Rane (madras) Limited · NSE:RML
Rane (madras) — Q1 FY2027 Earnings Presentation
20 slides from Rane (madras)'s earnings presentation, August 2026
Slide 1: Rane (Madras) Limited Earnings Presentation Q1 FY'27
RANE (MADRAS) LIMITED EARNINGS PRESENTATION Q1 FY’27
Slide 2: Company Overview
Company Overview 2
Slide 3: 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 ₹3,879 cr *Total Revenue (~USD 440Mn) with 27% from International markets 9% CAGR over last 10 years *FY26 Market leader serving a var
Slide 4: 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 5: 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 6: Rane (Madras) Limited - Products
Rane (Madras) Limited - Products Aftermarket Products Not to be copied or distributed without permission of Rane (Madras) Limited 6
Slide 7: Manufacturing Locations & Global Reach
Manufacturing Locations & Global Reach 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 India Singapore & Tha
Slide 8: Major Customer Base
Major 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 9: Sustainability Highlights
Sustainability Highlights Water Conservation Energy Conservation Renewable Energy Usage Waste Management 40% of water consumption 30.34 lakhs units of power 48% of power demand met by 23% reduction in landfill waste met through recycled water saved in FY26 Renewable Energy in FY26 achieved in FY26 R
Slide 10: Quarterly Highlights
Quarterly Highlights sanding Horiz.
Slide 11: Acquisition of Friction Business of Hindustan Composites Limited (HCL)
Acquisition of Friction Business of Hindustan Composites Limited (HCL) Integration with RML’s Brake Components Business TRANSACTION SNAPSHOT HCL’s Friction Business HCL’s Friction Business Enterprise Value Revenue (FY26) PBT (FY26) Rs. 370 Crores Rs. 315 Crores Rs. 40 Crores STRATEGIC RATIONALE Unri
Slide 12: Awards and Accolades
Awards and Accolades RML – SLD received GreenCo Champion RML – BCD received the Award for Award for successful implementation of the RML – SLD Puducherry, has been Outstanding Support in Supply Chain GreenCo Rating System across multiple awarded the GreenCo Platinum Rating Resilience from the ZF Gro
Slide 13: Key Financial Highlights Q1 FY27
Key Financial Highlights Q1 FY27 Consolidated Revenue EBITDA Rs 1,050.6 Cr Rs 95.8 Cr 18.8% YoY 22.0% YoY EBITDA Margin PAT 9.1% Rs 30.1 Cr 24 bps YoY 62.5% YoY Not to be copied or distributed without permission of Rane (Madras) Limited 13
Slide 14: Sales Overview (Q1 FY27)
Sales Overview (Q1 FY27) Net Sales (Rs cr.) › Net sales increased from Rs. 869.3 Cr in Q1 FY26 to Rs. 1,029.9 Cr in Q1 FY27 – Sales to Domestic OE customers grew by 13% mainly due to higher offtake in the passenger vehicle and farm tractor segment. 18% – Sales to International customers increased by
Slide 15: Quarterly Financial Performance
Quarterly Financial Performance Total Revenue (Rs. Cr) EBITDA (Rs. Cr) and Margin % 9.3% 9.5% 9.1% 8.9% 9.0% 1,052 1,051 99 96 95 1,019 83 79 923 884 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 PAT (Rs. Cr) and Margin % 3.5% 3.0% 2.3% 37 2.9% 2.1% 31 30 21 19 Q1FY26 Q2FY26
Slide 16: Business Review
Business Review Steering & Linkage Business Light Metal Castings Business Engine Components Business Brake Components Business 16 13 209 46 13 13 167 182 46 42 41 41 13 162 161 42 28 30 36 22 124 132 125 121 306 322 316 86 90 91 93 96 111 276 282 32 34 39 31 30 Q1 FY26 Q2'26 Q3'26 Q4'26 Q1'27 Q1 FY2
Slide 17: Aftermarket Product Business
Aftermarket Product Business 189 194 141 148 115 Q1 FY26 Q2'26 Q3'26 Q4'26 Q1'27 Aftermarket Sales (Rs. Cr) Aftermarket Product Sales (Q1 FY27) Vehicle segment % Geographical % 4% 1% 2% 6% PV 27% North 31% CV East 37% FT West 2W/3W South 12% Others Others* 58% 22% *Others represent STU Not to be cop
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 BCD Brakes Components Division of RML EV Electric Vehicle R&D Research and Development bps Basis point, 100 bps equal to 1% FT Farm Tractors RML Rane (Madras) Limited CAGR Compounded Annual Growth Rate FY
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