Q4 2026 Renaissance Global Ltd Earnings Call Transcript
Key Points
- Renaissance Global Ltd (BOM:532923) reported a 29% year-over-year revenue growth to INR2,572 crore for FY26.
- EBITDA increased by 22% to INR204 crore, indicating improved profitability.
- The company achieved approximately INR40 crore in annual cost savings through operational excellence and cost optimization.
- Gross debt was reduced by approximately INR123 crore in Q4 FY26, strengthening the balance sheet.
- The direct-to-consumer (D2C) segment in the US showed strong growth, with revenues increasing by 44% to INR275 crore.
- The company decided not to distribute dividends this year, prioritizing business growth and debt repayment.
- Investors expressed concerns over the stock's performance, with some experiencing negative returns of 35% to 50%.
- Market conditions have not been favorable for the company's stock, despite peers performing better.
- The company still has INR200 crore to INR250 crore of net debt, with a goal to reach zero net debt in the next 2 years.
- There is uncertainty regarding promoter actions such as share buybacks, which depend on future board decisions.
Ladies and gentlemen, good day, and welcome to Renaissance Global Limited's Q4 and FY26 earnings conference call hosted by Dolat Capital. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Akshay Patel from Dolat Capital. Thank you, and over to you, Mr. Patel.
Thank you, Michelle. Good evening, everyone, and thank you for joining us on the Renaissance Global Q4 FY26 and Full Year FY26 earnings conference call. We have with us Mr. Sumit Shah, Chairman and Global CEO; Mr. Darshil Shah, Managing Director; and Mr. Jagdish Bhanderi, Manager - Strategy. We would like to begin the call with brief opening remarks from the management, followed by a question-and-answer session.
Now I would like to invite Mr. Sumit Shah to make his opening remarks. Over to you, sir.
Yes. Thank you, Akshay. Good afternoon, everyone, and thank you for
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