Rico Auto Industries Q2 FY26 Earnings Conference Call Transcript
Rico Auto Industries' Q2 FY26 earnings call covers margin improvement targets, increased borrowings for expansion, revenue projections, railway segment contributions, land monetization, and future growth strategies.
The information provides insights into the company's financial performance, future strategies, and expansion plans, which could have a moderate impact on investor sentiment and stock performance.
The conference call highlights positive growth prospects, margin improvement targets, and new order acquisitions, indicating a positive outlook for the company.
* Rico Auto Industries held its Q2 FY'26 earnings conference call on 14 November 2025. * Management expects to achieve 12-13% EBITDA margins in Q4 FY'26 due to new product introductions and better equipment utilization. * Borrowings increased from ₹274 crore to ₹330 crore due to a greenfield project in Hosur for capacity expansion and new business. * The company is on track to achieve approximately ₹2,600 crore of sales by year-end. * Railways have started contributing to revenue, with about 34 to 36 components already delivered, and the company expects to reach ₹70 crore to ₹80 crore in revenue from the railway segment in FY'26. * Land monetization is ongoing, with the company seeking a valuation exceeding ₹1,500 crore for its 26-27 acre prime land. * The company is targeting revenues of ₹3,000 crore plus for the next year. * The company is targeting close to ₹4,000 crore revenue by 2028-2029. * Management mentioned that every quarter, investors will see margin improvement. * Arvind Kapur mentioned that sales are expected to increase by 40% to 50% to the U.S. this year and another 50% next year.
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Rico Auto Industries Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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