Rupa & Co Ltd (NSE:RUPA)

Q4 2025 Rupa & Company Ltd Earnings Call Transcript

May 22, 2025 / 09:30 AM GMT

Release Date Price: ₹218.71 (+3.32%)

Transcript

Key Points

Positve

Rupa & Co Ltd (BOM:533552) reported a significant net profit growth of 29% in Q4 and 19% for the full financial year 2025.
The company achieved a notable improvement in EBITDA margins, rising by 15% in Q4 and 11% for the full year, benefiting from operating leverage and cost optimization efforts.
Modern trade saw robust growth of 17% in FY25, contributing 5% to overall revenues, highlighting the company's strong presence across major e-commerce platforms.
Exports performed well, growing by 24% to 31 crores, representing 3% of total revenues, with a healthy export pipeline.
The board recommended a dividend of 53 per equity share for FY25, reflecting the company's commitment to delivering value to stakeholders.

Negative

Revenue growth was relatively flat at 2% year-on-year for FY25, indicating challenges in achieving higher topline growth.
The company's working capital days are high at 231 days, which may indicate inefficiencies in inventory and receivables management.
The women's wear segment contracted by 1% to 10% of total revenue, despite industry reports indicating higher demand from female consumers.
There is no major CapEx plan for FY26, which might limit the company's ability to expand or upgrade its operations significantly.
The company faces challenges in scaling its export unit, which has not yet reached its potential revenue target of 100 crores.

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

RUCL.NS - Rupa & Company Ltd
Q4 2025 Rupa & Company Ltd Earnings Call
May 22, 2025 / 09:30AM 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 Rupa and Company Limited Q4 and F 525 earnings conference call hosted by MSG in time. As a reminder, all participant lines will be in the less 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 a phone.

Please note that this conference is being recorded. I now hand the conference over to Mr. Omkar Bwe from MUFD in time.

Thank you and over to you, sir.

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Unidentified_2 [2]
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