Global Materials | Industrials | Commodities

Rahul Jain

Equity Bottom-Up

<ul>
<li>Margin pressures are likely to ease from Q2FY26 as raw material costs normalize and recent price hikes take effect.</li>
<li>The company is executing a Rs150 Cr capex plan focused on automating DOCL plants and localizing high-margin products.</li>
<li>Integration challenges, cost inflation, and inventory issues that weighed on FY24–25 performance appear largely behind now.</li>
</ul>


Margin pressures are likely to ease from Q2FY26 as raw material costs normalize and recent price hikes take effect.
The company is executing a Rs150 Cr capex plan focused on automating DOCL plants and localizing high-margin products.
Integration challenges, cost inflation, and inventory issues that weighed on FY24–25 performance appear largely behind now.


RHIM (NSE: RHIM) – Margins Easing, Capex Driving Growth, Integration Overhang Fading

India

RHI Magnesita India Limited operates as a mining company. The Company supplies high-grade refractory products, systems, and solutions including bricks, lining mixes, and flow control products such as slide gates, nozzles, and plugs. RHI Magnesita India serves customers worldwide.

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RHI Magnesita India (RHIM IN)

RHIM (NSE: RHIM) – Margins Easing, Capex Driving Growth, Integration Overhang Fading

Margin pressures easing in Q2FY26 as raw material costs normalize and price hikes take effect. Integration challenges and cost inflation issues...

Rahul Jain

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

RHIM (NSE: RHIM) – Margins Easing, Capex Driving Growth, Integration Overhang Fading

​Margin pressures easing in Q2FY26 as raw material costs normalize and price hikes take effect. Integration challenges and cost inflation issues...

Rahul Jain

Margin pressures easing in Q2FY26 as raw material costs normalize and price hikes take effect. Integration challenges and cost inflation issues...