Day: June 2, 2026

RVNL – Rail Vikas Nigam – Q4 FY26 Earnings Call – 26-May-26

RVNL/ Rail Vikas Nigam’s topline growth is robust (order book-driven), but margins and cash flows hinge on execution discipline and receivables resolution; modeling should prioritize scenario-based EBITDA and working capital sensitivities.

1–2 minutes

Also see: RVNL – Rail Vikas Nigam – Q4 FY26 Financial Results – 25-May-26

3-Scenario Framework

📊 Base Case (50% Probability)

Key Variables: Revenue grows 10–12%; EBITDA margins stabilize at 6–7%; receivables collected over 2 years.
Outcome: Cash flow normalizes by H2 FY27; Vande Bharat and BharatNet contribute to revenue from FY28. PAT grows 10–15% YoY.

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