| Revenue growth | Revenue grew 44% YoY to ₹5,139M in Q4 FY26. |
|---|---|
| Margins | Slight gross margin decline due to outsourcing; EBITDA maintained at 22-23%. |
| Demand visibility | Strong revenue visibility noted for upcoming quarters across established and new products. |
| Management confidence | Balanced and confident, highlighting robust R&D productivity and commercialization rates. |
Growth
Revenue grew 44% YoY to ₹5,139M; EBITDA rose 67% to ₹1,213M, showcasing strong execution and demand for specialty products.
Outlook
Guided R&D spend of ₹5B over 9 quarters; aiming to beat IPM growth by FY28 through Arena acquisition and Pithampur ramp-up.
Risks
Gross margin compression due to internal manufacturing constraints and increased reliance on higher-cost outsourced production for the next few quarters.
Earnings Call filed with NSE, 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