Renaissance Global Limited · NSE:RGL
Renaissance Global — Q2 FY26 Earnings Presentation
14 slides from Renaissance Global's earnings presentation, November 2025
Slide 1: Earnings Presentation Q2 FY26
Earnings Presentation Q2 FY26 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: Q2 FY26 Results Overview
O Renaissance Global Limited Q2 FY26 Results Overview
Slide 4: Q2 FY26 Financial Summary
Q2 FY26 Financial Summary Revenue from Continuing Operations (₹ Crore) EBITDA (₹ Crore) EBITDA 8.5% 7.9% Margin 546 43 39.5% 35 392 23.3% Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 PAT (₹ Crore)* EPS (₹)* PAT 2.7% 3.7% Margin 20 1.8 80.1% 57.7% 11 1.1 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 4
Slide 5: Management Message
Management Message Commenting on the performance, Mr. Sumit Shah – Chairman and Global CEO, Renaissance Global Limited said: The Company delivered a resilient performance in Q2 FY26, sustaining its positive growth trajectory. Our D2C segment grew by 43.1% YoY, led by a strong 60.1% growth in U.S. D2
Slide 6: Growing D2C (Owned Brands)
Growing D2C (Owned Brands) D2C segment is scaling rapidly, driven by strong brand portfolio, strategic focus, and digital excellence Key Points: • Strategic Focus: RGL is prioritizing its Direct-to-Consumer (D2C) segment as a key growth engine • Portfolio Expansion: As part of our endeavor to grow t
Slide 7: Q2 FY26 Operational Summary
Q2 FY26 Operational Summary Revenue Break-up Q2 Q2 Shift % Revenue Mix (%) (₹ Cr.) FY26 FY25 Y-o-Y Customer Brands Licensed Brands Owned Brands Our Brands (D2C) 60.0 41.9 43.1% India 2.4 6.0 -59.6% 11% 11% 12% 12% 10% 14% 11% US 57.6 36.0 60.1% 19% Licensed Brands (B2B + D2C) 55.0 56.7 -3.0% Custome
Slide 8: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Y-o-Y Y-o-Y Particulars (₹ Crores) Q2 FY26 Q2 FY25 H1FY26 H1FY25 Change (%) Change (%) Revenues from Operations 546.36 411.60 32.7% 1076.68 856.43 25.7% Other Income 2.50 1.28 95.2% 7.11 3.73 90.4% Total Income 548.86 412.88 32.9% 1083.79 860.16 26.0% COGS 394.58
Slide 9: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars (In ₹ Crores) Sep-25 Sep-24 Particulars (In ₹ Crores) Sep-25 Sep-24 Shareholder's Funds 1,478.25 1,195.47 Non-Current Assets Equity Share Capital 21.46 19.23 Fixed Assets – Tangible & Intangible 301.32 248.89 Reserves & Surplus 1,423.06 1,176.25 CWIP & Intangib
Slide 10: Jean Dousset Expands to New York – A Milestone in Premium Lab-Grown Diamond Luxury
Jean Dousset Expands to New York – A Milestone in Premium Lab-Grown Diamond Luxury Brand Legacy & Positioning • Founded by Jean Dousset, great-great-grandson of Louis Cartier • Renowned for refined design, ethical luxury, and exceptional craftsmanship • Selects only the top 0.1% of lab-grown diamond
Slide 11: 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 11
Slide 12: Conference Call Details
Conference Call Details Q2 FY26 Earnings Conference Call Time • 4:00 p.m. IST on Friday, November 14, 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 6
Slide 13: 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 14: Thank You
iO Renaissance Global Limited Thank You