| EBITDA Margin: guided vs achieved | 24.20% achieved Guided 22.00%–23.00%, 5.2% above the top of the range; confirmed by management |
|---|---|
| EBITDA Margin guidance | 22.5% → 23.0% Raised by 0.5 percentage points |
| Revenue growth | 51.6% YoY growth, broad-based across top products. |
|---|---|
| Margins | Operating EBITDA rose to 24.2%; GM% increased to 67.7%. |
| Demand visibility | Strong revenue visibility for coming quarters and FY29/30. |
| Management confidence | Strong; revised margin guidance upwards despite cost headwinds. |
Growth
Revenue surged 51.6% to ₹5,343 Mn; PAT grew 95.8% YoY to ₹848 Mn.
Outlook
EBITDA margin guidance raised to 23%+. Targeting commercialization of New Jersey and Pithampur sites in CY2027.
Risks
Geopolitical situations increasing input costs; potential EBITDA impact from ESOP and pre-revenue manufacturing site costs.
Last quarter's promises, checked
Delivered
- EBITDA Margin 22–23% → achieved 24.2% (= BEAT)
- R&D Spend ₹500 Cr over 9 quarters → on track/high confidence (= BEAT)
- Pithampur ramp-up Q1 CY27 → site qualified/products filed (= BEAT)
Investor Presentation 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 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
Rubicon Research Earnings Call: Key Takeaways
Rubicon Research reports robust Q4 FY26 results with 44% revenue growth and 112% PAT growth. Strategy shifts toward direct Indian market presence via Arinna Lifesciences acquisition.