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Investor Presentation

R K Swamy Investor Presentation: Key Takeaways

R K Swamy reported solid Q1 FY27 results with consolidated income and PBT growth, focusing on margin expansion through operating leverage and new high-value consulting and digital content streams.

Highlights
Revenue growth7% YoY for Q1 FY27.
MarginsEBITDA margin improved from 11% to 13% YoY.
Order book75%+ repeat revenue reported.
Demand visibilityStrong seasonality expected in Q3 and Q4.

Growth

Q1 FY27 consolidated income rose 7% YoY to ₹86 crores; PBT increased 26% to ₹4.6 crores; EBITDA grew 24% to ₹10.92 crores.

Outlook

Targeting margin expansion via revenue mix shift and AI efficiencies. Planned investments in a Digital Video Content Production Studio.

Risks

Business conventionally skews towards Q3 and Q4, making quarterly comparisons difficult; fixed costs remain broadly similar across quarters.

Last quarter's promises, checked

Delivered

  • Utilization of customer experience center to exceed 91% in Q1 FY27 → delivered 91%+ (= BEAT)
  • Establishment of Digital Video Studio in FY27 → delivered progress with LOI signed (= BEAT)
  • Maintain zero-debt position → delivered zero-debt (= BEAT)

Partly delivered

  • Targeting margin expansion via operating leverage → delivered 13% vs 11% YoY but below FY26 peak (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: RKSWAMY. Summary written with AI assistance from the document.

Read the document ↗

R K Swamy Ltd: key numbers

Share price
₹90.59
Market cap
₹457.3 Cr
Revenue (annual)
₹340.8 Cr
Net profit (annual)
₹22.11 Cr
P/E (TTM)
20.1×Sector 27.7×
Promoter holding
69.61%+0.00% QoQ
FII holding
0.24%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Financial Results

R K Swamy Q4 FY26 Results: Net Profit ₹15.9 Cr, Up 29.3% YoY

R K Swamy Ltd reported revenue from operations of ₹100.9 Cr (+20.8% YoY) and net profit of ₹15.9 Cr (+29.3% YoY) for Q4 FY26.

Key figure
Net profit ₹15.9 Cr · +29.3% YoY