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Investor Presentation

Renaissance Global Investor Presentation: Key Takeaways

Renaissance Global reported strong Q1 FY27 results with 30.1% revenue growth (ex-bullion) and 288.5% PAT surge. Strategy focuses on high-margin D2C brands and US retail expansion.

Guidance and delivery
Management target Revenue FY29
Highlights
Revenue growth30% YoY growth in Q1 FY27 revenue (ex-bullion).
MarginsOwned brands EBITDA margin expanded 140 bps to 11.5%.
Demand visibilityStrong momentum in US luxury market and D2C brands.
Management confidenceHigh, citing strong business momentum and strategic transformation.

Growth

Revenue excluding bullion grew 30.1% to ₹689.8 Cr; EBITDA rose 21.7% to ₹49.7 Cr; PAT surged to ₹25.6 Cr.

Outlook

Targeting ₹1,000 Cr D2C revenue by FY29; planned ₹250 Cr working capital reduction and ₹300 Cr+ cash flow.

Risks

Shift in product mix towards lower-margin customer brands; slight EBITDA margin contraction from 7.7% to 7.2%.

Last quarter's promises, checked

Delivered

  • Guided 20-30% profit growth → delivered 288.5% PAT surge (= BEAT)
  • Guided 35-40% U.S. D2C revenue growth → delivered 44% FY26 growth (= BEAT)
  • Guided ₹123 Cr debt reduction in Q4 → delivered ₹123 Cr reduction (= BEAT)

Partly delivered

  • Guided 4 new store openings in FY27 → delivered 1 new store in July 2026 (= PARTIAL)
Source

Investor Presentation filed with NSE, 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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