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Earnings Call

RSWM Earnings Call: Key Takeaways

RSWM turned profitable in FY26, moving from a loss to ₹52cr PAT. Strategy shifted toward value-added products, renewable energy (70% mix), and operational efficiency despite global geopolitical headwinds.

Why this was an Alfa AlertNot a filter event. Results show a turnaround but do not cite a material beat against prior management-guided ranges.
Highlights
Revenue growthFY26 revenue declined 5.6% YoY to ₹4,554 crore.
MarginsEBITDA margin improved to 7.1% from 4.8% YoY.
Order bookUS order book under recovery; 2 quarters to normalcy.
Demand visibilityMeasured global recovery; domestic market remains resilient.
Management confidenceHigh; citing 'turnaround year' and promoter equity infusion of ₹36cr.

Growth

FY26 Revenue fell 5.6% to ₹4,554cr; however, EBITDA grew 40.5% to ₹327cr. Q4 Revenue was ₹1,142cr.

Outlook

Targeting double-digit EBITDA margins; ₹427cr GreenPET (B2B) project in Ratlam operational by Q1FY27; ₹92cr knitting expansion.

Risks

Geopolitical volatility (Gulf War), US tariffs, high gas costs, and slow recovery in discretionary global spending.

Source

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

Read the document ↗

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.