Rupa & Company Limited has informed the Exchange about Investor Presentation
RUPA · price
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Awaiting price reaction for this filing.
Rupa & Company filed its Q3 FY26 (quarter ended Dec 31, 2025) investor presentation. Q3 revenue was nearly flat at Rs. 313.5 Cr (down 0.9% YoY), but profitability took a sharp hit — EBITDA fell 32.4% YoY to Rs. 25.7 Cr and PAT dropped 31.9% YoY to Rs. 16.2 Cr. EBITDA margin compressed to 8.2% from 12.0% as a 3.8% adverse pricing impact offset a 3.0% volume-mix gain. For 9M FY26, revenue slipped marginally to Rs. 817.6 Cr, with EBITDA down 28.6% to Rs. 60.3 Cr and PAT down 31.3% to Rs. 36.2 Cr. The bright spots were exports (up 28% YoY, 4% of revenue) and modern trade/e-commerce (6% of revenue). The company remains net cash positive at Rs. 41 Cr. Management flagged pricing pressure across segments and guided focus on mid-premium portfolio, Athleisure scaling, and efficiency-led margin recovery.
A weak quarter with steep profit erosion and ongoing pricing pressure is likely to weigh on the stock. However, the volume growth, export momentum, debt-free balance sheet, and consistent dividend track record (Rs. 3/share in FY25) provide some cushion for long-term investors.