Renaissance Global Limited
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Management on call
Sumit Shah
Chairman and Global CEO, Renaissance
Key numbers — 40 extracted
42.6%
37.3%
20.6%
43%
68%
Rs.530 crore
Rs.372 crore
Rs.21 crore
11%
Rs.19 crore
Rs.11 crore
Rs.32 crore
Guidance — 13 items
DISCLAIMER
opening
“In particular, such statements should not be regarded as a projection of future performance of Renaissance.”
DISCLAIMER
opening
“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.”
DISCLAIMER
opening
“Such statements should not be regarded as a projection of future performance of Renaissance.”
DISCLAIMER
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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.”
DISCLAIMER
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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.”
DISCLAIMER
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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.
— DISCLAIMER
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.
— DISCLAIMER
Speaking time
1
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