RHI MAGNESITA INDIA LIMITED — PPTs, 29-05-2026: Investor Presentation

RHI Magnesita India reported a record FY26 revenue of ₹4,000 Cr, up 9% YoY. While Steel and Ironmaking segments showed strong growth, the cement sector faced market share challenges. Overall margins were impacted by currency fluctuations and rising input costs. Adjusted EBITDA stood at ₹477 Cr (12% margin), and Adjusted EPS increased 14% to ₹8.4. The company achieved a Net Cash Positive balance sheet, driven by record cash generation of ₹409 Cr, despite a significant goodwill impairment of ₹557 Cr.

Strategic focus areas include expanding "4PRO" contracts for long-term customer partnerships, driving "Make in India" initiatives for cost competitiveness, and leveraging digitization and robotics. Recent highlights include successful robotics deployment in steelmaking, record operational achievements at customer sites, and acquired quartzite mines set to commence operations next quarter. Management acknowledges a challenging global environment but sees strong domestic demand supporting steel and cement, emphasizing efficiency and strategic differentiation as key priorities.