Tipsheet
What matters at India’s listed companies
Earnings · Auto Ancillary · Small cap

RACL Geartech guides ₹565 cr FY27 revenue, new project timelines in focus

Management sees 10% revenue growth to ₹565 cr, led by new orders from Royal Enfield, Kawasaki, and BMW. Q4 revenue jumped 48%; net profit surged. Exports at 75% of sales.

4 earlier stories on RACL Geartech Ltd.
Mkt cap₹1,587 cr
P/E32.43×
ROE10.33%
Debt / eq.1.34
₹565 cr FY27 consolidated revenue guidance

What's new

  • FY27 revenue guided at ~₹565 cr, up 10% from ₹512 cr in FY26.
  • Royal Enfield 350cc transmission gear production to start later this year.
  • Kawasaki Japan multi-part engine platform mass production due early 2027.
  • BMW EV gear projects and ZF Rane electric power steering contracts in pipeline.

Why this matters

The guidance provides clear near-term revenue visibility, backed by specific project timelines. With exports at 75% and new global OEM contracts, RACL is diversifying its customer base. However, the debt-equity ratio of 1.34 and capital intensity mean margin delivery will be key to sustaining the 20% growth target.

What we're watching

  • Ramp-up of Royal Enfield and Kawasaki production timelines.
  • Milestones on BMW EV gear projects.
  • Margin trajectory amid rising capex.
  • Debt reduction progress.

The full read

RACL Geartech expects FY27 revenue of ₹565 crore, a 10% increase from ₹512 crore in FY26, driven by a pipeline of new global OEM projects. The precision gear maker's fourth-quarter revenue jumped 48% to ₹137 crore, with net profit more than doubling. Production of Royal Enfield's 350cc transmission gears kicks off later this year, while a multi-part engine platform for Kawasaki Japan enters mass production in early 2027. BMW electric vehicle gear projects and ZF Rane electric power steering contracts add further visibility. Exports account for 75% of revenue, largely from Europe. Management's target of 20% sustainable annual growth is ambitious but backed by a growing order book. The real test will be execution — ramping up multiple complex projects without margin dilution. The company's debt-equity ratio of 1.34 and capital-intensive nature mean free cash flow generation will be the final scorecard.

Questions answered

What is RACL Geartech's revenue guidance for FY27?
Management guided consolidated revenue of approximately ₹565 crore for FY27, representing 10% growth over the FY26 figure of ₹512 crore.
What new customer projects did management discuss?
Key projects include transmission gears for Royal Enfield's 350cc motorcycle (production later this year), a multi-part engine platform for Kawasaki Japan (mass production early 2027), BMW electric vehicle gear projects, and electric power steering contracts with ZF Rane.
How did RACL Geartech perform in the fourth quarter?
Fourth-quarter revenue jumped 48% to ₹137 crore, with net profit more than doubling. Export revenue accounted for 75% of total sales, primarily from Europe.
What is the company's debt position?
The trailing debt-equity ratio is 1.34, indicating leverage. Management mentioned debt reduction as a priority, but the capital-intensive nature of precision manufacturing keeps debt levels elevated.
What is RACL Geartech's sustainable growth target?
Management reiterated a target of sustainable 20% annual growth, citing capital intensity in precision manufacturing. The pipeline of new projects supports this ambition.
Mentioned: Royal Enfield · Kawasaki Japan · BMW · ZF Rane · ₹565 cr
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

RACL Geartech Ltd.

Auto Ancillary
₹1,580 cr
P/E 32.28×

Latest quarter · Mar 2026

Sales₹132 cr
Net profit₹12 cr
Op. margin+22.2%
EPS₹10.11

Strength & growth

Debt / equity1.34×
Current ratio1.04×
Sales CAGR+14.8%
EPS CAGR+28.1%
  1. 12 Jun 2026 · 5:13 PM IST RACL Geartech guides ₹565 cr FY27 revenue, new project timelines in focus
  2. 19d ago RACL Geartech transcript adds timelines to known wins
  3. 24d ago RACL Geartech lands global OEM contracts, enters new segments
  4. 41d ago RACL Geartech confirms FY26 results with no new surprises
  5. 41d ago RACL Geartech profit jumps 83% as exports lift earnings