Rajratan Global Wire Limited (517522) Earnings Call Transcripts

Rajratan Global Wire Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Rajratan Global Wire Limited reported an 18% year-on-year increase in sales volume, totaling over 133,000 tons. However, the company faced challenges with EBITDA margins due to rising raw material costs, particularly steel, which increased by INR 10,000 per ton from January to March. Management indicated that while EBITDA targets were not met this quarter, they expect margins to recover in Q1 FY '27 as they pass on these costs to customers. The company projects a volume growth of 17-18% for FY '27, driven by increased capacity and robust demand in both domestic and international markets.

Reported metrics

Guidance from management

Management maintained a growth target of 17-18% for FY '27, expecting to recover EBITDA margins in Q1 due to passing on raw material costs to customers.

What management said

So Sanjayji, we won't be able to give very specific information. But generally, Yashovardhan is handling the global business. So he will answer you what are the developments in different markets.

So because of volatility, to be honest, the only impact that we've seen until now is disruption in shipping especially from our Thailand plant. But overall, the development of export market remains robust for us. There are many companies that have already approved us in Europe, and we are under regular supplies to them since last 6 months. Definitely ensuring that the material reaches them on time is something that w...

What analysts pressed on

Analysts expressed concerns over the impact of rising raw material costs on margins and the ability to maintain market share amidst increasing competition and pricing pressures.

Main topics on the call

• Sales Volume Growth — Rajratan achieved an 18% increase in sales volume year-on-year, reaching over 133,000 tons. Management stated, "We see a robust demand from all of our customers in India as well as in Thailand and globally also."
• EBITDA Margin Pressure — The company did not meet its targeted EBITDA due to rising raw material costs, particularly steel. Management noted, "The EBITDA percentage in this quarter has gone down" due to these pressures.
• Future Growth Guidance — Management guided for a volume growth of 17-18% in FY '27, with expectations of increased capacity utilization in Chennai. They stated, "This year should be another growth year for Rajratan."
• CapEx Plans — Rajratan plans to invest approximately INR 70 crores in steel cord and INR 25 crores in Chennai to double capacity to 60,000 tons. Management emphasized the importance of maintaining market share despite low-margin custo...

Read the full Rajratan Global Wire Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 5 Rajratan Global Wire Limited earnings call transcripts on record, spanning April 22, 2024 to April 22, 2026. Based on this history, Rajratan Global Wire Limited reports semi-annually. The most recent call on file is dated April 22, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

517522

Exchange

BSE

Country

IN

Sector

Materials

Industry

Metals and Mining

Calls on record

5

First call

April 22, 2024

Most recent

April 22, 2026

Reporting cadence

semi-annually