Renaissance Global Limited has informed the Exchange about Investor Presentation. we are enclosing herewith the Investor Presentation which shall be presented to the Investors/Analysts.
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Renaissance Global, a Mumbai-based integrated jewelry player, shared its Investor Presentation outlining a strategic shift from a B2B manufacturer to a high-margin, brand-led Direct-to-Consumer (D2C) platform. The company is scaling owned and licensed brands like Jean Dousset (luxury lab-grown diamonds), With Clarity, and Enchanted Disney Fine Jewelry. Management has set FY29E revenue target of around ₹2,800 Cr, up from FY26's ₹1,913 Cr, with D2C brands expected to grow from ₹129 Cr (FY25) to ₹1,000 Cr. Jean Dousset alone is projected to contribute ₹400 Cr via 15 stores by FY29. EBITDA margins are guided to improve from 9.1% (FY26E) to 11.1% (FY29E), and PAT margins from 3.5% to 7%, targeting 28-30% PAT CAGR through FY29. ROE is expected to rise from 8.9% (FY25) to 28% (FY29E). Management also highlighted debt reduction and working capital tightening as key levers.
Positive for shareholders — the company has laid out an ambitious multi-year growth and margin expansion roadmap anchored on its branded D2C pivot, which could drive re-rating if execution holds. Short-term stock reaction may depend on how credible investors find the steep D2C scaling and margin trajectory.