Rashi Peripherals Limited has informed the Exchange about Transcript of investor / analyst concall

Rashi Peripherals reported strong Q4 FY26 results with revenue up 51% YoY to INR 4,489 crores and PAT growing 65% YoY to INR 87 crores. For full FY26, revenue grew 15% to INR 15,827 crores with PAT at INR 282 crores (35% growth). Management attributed growth to a structural PC super cycle driven by AI PC adoption (AI notebooks grew 129% in CY2025), Windows 10 end-of-support refresh cycle, and favorable component pricing. They clarified that H2 growth was partly price-driven (20-22% of 46-47% H2 growth), while excluding a large data center project from FY25, underlying growth was 31%. Management expects to maintain 20% CAGR trajectory and plans selective participation in AI data center project opportunities (funnel of INR 20,000-25,000 crores) based on ROI. The company generated INR 514 crores operating cash flow with ROCE crossing 16%.