RHIM IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| China. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Notably, he served as Chief Operating Officer from 2009 to 2014 and led TRL Krosaki’s China operations as President & CEO from 2006 to 2009.” AR p.21 · 31-MAR-26 DOC | ||||||||
| JINDALSTELJindal Steel Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Most recently, he served as Executive Director - Odisha at Jindal Steel, where he played a pivotal role in strengthening operational performance, accelerating …” AR p.22 · 31-MAR-26 DOC | ||||||||
| Parties | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “OTHER DISCLOSURES PARTICULARS OF CONTRACTS OR ARRANGEMENTS WITH RELATED PARTIES Pursuant to the provisions of the SEBI (Listing Obligations and Disclosure Requ…” AR p.134 · 31-MAR-26 DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Less: Allowance for doubtful export incentives receivable (298.21) (298.21) 306.55 326.21 Total 7,423.08 14,671.02 *Note: According to the Business Transfer Ag…” AR p.271 · 31-MAR-26 DOC | ||||||||
| TATASTEELTata Steel Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “RHI Magnesita India Limited | Annual Report 2025-266 CONTENTS 01Messages 03Strategic Initiatives and Key Achievements • An Unwavering Commitment to ‘Safety Fir…” AR p.7 · 31-MAR-26 · +1 DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “The Company’s facilities are located across key industrial regions including Rajasthan, Jharkhand, Andhra Pradesh, Odisha, Gujarat, Tamil Nadu, Madhya Pradesh,…” AR p.73 · 31-MAR-26 DOC | ||||||||
| Office | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Pursuant to the confirmation order dated January 9, 2026 issued by the Office of the Regional Director, Southern Region, Chennai, the Scheme became effective o…” AR p.126 · 31-MAR-26 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “f) The Securities and Exchange Board of India (Registrars to an Issue and Share Transfer Agents) Regulations, 1993 regarding the Companies Act and dealing with…” AR p.141 · 31-MAR-26 DOC | ||||||||
| Authority. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “The said requirement does not apply to shares in respect of which there is a specific order of the Court, Tribunal or Statutory Authority, restraining any tran…” AR p.164 · 31-MAR-26 DOC | ||||||||
| ENGINERSINEngineers India Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Trade Receivables: RHI Urmitz AG & Co KG Fellow Subsidiary 176.24 365.18 RHI Magnesita GmbH Fellow Subsidiary 4,035.74 8,827.64 RHI Magnesita India Refractorie…” AR p.232 · 31-MAR-26 DOC | ||||||||
| Others | CONTRACT | CT 3 | — | — | SG&A | FY26 | EST | 70% |
| “Interest expense: - on external commercial borrowings 1,221.56 1,735.37 - on term loan - 55.36 - on bank loan 15.34 20.89 - on cash credit, buyer credit and wo…” AR p.287 · 31-MAR-26 · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “Note 16: Other financial liabilities - current Unpaid dividend 100.94 172.27 Employee benefits payable 1,977.46 3,864.00 Payables for purchase of property, pla…” AR p.282 · 31-MAR-26 DOC | ||||||||
| Business | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “Nature of expertise in specific functional areas: Technical Marketing, Commercial Strategy, Customer-Centric Leadership, Business Transformation, Global Operat…” AR p.334 · 31-MAR-26 DOC | ||||||||
| SAILSteel Authority of India Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 65% |
| “The RHI Magnesita team at SAIL Rourkela was awarded the “Best Agency Safety Officer” Award for its excellent safety performance and dedication to maintaining t…” AR p.26 · 31-MAR-26 DOC | ||||||||
| FY27 | UNSTATED | — | — | — | — | FY27 | EST | 65% |
| “Revenue from operations for Q1 FY27 stood at INR1,014 crores, representing 9% quarter-on- quarter growth and 6% year-on-year growth.” CONCALL p.5 · 31-AUG-26 DOC | ||||||||
| SAILSteel Authority of India Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 60% |
| “RHI Magnesita India Limited | Annual Report 2025-266 CONTENTS 01Messages 03Strategic Initiatives and Key Achievements • An Unwavering Commitment to ‘Safety Fir…” AR p.7 · 31-MAR-26 DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “8 Character DP ID followed by 8 Digit Client ID For example, if your DP ID is IN300*** and Client ID is 12****** then your user ID is IN300***12****** For Memb…” AR p.327 · 31-MAR-26 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| JSWSTEELJSW Steel Ltd. | UNSTATED | 3,577 | 2,931–3,577 | 100.0% | — | FY26 | EST | 75% |
| “She also served in the past on the Board of RHI Magnesita, Austria, a FTSE 250 company;” AR DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “RHIM remained committed to uphold human rights across its value chain and its commitment was reflected in due diligence and implementation framework governed b…” AR p.110 · 31-MAR-26 DOC | ||||||||
| China. | UNSTATED | — | — | — | — | 2025-11 | EST | 65% |
| “I would say, in the last 4 -5 months out of, say, 500-plus customers, 150 customers have reduced their production temporarily because of monsoon and Cheap impo…” CONCALL p.12 · 30-NOV-25 DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 4/4 | 100% | 15-OCT-26 |
| SCREENER | 1/1 | 100% | 10-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUST MOM 1M | +8.4% | 14-NOV-26 | from 15-OCT-26 · Tata Steel Ltd. +5.8% w 0 · Steel Authority of India Ltd. +3.5% w 0 · Jindal Steel Ltd. +12.4% w 0 · Central Depository Services (India) Ltd. +11.9% w 0 |
| SUPP MOM 1M | +12.3% | 14-NOV-26 | from 15-OCT-26 · JSW Steel Ltd. +12.3% |