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

Austria

RHI Magnesita N.V. provides refractory products, systems, and services. The Company mines, produces, and supplies refractory products for industrial high-temperature processes in the steel, non-ferrous, cement, and glass industries. RHI Magnesita serves customers worldwide.

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RHI Magnesita NV (RHIM LN)

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...