Ruchi Soya Industries Limited is engaged primarily in the business of processing of oil-seeds and refining of oil for edible use.
Q2 FY26 Earnings Results:
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Revenue from Operations: ₹9,798.80 crore, up 20.9% YoY from ₹8,101.56 crore.
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Profit After Tax (PAT): ₹516.69 crore, up 67% YoY from ₹308.58 crore.
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EBITDA: ₹552.05 crore, up 19% YoY from ₹462.25 crore.
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EBITDA margin slightly contracted to 5.6% from 5.7% YoY.
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Gross profit for the quarter grew 22.46% YoY to ₹1,502.65 crore with a margin of 15.26%.
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Export revenue: ₹51.69 crore; Wind turbine power generation segment contributed ₹13.33 crore.
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Despite strong revenue and profit growth, quarterly PAT margin contracted to 2.03% due to pricing and input cost pressures.
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The quarter saw GST rate rationalisation impacting operations and margins briefly.
Management Commentary & Strategic Insights:
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Management described this as a milestone quarter with all-time high revenue and profitability despite challenging operating environment.
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Emphasized focus on mitigating raw material cost volatility and enhancing operational efficiency.
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Business strategy centers on sustained growth in FMCG and edible oil sectors.
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The company has maintained strong cash flows and capital discipline.
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Market headwinds and competitive intensity remain, but the firm is confident in long-term growth drivers like rising demand and expansion.
Q1 FY26 Earnings Results:
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Revenue: ₹8,899.71 crore, up 24% YoY.
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PAT: ₹180.36 crore, down 31.35% YoY from ₹262.73 crore.
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EBITDA and margins contracted during the quarter due to input cost pressure.
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Operating profit (excluding other income): ₹321.16 crore; margin dropped to 3.61%.
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Increase in expenses including raw materials and employee benefits impacted profitability.
To view the company’s previous earnings and latest concall transcripts, click here to visit the Alphastreet India news channel.