Rane Brake Lining Limited — PPTs, 07-02-2025: Investor Presentation

Rane Group has reported a notable 3.3% year-on-year growth in aggregate sales, with revenues reaching ₹1,806.7 Cr for Q3 FY25, up from ₹1,749.6 Cr in Q3 FY24. While domestic sales to OEMs experienced a 3% increase, international revenues saw a slight decline. The aftermarket segment performed well, growing by 14%, supported by enhanced demand for steering and friction products. However, consolidated EBITDA fell by 11.7% to ₹83.4 Cr, attributed to a higher proportion of the product mix from its wholly-owned subsidiary, which faced challenges due to inventory provisions and forex losses. Notably, net profit dropped significantly by 91.2% to ₹4.2 Cr, impacted heavily by a one-off tax credit reversal. The company is currently focusing on strengthening its domestic leadership, enhancing its export mix, and leveraging synergies across its business operations for future growth. Investors should monitor the company's response to current challenges and its initiatives to tap into international markets for potential upside.