RHI Magnesita India Limited share price

NSE: RHIM · ISIN INE743M01012

Key numbers

Market cap
₹ 7,980 Cr
Current price
₹ 386.45
52-week high / low
₹ 508 / 323
Stock P/E
-
Book value
₹ 172.4
Dividend yield
0.65%
ROCE
-6.7%
ROE
-10.1%
Debt to equity
0.13
Sales growth (3 yrs)
13.9%
Profit growth (3 yrs)
-
1-year return
-18.1%

About RHI Magnesita India Limited

RHI Magnesita India Limited engages in the manufacture and trading of refractories, monolithics, bricks, and ceramic paper in India and internationally. The company offers isostatically pressed continuous casting refractories, slide gate plates, nozzles and well blocks, tundish nozzles, bottom purging refractories and top purging lances, slag arresting darts, castables, and high alumina bricks, and magnesia carbon bricks, as well as spray mass for tundish working linings. It also provides solutions, such as total refractory management/full line service; engineering solutions comprising refractories health inspection, failure analysis, and design optimization; and complete project management solutions, including drawing and engineering, supply, installation, and commissioning, as well as after- sales service and maintenance. In addition, the company offers management services. It serves the steel, cement, nonferrous metals, glass, environment and energy, foundry, and paper and pulp industries. It has a joint venture with Khemka Refractories Pvt. Ltd. to operate a refractory recycling business under the MINPRO brand. The company was formerly known as Orient Refractories Limited and…

Quarterly results

Consolidated figures in ₹ crores

Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales9601,0351,0929321,014
Operating profit10210914387138
Net profit353862-51865
EPS (₹)1.711.852.99-25.093.13

Concall summary (2026-08-18)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • Revenue from operations for Q1 FY27 stood at INR1,014 crores, representing 9% quarter -on- quarter growth and 6% year-on-year growth.
  • EBITDA margin improved significantly to 14.5% compared to 10.8% in Q1 FY26.

Growth & demand

  • In the steel sector, major steel producers reported steady growth in production and volumes aided by strong domestic demand and high-capacity utilization levels.
  • I don't think I have ever committed 9% volume growth.

Margins & costs

  • The refractory industry continued to operate in a competitive environment characterized by pricing pressure, rising input costs and increasing competition from both domestic and multinational players with greenfield and brownfield expansion.
  • While the cement industry experienced margin pressures due to elevated fuel, energy and raw material costs, manufacturers continue to focus on operational efficiency, productivity improvement and cost optimization initiatives.

Capex & expansion

  • From a refractory industry perspective, continued investment in blast furnaces, steelmaking facilities, rolling mills and capacity expansion projects are expected to sustain demand for refractory products.
  • And sir, on the capex side, I think we did INR 8 crores of capex only in Q1 versus INR150 crores guidance.

Balance sheet & cash

  • This improvement in profitability was driven by strong execution across our steelmaking portfolio, favourable price realization, operating leverage and ongoing productivity initiatives.
  • We have cash and cash equivalents of INR452 crores, and our balance sheet shows a strong improvement in working capital.

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