RHI Magnesita India Limited (534076) Earnings Call Transcripts

RHI Magnesita India Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, RHI Magnesita India Limited reported record annual revenue exceeding INR 4,000 crores, a 9% increase year-over-year, despite facing significant industry challenges including pricing pressure and inflation. The company achieved an adjusted profit after tax of INR 39 crores for the quarter, with an adjusted EBITDA margin of 12.1%. Management maintained a positive outlook for FY '27, projecting EBITDA margins to improve to 13% driven by increased demand and strategic pricing initiatives.

Reported metrics

Guidance from management

Management is optimistic about FY '27, projecting revenue growth and improved margins to 13% driven by demand recovery and strategic pricing initiatives. They expect to outgrow the market by 1-2% in volume terms.

What management said

I'm sorry, your voice was breaking. But if I understand, you are asking how much was the goodwill and is there anything upfront? I hope the question -- did we capture the question correctly?

Cokeoven is always a project, but there is not any CapEx required. This is a normal production process, and we got some 30,000 plus order -- it's a huge tonnage. And with our mining now, we transfer in our name and earlier, we were buying from the market at almost double the price of our mining cost. So with this order in place, mining in our name, we will not only absorb our fixed cost, we will have a better margins...

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical disruptions on profitability and the competitive landscape in the cement sector. There were questions about the sustainability of margin improvements given the ongoing pricing pressures and market volatility.

Main topics on the call

• Record Revenue Achievement — RHI Magnesita India achieved its highest ever annual revenue surpassing INR 4,000 crores, marking a 9% increase year-over-year. Management stated, "This performance reflects more than resilience. It demonstrates our abil...
• Impact of Geopolitical Disruptions — The company faced challenges due to geopolitical disruptions, impacting shipments and profitability. Management noted, "These factors impacted profitability during the year, but they do not alter our long-term strategic ...
• Strategic Focus on Integrated Solutions — Management emphasized a shift towards integrated solutions through the Ford Pro platform, which combines refractory products with advanced technologies. They stated, "Customers are increasingly recognizing the value of t...
• Margin Guidance for FY '27 — Management projected EBITDA margins to improve to 13% for FY '27, citing several growth drivers including price increases and a strong order book. They expressed confidence, stating, "We will have a better growth percent...

Read the full RHI Magnesita India Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 3 RHI Magnesita India Limited earnings call transcripts on record, spanning February 12, 2025 to May 30, 2026. Based on this history, RHI Magnesita India Limited reports annually. The most recent call on file is dated May 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

534076

Exchange

BSE

Country

IN

Sector

Materials

Industry

Construction Materials

Calls on record

3

First call

February 12, 2025

Most recent

May 30, 2026

Reporting cadence

annually