| Management target | Revenue FY28 |
|---|
| Revenue growth | Sequential revenue up 1.7% to ₹1,161 Cr; domestic demand healthy. |
|---|---|
| Margins | EBITDA margins expanded to 8% via product mix and cost control. |
| Demand visibility | Mixed; strong domestic consumption but muted international demand in Middle East. |
| Management confidence | Balanced; focused on operational excellence despite global macro uncertainties. |
Growth
Revenue grew sequentially to ₹1,161 Cr; EBITDA margins improved slightly to 8.0% driven by cost efficiency.
Outlook
Targeting ₹500 Cr revenue from new B2B PET project starting Q1 FY28 with 15% margins.
Risks
Geopolitical conflicts in West Asia causing supply chain disruptions and high freight costs.
Last quarter's promises, checked
Delivered
- Guided 7.4% EBITDA margin → delivered 8.0% (= BEAT)
- Guided sequential margin expansion → delivered 60bps QoQ increase (= BEAT)
- Guided high 90s yarn utilization → delivered mid-90s (= BEAT)
Partly delivered
- Guided ₹92 Cr knit expansion for FY27 H1 → progressing in phased manner (= PARTIAL)
Missed
- Guided revenue growth vs previous year → delivered ₹1,161 Cr (vs ₹1,093 Cr Q3) but lower than historical peaks (= MISS)
Earnings Call Transcript filed with BSE, NSE: RSWM. Summary written with AI assistance from the document.
RSWM Ltd: key numbers
- Share price
- ₹200.81
- Market cap
- ₹945.9 Cr
- Revenue (annual)
- ₹4,554 Cr
- Net profit (annual)
- ₹52.01 Cr
- P/E (TTM)
- 11.6×Sector 48.2×
- Promoter holding
- 55.69%+0.00% QoQ
- FII holding
- 0.73%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from RSWM Ltd
All →RSWM Other Announcement
RSWM Limited filed the RTA's October 2026 report on re-lodgement of physical share transfer requests under SEBI's special window. The report shows zero requests received, processed, approved or rejected.
RSWM Earnings Call Transcript: Key Takeaways
Q2 FY27 revenue ₹1,322 Cr (+15% YoY) and EBITDA ₹116 Cr (+47%), but fabric is loss-making as cotton, yarn and crystal cost spikes outpace price pass-through. Recovery is pinned on Q4.
RSWM Acquisition Worth ₹46.24 Cr
RSWM will subscribe up to 4.62 crore shares at Rs 10 each in newly incorporated LNJ NDS9 Global, a related party, for up to Rs 46.24 crore cash. The stake and final amount remain open, and the subscription is staged over 12 months.
- Value
- ₹46.24 Cr
- Execution
- within 12 months
RSWM Employee Stock Options
RSWM Limited instituted its 2026 ESOP scheme, granting 9,70,000 options at Rs.146 exercise price. Employees may exercise them after vesting, over up to four years.
- Execution
- Exercise over a maximum of 4 years from each vesting date; vesting over 1 to 4 years from grant
RSWM Investor Presentation: Key Takeaways
Q2 FY27 standalone income ₹1,332 Cr (+14.9% YoY), EBITDA ₹116 Cr (8.7% margin), PAT ₹25 Cr. Strategy centres on RSWM 2.0 turnaround, denim garment JV and recycled PET.
RSWM Results Update
RSWM's press release shows Q2 FY27 revenue up 15% YoY and PAT rising 3.9x to ₹25 crore. Figures are unaudited for the quarter ended September 2026.