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Earnings Call

RSWM Earnings Call: Key Takeaways

RSWM Limited turned profitable in FY26, reporting ₹4,554 Cr revenue and ₹52 Cr PAT. The company is focused on the 'RSWM 2.0' initiative, emphasizing cost discipline and value-added product segments.

Highlights
Revenue growthFY26 revenue at ₹4,554 Cr, down 5.1% YoY.
MarginsEBITDA margin improved 231 bps to 7.1% in FY26.
Demand visibilityModerate global demand with gradual recovery trends.
Management confidenceCMD expects steady improvement and better return on capital.

Growth

FY26 revenue dropped 5.1% YoY to ₹4,605 Cr, but EBITDA grew 40.5% to ₹327 Cr. PAT turned from loss to ₹52 Cr.

Outlook

Investing ₹92 Cr in knitting capacity and ₹20.01 Cr to acquire LNJ GreenPET for recycled-PET chips; targeting Q1FY28 production.

Risks

Uneven global demand, export pricing pressure, higher logistics/energy costs, and input cost volatility.

Source

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

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RSWM Ltd: key numbers

Share price
₹218.34
Market cap
₹1,028 Cr
Revenue (annual)
₹4,554 Cr
Net profit (annual)
₹52.01 Cr
P/E (TTM)
16.2×Sector 55.7×
Promoter holding
55.69%+0.00% QoQ
FII holding
0.97%Current quarter

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

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RSWM Limited received an ESG rating of 59 from ESG Risk Assessments & Insights Limited. The company has not verified the data used for this rating.