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RHI MAGNESITA INDIA LIMITED Q4 FY25 earnings call summary

NSE: RHIM · BSE: 534076

Earnings call of 28 May 2025, summarised by AI from the filing.

Alumina prices eased from ₹95,000 to ₹77,000 per ton; margin upside expected from July quarter.

Key takeaways

  1. Margin recovery Alumina prices eased from ₹95,000 to ₹77,000 per ton; margin upside expected from July quarter.
  2. Growth drivers New product transfers, local-for-local production, and targeted price increases to drive growth.
  3. Competition risk Intense competition and overcapacity in Indian refractory market leading to price erosion.

Original filing on BSE

RHI MAGNESITA INDIA LIMITED Q1 FY27 results

As filed: Revenue ₹1,014 cr (+6% year on year), EBITDA ₹138 cr (+35% year on year), PAT ₹64.6 cr (+85% year on year), EBITDA margin 13.6% (+296 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 ₹932 cr (+2% year on year), EBITDA ₹87.4 cr (−6% year on year), PAT −₹518 cr (+40% year on year), EBITDA margin 9.4% (−76 bps). Score 51 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it; profit before exceptional items growth was above it. EBITDA margin fell 76 bps year on year. Revenue fell 15% from last quarter. Share price after the results: −7.5% in 27 days (Nifty 500: +2.0%).
  • Q3 FY26: Revenue ₹1,092 cr (+8% year on year), EBITDA ₹143 cr (+14% year on year), PAT ₹61.6 cr (+28% year on year), EBITDA margin 13.1% (+72 bps). Score 56 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was above it. EBITDA margin rose 72 bps year on year. Profit rose ₹13.6 cr on a year ago, more than the ₹9.0 cr it added the year before. Share price after the results: −14.0% in 28 days (Nifty 500: −8.2%).
  • Q2 FY26: Revenue ₹1,035 cr (+19% year on year), EBITDA ₹109 cr (+2% year on year), PAT ₹38.0 cr (−17% year on year), EBITDA margin 10.5% (−181 bps). Score 51 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was in line with it; profit growth was below it. EBITDA margin fell 181 bps year on year. Share price after the results: −6.7% in 30 days (Nifty 500: −0.5%).
  • Q1 FY26: Revenue ₹960 cr (+9% year on year), EBITDA ₹102 cr (−34% year on year), PAT ₹35.0 cr (−52% year on year), EBITDA margin 10.6% (−689 bps). Score 36 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it; profit growth was well below it. EBITDA margin fell 689 bps year on year. Share price after the results: −5.0% in 28 days (Nifty 500: +1.7%).
  • Q4 FY25: Revenue ₹918 cr (−3% year on year), EBITDA ₹93.0 cr (−37% year on year), PAT ₹36.0 cr, EBITDA margin 10.1% (−556 bps). Score 27 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend. EBITDA margin fell 556 bps year on year. Tax rate 3%. Revenue fell 9% from last quarter. Share price after the results: +3.2% in 30 days (Nifty 500: +3.7%).
  • Q3 FY25: Revenue ₹1,011 cr (+10% year on year), EBITDA ₹125 cr (+7% year on year), PAT ₹48.0 cr (+23% year on year), EBITDA margin 12.4% (−31 bps). Score 45 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it. EBITDA margin fell 31 bps year on year.
  • Q2 FY25: Revenue ₹867 cr (−12% year on year), EBITDA ₹107 cr (−28% year on year), PAT ₹46.0 cr (−36% year on year), EBITDA margin 12.3% (−265 bps). Score 10 of 100, Below trend. EBITDA margin fell 265 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 37% from last quarter.

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

RHI MAGNESITA INDIA LIMITED earnings call, investor presentation and press release summaries

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