RKFORGENSE12 November 2025

Ramkrishna Forgings Limited

3,493words
9turns
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0executives
Key numbers — 40 extracted
₹ 80,079 Lakh
w Q2 & H1 FY26 Financial Highlights Standalone Consolidated Q2 FY26 H1 FY26 Q2 FY26 H1 FY26 ₹ 80,079 Lakhs 18% ₹ 1,73,748 Lakhs 6% ₹ 90,753 Lakhs 14% ₹ 1,92,279 Lakhs 4% Revenue from Operations Y
18%
Financial Highlights Standalone Consolidated Q2 FY26 H1 FY26 Q2 FY26 H1 FY26 ₹ 80,079 Lakhs 18% ₹ 1,73,748 Lakhs 6% ₹ 90,753 Lakhs 14% ₹ 1,92,279 Lakhs 4% Revenue from Operations YoY Gr
₹ 1,73,748 Lakh
cial Highlights Standalone Consolidated Q2 FY26 H1 FY26 Q2 FY26 H1 FY26 ₹ 80,079 Lakhs 18% ₹ 1,73,748 Lakhs 6% ₹ 90,753 Lakhs 14% ₹ 1,92,279 Lakhs 4% Revenue from Operations YoY Growth Revenue fro
6%
tandalone Consolidated Q2 FY26 H1 FY26 Q2 FY26 H1 FY26 ₹ 80,079 Lakhs 18% ₹ 1,73,748 Lakhs 6% ₹ 90,753 Lakhs 14% ₹ 1,92,279 Lakhs 4% Revenue from Operations YoY Growth Revenue from Op
₹ 90,753 Lakh
alone Consolidated Q2 FY26 H1 FY26 Q2 FY26 H1 FY26 ₹ 80,079 Lakhs 18% ₹ 1,73,748 Lakhs 6% ₹ 90,753 Lakhs 14% ₹ 1,92,279 Lakhs 4% Revenue from Operations YoY Growth Revenue from Operations YoY
14%
ted Q2 FY26 H1 FY26 Q2 FY26 H1 FY26 ₹ 80,079 Lakhs 18% ₹ 1,73,748 Lakhs 6% ₹ 90,753 Lakhs 14% ₹ 1,92,279 Lakhs 4% Revenue from Operations YoY Growth Revenue from Operations YoY Growth
₹ 1,92,279 Lakh
Q2 FY26 H1 FY26 Q2 FY26 H1 FY26 ₹ 80,079 Lakhs 18% ₹ 1,73,748 Lakhs 6% ₹ 90,753 Lakhs 14% ₹ 1,92,279 Lakhs 4% Revenue from Operations YoY Growth Revenue from Operations YoY Growth Revenue from O
4%
Q2 FY26 H1 FY26 ₹ 80,079 Lakhs 18% ₹ 1,73,748 Lakhs 6% ₹ 90,753 Lakhs 14% ₹ 1,92,279 Lakhs 4% Revenue from Operations YoY Growth Revenue from Operations YoY Growth Revenue from Operat
₹ 10,789 Lakh
rations YoY Growth Revenue from Operations YoY Growth Revenue from Operations YoY Growth ₹ 10,789 Lakhs 25% ₹ 24,265 Lakhs 17% ₹ 12,254 Lakhs 26% ₹ 27,115 Lakhs 19% 13.5% YoY Growth 14.0% Yo
25%
owth Revenue from Operations YoY Growth Revenue from Operations YoY Growth ₹ 10,789 Lakhs 25% ₹ 24,265 Lakhs 17% ₹ 12,254 Lakhs 26% ₹ 27,115 Lakhs 19% 13.5% YoY Growth 14.0% YoY Gro
₹ 24,265 Lakh
Revenue from Operations YoY Growth Revenue from Operations YoY Growth ₹ 10,789 Lakhs 25% ₹ 24,265 Lakhs 17% ₹ 12,254 Lakhs 26% ₹ 27,115 Lakhs 19% 13.5% YoY Growth 14.0% YoY Growth 13.5% YoY
17%
perations YoY Growth Revenue from Operations YoY Growth ₹ 10,789 Lakhs 25% ₹ 24,265 Lakhs 17% ₹ 12,254 Lakhs 26% ₹ 27,115 Lakhs 19% 13.5% YoY Growth 14.0% YoY Growth 13.5% YoY Grow
Guidance — 6 items
New Order Wins
opening
− Secured major orders during H1 FY26- Rs 927 Crores in CV Segment in Europe market, Rs 307 Crores in PV Segment in North America market, to be fulfilled over the next four years and Rs 319 Crores in Railways.
New Order Wins
opening
100% shareholder consent and >90% creditor approvals already received in writing Merger to simplify group structure and eliminate duplicate compliances Expected to enhance operational efficiency and synergies across casting and machining businesses Investor Presentation – November 2025 17 Update on Rail Wheel Project Ramkrishna Forgings & Titagarh Rail Systems Consortium received an LOA for Manufacturing and Supplying of Forged Wheels for the Indian Railways.
New Order Wins
opening
The total project cost is estimated at ₹ 2,000 crores, which is being funded through a mix of debt and equity.
New Order Wins
opening
Project at Chennai, Tamil Nadu and construction work at site is progressing as per schedule.
New Order Wins
opening
All machines for the project have been ordered, and the delivery of the machine also started.
Renewable Energy Progress Highlights
opening
1.51 MWp of new solar capacity added across Plants during Q2 FY26.
Risks & concerns — 1 flagged
“ For RKFL, Human Rights Due Diligence is a strategic tool to build trust, enhance risk management, protect stakeholders, and create a rewarding workplace.
Advancing Employee Well-being
Speaking time
Major Growth drivers
1
Post-GST cut
1
New Order Wins
1
Renewable Energy Progress Highlights
1
Energy Consumption Reductions at a Glance
1
Key Water Management Initiatives
1
Waste Reduction Initiatives Driving Efficiency
1
Advancing Employee Well-being
1
HOSTED BY
1
Opening remarks
Major Growth drivers
− Railways - Approval received and bulk dispatches started for Bogie Assemblies. − Exports in Europe − Aluminum Forgings − New products in Domestic and LCV markets − Castings plant of 45,000MT per Annum getting commissioned in H2FY26
Post-GST cut
− Robust demand in the Domestic market will drive growth & capacity utilization − Anticipated increase in both Revenue and Profitability
New Order Wins
− Secured major orders during H1 FY26- Rs 927 Crores in CV Segment in Europe market, Rs 307 Crores in PV Segment in North America market, to be fulfilled over the next four years and Rs 319 Crores in Railways. These orders are poised to be key growth drivers for the company. Investor Presentation – November 2025 12 About Ramkrishna Forgings One Stop Solution Provider Warm forging Gear Grinding Fabrication Casting Hot Forging Cold Forgings Machining Aluminium Forging Hammer & Upsetter Facilities Ring Rolling Press & Press Lines Providing solutions to Commercial Vehicles Railways Mining, Earth Moving & Farm Equipment Industrial Components, Steel, Cement & Power Oil & Gas Investor Presentation – November 2025 14 Global Presence Revenue By Geography Eurpoe 14% % Share –H1FY25 Exports 34% India 66% Domestic 66% Asia Pacific India, UAE, Thailand, Japan, Australia, Turkey Europe Belgium, Netherlands, Spain, France, Switzerland, Sweden, Germany, Italy, Poland North America USA, Canada, Mexico
Renewable Energy Progress Highlights
6% year-on-year growth in renewable energy mix. 1.51 MWp of new solar capacity added across Plants during Q2 FY26. 100% Green Energy now powers the Kolkata Head Office.
Key Water Management Initiatives
Detailed water audit conducted across all the Plants Reduced freshwater consumption by extensively utilizing treated water for cooling towers, utensil cleaning, gardening, fire hydrant line, civil work etc. Installed water-efficient fixtures like push taps, dual flush systems, auto flush urinals, and aerators to reduce daily freshwater consumption. Canteen drinking water consumption reduced by 33% at Plant 1 through targeted training and awareness program.
Waste Reduction Initiatives Driving Efficiency
Waste intensity per unit of production reduced by 23%, reflecting more sustainable manufacturing practices. 9R Waste Management framework across all plants.
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