Rane (Madras) Limited — PPTs, 12-08-2025: Investor Presentation
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**1. Financial Highlights:**
Rane (Madras) delivered robust Q1 FY26. Revenue grew 7.4% YoY to 884.4 Cr. EBITDA rose 10.9% to 78.5 Cr (8.9% margin). PAT surged 26.7% to 18.5 Cr. Net sales, up 8% YoY to 869.4 Cr, saw strong international (+15%) and domestic OEM growth (+7%), especially in PV & Farm Tractors.
**2. Strategic Initiatives & Growth Drivers:**
The company secured significant new orders, including 280 Cr for Steering & Linkages (170 Cr international) and 25 Cr for Engine Components. RML added 24+ new SKUs in its Aftermarket segment, signaling continued product portfolio expansion.
**3. Business Developments:**
RML outperformed the industry in domestic OEM for Passenger Vehicle and Farm Tractor segments. Operational excellence was recognized by "Best Supplier Awards" from Volvo and Toyota (Zero Defects), plus Ashok Leyland's "Partners in Progress" award for volume ramp-up. Facilities also received high environmental and safety ratings.
**4. Market Position & Competitive Advantage:**
RML strengthens its leadership as a critical auto components supplier. Market share gains domestically and expanding international presence demonstrate a strong competitive edge, rooted in consistent quality and operational efficiency across its diverse product portfolio.
**5. Investor Implications:**
Q1 results show positive growth potential driven by strong operational execution and strategic new business wins. International expansion and segment outperformance are key drivers to monitor for sustained momentum. Investors should also watch Aftermarket segment trends.
