ALFA Finder| Revenue growth | 44% YoY for Q4; 37% for full year FY26. |
|---|---|
| Margins | Operating EBITDA margin 23.1% for Q4; guidance 22-23% for coming quarters. |
| Demand visibility | Strong, broad-based demand across portfolio leading to increased outsourcing. |
| Management confidence | High; visibility on strong revenue traction and R&D productivity. |
Growth
Q4 revenue grew 44% YoY to ₹5,140M; FY26 revenue up 37% to ₹17,540M. FY26 PAT rose 84% to ₹2,467M.
Outlook
EBITDA margin guidance maintained at 22-23%. Planned capex of ₹300Cr over two years. Targeting significant CNS growth via Arinna.
Risks
Reliance on outsourced manufacturing due to internal constraints, potentially impacting short-term gross margins until Pithampur facility ramps up.
Earnings Call filed with BSE, BSE: 544578. Summary written with AI assistance from the document.
Rubicon Research Ltd: key numbers
- Share price
- ₹1,734.00
- Market cap
- ₹28,703 Cr
- Revenue (annual)
- ₹1,754 Cr
- Net profit (annual)
- ₹246.7 Cr
- P/E (TTM)
- 88.4×Sector 43.8×
- Promoter holding
- 51.25%-8.51% QoQ
- FII holding
- 9.01%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 Earnings Call Transcript: Key Takeaways
Q2 revenue rose 40% to ₹576 Cr with 25% operating EBITDA margin and ₹90 Cr PAT. Arena acquisition flatters growth, and recent plant inspections remain unresolved.
Rubicon Research Other Announcement
Rubicon Research filed the India Ratings monitoring agency report for the IPO fresh issue proceeds for the quarter ended September 30, 2026. The agency found no deviation from the stated objects of the issue.
Rubicon Research Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹5,764Mn (+39.9%), EBITDA ₹1,464Mn (+54.1%, 25.4% margin), PAT ₹904Mn (+67.9%). Arinna consolidated; FY27 margin guidance raised to 24%+.
Rubicon Research Q2 FY27 Results: Net Profit ₹90.4 Cr, Up 67.7% YoY
Rubicon Research Ltd reported revenue from operations of ₹576.4 Cr (+39.9% YoY) and net profit of ₹90.4 Cr (+67.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹90.4 Cr · +67.7% YoY
Rubicon Research Employee Stock Options
Rubicon Research Limited granted 68,982 stock options at an exercise price of Rs. 1,374.40 per share. The options vest over five years under the company's 2026 ESOP plan.
Rubicon Research Business Update
Rubicon Research disclosed a USFDA inspection of its Ambernath facility, which issued five procedural Form 483 observations. No monetary penalty or amount is involved.