Investor Presentation for FY 2025-26.
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Rose Merc Ltd filed its 1HFY26 investor presentation showing a dramatic turnaround driven by its Emirates Holding FZ LLC acquisition (46.67% stake). Revenue surged to Rs 394.8 mn from Rs 14 mn in 1HFY25, a 2,720% jump. EBITDA turned positive at Rs 102.8 mn (26% margin) versus a Rs 3.5 mn loss last year, with net profit after minority interest at Rs 29.3 mn versus a Rs 3.7 mn loss. The company operates a diverse portfolio spanning sports (Navi Mumbai Premier League, wrestling, trampoline gymnastics), fashion & events (Emirates Luxury Show, Moda Orama Ventures), and capital markets. New strategic MoUs were signed with Thrust Aircraft (aerospace), KheloMore (sports-tech), Falcon Cup Dubai, SAM Corporate (ESG fintech), and others. The presentation also highlights an upcoming events pipeline including NYE 2026 premium events and corporate mandates from clients like Indofil Industries.
The acquisition-led revenue surge and return to profitability mark a significant turnaround for the small-cap stock (market cap ~Rs 36 Cr at Rs 64/share). However, sequential QoQ decline in Q2 revenue (-22%) and margins (30.2% to 20.7%) may raise questions on sustainability. Investors should watch execution of the diverse MoU pipeline and the contribution from key subsidiary Emirates Holding going forward.