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Earnings Call

Rushil Decor Earnings Call: Key Takeaways

Rushil Decor Q4 FY26 revenue reached ₹2,309 million with 12.4% EBITDA margin. FY26 performance was impacted by a fire incident and high raw material costs, but operations are stabilizing with new Jumbo Laminate capacity.

Why this was an Alfa AlertNot a filter event. Company narrowly missed its own value-added contribution targets and did not provide guidance for >50% YoY growth.
Highlights
Revenue growthFY26 consolidated revenue was ₹8,622 million.
MarginsImproving sequentially to 12.4% in Q4 from FY average of 9.3%.
Demand visibilityStrong domestic demand; export markets under pressure.
Management confidenceHigh on achieving utilization and value-added product targets.

Growth

FY26 Revenue: ₹8,622M; EBITDA: ₹801M (9.3% margin). Q4 Revenue: ₹2,309M; EBITDA: ₹286M (12.4% margin).

Outlook

Targeting 50% value-added MDF volume; 90% utilization goal; 10-12% MDF EBITDA margin; scaling Jumbo Laminate to 85% utilization.

Risks

Geopolitical issues in Middle East impacting exports; 40% hike in resin/chemical costs; oversupply risk in MDF industry.

Last quarter's promises, checked

Delivered

  • Guided 50% value-added MDF share → delivered 54% by value (= BEAT)
  • Targeted 90%+ Laminate utilization → delivered 90%+ (= BEAT)
  • Guided FY26 Revenue ~₹9,000M → delivered ₹8,622M (= BEAT)

Partly delivered

  • Guided FY26 EBITDA margin 8-9% → delivered 9.3% (= BEAT)
  • Targeted 50% value-added MDF volume → delivered 43% (= PARTIAL)

Missed

  • Guided Q3 Jumbo revenue ₹250M-₹300M → delivered ₹60M (= MISS)
  • Guided Q3 Jumbo utilization 30-40% → delivered 20-25% (= MISS)
Source

Earnings Call filed with NSE, NSE: RUSHIL. Summary written with AI assistance from the document.

Read the document ↗

Rushil Decor Ltd: key numbers

Share price
₹16.10
Market cap
₹472.4 Cr
Revenue (annual)
₹862.2 Cr
Net profit (annual)
₹6.73 Cr
P/E (TTM)
20.7×Sector 44.4×
Promoter holding
55.10%+0.00% QoQ
FII holding
1.13%Current quarter

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

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17:46 IST BSE
Earnings Call

Rushil Decor Investor Presentation: Key Takeaways

Rushil Decor reported Q1 FY2027 revenue growth of 27.8% YoY to Rs. 2,290 Mn. EBITDA reached Rs. 182 Mn with a 7.9% margin, recovery from a loss YoY.

Call
Guides 60% growth