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Earnings Call

Renaissance Global Earnings Call: Key Takeaways

Renaissance Global delivered strong FY26 results with 29% revenue growth and 36% PAT growth, driven by its high-margin direct-to-consumer (D2C) jewelry transition.

Why this was an Alfa AlertNot a filter event. Results and guidance for future growth (20-30%) are in line with strong but standard performance.
Highlights
Revenue growthFY26 revenue up 29% YoY to INR 2,572 crores.
MarginsU.S. D2C EBITDA margins improved to 12.6% from 11.3%.
Demand visibilityStrong momentum in U.S. luxury segment and D2C channels.
Management confidenceHigh confidence in D2C strategy and scaling Jean Dousset brand.

Growth

FY26 Revenue INR 2,572cr (+29%); EBITDA INR 204cr (+22%); adjusted PAT INR 100cr (+36%).

Outlook

FY27 guidance: 20-30% profit growth; scaling D2C to INR 1,000cr by FY29; opening 4 U.S. stores.

Risks

Currency fluctuations and dependence on the U.S. luxury market for the Jean Dousset expansion.

Source

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

Read the document ↗

Renaissance Global Ltd: key numbers

Share price
₹167.47
Market cap
₹1,799 Cr
Revenue (annual)
₹2,813 Cr
Net profit (annual)
₹90.09 Cr
P/E (TTM)
16.5×Sector 55.7×
Promoter holding
61.95%+0.25% QoQ
FII holding
4.15%Current quarter

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

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