Hindustan Composites Ltd. Share Price

🚨 HINDUSTHAN INSULATORS & INDUSTRIES (HIIL) |

🚨 HINDUSTHAN INSULATORS & INDUSTRIES (HIIL) | FY26 TURNAROUND + CAPACITY DOUBLING STORY A turnaround is underway — but the next phase is about converting capacity expansion into sustainable cash flows. Hindusthan Insulators & Industries Ltd. delivered a strong operational recovery in FY2025–26, led by its High Tension Insulators business and supported by rising power-transmission investments, exports and capacity expansion. 📊 FY26: A Major Operating Inflection 🔹 Revenue from Operations: ₹338.54 Cr | +24.1% YoY 🔹 Operating EBITDA: ₹65.69 Cr 🔹 EBITDA Margin: 19.40% 🔹 Operating Cash Flow: ₹4.98 Cr positive 🔹 Debt/Equity: 0.26x 🔹 Cash & Bank Balance: ₹13.28 Cr The business moved from an operating EBITDA loss of ₹8.79 Cr in FY25 to ₹65.69 Cr EBITDA in FY26 — a meaningful improvement in operating efficiency. The reported PAT of ₹-7.87 Cr does not reflect core operating performance, as it was impacted by a one-time ₹47.05 Cr exceptional charge related to the divestment of Hindusthan Speciality Chemicals Ltd. ⚡ High-Tension Insulators: The Core Growth Engine The High Tension Insulators Division generated ₹331.08 Cr of revenue, making it the dominant business within HIIL. Growth is being supported by: ⚡ EHV transmission expansion 🌱 Green Energy Corridors 🔌 Grid modernisation 🚆 Railway electrification 🏗️ Infrastructure & power capex 🌍 Export opportunities HIIL already exports insulators to 75+ countries, while its customer ecosystem includes major names such as Hitachi Energy, Siemens Energy, GE T&D India, CG Power, Kalpataru Projects and MSETCL.

— Neha Gupta | SEBI Registered Research Analyst Registration No.: INH000016542 ⚠️ For educational and research purposes only. Not investment advice. Investors should conduct their own research and assess all risks independently.

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Rane Holdings Limited Latest Updates With Fundamentals

Q1 FY27 Financial Results & Revenue Growth On August 13, 2026, the Board of Directors of Rane Holdings Limited approved the unaudited consolidated financial results for the first quarter ended June 30, 2026 (Q1 FY27). Consolidated revenue from operations increased 18.35% year-on-year to ₹1,586.88 crore (total income stood at ₹1,596.87 crore, up 18.7% YoY). Consolidated net profit (PAT) contracted 16.0% YoY to ₹48.27 crore (with net profit attributable to owners declining 26.4% YoY to ₹37.40 crore), impacted by higher exceptional gains booked in the base quarter of FY26 and increased operating costs. Operating EBITDA expanded 9.8% YoY to ₹117.1 crore. Large Business Wins Across Operating Arms During the quarter, group operating entities secured fresh orders with an aggregate Lifetime Value (LTV) of ₹4,320 crore. Key contributors to this intake included Rane (Madras) Limited (RML) securing ₹2,040 crore (47% of total LTV), joint venture ZF LIFETEC Rane Automotive India winning ₹1,530 crore (35%), ZF Rane Automotive India adding ₹425 crore (10%), and Rane Steering Systems securing ₹325 crore (8%) Friction Business Asset Acquisition Pact In strategic portfolio consolidation, the group entered into a definitive Business Transfer Agreement to acquire the friction business of Hindustan Composites Limited on a slump sale basis for an agreed enterprise value of ₹370 crore. The acquisition expands Rane Group’s industrial and automotive friction product footprint, including brake linings, disc pads, and railway brake blocks. Group Consolidation & NCLT Merger Scheme The corporate simplification scheme to consolidate operating subsidiaries into a single flagship listed entity progressed under the NCLT-sanctioned framework. The scheme amalgamates Rane Brake Lining Limited (RBL) and Rane Engine Valve Limited (REVL) into Rane (Madras) Limited (RML). In the combined entity, apex holding company Rane Holdings Limited will retain a 63.8% controlling equity stake.

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Rane (Madras) Ltd – Company Fundamental Analysis

Rane (Madras) is an established auto-component manufacturer supplying steering and suspension systems, friction materials, valve products and other components to major OEMs in India and overseas. The company has a diversified customer base across passenger vehicles, commercial vehicles, tractors and off-highway applications, while exports provide an additional growth avenue. Its positioning as a Tier-1 supplier gives it relatively strong customer relationships, although the business remains closely linked to automobile production cycles. FY26 was a strong improvement year, with consolidated revenue from operations rising to about ₹3,863 crore from ₹3,406 crore in FY25. Q4 FY26 revenue reached ₹1,047.9 crore, up 16.2% YoY, while EBITDA increased 20.1% to ₹99.4 crore and EBITDA margin improved to 9.5%. The momentum continued into Q1 FY27: revenue from operations grew 18.3% YoY to ₹1,041.6 crore, EBITDA rose 22% to ₹95.8 crore and PAT jumped 62.5% to ₹30.1 crore. The improvement in both revenue and margins is encouraging, although quarterly PAT remains relatively small compared with the company's large revenue base. The major positive is improving operating performance supported by stronger auto demand, export opportunities and new product/order wins. Rane secured around ₹2,040 crore of new orders during Q1 FY27, with 54% coming from exports, while its planned ₹370 crore acquisition of Hindustan Composites' friction business could strengthen its friction-material portfolio. The key risks are auto-sector cyclicality, raw-material costs, relatively modest margins and the execution/integration risk associated with acquisitions. Overall, Rane (Madras) currently looks like a turnaround and operating-leverage story rather than a consistently high-margin compounder; sustaining double-digit revenue growth and improving margins will be crucial for the investment thesis.

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HPCL’s latest fundamental picture is mixed, with strong

HPCL’s latest fundamental picture is mixed, with strong long-term capacity expansion but significant near-term earnings pressure. In Q1 FY27, HPCL reported a standalone net loss of ₹11,526 crore and consolidated net loss of ₹12,265 crore, compared with profits in the year-ago quarter, mainly because elevated crude prices and suppressed petrol, diesel and LPG marketing margins hurt profitability. Despite the loss, revenue from operations increased around 21% YoY to ₹1.44 lakh crore, while the company achieved a strong gross refining margin of $23.80/barrel, compared with only $3.08/barrel in Q1 FY26, showing that the core refining operation remained resilient. HPCL's refineries processed 6.52 MMT of crude at 107% capacity utilisation, while petrol and diesel sales increased about 8.1% YoY to 8.8 MMT. A major positive development is the commercial commissioning of the ₹72,000-crore Rajasthan Refinery project (HRRL) in June 2026, which can substantially increase HPCL's refining and petrochemical capabilities over the longer term

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Rane (Madras) Completes Friction Business Acquisition, Strengthening Its Brake Components Portfolio

Rane (Madras) has completed the acquisition of the friction business of Hindustan Composites on 20 August 2026, marking a strategic expansion of its presence in the automotive brake-components segment. The acquisition is important because it adds capabilities and product presence in friction materials, which are a key component of braking systems. According to the company's exchange disclosure, the transaction is expected to be EPS accretive from the first year, making the development more meaningful than an acquisition based purely on future potential. From a business perspective, the acquisition could help Rane (Madras) strengthen its product portfolio and potentially create cross-selling and manufacturing synergies within its existing automotive components business. The key advantage is that the acquired business is directly related to Rane's existing operations, which may reduce integration risk compared with diversification into an unrelated sector. However, the eventual value creation will depend on how efficiently the acquired business is integrated and whether the expected synergies translate into sustainable margins and earnings growth. Investors should monitor the acquired business's revenue contribution, profitability and the actual EPS impact over the next few quarters. Overall, this appears to be a strategically positive development, as Rane is expanding within its core automotive ecosystem while targeting an earnings-accretive transaction rather than pursuing growth through unrelated diversification.

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Hindustan Copper: Copper Demand Supports Long-Term Growth Outlook

Hindustan Copper remains strategically important to India’s copper industry, with its operations focused across exploration, mining, beneficiation and production of copper and related products. Rising demand from power transmission, renewable energy, electric vehicles, infrastructure and manufacturing could support the broader copper industry over the long term. The company’s production capacity expansion and efforts to increase mining output remain key factors to monitor. Copper prices, production volumes, operating costs, mine development and project execution will continue to influence financial performance. With copper playing an increasingly important role in India’s energy-transition and infrastructure requirements, Hindustan Copper’s expansion progress remains an important area of market interest. Disclaimer: Investments in securities are subject to market risk. This is for educational purposes ***** must verify information before investing and consider their financial position & risk profile. please read full disclosure disclaimer in given link visit website www dot investmentcure dot com *****

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