RGLNSERenaissance Global LimitedMediumNeutral
Announced Thu, 12 Feb · 20:03 IST

Renaissance Global Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

RGL · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Renaissance Global reported strong Q3 FY26 results with core business revenue of ₹824 crore, up 16% YoY, driven by robust D2C growth of 37.5% YoY to ₹91 crore. EBITDA rose 19.5% YoY to ₹63.1 crore (margin 7.7%, up from 7.4%), while PBT grew 31.4% YoY to ₹42 crore and PAT surged 36.5% YoY to ₹33.2 crore. For 9M FY26, core revenue rose 28% to ₹1,885.9 crore, D2C revenue grew 39% to ₹220 crore (annualised run rate ~₹300 crore), and adjusted PAT climbed 36.6% to ₹69.6 crore. Management reiterated multiyear targets of mid-20s ROE/ROCE, a cost reduction programme of ₹40–50 crore in annualised savings, and expansion of Jean Dousset to 5 stores by end-2026, with owned brand revenue having grown 7x in three years.

Likely market impact

Strong broad-based growth with margin expansion and improving capital efficiency is positive for shareholders. The clear D2C-led growth narrative and forward targets on ROE/ROCE could support investor sentiment, though headline gross margins have compressed year-on-year due to mix shift.