Rane (madras) Limited · NSE:RML
Rane (madras) — Q3 FY26 Earnings Presentation
20 slides from Rane (madras)'s earnings presentation, Feb 16, 2026
Slide 1: Exchange filing cover letter: Earnings Presentation Q3 FY26
Registered Office: "Maithri", gone No. 132, Cathedral Road, Chennai - 600 086 +91-44-281 1 2472 Rane (Madras) Limited www.ranegroup.com CIN: L65993TN2004PLC052856 //Online submission// RML/SE/147/2025-26 February 16, 2026 BSE Limited National Stock Exchange of India Ltd. Listing Centre NEAPS Scrip C
Slide 2: Rane (Madras) Limited Earnings Presentation Q3 FY'26
RANE (MADRAS) LIMITED EARNINGS PRESENTATION Q3 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 Products
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 (Q3 FY26)
Industry Highlights (Q3 FY26) Industry Performance Review Passenger Vehicle Commercial Vehicle Farm Tractor 2-wheeler Industry Growth YoY 19% 18% 35% 15% in % Company Growth YoY 13% 20% 44% 24% in % (India OEM) Revenue Split 54% 21% 13% 9% (India OEM)* • Lower growth than the industry • Performance
Slide 12: Key Financial Highlights Q3 FY26
Key Financial Highlights Q3 FY26 Consolidated Revenue EBITDA Rs 1,019.1 Cr Rs 94.8 Cr 21.3% YoY 36.8% YoY EBITDA Margin PAT 9.3% Rs 30.5 Cr 106 bps YoY 7645.3% YoY^ ^Last year PAT includes one-time impact of Rs. 8.27 Cr on account of tax credit reversal due to the adoption of new income tax regime i
Slide 13: Sales Overview (Q3 FY26)
Sales Overview (Q3 FY26) › Net sales increased from Rs. 826.6 Cr in Q3 FY25 to Rs. 1,004.1 Cr in Q3 FY26 Net Sales (Rs cr.) – Sales to Domestic OE customers grew by 18% mainly driven by stronger demand across vehicle segments. 21% – Sales to International customers increased by 21% supported by stro
Slide 14: Quarterly Financial Performance
Quarterly Financial Performance Total Revenue (Rs. Cr) EBITDA (Rs. Cr) and Margin % 9.1% 9.3% 8.9% 9.0% 95 1,019 8.2% 83 83 905 884 923 79 840 69 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 PAT (Rs. Cr) and Margin % 3.0% 2.3% 2.1% 31 21 0.7% 19 0.0% 0.4 7 Q3FY25 Q4FY25 Q1FY
Slide 15: Business Review
Business Review Businesses Sales (Rs crores) Key updates 473 441 443 • Won orders worth Rs. 115 Cr from 414 376 167 various domestic customers 162 161 Steering & 123 135 including Rs. 75 Cr from Linkages international customers. Business 306 253 279 279 282 Q3 FY25 Q4 FY25 Q1 FY26 Q2'26 Q3'26 Domest
Slide 16: Business Review
Business Review Businesses Sales (Rs crores) Key updates 126 132 132 132 118 • Trichy facility received the Best Kaizen 39 46 42 41 Award from TIEI 39 • Ponneri and Aziz Nagar facilities received Engine TPM Strong Commitment Award from CII Components 79 87 86 90 91 • Trichy facility has been recogni
Slide 17: Aftermarket Product Business
Aftermarket Product Business 189 166 145 141 113 Q3 FY25 Q4 FY25 Q1 FY26 Q2'26 Q3'26 Aftermarket Sales (Rs. Cr) Aftermarket Product Sales (Q3 FY26) Vehicle segment % Geographical % 4% 1% 2% 4% PV 27% North 37% CV 36% East FT West 2W/3W 10% South 54% Others Others* 25% *Others represent STU Not to be
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 Integrated Manufacturing Excellence bps Basis point, 100 bps equal to 1% IMEXI RML Rane (Madras) Limited Initiative CAGR Compounded Annual Growth Rate Intl International STU State Transport Undertaking CII
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