RSWM Limited
5,346words
4turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
₹2,319
₹2,374
2.7%
₹885
37.8%
173 bps
66.1%
₹160
6.8%
280 bps
₹96
Guidance — 10 items
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“As we move into the second half of the financial year, we expect a gradual recovery in exports and greater policy clarity.”
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“While short-term challenges may persist, the medium-term outlook remains positive.”
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“Riju Jhunjhunwala, CMD September 2025 www.rswm.in 4 Message from JMD’s Desk “ RSWM achieved a resilient performance in H1 FY26, sustaining profitability despite a slight decline in revenue amid global headwinds.”
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“During the first half of FY26, revenue from operations stood at ₹2,319 Cr compared to ₹2,374 Cr in H1 FY25.”
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“PBDT climbed to ₹96 Cr from ₹28 Cr last year, a 3.4x rise, while PAT reached ₹13 Cr, marking a strong turnaround from a loss of ₹35 Cr in H1 FY25.”
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“Rajeev Gupta, JMD September 2025 www.rswm.in “ 5 Message from CFO’s Desk “ RSWM delivered strong execution and sustained profitability in Q2 FY26.”
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“PBT turned positive at ₹10 Cr versus a ₹32 Cr loss in Q2 FY25, while PAT improved to ₹6 Cr from a ₹21 Cr loss, reflecting strong recovery and effective cost management.”
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“Nitin Tulyani, President & CFO September 2025 www.rswm.in 6 ▪ Profit & Loss Statement ▪ Balance Sheet Statement ▪ Q2 & H1 FY26 Financials 1.”
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“◊ Flagship company of LNJ Bhilwara Group ◊ Enjoys the Golden Trading House status Global Reach 31% Sales from Exports 12 Plants 3 Business Verticals 70+ Countries Yarns • • Denim Fabric • Knitted Fabric Africa, Southeast Asia, Europe, the Middle East, & the USA In FY25 Advanced Manufacturing Facilities September 2025 www.rswm.in 20 Plants Location Ringas a) Fibre Dyeing & Spinning b) Dyed Yarn Recycled Polyester Fibre (Green Fibre) Chhata, Kosi Unit, Dist.”
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“Global Denim Industry Denim Industry Snapshot 2020 2027E $63.5 Billion +4.70% CAGR $87.4 Billion ▪ 50% Organised Sector ▪ 50% 50% 50% Unorganised Sector September 2025 www.rswm.in 30 Business Vertical: Knitted Fabric Market Potential & Investment With the global knits market at $206 Bn and India holding only ~4% share, LNJ Knits entered the space with a strategic ₹80 Cr investment to tap into this high-growth opportunity.”
Risks & concerns — 1 flagged
Riju Jhunjhunwala, CMD September 2025 www.rswm.in 4 Message from JMD’s Desk “ RSWM achieved a resilient performance in H1 FY26, sustaining profitability despite a slight decline in revenue amid global headwinds.
— Regd. Office
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Opening remarks
Corporate Office
Bhilwara Towers, A-12, Sector-1 Noida-201 301 (NCR-Delhi), India Tel. : +91-120-4390300 (EPABX) Fax : +91-120-4277841 Website : www.rswm.in GSTIN:09AAACR9700M1Z1
Regd. Office
Kharigram, P.O. Gulabpura – 311 021 District Bhilwara, Rajasthan, India Tel.: +91-1483-223144 to 223150, 223478 Fax: +91-1483-223361, 223479 Website : www.rswm.in GSTIN:08AAACR9700M1Z3 Corporate Identification Number:L17115RJ1960PLC008216 Investor Presentation Q2 & H1 FY26 ● NSE: RSWM ● BSE: 500350 REFLECT ● RESTORE ● RESHAPE Safe Harbor This presentation has been prepared by RSWM (“Company") solely for information purposes without any regard to any specific objective, financial situation, or informational need of any particular person. This presentation may not be copied, distributed, or disseminated, directly or indirectly, in any manner. Failure to comply with this directive may result in a violation of the applicable laws in certain jurisdictions. By reviewing this presentation, you agree to be bound by the restrictions contained herein and to maintain absolute confidentiality, regarding the information disclosed in these materials. This presentation does not constitute or form par