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RBZJEWEL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
RBZ Jewellers reported FY26 revenue of INR 6,365 Mn (up 20% YoY) and PAT of INR 548 Mn (up 41% YoY). EBITDA margins improved to 14.44% from 12.11% in FY25, driven by operational efficiencies and higher job work contribution. The company operates across wholesale (INR 2,213 Mn revenue), retail (INR 4,084 Mn), and job work (INR 68 Mn) segments. Q4 revenue was INR 1,895 Mn (up 38% YoY but down 16% sequentially) with PAT of INR 117 Mn. The company serves 190+ wholesale clients including Titan and Malabar Gold, and plans to open 2 new retail showrooms in Surat and Rajkot by Q2 FY27. ROCE stands at 29% with 3-year revenue and PAT CAGR of 30% and 35% respectively.
Strong FY26 performance with margin expansion demonstrates operational leverage. However, sequential Q4 slowdown (revenue and PAT declined QoQ) and elevated net debt (0.46x D/E) suggest caution. The retail expansion plans (21,000 sq ft across 2 cities) require monitoring given the capital-intensive nature.