RHI MAGNESITA INDIA LIMITED — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

RHI Magnesita India started FY26 strong, with Q1 revenue up 9% YoY to INR 960 crores and shipments growing 13% YoY to 129 kilotons. Operating EBITDA rose 10% QoQ to INR 103 crores, with margins at 10.8%. Profit before tax was INR 48 crores. Despite competitive markets, the company regained market share and secured price increases. Strategic investments in iron making and the 4 PRO business model, including robotics, are progressing. Management is optimistic about future growth and profitability, aiming for full-year profitability matching last year, driven by a robust order book and cost optimization. They are also modernizing Dalmia plants with increased capex.