Remsons Industries Ltd. reported its strongest annual performance on record in FY2025-26, with net profit after tax rising 26% year-on-year to ₹181 million. Revenue from operations grew 24.5% to ₹4,687 million, EBITDA surged 33% to ₹495 million, and profit before tax climbed 23% to ₹277 million. EBITDA margins improved to approximately 11% from 10% in FY25. Diluted EPS stood at ₹5.18, up from ₹4.12 the previous year.
In Q4 FY26, revenue grew to ₹1,304 million from ₹1,062 million in Q4 FY25. EBITDA held flat at ₹110 million, while profit before tax declined to ₹54 million from ₹82 million. Net profit after tax rose to ₹52 million from ₹46 million, with diluted EPS at ₹1.50 versus ₹1.31.
Cash flow from operations rose approximately 2.7x to ₹600 million, reflecting a significant improvement in cash generation alongside reported earnings. Total assets grew 11.7% to ₹3,607 million, while net worth strengthened to ₹1,569 million. Inventories rose just 6% despite 24% revenue growth, indicating disciplined working capital management.
The company secured several major orders during the year. Remsons Automotive (UK) won a ₹3,000 million, seven-year order from Stellantis N.V. for control cables — one of the largest in the company's history — with deliveries set to begin in FY27. The company also won a ₹600 million, five-year Gear Shifter order from a leading Indian commercial vehicle OEM, a ₹120 million lighting design order from a global multinational OEM through BEE Lighting Ltd., and a new Hood Rods order from a global OEM.
Remsons inaugurated a 30,000 sq. ft. manufacturing facility in Chakan, Pune, for locomotive and defence applications. The company has also identified an additional 20,000 sq. ft. of property in the National Capital Region to support its stated revenue target of ₹9,000–10,000 million by FY30. Planned capital expenditure stands at ₹1,000 million over three years, targeting plant upgrades in India and the UK with a focus on EV-compatible parts, sensors, and tyre mobility kits.
ICRA upgraded Remsons' credit rating during the year — the long-term rating improved from BBB to BBB+, and the short-term rating from A3+ to A2, covering ₹868.2 million in facilities.
Management projects a revenue CAGR of approximately 24–29% through FY30 from the FY26 base of ₹4,687 million. The Stellantis programme ramp-up is cited as the single largest visible revenue driver for FY27. The company flagged potential margin pressure of 100–200 basis points in Q1 FY27 if Middle East freight disruptions persist, driven by higher shipping costs on India-Europe and India-US routes and raw material inflation in steel, aluminium, and copper.