| Revenue growth | Q2 +14.9% YoY; H1 +6.9% YoY |
|---|---|
| Margins | Q2 EBITDA margin 8.7% vs 6.8% YoY, 8.0% QoQ |
| Demand visibility | Export demand uncertain; no visibility quantified |
Growth
Q2 income +14.9% YoY, +13.8% QoQ; PAT ₹24.5 Cr vs ₹6.3 Cr (3.9x). H1 income +6.9%, PAT 3.1x.
Outlook
No explicit growth guidance. Knitting upgrade completes Q3 FY27, benefits from Q4 FY27. GreenPET commercial production Q1 FY28.
Risks
West Asia tensions, supply-chain disruption, energy and freight costs, polyester prices, uncertain export demand. ₹11.5 Cr electricity duty exceptional provision; SLP pending in Supreme Court.
Last quarter's promises, checked
Delivered
- Guided Q1 EBITDA ₹94 Cr (~8%) as floor for all quarters → Q2 EBITDA ₹116 Cr (8.7%) (= BEAT)
Partly delivered
- Knitting ₹92 Cr capex, 650→900 t/month → ₹92 Cr reaffirmed, capacity uplift not yet confirmed (= PARTIAL)
Missed
- Knitting upgrade benefits from Q3 FY27 → benefits from Q4 FY27 (= MISS)
Investor Presentation filed with BSE, NSE: RSWM. Summary written with AI assistance from the document.
RSWM Ltd: key numbers
- Share price
- ₹182.75
- Market cap
- ₹860.8 Cr
- Revenue (annual)
- ₹4,554 Cr
- Net profit (annual)
- ₹52.01 Cr
- P/E (TTM)
- 13.6×Sector 50.0×
- Promoter holding
- 55.69%+0.00% QoQ
- FII holding
- 0.73%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from RSWM Ltd
All →RSWM Acquisition Worth ₹46.24 Cr
RSWM will subscribe up to 4.62 crore shares at Rs 10 each in newly incorporated LNJ NDS9 Global, a related party, for up to Rs 46.24 crore cash. The stake and final amount remain open, and the subscription is staged over 12 months.
- Value
- ₹46.24 Cr
- Execution
- within 12 months
RSWM Employee Stock Options
RSWM Limited instituted its 2026 ESOP scheme, granting 9,70,000 options at Rs.146 exercise price. Employees may exercise them after vesting, over up to four years.
- Execution
- Exercise over a maximum of 4 years from each vesting date; vesting over 1 to 4 years from grant
RSWM Results Update
RSWM's press release shows Q2 FY27 revenue up 15% YoY and PAT rising 3.9x to ₹25 crore. Figures are unaudited for the quarter ended September 2026.
RSWM Q2 FY27 Results: Net Profit ₹25.6 Cr, Up 245.9% YoY
RSWM Ltd reported revenue from operations of ₹1,322 Cr (+14.9% YoY) and net profit of ₹25.6 Cr (+245.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹25.6 Cr · +245.9% YoY
RSWM Board Meeting Date
RSWM Limited scheduled a board meeting for November 2, 2026, to consider and approve the unaudited standalone and consolidated financial results for the September 2026 quarter.
RSWM Other Announcement
The company submitted a routine compliance report detailing zero re-lodgement requests for physical shares during September 2026, as required by SEBI regulations.