Rupa & Co Ltd (BOM:533552)
₹ 147.4 -1.85 (-1.24%) Market Cap: 11.72 Bil Enterprise Value: 11.72 Bil PE Ratio: 15.59 PB Ratio: 1.10 GF Score: 73/100

Q4 2026 Rupa & Company Ltd Earnings Call Transcript

May 26, 2026 / 12:30PM GMT
Release Date Price: ₹151.25 (+1.61%)

Key Points

Positve
  • Rupa & Co Ltd (BOM:533552) reported a revenue growth of 6.3% year-on-year for Q4 FY26, driven by a strong volume growth of 9%.
  • The Athleisure segment showed significant momentum, contributing to improved gross margins and overall revenue growth.
  • The company maintained a strong cash surplus position of INR33 crore as of March 31, 2026, reflecting robust liquidity.
  • Rupa & Co Ltd (BOM:533552) has strengthened its sales and distribution network, which is expected to enhance market presence and product reach.
  • The company has proposed a dividend of INR3 per equity share for FY26, indicating a commitment to shareholder returns.
Negative
  • Despite revenue growth, the company faced a decline in EBITDA and PAT margins for the full year FY26 compared to FY25.
  • The operating environment remains highly competitive, with intense pricing pressures affecting profitability.
  • Global disruptions, such as increased crude prices and shipping route challenges, have led to higher logistics and freight costs.
  • The company anticipates continued pricing pressures and potential volatility in raw material costs due to geopolitical tensions.
  • Rupa & Co Ltd (BOM:533552) has seen modest revenue growth of only 1.6% year-on-year for the full year FY26, indicating challenges in scaling operations.
Operator

Ladies and gentlemen, good day, and welcome to the Rupa & Company Limited Q4 and FY26 earnings conference call hosted by MUFG Intime. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Mr. Omkar Bagwe from MUFG. Thank you, and over to you, sir.

Omkar Bagwe
MUFG Intime - Analyst

Thank you. Good evening, everyone. I welcome you all to the earnings conference call to discuss Q4 and FY26 results of Rupa & Company Limited. To discuss our results, we have with us from the management, Mr. Vikash Agarwal, the Whole-Time Director; and Mr. Sumit Khowala, the Chief Financial Officer.

They will take you through the results, and then we will proceed to Q&A session. Before we proceed to the call, a small disclaimer, this conference may contain certain forward-looking statements about the company, which are based on the beliefs, opinions and expectations as on date of this call.

The actual results may differ materially. These statements are not guarantee of future performance

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