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Earnings Call

Rolex Rings Earnings Call: Key Takeaways

Rolex Rings cleared all CDR obligations in FY26. While U.S. tariffs caused a 30% export drop, strong European and domestic growth stabilized revenue at ₹1,144cr with 21% EBITDA margins.

Why this was an Alfa AlertNot a filter event. Results were broadly in line with previous performance and guidance.
Highlights
Revenue growthFlat YoY at ₹1,144cr; 15-17% growth guided for FY27.
MarginsGross margins 49-53%; EBITDA margins expected at 20.5-21%.
Order bookMonthly visibility of ₹115-125cr; 5-7 year programs typically awarded.
Demand visibilityStrong in Europe and India; U.S. recovery expected in FY27.
Management confidenceHigh; cited 'statement of character' by clearing all debt obligations.

Growth

FY26 revenue flat at ₹1,144cr; Europe grew 25%, Domestic grew 50%. Gross margins expanded to 51.5%.

Outlook

Guided 15-17% revenue growth for FY27; annual capex of ₹50cr; U.S. order recovery expected from Q1FY27.

Risks

Geopolitical issues impacting freight costs/container availability; historical 53% U.S. import tariffs (now normalized to 25%).

Source

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

Read the document ↗

Rolex Rings Ltd: key numbers

Share price
₹195.35
Market cap
₹5,320 Cr
Revenue (annual)
₹1,144 Cr
Net profit (annual)
₹141.1 Cr
P/E (TTM)
35.0×Sector 33.6×
Promoter holding
52.24%+0.00% QoQ
FII holding
5.40%Current quarter

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

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