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Earnings Call

Rashi Peripherals Earnings Call: Key Takeaways

Rashi Peripherals reported strong Q4 FY26 performance with 51% revenue growth and 65% PAT growth, driven by a structural PC refresh cycle and AI-enabled hardware demand.

Highlights
Revenue growthFY26 growth of 15% YoY; Q4 grew 51%.
MarginsEBITDA margin improved 72 bps to 2.90% in FY26.
Order bookAI data center funnel exceeding ₹20,000 crores.
Demand visibilityStrong for commercial/enterprise; potential softness in H2 consumer demand.
Management confidenceHigh; citing 'super cycle' and multiyear upgrade tailwinds.

Growth

Q4 revenue grew 51% to ₹4,489cr; FY26 revenue up 15% to ₹15,827cr. FY26 PAT rose 35% to ₹282cr.

Outlook

Management targeting sustained 20% CAGR; focus on high-margin verticals like semiconductor (131% growth) and AI data centers.

Risks

Potential 5-10% temporary dip in PC shipments in 2026; consumer affordability concerns due to rising hardware prices.

Source

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

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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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Annual General Meeting

Rashi Peripherals Annual General Meeting

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Credit Rating

Rashi Peripherals Credit Rating

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Value
₹2,782 Cr
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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