| EBITDA Margin: guided vs achieved | 24.20% achieved Guided 22.00%–23.00%, 5.2% above the top of the range; confirmed by management |
|---|---|
| EBITDA Margin guidance | 22.5% → 23.0% Raised by 0.5 percentage points |
| Revenue growth | 51.6% YoY growth, broad-based across top products. |
|---|---|
| Margins | Operating EBITDA rose to 24.2%; GM% increased to 67.7%. |
| Demand visibility | Strong revenue visibility for coming quarters and FY29/30. |
| Management confidence | Strong; revised margin guidance upwards despite cost headwinds. |
Growth
Revenue surged 51.6% to ₹5,343 Mn; PAT grew 95.8% YoY to ₹848 Mn.
Outlook
EBITDA margin guidance raised to 23%+. Targeting commercialization of New Jersey and Pithampur sites in CY2027.
Risks
Geopolitical situations increasing input costs; potential EBITDA impact from ESOP and pre-revenue manufacturing site costs.
Last quarter's promises, checked
Delivered
- EBITDA Margin 22–23% → achieved 24.2% (= BEAT)
- R&D Spend ₹500 Cr over 9 quarters → on track/high confidence (= BEAT)
- Pithampur ramp-up Q1 CY27 → site qualified/products filed (= BEAT)
Investor Presentation filed with NSE, NSE: RUBICON. Summary written with AI assistance from the document.
Rubicon Research Ltd: key numbers
- Share price
- ₹1,575.60
- Market cap
- ₹26,081 Cr
- Revenue (annual)
- ₹1,754 Cr
- Net profit (annual)
- ₹246.7 Cr
- P/E (TTM)
- 90.5×Sector 47.3×
- 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.
More from Rubicon Research Ltd
All →Rubicon Research Capital Structure Change
Employee Girish Subramaniam Iyer sold 6,796 shares in the open market across four transactions for a total consideration of ₹1.23 Crore.
- Value
- ₹1.23 Cr
Rubicon Research Other Announcement
Employee Vinayak Sawant sold 1,100 shares of Rubicon Research Ltd worth ₹0.20 Crore. This disclosure is a routine regulatory filing under PIT regulations.
- Value
- ₹0.20 Cr
Rubicon Research Promoter Selling: ₹2,325 Cr
Promoter General Atlantic Singapore RR Pte Ltd sold equity shares in market transactions aggregating to Rs. 232.50 Crore across two tranches.
- Value
- ₹2,325 Cr
Rubicon Research Promoter Selling
Promoter General Atlantic Singapore RR Pte. Ltd. sold 1,40,00,000 shares (8.45% stake) of Rubicon Research Ltd via on-market sales on August 25 and 26, 2026.
Rubicon Research Annual General Meeting
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
Rubicon Research Ltd filed a PIT disclosure regarding the sale of equity shares by an employee, Sanjay Renapurkar, totaling ₹1.06 Crore. This is a routine regulatory reporting event.
- Value
- ₹1.06 Cr