Rane (Madras) Limited – Investor Presentation Summary

Key Operational Highlights

  • Net sales increased to ₹1,223.3 Cr in Q2 FY27 from ₹907.7 Cr in Q2 FY26, representing 35% YoY growth
  • Sales to Domestic OE customers grew by 31% due to higher offtake across vehicle segments
  • Sales to International customers increased by 57% supported by strong offtake of steering products
  • Sales to Indian Aftermarket customers increased by 11%
  • Net sales include the acquired Friction business with effect from August 20, 2026
  • Note: Net sales for the past five quarters have been restated across all divisions to reflect re-grouping

Segment-wise Performance

  • Aftermarket Product Business showed sequential growth: Q2'26: ₹140 Cr, Q3'26: ₹189 Cr, Q4'26: ₹193 Cr, Q1'27: ₹147 Cr, Q2'27: ₹155 Cr

Financial Highlights

  • One-time gain of ₹292.1 Cr, net of tax, from the sale of Velachery land

Strategic & R&D Initiatives

  • New Business Wins were highlighted in the presentation (specific details not provided)

Industry Trends & Business Environment

  • The company operates in automotive components sector serving various vehicle segments including Passenger Vehicles (PV), Commercial Vehicles (CV), Farm Tractors (FT), and Two/Three/Four Wheelers (2W/3W/4W)

Management Commentary & Growth Outlook

  • The presentation did not include specific management commentary or forward guidance

Awards and Accolades

  • Brake Components Business received an award from Brakes India in recognition of its contribution and continued partnership in the Friction category
  • Steering and Linkage Business received the Sustainability Award from TMCV (Tata Motors Limited) for their efforts in increased use of renewable energy
  • Engine Components Business received Strong Commitment Award from CII
  • Engine Components Business, Ponneri received the TPM Significant Achievement Award from CII
  • Steering and Linkage Business received the Platinum Award for Best HR Practices at the 10th National HR Circle Competition organised by CII
  • Engine Components Business received the Safety Award in the Excellence Category and the Best Safety Kaizen Award at the TN-SPWA Safety, Health, Fire & ESG Excellence Awards 2026

#CompanyName: Rane (Madras) Limited