RSWM Ltd (NSE:RSWM)

Q2 2026 RSWM Ltd Earnings Call Transcript

Nov 6, 2025 / 12:30 PM GMT

Release Date Price: ₹151.99 (-1.57%)

Transcript

Key Points

Positve

RSWM Ltd (BOM:500350) has invested significantly in renewable energy, achieving 70% of its energy consumption from green sources, which will help reduce power costs.
The company reported a significant improvement in EBITDA margin, rising to 6.8% from 3.6% year over year, driven by operational efficiency and cost management.
RSWM Ltd (BOM:500350) has reduced its finance costs by 8.9% quarter over quarter and 11.5% year over year through careful financial planning.
The company has successfully reduced its inventory by approximately 16%, contributing to improved cash flow and financial stability.
RSWM Ltd (BOM:500350) is focusing on forward integration and modernization, planning to increase its knit capacity from 700 to 900 tons per month, which will enhance its product mix and profitability.

Negative

The imposition of a 50% tariff on textile goods by the US government has created challenges, impacting profitability and causing uncertainty in the industry.
The removal of import duty on cotton negatively impacted profitability due to lower cotton prices, affecting the company's existing stock value.
RSWM Ltd (BOM:500350) experienced a decline in revenue from operations, down 1.4% year over year and 1.6% quarter over quarter, primarily due to lower capacity utilization.
The geopolitical situation and US tariffs have led to renegotiations and discounts on orders, affecting the company's financial performance.
The company's knit and denim businesses are facing utilization challenges due to reduced demand and renegotiations with US customers.

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

RSWM.NS - RSWM Ltd
Q2 2026 RSWM Ltd Earnings Call
Nov 06, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good evening and welcome to the RSWM Limited Q21 H1FY26 earnings conference call hosted by Red Capital. We have with us today from the management Mr. Rajiv Gupta, Joint Managing Director Mr. Nitin Solyani, President and CFO, Mr. Surendra Gupta, Chief Compliances Officer, legal and company secretary.

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, then 0 on your touchstone phone. Please note that this conference is being recorded.

Before we proceed with this call, I would like to take this opportunity to

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