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AlphaStreet Analysis

Remsons Industries Ltd Shares Fall as Q3 Profit Increases

Remsons Industries Ltd (BSE: 530919, NSE: REMSONSIND) closed at approximately ₹110 on the Bombay Stock Exchange on Friday, down around 5.8% on the day’s trading. The stock moved lower despite the company reporting higher quarterly profit for the three months ended December 31, 2025. At Friday’s close, the share price was near ₹110, reflecting an intraday decline of about 5–6%.

Market Capitalization

Based on available data from Indian exchanges, the company’s market capitalisation at the most recent close was in the region of ₹410 crore to ₹417 crore.

Q3 FY2026 Results

For the quarter ended December 31, 2025, Remsons Industries reported consolidated revenue of ₹123.10 crore, up roughly 20% from the ₹102.58 crore recorded in the same period a year earlier. Consolidated net profit after tax increased to ₹5.12 crore from ₹3.98 crore in the quarter ended December 2024, a rise of about 28.6%. EBITDA for the quarter rose about 18% year-over-year to approximately ₹1.47 crore. There was no detailed breakdown of other components or segments in the publicly distributed summary.

Nine-Month and YTD Performance

For the nine months ended December 31, 2025, consolidated revenue was reported at around ₹3,383 million, indicating an approximate 25% year-on-year increase from the nine-month period ending December 31, 2024. EBITDA for the same period increased to ₹386 million, up about 46% year-on-year. Collated contribution to net profit for this period was not separately disclosed in the available summary.

Business and Operational Developments

The company confirmed the inauguration of a 30,000-square-foot manufacturing facility in Chakan, Pune, dedicated to locomotive applications and advanced assembly systems. Additionally, Remsons has identified 20,000 square feet of space in the National Capital Region to increase manufacturing capacity.

Operational developments include the securing of a seven-year contract valued at INR 300 crore from Stellantis N.V. for the supply of control cables. The company also received an INR 60 crore business award from an Indian commercial vehicle manufacturer for gear shifters and push-pull cables, with execution scheduled over five years. Furthermore, a strategic technical licensing agreement was signed with AUSUS Automotive Systems do Brasil LTDA to facilitate technology transfer for Brazilian original equipment manufacturers (OEMs).

Equity Analyst Commentary

Institutional coverage summaries indicated that consolidated net profit increases were reported alongside noted order wins and capacity additions. Shares of the company were noted to react to quarterly results, with some market commentary noting a share price decline concurrent with earnings releases, consistent with standard market behaviour on results days. Specific analytical quotes were not included in publicly accessible third-party listings.

Guidance & Outlook

Management has reiterated a long-term revenue aspiration of INR 900 crore to INR 1,000 crore by fiscal year 2029. Market participants are monitoring the integration of recent acquisitions, including stakes in Astro Motors and BEE Lighting, as the company seeks to diversify into electric vehicle (EV) agnostic products and sensors.

Performance Summary

Remsons Industries’ stock fell on the day’s trading, reversing earlier levels. The company’s Q3 results showed a 20% revenue increase and a 28.64% rise in net profit. Significant contract wins and capacity expansions in Pune and the NCR remain the central operational focus for the upcoming quarters.