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Investor Presentation

Renaissance Global Investor Presentation: Key Takeaways

Renaissance Global reported strong Q1 FY27 results with 30% revenue growth and 288% PAT growth, driven by a strategic shift toward high-margin branded jewellery and D2C platforms.

Guidance and delivery
Management target Net Profit 30.0% FY27
Highlights
Revenue growth30% YoY growth to INR 690 Cr.
MarginsEBITDA margin slightly dipped to 7.2% due to exit costs.
Demand visibilityStrong momentum in US luxury lab-grown diamond market.
Management confidenceHigh; citing momentum in D2C and branded segments.

Growth

Revenue excluding bullion grew 30% to INR 690 Cr; PAT surged 288% to INR 26 Cr.

Outlook

Targeting INR 1,000 Cr D2C revenue by FY29; guiding >30% bottom-line growth for FY27.

Risks

Foreign exchange losses (INR 13 Cr); planned exit from low-margin business verticals reducing future revenue run rate.

Last quarter's promises, checked

Delivered

  • Guided 35-40% US D2C growth → delivered 34% (= BEAT)
  • Guided 20-30% profit growth → delivered 288% PAT growth (= BEAT)
  • Guided 4 new stores in FY27 → delivered 1 store in July 2026 (= BEAT)

Partly delivered

  • Guided revenue growth 20-30% → delivered 30% (= BEAT)
Source

Investor Presentation 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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