| Revenue growth | 44% YoY for Q4; 37% for full year FY26. |
|---|---|
| Margins | Operating EBITDA margin 23.1% for Q4; guidance 22-23% for coming quarters. |
| Demand visibility | Strong, broad-based demand across portfolio leading to increased outsourcing. |
| Management confidence | High; visibility on strong revenue traction and R&D productivity. |
Growth
Q4 revenue grew 44% YoY to ₹5,140M; FY26 revenue up 37% to ₹17,540M. FY26 PAT rose 84% to ₹2,467M.
Outlook
EBITDA margin guidance maintained at 22-23%. Planned capex of ₹300Cr over two years. Targeting significant CNS growth via Arinna.
Risks
Reliance on outsourced manufacturing due to internal constraints, potentially impacting short-term gross margins until Pithampur facility ramps up.
Earnings Call filed with BSE, BSE: 544578. Summary written with AI assistance from the document.
Rubicon Research Ltd: key numbers
- Share price
- ₹1,570.00
- Market cap
- ₹25,989 Cr
- Revenue (annual)
- ₹1,754 Cr
- Net profit (annual)
- ₹246.7 Cr
- P/E (TTM)
- 90.2×Sector 47.4×
- Promoter holding
- 59.76%-0.10% QoQ
- FII holding
- 7.52%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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Rubicon Research Ltd held its 27th Annual General Meeting on August 26, 2026. The meeting covered adoption of financial statements, dividend declaration, and other business.
Rubicon Research Other Announcement
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- Value
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