| Revenue growth | 43.5% YoY for Q4; 36.6% for FY26. |
|---|---|
| Margins | Operating EBITDA holding in 22-23% range despite higher outsourcing. |
| Demand visibility | Strong visibility for FY29/30 based on current R&D spend. |
| Management confidence | High; citing strong revenue visibility and R&D productivity trends. |
Growth
FY26 revenue reached ₹17,540M, a 36.6% increase YoY. PAT surged 83.6% to ₹2,467M with EBITDA margins improving to 23.3%.
Outlook
Guided ₹5,000M+ R&D spend over 9 quarters; Pithampur site production ramp-up expected in Q1 CY27 to be margin accretive.
Risks
Reliance on outsourced manufacturing due to internal capacity constraints has slightly contracted sequential gross margins from 66.5% to 66.3%.
Earnings Call filed with BSE, NSE: RUBICON. Summary written with AI assistance from the document.
Rubicon Research Ltd: key numbers
- Share price
- ₹1,676.30
- Market cap
- ₹27,748 Cr
- Revenue (annual)
- ₹1,754 Cr
- Net profit (annual)
- ₹246.7 Cr
- P/E (TTM)
- 96.3×Sector 50.4×
- Promoter holding
- 59.76%-0.10% QoQ
- FII holding
- 7.52%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Rubicon Research Ltd
All →Rubicon Research Capital Structure Change
Employee Girish Subramaniam Iyer sold 6,796 shares in the open market across four transactions for a total consideration of ₹1.23 Crore.
- Value
- ₹1.23 Cr
Rubicon Research Other Announcement
Employee Vinayak Sawant sold 1,100 shares of Rubicon Research Ltd worth ₹0.20 Crore. This disclosure is a routine regulatory filing under PIT regulations.
- Value
- ₹0.20 Cr
Rubicon Research Investor Presentation: Key Takeaways
Rubicon Research reported a strong Q1 FY27 with revenue growing 51% YoY to ₹534 Cr and PAT surging over 95% to ₹85 Cr.
Rubicon Research Earnings Call Transcript: Key Takeaways
Rubicon Research delivers stellar Q1FY27 results with a 51% revenue jump and 100%+ PAT growth, largely fueled by strong US specialty sales and successful inorganic integration.
Rubicon Research Investor Presentation: Key Takeaways
Rubicon Research reported stellar Q1FY27 results with 51.6% YoY revenue growth. Management revised Operating EBITDA margin guidance upwards to at least 23% for FY27.
Rubicon Research Q1 FY27 Results: Net Profit ₹84.8 Cr, Up 95.8% YoY
Rubicon Research Ltd reported revenue from operations of ₹534.3 Cr (+51.6% YoY) and net profit of ₹84.8 Cr (+95.8% YoY) for Q1 FY27.
- Key figure
- Net profit ₹84.8 Cr · +95.8% YoY