RGLNSEQ1 FY26August 12, 2025

Renaissance Global Limited

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Management on call
Sumit Shah
Chairman and Global CEO, Renaissance
Key numbers — 40 extracted
42.6%
Renaissance Global announces Q1 FY26 Results Q1 FY26 Revenue from Continuing Operations up by 42.6% YoY Owned brands (D2C) Revenue up by 37.3% YoY Adj. PAT up by 20.6% YoY Mumbai, Aug 12, 2025:
37.3%
s Q1 FY26 Revenue from Continuing Operations up by 42.6% YoY Owned brands (D2C) Revenue up by 37.3% YoY Adj. PAT up by 20.6% YoY Mumbai, Aug 12, 2025: Renaissance Global Reports Impressive 43%
20.6%
Continuing Operations up by 42.6% YoY Owned brands (D2C) Revenue up by 37.3% YoY Adj. PAT up by 20.6% YoY Mumbai, Aug 12, 2025: Renaissance Global Reports Impressive 43% Revenue Growth in Q1 FY26;
43%
7.3% YoY Adj. PAT up by 20.6% YoY Mumbai, Aug 12, 2025: Renaissance Global Reports Impressive 43% Revenue Growth in Q1 FY26; Underlying Profitability Surges 68% after Adjusting for Tariff Impact
68%
naissance Global Reports Impressive 43% Revenue Growth in Q1 FY26; Underlying Profitability Surges 68% after Adjusting for Tariff Impact Renaissance Global Limited (RGL), a global leader in branded je
Rs.530 crore
ion. The company’s revenue from continuing operations for Q1 FY26 surged by an impressive 43% to Rs.530 crore, compared to Rs.372 crore in the corresponding quarter of the previous year. This powerful growth
Rs.372 crore
ue from continuing operations for Q1 FY26 surged by an impressive 43% to Rs.530 crore, compared to Rs.372 crore in the corresponding quarter of the previous year. This powerful growth was driven by strong perfo
Rs.21 crore
d Profit before Tax (PBT) was temporarily masked by external factors. PBT for the quarter stood at Rs.21 crore, an 11% increase from Rs.19 crore in Q1 FY25. This figure includes a significant adverse impact of
11%
Tax (PBT) was temporarily masked by external factors. PBT for the quarter stood at Rs.21 crore, an 11% increase from Rs.19 crore in Q1 FY25. This figure includes a significant adverse impact of approxi
Rs.19 crore
orarily masked by external factors. PBT for the quarter stood at Rs.21 crore, an 11% increase from Rs.19 crore in Q1 FY25. This figure includes a significant adverse impact of approximately Rs.11 crore on the
Rs.11 crore
se from Rs.19 crore in Q1 FY25. This figure includes a significant adverse impact of approximately Rs.11 crore on the gross margin due to uncompensated tariffs on US imports. Commenting on the performance, M
Rs.32 crore
re  Tariff Impact: + Rs.11 crore  Adjusted Operational PBT before exceptional item (Q1 FY26): Rs.32 crore This adjusted PBT figure represents a remarkable underlying growth of nearly 68% compare
Guidance — 13 items
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In particular, such statements should not be regarded as a projection of future performance of Renaissance.
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Earnings Presentation Q1 FY26 and many more… Disclaimer This presentation and the following discussion may contain “forward looking statements” by Renaissance Global Limited (“Renaissance” or the Company) that are not historical in nature.
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Such statements should not be regarded as a projection of future performance of Renaissance.
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2 Q1 FY26 Results Overview Q1 FY26 Financial Summary Revenue from Continuing Operations (₹ Crore) EBITDA from Continuing Operations (₹ Crore) 372 42.6% 530 EBITDA Margin 9.7% 36 7.7% 41 13.2% Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 PAT (₹ Crore)* PAT Margin 3.5% 15 3.5% 19 20.6% EPS (₹)* 1.6 8.1% 1.7 Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 Note: 1.
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Sumit Shah – Chairman and Global CEO, Renaissance Global Limited said: We are pleased to report a strong performance for Q1 FY26, with revenues from continuing operations increasing by 43% year- over-year.
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We have successfully integrated Jean Dousset within our existing supply chain and the company is on track to report a profitable FY 26.
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During Q1 FY26, we successfully concluded our cost optimization and rationalization program with the closure of our Bhavnagar facility.
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The positive impact of our broader cost optimization drive, which commenced in FY25, has already begun to reflect in Q1 FY26 results, contributing to opex savings of Rs.12 crore during the quarter compared to same quarter last year.
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The revenue growth of this brand can be seen in the below chart: IRASVA revenue growth over the past few years (INR Cr.) 22 22 25 4 year CAGR of 40% 16 7 …Among others • As a part of our endeavor to grow the D2C branded segment , we have over the years launched and acquired D2C brands.
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Owned Websites Revenue growth over the past few years (INR Cr.) 4 year CAGR of 87% 165 135 280 191 23 FY22 FY23 FY24 FY25 FY26E FY22 FY23 FY24 FY25 FY26E Note: Driven by strong consumer demand and strategic growth initiatives, our owned brands have achieved 37% YoY growth and are on course to reach ₹305 crore in revenue this fiscal year.
Risks & concerns — 3 flagged
This performance is particularly commendable given the adverse impact of uncompensated tariffs on US imports, which is estimated to have an impact to the company’s gross margin by approximately ₹11 crore during the quarter.
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Encouragingly, despite the additional costs, we have not observed any significant decline in end-consumer demand for jewellery in the US, indicating strong underlying market resilience.
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The positive impact of our broader cost optimization drive, which commenced in FY25, has already begun to reflect in Q1 FY26 results, contributing to opex savings of Rs.12 crore during the quarter compared to same quarter last year.
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Speaking time
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Opening remarks
DISCLAIMER
This press release and the following discussion may contain “forward looking statements” by Renaissance Global Limited (Renaissance or the Company) that are not historical in nature. These forward-looking statements, which may include statements relating to future results of operations, financial condition, business prospects, plans and objectives, are based on the current beliefs, assumptions, expectations, estimates, and projections of the management of Renaissance about the business, industry and markets in which Renaissance operates. These statements are not guarantees of future performance, and are subject to known and unknown risks, uncertainties, and other factors, some of which are beyond Renaissance’s control and difficult to predict, that could cause actual results, performance or achievements to differ materially from those in the forward-looking statements. Such statements are not, and should not be construed, as a representation as to future performance or achievements of
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