Hind Rectifiers Limited — PPTs, 16-05-2026: Investor Presentation

Here's a concise summary of Hind Rectifiers' investor presentation:

**Business Performance:**

Hind Rectifiers (HIRECT) delivered a strong FY26. Consolidated revenue jumped 52.5% YoY to Rs. 999.1 Cr, driven by robust execution in railway and industrial sectors. EBITDA grew 19.6% to Rs. 84.1 Cr (8.4% margin), and PAT (excl. minority) rose 21.3% to Rs. 45.0 Cr (4.5% margin). Operating cash flow soared 141% to Rs. 85.8 Cr. The order book remains healthy at Rs. 845.5 Cr, with fresh inflows of Rs. 858.4 Cr.

**Growth Drivers or Strategy:**

HIRECT is strategically expanding. It operationalized a new copper conductor facility, strengthening backward integration and cost efficiency. Significant progress is being made on an indigenous propulsion system. Global reach expanded with the acquisition of Elventive France, boosting European manufacturing, R&D, and access to robotics, EMS, and defence sectors. R&D remains a core focus with 42 products in development.

**Key Financial Metrics:**

FY26 consolidated revenue hit Rs. 999.1 Cr (+52.5% YoY). EBITDA was Rs. 84.1 Cr (+19.6% YoY), and PAT (excl. minority) reached Rs. 45.0 Cr (+21.3% YoY). Operating cash flow surged to Rs. 85.8 Cr (+141% YoY). EPS stood at Rs. 13.10.

**Management Commentary / Outlook:**

Management is optimistic, citing strong demand from Indian Railways' electrification and modernization projects. The record budget allocation for railways and focus on high-speed corridors provide excellent long-term growth visibility, positioning HIRECT for sustainable value creation.