Renaissance Global Limited has informed the Exchange about Transcript
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Renaissance Global reported FY25 revenue of Rs. 1,988 crores (up 6.7% YoY) with adjusted EBITDA margin improving to 9.5% from 8.3%. Adjusted PAT grew 21.5% to Rs. 89 crores. The company raised Rs. 163 crores via preferential issue and reduced net debt from Rs. 319 crores to Rs. 250 crores (net debt/equity improved to 0.18 from 0.28). Management announced the closure of the Bhavnagar manufacturing facility and revised its cost-savings target to Rs. 50–60 crores annually. The Jean Dousset acquisition was completed, with a new flagship store planned in New York in Q3 FY26. Management guided for D2C segment growth of 40–50% in FY26, but flagged ~Rs. 10 crores EBITDA hit in Q1 FY26 from US tariffs not yet passed on to customers.
Margin expansion, debt reduction and D2C growth focus are positives, but near-term Q1 FY26 earnings will be hit by Rs. 10 cr tariff absorption plus residual restructuring costs. Investors should watch for net debt trajectory toward zero in 12–24 months and execution of branded segment scaling.