ALFA Finder| Revenue growth | H1 total income +10%; Q2 +13% YoY. |
|---|---|
| Margins | H1 EBITDA margin 12% vs 11%; FY26 base ~15.5%. |
| Demand visibility | Digital content demand growing; DVCP studio proposed. |
Growth
H1 EBITDA Rs21.2cr (+22%), margin 12% vs 11%. Q2 EBITDA +19%; Q2 PAT Rs1.1cr vs Rs0.5cr. FY21-26 total income CAGR 14%.
Outlook
Targets margin expansion from ~15.5% FY26 EBITDA base via cost absorption, AI efficiencies, mix shift. DVCP studio planned. No numeric target.
Risks
Thin net margins (PAT ~3% H1, ~1% Q2). CXC at 96% utilisation may constrain growth absent fresh capacity.
Last quarter's promises, checked
Delivered
- Guided CXC utilisation >91% by end-Q1 FY27 (from 83% at Mar-26) → 96% reported (= BEAT)
Partly delivered
- Guided margin trajectory (FY26 ~15.5% vs 13.5% PY; no FY27 number) → H1 EBITDA margin 12% vs 11% PY, below FY26 base (= PARTIAL)
Missed
- Guided DVCP studio 'operational very soon' in current year (INR 11cr, South Bombay LOI) → still 'proposed' (= MISS)
Investor Presentation filed with BSE, NSE: RKSWAMY. Summary written with AI assistance from the document.
R K Swamy Ltd: key numbers
- Share price
- ₹86.25
- Market cap
- ₹435.4 Cr
- Revenue (annual)
- ₹340.8 Cr
- Net profit (annual)
- ₹22.11 Cr
- P/E (TTM)
- 19.2×Sector 28.9×
- Promoter holding
- 69.61%+0.00% QoQ
- FII holding
- 0.18%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from R K Swamy Ltd
All →R K Swamy Results Update
R K Swamy reported consolidated H1 FY27 total income of Rs 172.4 crore, up 10%, and PBT up 26% via press release. Figures are press-release highlights only.
R K Swamy Other Announcement
R K Swamy's IPO monitoring agency report shows no deviation from fund objects for the quarter ended September 2026. It is routine periodic compliance.
R K Swamy Q2 FY27 Results: Net Profit ₹1.1 Cr, Up 120.0% YoY
R K Swamy Ltd reported revenue from operations of ₹84.5 Cr (+14.8% YoY) and net profit of ₹1.1 Cr (+120.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹1.1 Cr · +120.0% YoY
R K Swamy Board Meeting Date
R K Swamy Ltd has intimated a board meeting on 12 Nov 2026 to consider un-audited Q1/H1 results. The trading window remains closed until 72 hours after results are declared.
R K Swamy Other Announcement
R K Swamy filed its quarterly shareholding pattern for the quarter ended 30 September 2026. Promoter and group hold 69.61% of equity; no transaction is disclosed.
R K Swamy Other Announcement
R K Swamy Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations. This is a routine disclosure.