Rajratan Global Wire Limited — PPTs, 21-07-2025: Investor Presentation

Here's a summary of the attached investor presentation:

**1. Financial Highlights:**

Rajratan Global Wire's Q1 FY26 consolidated revenue rose 12% to Rs. 246.51 Cr, on 8% volume growth. EBITDA grew 5% to Rs. 30.94 Cr, though margins tightened 85 bps. PAT declined 11% to Rs. 13.52 Cr, impacted by higher depreciation/interest from the new Chennai plant.

**2. Strategic Initiatives & Growth Drivers:**

Strategic focus is ramping up the Chennai plant (50%+ utilization, Q3 breakeven, PLI eligibility, export focus). Pithampur expands North/West India sales. Value-added sales and maximizing capacity utilization are key priorities.

**3. Business Developments:**

Increased exports offset softer domestic realisations, supported by Chennai product approvals. Chennai unit sales grew. Thailand unit maintained competitiveness despite competition/downtime, achieving 80% capacity utilization.

**4. Market Position & Competitive Advantage:**

As a leading bead wire manufacturer and Thailand's sole producer, Rajratan holds a strong market position. It differentiates through high-quality, value-added products for major tyre manufacturers, aiming to expand market share.

**5. Investor Implications:**

Q1 profit saw pressure from Chennai plant commissioning. However, its rising utilization, PLI eligibility, and export focus indicate positive growth potential. Investors should monitor Chennai's throughput, profitability, and competitive landscape.