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Concalls · Auto Ancillary · Small cap

Rico Auto guides for ₹3,000 cr FY25 revenue after record ₹2,477 cr in FY24

The auto-components maker expects 25% topline growth, a margin recovery above 10.25%, and a massive ramp-up in its new railway business.

1 earlier story on Rico Auto Industries Ltd.
Mkt cap₹1,777 cr
P/E35.19×
ROE2.93%
Debt / eq.0.92
Div yld0.42%
₹2,500 cr New orders secured over a five-year program life.

What's new

  • FY24 revenue hit a record ₹2,477 cr, up 12% year-on-year, with net profit rising to ₹52.4 cr from ₹19.2 cr.
  • Management guided for FY25 revenue above ₹3,000 cr, implying 25% growth, and EBITDA margins to recover past 10.25%.
  • The railway segment, which contributed just ₹3-4 cr in FY24, is targeting ₹100 cr in FY25 after receiving regulatory approvals.

Why this matters

Rico is pivoting from a slow-growth auto-components vendor to a business with a clear railway pipeline and an aggressive topline target. The ₹100 cr railway target is a 25x step-up from FY24, though from a tiny base. Delivering 25% revenue growth in a cyclical auto industry will hinge on execution of the new order book and export plans.

What we're watching

  • Whether the railway ramp-up to ₹100 cr in FY25 hits its first milestones.
  • Margin recovery to above 10.25% — FY24 margins were 9% after one-offs.
  • Export growth in the US and Germany, which are expected to double over two years.

The full read

Rico Auto Industries posted its highest-ever annual revenue of ₹2,477 crore in FY24, a 12% increase. Net profit more than doubled to ₹52.4 crore from ₹19.2 crore. The bigger story is the forward guidance: management is guiding for FY25 revenue above ₹3,000 crore, a 25% jump, underpinned by new orders worth ₹2,500 crore over five years. The most dramatic pivot is in railways. The segment contributed a mere ₹3-4 crore last year but is now targeting ₹100 crore in FY25 after regulatory approvals. That's a 25x step-up. Exports are also in focus, with a 32% growth target for FY25 and plans to double the US and Germany businesses over two years. The margin path is key. FY24 EBITDA margins sat at 9% after one-offs, and management expects to recover to above 10.25% as the higher volumes flow through.

Questions answered

How large is the new order book Rico announced?
Rico secured new orders worth ₹2,500 crore spread over a five-year program life. This provides multi-year revenue visibility beyond the immediate FY25 guidance.
What is the railway business's growth trajectory?
The railway segment contributed just ₹3-4 crore to FY24 revenue but is targeting ₹100 crore in FY25 following regulatory approvals. Management sees this as a key new growth vertical.
What is the margin story for FY25?
FY24 EBITDA margins were 9% after adjusting for one-off items. Management expects a recovery to above 10.25% in FY25 as operational leverage kicks in from higher volumes.
How significant are the US and Germany markets?
Exports are expected to grow 32% in FY25, with the US and Germany specifically targeted to double their contribution over the next two years. These are key growth markets for Rico's diversification strategy.
Mentioned: Rico Auto Industries · ₹2,500 cr five-year orders · ₹100 cr railway target
Primary source BSE · NSE · Tijori

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

  1. 1 Jun 2026 · 5:18 PM IST Rico Auto guides for ₹3,000 cr FY25 revenue after record ₹2,477 cr in FY24
  2. today Rico Auto's revenue hits ₹2,477 cr. The real play is a ₹100 cr railway push.