Renaissance Global Limited · NSE:RGL

Renaissance Global — Q1 FY26 Earnings Presentation

17 slides from Renaissance Global's earnings presentation, Aug 12, 2025

  1. Slide 1: Cover letter to BSE and NSE

    Ref. No.: RGL/S&L/2025/167 August 12, 2025 BSE Limited National Stock Exchange of India Ltd. Listing Department Exchange Plaza, Plot no. C/1, Phiroze Jeejeebhoy Towers G Block, Bandra Kurla Complex, Dalal Street, Fort, Mumbai – 400 001 Bandra (East), Mumbai - 400 051 Scrip code: 532923 Symbol: RGL S

  2. Slide 2: Renaissance Global announces Q1 FY26 Results

    PRESS RELEASE Renaissance Global announces Q1 FY26 Results Q1 FY26 Revenue from Continuing Operations up by 42.6% YoY Owned brands (D2C) Revenue up by 37.3% YoY Adj. PAT up by 20.6% YoY Mumbai, Aug 12, 2025: Renaissance Global Reports Impressive 43% Revenue Growth in Q1 FY26; Underlying Profitabilit

  3. Slide 3: Strategic & Operational Highlights for Q1 FY26

    This adjusted PBT figure represents a remarkable underlying growth of nearly 68% compared to the prior year, showcasing the powerful earnings momentum of the core business. Management fully expects to pass on the tariff burden to customers going forward, suggesting a clear pathway to enhanced margin

  4. Slide 4: About Renaissance Global Limited

    About Renaissance Global Limited (Renaissance) Renaissance Global Limited, (Renaissance) (BSE: 532923, NSE: RGL), is a global branded jewellery player. Renaissance designs, manufactures, and supplies branded jewellery across key high-potential markets in USA, Canada, UK & Asia. The product portfolio

  5. Slide 5: Earnings Presentation Q1 FY26

    Earnings Presentation Q1 FY26 and many more…

  6. Slide 6: Disclaimer

    Disclaimer This presentation and the following discussion may contain “forward looking statements” by Renaissance Global Limited (“Renaissance” or the Company) that are not historical in nature. These forward-looking statements, which may include statements relating to future results of operations,

  7. Slide 7: Q1 FY26 Results Overview

    O Renaissance Global Limited Q1 FY26 Results Overview

  8. Slide 8: Q1 FY26 Financial Summary

    Q1 FY26 Financial Summary Revenue from Continuing Operations (₹ Crore) EBITDA from Continuing Operations (₹ Crore) EBITDA 9.7% 7.7% Margin 530 41 42.6% 36 372 13.2% Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY26 PAT (₹ Crore)* EPS (₹)* PAT 3.5% 3.5% Margin 19 15 1.7 1.6 20.6% 8.1% Q1 FY25 Q1 FY26 Q1 FY25 Q1 FY

  9. Slide 9: Management Message

    Management Message Commenting on the performance, Mr. Sumit Shah – Chairman and Global CEO, Renaissance Global Limited said: We are pleased to report a strong performance for Q1 FY26, with revenues from continuing operations increasing by 43% year- over-year. Profit after tax (PAT) adjusted for exce

  10. Slide 10: Growing D2C (Owned Brands)

    Growing D2C (Owned Brands) India Business U.S. Owned Brands …Among others • IRASVA is a fine jewellery brand based in India. • It’s Inaugural store was launched in May 2019 in South Mumbai . • As a part of our endeavor to grow the D2C • Currently we have three stores – Two store in Mumbai, branded s

  11. Slide 11: Q1 FY26 Operational Summary

    Q1 FY26 Operational Summary Revenue Break-up Q1 Q1 Shift % (₹ Cr.) FY26 FY25 Y-o-Y Revenue Mix (%) Customer Brands Licensed Brands Owned Brands Our Brands (D2C) 68.8 50.1 37.3% India 2.5 4.0 -38.3% 13% 14% 11% 10% US 66.3 46.1 43.9% 13% 20% 20% 23% Licensed Brands (B2B + D2C) 68.0 86.2 -21.1% Custom

  12. Slide 12: Strong Balance Sheet

    Strong Balance Sheet Leverage Net Debt (Rs. Cr.) Equity (Rs. Cr.) Net debt/Equity (X)  Highly disciplined balance sheet approach 0.30 0.31  Net Debt to Equity ratio as of 30th Jun 2025 0.28 0.22 was at 0.19 compared to 0.31 as of 30th Jun 0.18 0.19 2024. 924 1,149 1,177 1,444 1,026 1,423  We expe

  13. Slide 13: Consolidated Profit & Loss Statement

    Consolidated Profit & Loss Statement Y-o-Y Y-o-Y Particulars (₹ Crores) Q1 FY26 Q1 FY25 FY25 FY24 Change (%) Change (%) Revenues from Operations 530.3 444.8 19.2% 2,081.0 2,107.1 -1.2% Other Income 4.6 2.5 87.8% 8.1 9.8 -17.8% Total Income 534.9 447.3 19.6% 2,089.1 2,117.0 -1.3% COGS 379.8 286.7 32.

  14. Slide 14: FY2026: Strategic Priorities

    FY2026: Strategic Priorities Integrate customization options across brands Expand Omni-channel Presence Continued focus on enhancing contribution from D2C segment Maximize Margin Potential in the Owned Brand Portfolio 10

  15. Slide 15: Conference Call Details

    Conference Call Details Q1 FY26 Earnings Conference Call Time • 4:00 p.m. IST on Wednesday, August 13, 2025 To enable participants to connect to the conference call Pre-registration without having to wait for an operator, please register at the below mentioned link: Primary dial-in number • + 91 22

  16. Slide 16: About Us

    About Us Renaissance Global Limited (Renaissance) is a global branded jewellery player. Renaissance designs, manufactures and supplies branded jewellery across key high- potential markets in USA, Canada, UK & key Asian markets. The product portfolio encompasses Branded Jewellery & Customer Brands, w

  17. Slide 17: Thank You

    iO Renaissance Global Limited Thank You

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