Renaissance Global Limited · NSE:RGL
Renaissance Global — Q4 FY25 Earnings Presentation
20 slides from Renaissance Global's earnings presentation, May 1, 2025
Slide 1: Results Presentation Q4 & FY25
Results Presentation Q4 & FY25 and many more…
Slide 2: 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,
Slide 3: Q4 & FY25 Results Overview
O Renaissance Global Limited Q4 & FY25 Results Overview
Slide 4: Q4 & FY25 Financial Summary
Q4 & FY25 Financial Summary Revenue from Continuing Operations (Rs. Crore)* EBITDA from Continuing Operations (Rs. Crore)** EBITDA 8.9% 8.6% 8.3% 9.6% Margin 1,988.2 191.3 1,863.3 6.7% 153.9 7.1% 3.3% 24.3% 480.4 514.4 42.7 44.1 Q4 FY24 Q4 FY25 12M FY24 12M FY25 Q4 FY24 Q4 FY25 12M FY24 12M FY25
Slide 5: 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 disciplined performance for FY25, with revenues from continuing operations increasing by 6.7% year-over-year. Adjusted EBITDA margin improved from 8
Slide 6: 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 four stores – Two store in Mumbai, one brande
Slide 7: Licensed Brands offering
Licensed Brands offering We have a bouquet of licenses from global brands. We design, manufacture and distribute jewellery using these licenses through B2Bchannels as well as D2C through our own websites. Specialty Jewellery Stores B2B Big departmental stores Websites owned and managed by us D2C E c
Slide 8: Q4 & FY25 Operational Summary
Q4 & FY25 Operational Summary Revenue Break-up Q4 Q4 Shift % 12M 12M Shift % Revenue Mix (%) (₹ Cr.) FY25 FY24 Y-o-Y FY25 FY24 Y-o-Y Customer Brands Liscensed Brands Owned Brands Our Brands (D2C) 55.4 48.5 14.3% 213.6 189.3 12.9% India 5.0 6.0 -16.4% 22.2 22.2 0.4% 10% 11% 10% 11% 14% 16% 20% 20% US
Slide 9: 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 Net Debt to Equity ratio as of 31st Mar 2025 0.29 0.28 0.22 was at 0.18 compared to 0.28 as of 31st Mar 0.18 2024. 843 924 1,026 1,149 1,423 We expect the gross
Slide 10: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Y-o-Y Y-o-Y Particulars (Rs. Crores) Q4 FY25 Q4 FY24 FY25 FY24 Change (%) Change (%) Revenues from Operations 514.4 536.5 -4.1% 2,081.0 2,107.1 -1.2% Other Income 2.6 3.1 -16.0% 8.1 9.8 -17.8% Total Income 517.0 539.6 -4.2% 2,089.1 2,117.0 -1.3% COGS 346.7 372.2
Slide 11: Adjusted Financial Performance
Adjusted Financial Performance Adjusted Financial (Rs. Crores) Q4 FY25 FY25 Reported EBITDA 40.7 167.4 Add: Plain Gold loss - 2.1 Add: Restructuring Expenses / exceptional items 3.4 21.8 Adjusted EBITDA 44.1 191.3 Depreciation 4.0 15.0 Amortization 4.4 15.1 Finance Costs 10.6 45.2 Interest on Leases
Slide 12: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars (In ₹ Crores) Mar-25 Mar-24 Particulars (In ₹ Crores) Mar-25 Mar-24 Shareholder's Funds 1,422.3 1,148.5 Non-Current Assets Equity Share Capital 21.4 19.2 Fixed Assets – Tangible & Intangible 306.4 258.5 Reserves & Surplus 1,369.6 1,129.3 CWIP & Intangibles unde
Slide 13: Key Developments: Strategic Investment in Jean Dousset Jewelry LLC
Key Developments: Strategic Investment in Jean Dousset Jewelry LLC • Strategic minority investment in Jean Dousset Jewelry LLC, a renowned jewellery designer celebrated for its bespoke craftsmanship and pioneering work in lab-grown diamond jewellery. • Founded by Jean Dousset, the great-great-grands
Slide 14: Key Developments: WithClarity India
Key Developments: Next-Gen Jewellery for the New-Age Consumer: WithClarity India • Successfully introduced WithClarity to the Indian market in collaboration with WithClarity USA — featuring a premium shop-in- shop presence within IRASVA stores and a dedicated D2C website (withclarity.in). • Online C
Slide 15: Key Developments: Introducing Wonder Fine Jewellery
Key Developments: Introducing Wonder Fine Jewellery – Unlock the World of Wonder • Brand Umbrella Strategy: Wonder Fine Jewellery launched as an umbrella brand housing of our licensed brand collections. Presently It includes three global iconic brands: • Star Wars Fine Jewellery • Disney Jewels • Ma
Slide 16: Key Developments: Substantial Cost Savings Program
Key Developments: Substantial Cost Savings Program • We have launched an extensive cost optimization initiative towards the end of Q2, extending into Q4, expected to deliver annual savings of ₹40-50 crore. • This program includes: o Process Re-engineering to drive greater operational efficiency and
Slide 17: FY2026: Strategic Priorities
FY2026: Strategic Priorities Integrate customization options across brands Expand omnichannel Presence Continued focus on enhancing contribution from D2C segment Maximize Margin Potential in the Owned Brand Portfolio 17
Slide 18: Conference Call Details
Conference Call Details Q4 & FY25 Earnings Conference Call Time • 4:00 p.m. IST on Monday, June 02, 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 22 628
Slide 19: 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
Slide 20: Thank You
iO Renaissance Global Limited Thank You