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

**Financial Highlights:** Rane Holdings Limited reported total revenue of ₹1,806.7 Cr, a growth of 3.3% from ₹1,749.6 Cr in the same quarter last year, primarily driven by a 3% increase in revenues from Indian OEM customers. However, consolidated sales surged by 48.1% year-on-year, totaling ₹1,245.9 Cr, reflecting the consolidation of Rane (Madras) Limited as a wholly owned subsidiary. EBITDA decreased by 11.7% to ₹83.4 Cr, and PAT fell drastically by 91.2% to ₹4.2 Cr due to a one-time tax credit reversal.

**Strategic Initiatives and Growth Drivers:** The group continues to focus on enhancing its international revenue mix and expanding its presence in the aftermarket segment, leveraging strong in-house engineering capabilities for continuous product introductions.

**Business Developments:** Notable new business wins during the quarter amounted to approximately ₹310 Cr, including significant contracts for electric vehicles and occupant safety components, indicating strong demand and competitive positioning in growth segments.

**Market Position and Competitive Advantage:** Rane maintains its dominance in the domestic market and is shifting attention towards enhancing exports across various product lines, including steering and safety products.

**Investor Implications:** The company shows a positive outlook, driven by strategic growth initiatives and a robust product pipeline, though the significant decline in PAT warrants close observation as the market stabilizes.