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Earnings Call

Rashi Peripherals Earnings Call: Key Takeaways

Rashi Peripherals delivered record FY26 revenues driven by a generational PC refresh cycle and AI infrastructure demand, though margins remain razor-thin as a value-added distributor.

Why this was an Alfa AlertNot a filter event. Results are in line with historical 20% CAGR aspiration without a specific beat over prior guided upper ends.
Highlights
Revenue growth15% YoY growth to ₹15,827cr in FY26; 51% surge in Q4.
MarginsEBITDA margins expanded 72bps to 2.9% due to better product mix.
Demand visibilityStrong visibility through October 2025 Windows 10 end-of-support refresh cycle.
Management confidenceHighly optimistic, overusing 'super-cycle' descriptors for AI and PC refresh cycles.

Growth

FY26 revenue grew 15% YoY to ₹15,827cr, while PAT jumped 35% to ₹282cr behind improved segment mix.

Outlook

Management aspires to maintain a 20% CAGR trajectory, targeting double-digit revenue share from Dell by FY27.

Risks

High working capital dependency and extreme sensitivity to component price volatility (DRAM/NAND) remain primary risks.

Source

Earnings Call filed with BSE, NSE: RPTECH. Summary written with AI assistance from the document.

Read the document ↗

Rashi Peripherals Ltd: key numbers

Share price
₹893.00
Market cap
₹5,930 Cr
Revenue (annual)
₹15,827 Cr
Net profit (annual)
₹277.6 Cr
P/E (TTM)
18.6×Sector 41.4×
Promoter holding
64.03%+0.02% QoQ
FII holding
3.27%Current quarter

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

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14:47 IST BSE
Annual General Meeting

Rashi Peripherals Annual General Meeting

Rashi Peripherals held its 37th AGM on September 9, 2026. Shareholders approved a ₹2 per-share dividend, borrowing limit enhancement, and auditor reappointment.

12:05 IST BSE
Credit Rating

Rashi Peripherals Credit Rating

CRISIL reaffirmed Rashi Peripherals Limited's credit ratings at 'AA-/Stable' for long-term and 'A1+' for short-term facilities. The total rated bank loan facilities increased to Rs.2,782.5 Crore.

Value
₹2,782 Cr
19:00 IST BSE
Financial Results

Rashi Peripherals Q1 FY27 Results: Net Profit ₹104.6 Cr, Up 69.5% YoY

Rashi Peripherals Ltd reported revenue from operations of ₹5,102 Cr (+61.9% YoY) and net profit of ₹104.6 Cr (+69.5% YoY) for Q1 FY27.

Key figure
Net profit ₹104.6 Cr · +69.5% YoY