Renaissance Global Ltd (NSE:RGL)

Q4 2025 Renaissance Global Ltd Earnings Call Transcript

Jun 2, 2025 / 10:30 AM GMT

Release Date Price: ₹128.91 (-1.28%)

Transcript

Key Points

Positve

Renaissance Global Ltd (BOM:532923) reported a 6.7% year-over-year revenue growth from continuing operations, reaching 1,988 crores in FY25.
The company's EBITDA margin improved to 9.5% from 8.3% in the previous year, indicating enhanced operational efficiency.
A strategic investment was made in Jean Doucet Jewelry LLC, a renowned US-based jewelry designer, to expand the branded business segment.
The company launched a cost optimization program projected to deliver annual savings of 40 to 50 crores, including the closure of the Bhavnagar facility, which alone will save 20 crores annually.
Net debt was reduced to 250 crores from 319 crores a year earlier, with a net debt to equity ratio improvement from 0.28 to 0.18, reflecting a disciplined approach to deleveraging.

Negative

The company anticipates a soft start to FY26 due to economic uncertainty created by US trade tariffs.
There was a short-term impact on the bottom line due to tariffs that were not passed on to customers for a 60-day period.
Restructuring expenses related to the acquisition of Jean Doucet and the closure of the Bhavnagar facility will continue to impact financials in the short term.
The company faces challenges in passing on tariff costs to customers, which could affect profitability.
The domestic retail business, particularly the Irawa brand, is not yet profitable, with a reported loss of around 4 crores last year.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RENA.NS - Renaissance Global Ltd
Q4 2025 Renaissance Global Ltd Earnings Call
Jun 02, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Renaissance Global Q4 F 525 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing start and 0 on the touchtone phone.

I now hand the conference over to Mr. Sneha Kumar rohe from Renaissance Global.

Thank you and over to you, sir.

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Unidentified_2 [2]
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