 17.77% for FY26, a slight decrease of 49 basis points from 18.26% in FY25. Profit After Tax (PAT) for the full year rose by 28.28% to ₹48.90 crore in FY26, up from ₹38.12 crore in FY25, with a PAT margin of 14.20%.
However, the fourth quarter of FY26 saw a decline in performance. Revenue from operations was ₹79.40 crore, an 11.67% decrease year-on-year from ₹89.90 crore in Q4 FY25. This was primarily due to delays in dispatches caused by disruptions in global trade flows and customer decision cycles influenced by geopolitical uncertainties. EBITDA (excluding other income) for Q4 FY26 was ₹1.56 crore, a significant drop of 91.57% from ₹18.49 crore in Q4 FY25, with the EBITDA margin falling to 1.96% from 20.57%.
PAT for Q4 FY26 was ₹1.83 crore, a decrease of 88.04% from ₹15.31 crore in Q4 FY25. The management cited external macroeconomic and geopolitical factors, elevated freight costs, logistics disruptions, and volatility in raw material prices as reasons for the Q4 moderation. The consolidation of subsidiary financials in the current year also impacted Q4 results compared to standalone figures in the previous year.
Looking ahead to FY27, the management expressed cautious optimism, anticipating that near-term headwinds may persist. The company plans to enhance profitability through strategic initiatives like cost optimization, improved procurement efficiency, product mix rationalization, and a greater focus on value-added offerings. With a strong order pipeline and improving demand trends, Rajoo Engineers is positioned for sustainable medium-term growth.
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