Rajoo Engineers FY26 Financial Performance

The company reported consolidated revenue of ₹344.25 crore for the fiscal year ending March 31, 2026. Consolidated Profit After Tax (PAT) stood at ₹48.90 crore. For standalone operations, PAT was ₹43.28 crore, a notable increase from ₹259 crore in revenue reported for FY25 (standalone PAT for FY25 was not stated).

Dividend and Governance Updates

Rajoo Engineers' Board of Directors has proposed a final dividend of ₹0.15 per equity share. This recommendation is subject to approval from shareholders at the upcoming Annual General Meeting (AGM). In governance matters, Mr. Nikhil V. Gajjar has resigned as Company Secretary & Compliance Officer, effective April 30, 2026. The company has re-appointed M/s. Savjani and Associates as Internal Auditors and M/s. Shailesh Thaker & Associates as Cost Auditors for the fiscal year 2026-27.

Growth Strategy and Market Standing

Established in 1986, Rajoo Engineers is a key player in the plastic extrusion machinery market, with a presence in over 70 countries. Its operational momentum is supported by strategic initiatives, including a Qualified Institutions Placement (QIP) in July 2025 that raised approximately ₹180 crore for expansion. This funding also supported the acquisition of a 60% stake in Kohli Printing And Converting Machines Private Limited, broadening its portfolio. The company competes with players like Mamata Enterprises and Diffusion Engineers but distinguishes itself with a strong export network and a repeat order rate exceeding 60%.

New Labour Codes Assessment

A key area for investor attention is the company's ongoing assessment of new Labour Codes. While supporting rules are still pending notification, initial evaluations suggest no significant immediate impact. However, a detailed analysis of potential future financial implications is underway.

Investor Focus

Key points for shareholders and the market to monitor include:

• The formal shareholder approval of the ₹0.15 per share dividend at the AGM.
• Updates on the company's evaluation of the new Labour Codes and any resulting financial adjustments.
• Continued operational performance, tracking revenue and profitability growth in upcoming quarters.
• Progress on integrating recent acquisitions and the utilization of QIP funds for expansion plans.