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Investor Presentation

Rupa & Company Investor Presentation: Key Takeaways

Rupa & Co reported a steady Q1 FY27 with 10% revenue growth and significant margin expansion. Strategy focuses on premiumization (Macroman/Macrowoman) and expanding modern trade and exports.

Highlights
Revenue growth10.1% YoY growth in Q1 FY27.
MarginsEBITDA margin improved from 6.6% to 7.8% YoY.
Demand visibilityStrong consumer demand noted across key categories.
Management confidenceHigh; citing healthy volume traction and pricing momentum.

Growth

Revenue grew 10.1% YoY to ₹202.4 Cr; EBITDA rose 29.1% to ₹15.7 Cr; PAT jumped 50.2% to ₹8.3 Cr.

Outlook

Management aims to double store count in Regional and Value Large Format stores, specifically targeting Southern India.

Risks

High competitive intensity remains elevated despite a favorable pricing environment due to rising yarn prices.

Last quarter's promises, checked

Delivered

  • Guided 10%-12% revenue growth → delivered 10.1% (= BEAT)
  • Guided focus on secondary sales/retail → delivered 10% volume growth (= BEAT)
  • Guided expansion in modern trade/e-com → delivered 5% contribution (= BEAT)

Partly delivered

  • Guided margin improvement of 50 bps → delivered 120 bps YoY but missed FY27 range (= PARTIAL)

Missed

  • Guided EBITDA margin 9%-10% → delivered 7.8% (= MISS)
Source

Investor Presentation filed with BSE, NSE: RUPA. Summary written with AI assistance from the document.

Read the document ↗

Rupa & Company Ltd: key numbers

Share price
₹136.07
Market cap
₹1,082 Cr
Revenue (annual)
₹1,259 Cr
Net profit (annual)
₹72.49 Cr
P/E (TTM)
14.3×Sector 55.7×
Promoter holding
73.28%+0.00% QoQ
FII holding
0.12%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Annual General Meeting

Rupa & Company Annual General Meeting

Rupa & Company Ltd held its 41st Annual General Meeting on September 18, 2026, via video conferencing to consider various ordinary and special business items.