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REC Limited Q4 FY25 earnings call summary

NSE: RECLTD · BSE: 532955

Earnings call of 14 May 2025, summarised by AI from the filing.

REC reports highest-ever annual profit of ₹15,713 cr, up 12%, and guides 12% loan book growth for next year.

Key takeaways

  1. Annual profit Highest-ever annual profit of ₹15,713 cr, up 12% year-on-year.
  2. Renewable energy RE disbursements grew 63% to ₹26,000 cr; target ₹3 lakh cr by 2030.

Original filing on BSE

REC Limited Q1 FY27 results

As filed: Revenue ₹14,435 cr (−2% year on year), EBITDA ₹13,988 cr (−4% year on year), PAT ₹4,193 cr (−6% year on year), EBITDA margin 96.9% (−162 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹14,564 cr (−5% year on year), EBITDA ₹13,333 cr (−6% year on year), PAT ₹3,375 cr (−22% year on year), EBITDA margin 91.6% (−138 bps). Score 12 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 138 bps year on year. Revenue fell 3% from last quarter. Revenue rose ₹-770.2 cr on a year ago, against ₹2,657 cr the year before. Share price after the results: −10.1% in 29 days (Nifty 500: +0.6%).
  • Q3 FY26: Revenue ₹15,018 cr (+5% year on year), EBITDA ₹14,363 cr (+3% year on year), PAT ₹4,052 cr (−1% year on year), EBITDA margin 95.6% (−252 bps). Score 20 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 252 bps year on year. Profit fell 8% from last quarter. Revenue rose ₹746 cr on a year ago, against ₹2,220 cr the year before. Share price after the results: −5.7% in 29 days (Nifty 500: +0.1%).
  • Q2 FY26: Revenue ₹15,153 cr (+11% year on year), EBITDA ₹14,677 cr (+8% year on year), PAT ₹4,415 cr (+9% year on year), EBITDA margin 96.9% (−243 bps). Score 35 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin fell 243 bps year on year. Revenue rose ₹1,471 cr on a year ago, against ₹1,994 cr the year before. Share price after the results: −4.5% in 28 days (Nifty 500: +1.0%).
  • Q1 FY26: Revenue ₹14,737 cr (+13% year on year), EBITDA ₹14,520 cr (+17% year on year), PAT ₹4,466 cr (+29% year on year), EBITDA margin 98.5% (+402 bps). Score 63 of 100, In line with trend. Revenue growth was well below the company's own trend; EBITDA growth was in line with it; profit growth was well above it. EBITDA margin rose 402 bps year on year. Revenue fell 4% from last quarter. Revenue rose ₹1,658 cr on a year ago, against ₹1,991 cr the year before. Share price after the results: −7.2% in 29 days (Nifty 500: −1.3%).
  • Q4 FY25: Revenue ₹15,334 cr (+21% year on year), EBITDA ₹14,249 cr (+9% year on year), PAT ₹4,310 cr (+6% year on year), EBITDA margin 92.9%. Score 36 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were well below it. Revenue rose ₹2,657 cr on a year ago, more than the ₹2,434 cr it added the year before. Share price after the results: +5.8% in 29 days (Nifty 500: +6.1%).
  • Q3 FY25: Revenue ₹14,272 cr (+18% year on year), EBITDA ₹14,009 cr (+19% year on year), PAT ₹4,076 cr (+23% year on year), EBITDA margin 98.2% (+15 bps). Score 61 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA growth was in line with it; profit growth was above it. EBITDA margin rose 15 bps year on year. Revenue rose ₹2,220 cr on a year ago, against ₹2,270 cr the year before.
  • Q2 FY25: Revenue ₹13,682 cr (+17% year on year), EBITDA ₹13,585 cr (+12% year on year), PAT ₹4,038 cr (+7% year on year), EBITDA margin 99.3%. Score 53 of 100, In line with trend. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

REC Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.