RSWM Ltd (NSE:RSWM)

Q3 2026 RSWM Ltd Earnings Call Transcript

Feb 12, 2026 / 10:30 AM GMT

Release Date Price: ₹152.91 (-3.06%)

Transcript

Key Points

Positve

RSWM Ltd (BOM:500350) reported a significant improvement in EBITDA margins, rising to 7.4% in Q3 FY26 from 4.8% in Q3 FY25, indicating strong operational efficiency.
The company achieved a gross margin of 39.2% in Q3 FY26, reflecting a year-on-year improvement of 310 basis points.
RSWM Ltd (BOM:500350) is benefiting from strategic initiatives such as the expansion of knitted fabric capacity, which is expected to be fully operational by the first half of FY27.
The acquisition of LNJ Green Pet positions RSWM Ltd (BOM:500350) to capitalize on the growing demand for recycled materials, aligning with ESG trends.
The company has made significant strides in cost efficiency, with finance costs declining due to improved liquidity and lower borrowing costs.

Negative

RSWM Ltd (BOM:500350) faced a challenging demand environment, with mixed conditions across domestic and export markets.
The company reported a one-time exceptional expense of approximately 10 crore related to labor costs, impacting net profitability.
Despite improvements, the company's working capital remains high, which could affect financial flexibility.
The textile sector continues to face geopolitical pressures and tariff challenges, particularly in key markets like the US and Bangladesh.
RSWM Ltd (BOM:500350) is still in the process of modernizing its machinery, which requires ongoing capital expenditure and may impact short-term cash flows.

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

RSWM.NS - RSWM Ltd
Q3 2026 RSWM Ltd Earnings Call
Feb 12, 2026 / 10:30AM 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 Q3 and 9 month FY26 earnings conference call hosted by Rick Capital.

We have with us today from the management Mr. Rajeev Gupta, joint managing director.

Mr. Manoj Bansal, Chief Transformation Officer and Chief Risk Officer.

Mr. Nitin Taliani, President and Chief Financial Officer.

Mr. Rakesh Jain.

General manager corporate finance.

Mr. Surendra Gupta, senior VP, legal and company secretary.

As a reminder, all participant lines will be in religion only mode.

And you will have an opportunity to ask questions after the presentation concludes.

Should you need assistance during the call, please

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