Renaissance Global Limited has informed the Exchange about Presentation of Investor / Analyst meet, please find enclosed herewith the revised Investor Presentation.
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Renaissance Global has submitted a revised investor presentation following its analyst meet. The key highlight is an upward revision in FY27 PAT guidance from ₹110 Cr to ₹125.5 Cr. The company is positioning itself as a brand-led D2C jewellery platform, pivoting away from its traditional B2B manufacturing model. Key brands include Jean Dousset (luxury lab-grown diamond, expanding to 15 stores by FY29), With Clarity (scaled from ₹40 Cr at 2022 acquisition to over ₹200 Cr), and Enchanted Disney (~₹400 Cr revenue). Management has laid out multi-year targets including revenue of ~₹2,800 Cr by FY29E, EBITDA margins expanding from 8.5% in FY26E to 11.1% by FY29E, and PAT margins improving from 3.5% to 7% over the same period. ROE is targeted to rise from 8.9% in FY24 to 16%+ by FY29.
Positive for shareholders — the upward revision in FY27 PAT guidance and a clear roadmap to higher margins and returns suggest improving earnings visibility. The D2C pivot, if executed well, could structurally lift profitability, though execution risk on store expansion and brand scaling remains.