Rane (madras) Limited · NSE:RML
Rane (madras) — Q1 FY2026 Earnings Presentation
20 slides from Rane (madras)'s earnings presentation, Aug 12, 2025
Slide 1: Stock exchange filing cover letter
Registered Office: "Maithri", Rang No. 132, Cathedral Road, Chennai - 600 086 +91-44-2811 2472 Rane (Madras) Limited www.ranegroup.com CIN: L65993TN2004PLC052856 //Online submission// RML/SE/075/2025-26 August 12, 2025 BSE Limited National Stock Exchange of India Ltd. Listing Centre NEAPS Scrip Code
Slide 2: Rane (Madras) Limited Earnings Presentation Q1 FY'26
RANE (MADRAS) LIMITED EARNINGS PRESENTATION Q1 FY’26
Slide 3: Company Overview
Company Overview 2
Slide 4: Rane (Madras) Limited – At a Glance
Rane (Madras) Limited – At a Glance Trusted supplier for safety and critical ▪ State-of-the-art R&D centers and test facilities. auto components ▪ TQM way of working ₹3,421 cr *Total Revenue with 26% from International markets 8% CAGR over last 10 years *FY25 Market leader serving a variety of Best-
Slide 5: Rane (Madras) Limited – Businesses
Rane (Madras) Limited – Businesses Steering & Linkages Brake Components Business Business Manual Steering Gears, Suspension Brake Linings, Disc Pads, Railways Brake Components, Steering Linkages, Blocks, Clutch Facings, Commercial Vehicle Hydraulic Products Brake Pads, Sintered Brake Pads Rane (Madr
Slide 6: Rane (Madras) Limited - Products
Rane (Madras) Limited - Products Steering and Suspension Systems Brake Components Engine Components Light Metal Castings Components Hydraulic Pinion Pump Housings Housings Brake Linings Disc Pads Suspension Manual Steering Gears EPAS – Pinion Components Engine Valves Valve Guides & Outboard Housings
Slide 7: Rane (Madras) Limited - Products: Aftermarket
Rane (Madras) Limited - Products Aftermarket Products Not to be copied or distributed without permission of Rane (Madras) Limited 6
Slide 8: Manufacturing Locations & Global Reach
Manufacturing Locations & Global Reach Sweden Canada Rudrapur GermanyPoland Slovakia UK Czech Republic Belgium Hungary France Austria USA Spain Romania Novi, MI Italy Portugal Turkey China Japan Qatar S. Korea Morocco Nepal Bhutan Bangladesh Sanand Mexico UAE Saudi Arabia India Singapore & Thailand
Slide 9: Customer Base
Customer Base Passenger Vehicle Commercial Vehicle Farm Tractor 2W / 3W Other Applications INDIA IPLTech INTERNATIONAL renault-logo Not to be copied or distributed without permission of Rane (Madras) Limited 8
Slide 10: Quarterly Highlights
Quarterly Highlights sanding Horiz.
Slide 11: Industry Highlights (Q1 FY26)
Industry Highlights (Q1 FY26) Industry Performance Review Passenger Vehicle Commercial Vehicle Farm Tractor 2-wheeler Industry Growth YoY 3% 3% 13% 1% in % Company Growth YoY 9% 0% 9% -1% in % (India OEM) Revenue Split 56% 19% 13% 8% (India OEM)* • Higher growth than the industry • Performance is sl
Slide 12: Key Financial Highlights Q1 FY26
Key Financial Highlights Q1 FY26 Consolidated Revenue EBITDA Rs 884.4 Cr Rs 78.5 Cr 7.4% YoY 10.9% YoY EBITDA Margin PAT 8.9% Rs 18.5 Cr^ 29 bps YoY 26.7% YoY ^includes exceptional item of Rs. 1.01 crores towards voluntary retirement expenditure. Not to be copied or distributed without permission of
Slide 13: Sales Overview (Q1 FY26)
Sales Overview (Q1 FY26) Net Sales (Rs cr.) › Net sales increased from Rs. 807.8 Cr in Q1 FY25 to Rs. 869.4 Cr in Q1 FY26 – Sales to Domestic OE customers grew by 7% mainly due to higher offtake in the passenger vehicle and farm tractor segment. 8% 807.8 869.4 YoY growth – Sales to International cus
Slide 14: Quarterly Financial Performance
Quarterly Financial Performance Total Revenue (Rs. Cr) EBITDA (Rs. Cr) and Margin % 8.8% 9.1% 8.9% 8.6% 905.3 884.4 8.2% 82.8 823.8 852.6 840.5 74.9 78.5 70.8 69.3 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 PAT (Rs. Cr) and Margin % 2.1% 1.8% 1.9% 18.5 16.1 14.6 0.7% 0.0%
Slide 15: Business Review
Business Review Businesses Sales (Rs crores) Key updates 441 403 414 398 377 • Won Rs. 280 Cr order from various 135 162 134 137 customers (incl. Rs. 170 Cr from Steering & 124 international customers). Linkages • Received Best Supplier Award Business 264 266 253 279 279 from Volvo for its Zero Defe
Slide 16: Business Review
Business Review Sales (Rs crores) Businesses Key updates 133 132 120 126 116 • Won Rs. 3 Cr order from 45 39 46 International customer. 45 39 • Received an award from Toyota for Engine Zero Defect Supplies in 2024. Components 75 88 77 87 86 • Received Partners in Progress Business Award from Ashok L
Slide 17: Aftermarket Product Business
Aftermarket Product Business • 7,594+ Total SKUs • 24+ SKUs newly added in 166 Q1 FY’26 145 109 121 113 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Aftermarket Sales Aftermarket Product Sales (Q1 FY26) Vehicle segment % Geographical % 1% 3% 5% 6% PV 25% North 32% CV East FT 40% West 8% 2W/3W South Other
Slide 18: 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 19: Glossary of Abbreviations
Glossary of Abbreviations Abbreviation Expansion Abbreviation Expansion Abbreviation Expansion bps Basis point, 100 bps equal to 1% Ltd Limited RML Rane (Madras) Limited CAGR Compounded Annual Growth Rate MHCV Medium & Heavy Commercial Vehicle SKU Stock Keeping Unit CII Confederation of Indian Indus
Slide 20: Disclaimer
Disclaimer 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 looking statements. T