ALFA Finder| Management target | Revenue 20.0% FY26 |
|---|
| Revenue growth | 43% YoY growth driven by ASP hikes and pre-buying behavior. |
|---|---|
| Margins | PAT margins improved to 1.85% helped by inventory gain scenarios. |
| Order book | Large enterprise pipeline is decent but execution cycles are lengthening. |
| Demand visibility | Strong corporate refresh cycle but consumer demand faces price-led headwinds. |
| Management confidence | Balanced but cautious regarding affordability and inventory planning cycles. |
Growth
Revenue grew 43% YoY, but roughly 50% of this was price-led due to component shortages and dollar appreciation.
Outlook
Management guides 15-20% revenue growth for FY26 despite flat unit volumes and inventory volatility.
Risks
End-of-life for Micron's Crucial brand in India and potential demand softening due to 20-30% price hikes in PCs.
Last quarter's promises, checked
Delivered
- Guided 20% CAGR trajectory → delivered 31% YoY growth (ex-one-off) (= BEAT)
- Guided double-digit share for Dell → delivered double-digit share in top line (= BEAT)
- Targeted branch expansion → delivered 3 new branches (55 total) (= BEAT)
Partly delivered
- Guided 20% price-led growth in PES → delivered 20-22% price impact in H2 (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: RPTECH. Summary written with AI assistance from the document.
Rashi Peripherals Ltd: key numbers
- Share price
- ₹689.50
- Market cap
- ₹4,579 Cr
- Revenue (annual)
- ₹15,827 Cr
- Net profit (annual)
- ₹277.6 Cr
- P/E (TTM)
- 11.9×Sector 46.1×
- Promoter holding
- 63.54%-0.49% QoQ
- FII holding
- 3.99%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Rashi Peripherals Ltd
All →Rashi Peripherals Results Update
Rashi Peripherals posted record Q2 FY27 profit of INR 1,307 million, up 120.8% year-on-year. Half-year net profit rose 94.6% to INR 2,353 million.
Rashi Peripherals Merger & Restructuring
Rashi Peripherals' board approved a share purchase and shareholders' agreement to sell 26% of subsidiary Rashi Semiconductor Solutions to Restar Corporation, Japan. Execution remains subject to approvals.
Rashi Peripherals Management Change
Rashi Peripherals appointed Sanjeev Keskar as Non-Executive Independent Director and Price Waterhouse Chartered Accountants LLP as Statutory Auditor, both effective 5 November 2026. The filing is a board outcome reporting these management changes.
Rashi Peripherals Q2 FY27 Results: Net Profit ₹130.7 Cr, Up 120.8% YoY
Rashi Peripherals Ltd reported revenue from operations of ₹6,185 Cr (+48.8% YoY) and net profit of ₹130.7 Cr (+120.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹130.7 Cr · +120.8% YoY
Rashi Peripherals Legal & Regulatory
Rashi Peripherals received a customs order confirming a demand of Rs 2.15 Crore, including penalty, on its import classification. The company is considering an appeal before CESTAT.
- Value
- ₹2.15 Cr
Rashi Peripherals Earnings Call Transcript: Key Takeaways
Management reported a record-breaking quarter, driven by a global PC refresh cycle and strategic pivot toward integrated services and semiconductors.
- Call
- Guides 20% growth