RSWM Limited has informed the Exchange about Investor Presentation
RSWM · price
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RSWM Limited (LNJ Bhilwara Group) shared its Q4 & FY25 investor presentation. FY25 revenue grew 18.9% YoY to ₹4,825 Cr, and EBITDA jumped 76.8% to ₹233 Cr with margin expanding 158 bps to 4.8%. Q4 FY25 showed further improvement, with EBITDA up 44.8% YoY to ₹79 Cr and margins at 6.2% (up 163 bps). However, the company posted a FY25 net loss of ₹41 Cr versus a ₹35 Cr profit last year, due to higher finance costs (₹135 Cr vs ₹92 Cr) and depreciation. Key highlights include the launch of 'RSWM 2.0' transformation program, a strategic Joint Development Agreement with Birla Cellulose and TACC for graphene-enhanced textiles, and a ₹250 Cr investment into group company Bhilwara Energy by Singularity which benefits RSWM's mark-to-market value.
Margin expansion and EBITDA growth signal operational turnaround, but continued net loss and rising debt/finance costs (₹1,628 Cr total borrowings) remain concerns. The BEL revaluation gain and ongoing transformation initiatives could support a re-rating, while focus on debt reduction in FY26 may ease pressure on profitability.