Rane (madras) Limited · NSE:RML
Rane (madras) — Q4 FY26 Earnings Presentation
23 slides from Rane (madras)'s earnings presentation, May 15, 2026
Slide 1: SUBHA SHREE SRIDHARAN
SUBHA Digitally signed by SUBHA SHREE SHREE SRIDHARAN Date: 2026.05.15 SRIDHARAN 19:27:53 +05'30'
Slide 2: Rane (Madras) Limited Earnings Presentation Q4 FY'26
Expanding Horizons RANE (MADRAS) LIMITED EARNINGS PRESENTATION Q4 FY’26
Slide 3: Company Overview
Expanding Horizons Company Overview \ 2
Slide 4: Rane (Madras) Limited – At a Glance
Rane (Madras) Limited – At a Glance Expanding Horizons Trusted supplier for safety and critical ▪ State-of-the-art R&D centers and test facilities. auto components ▪ TQM way of working ₹3,879 cr *Total Revenue (~USD 440Mn) with 27% from International markets 9% CAGR over last 10 years *FY26 Market l
Slide 5: Rane (Madras) Limited – Businesses
Rane (Madras) Limited – Businesses Expanding Horizons Steering & Linkages -m Brake Components Business Business Manual Steering Gears, Suspension Brake Linings, Disc Pads, Railways Brake Components, Steering Linkages, RongJ Blocks, Clutch Facings, Commercial Vehicle Hydraulic Products Expanding Hori
Slide 6: Rane (Madras) Limited – Revenue Mix (FY26)
Rane (Madras) Limited – Revenue Mix (FY26) Expanding Horizons Total Revenue of Rs. 3,879 Cr 20% 73% 57% 55% Vehicle 27% Segment Markets (India Geography OEM) 10% 14% 9% 11% 16% 4% 2% 2% 57% India – OEM & OES 55% Passenger Vehicle 73% India 20% Commercial Vehicle 27% International OEM & AM 10% North
Slide 7: Rane (Madras) Limited - Products
Rane (Madras) Limited - Products Expanding Horizons Steering and Suspension Systems Brake Components Engine Components Light Metal Castings Components » > 1 Hydraulic Pinion Housings Pump Housings Brake Linings Disc Pads Suspension mi Manual Steering Gears EPAS – Pinion Components Engine Valves Valv
Slide 8: Rane (Madras) Limited - Products: Aftermarket Products
Rane (Madras) Limited - Products Expanding Horizons Aftermarket Products ENGINE AND COOLING SYSTEM PRODUCTS WATER OIL PUMP VALVES TAPPETS GUIDES PISTON STEM PUMP SEALS mkvanlm Not to be copied or distributed without permission of Rane (Madras) Limited
Slide 9: Manufacturing Locations & Global Reach
Manufacturing Locations & Global Reach Expanding Horizons Sweden Canada Rudrapur GermanyPolandSlovakia UK Czech Republic Belgium Hungary France Austria USA Spain Romania Novi, MI Italy Portugal Serbia Turkey China Japan Qatar S. Korea Morocco Nepal Bhutan Bangladesh Sanand Mexico UAE Saudi Arabia In
Slide 10: Major Customer Base
Major Customer Base Expanding Horizons Passenger Vehicle Commercial Vehicle Farm Tractor 2W / 3W Other Applications <®> © @ Hero © brembo HONDA HYUnDRI A5HOK LEYLAND TATA Wl * TATA W mahindra lllaliinclra TVS 13/X-l/XJ obanl INDIA Brakes India - NKVF-KCMI KV 'JrWD'tAMS IPLTech 1 4 • . TIL L Atl T I
Slide 11: Annual Highlights
Expanding Horizons Annual Highlights \ 10
Slide 12: Key Financial Highlights FY26
Key Financial Highlights FY26 Expanding Horizons L IIL IL A Consolidated Revenue EBITDA EBITDA Margin Rs 3,878.6 Cr Rs 355.6 Cr 9.2% 13.4% YoY 19.4% YoY 46 bps YoY c ir ir PAT Rs 107.5 Cr 185.5% YoY ROCE 14.4% 303 bps YoY Net Debt : Equity 0.94x 0.22 times YoY A Not to be copied or distributed witho
Slide 13: Quarterly Highlights
Expanding Horizons Quarterly Highlights \ 12
Slide 14: Industry Highlights (Q4 FY26)
Industry Highlights (Q4 FY26) Expanding Horizons Industry Performance Review Passenger Vehicle Commercial Vehicle Farm Tractor 2-wheeler Industry Growth YoY 11% 19% 37% 21% in % Company Growth YoY 8% 23% 32% 10% in % (India OEM) Revenue Split 55% 21% 12% 9% (India OEM)* • Lower growth than the indus
Slide 15: Key Financial Highlights Q4 FY26
Key Financial Highlights Q4 FY26 Expanding Horizons L C 1C A Consolidated Revenue EBITDA EBITDA Margin Rs 1,051.7 Cr Rs 99.4 Cr 9.5% 16.2% YoY 20.1% YoY 31 bps YoY / c ir ir PAT Rs 37.0 Cr 466.9% YoY ROCE 14.4% 303 bps YoY Net Debt : Equity 0.94x 0.22 times YoY A Not to be copied or distributed with
Slide 16: Sales Overview (Q4 FY26)
Sales Overview (Q4 FY26) Expanding Horizons › Net sales increased from Rs. 893.3 Cr in Q4 FY25 to Rs. 1,035.9 Cr in Q4 FY26 Net Sales (Rs cr.) – Sales to Domestic OE customers grew by 11% mainly due to higher offtake across vehicle segments 16% – Sales to International customers increased by 27% sup
Slide 17: Quarterly Financial Performance
Quarterly Financial Performance Expanding Horizons Total Revenue (Rs. Cr) EBITDA (Rs. Cr) and Margin % PAT (Rs. Cr) and Margin % 9.5% 9.3% 3.5% 3.0% 9.1% 1,019 1,052 9.0% 2.3% 37 8.9% 99 905 923 95 31 884 2.1% 83 79 83 21 19 0.7% 7 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY2
Slide 18: Business Review
Business Review Expanding Horizons Businesses Sales (Rs crores) Key updates • Secured orders worth Rs.4.5 Cr per 504 443 473 annum from domestic CV customers for 438 413 steering and suspension components. Steering & 167 182 • Puducherry facility ranked 1st at the 38th Linkages 134 162 161 National
Slide 19: Business Review
Business Review Expanding Horizons Businesses Sales (Rs crores) Key updates 132 134 • Received Best Kaizen Award under the 129 132 132 Theme-Based Activity category from TIEI • Trichy facility received TN State Safety Engine 39 46 42 41 41 award for maximum percentage reduction Components in Acciden
Slide 20: Aftermarket Product Business
Aftermarket Product Business Expanding Horizons Key updates 189 194 166 • Recognized as a Strategic Partner at the 141 TVS Mobility Day. 115 Q4 FY25 Q1 FY26 Q2'26 Q3'26 Q4'26 Aftermarket Sales (Rs. Cr) Aftermarket Product Sales (Q4 FY26) Vehicle segment % Geographical % 2% 4% 4% 1% PV 26% North 36%
Slide 21: Thank You
THANK YOU Rane Corporate Centre For further information, please contact: n.saravanan@ranegroup.com n.saravanan@ranegroup.com; or “Maithri" 132, Cathedral Road, diwakar.pingle@in.ey.com diwakar.pingle@in.ey.com Chennai - 600 086, India www.ranegroup.com www.ranegroup.com
Slide 22: Glossary of Abbreviations
Glossary of Abbreviations Expanding Horizons Abbreviation Expansion Abbreviation Expansion Abbreviation Expansion ACMA Automotive Component Manufacturers Association FY Financial Year RML Rane (Madras) Limited bps Basis point, 100 bps equal to 1% Intl International STU State Transport Undertaking CA
Slide 23: Disclaimer
Disclaimer Expanding Horizons This presentation may contain certain forward looking statements concerning Rane’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward lo