Rico Auto Industries Limited — Investor Meet, 19-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Rico Auto Q1 FY27 saw highest-ever revenue at 755 Cr, up 39% YoY, but reported a PAT loss of 3.4 Cr (vs 16.7 Cr profit YoY) and 4.6% EBITDA margin. Profitability was hit by 13 Cr in temporary air freight costs due to global shipping delays and 10 Cr from aluminum price settlement lag. Management expects these pressures to ease, with Q2 margins improving and Q3 returning to target 10-12%. FY27 revenue guidance raised to 3,200-3,250 Cr. New Hosur plant for EV/Hybrid programs starts in September. Railways & Defense businesses, and CNC machine sales, are adding diversification. Management is confident about future profitability, driven by new high-margin programs and cost recoveries.