RGL

Renaissance Global share price & financials

Price
₹120.5
Market cap
₹1.3k Cr
Sector
Consumer Durables
Calls analysed
6
Latest concall · Q1 FY27 · call held 10 Aug 2026

Renaissance Global Limited Q1 FY27

Revenue ₹690 cr +30%EBITDA ₹50 cr +22%PAT ₹26 cr +288%

What went well

  • Revenue grew by 30% YoY to INR690 crores, demonstrating strong business momentum.
  • EBITDA increased by 22% YoY to INR50 crores, reflecting improved profitability.
  • Profit after tax grew sharply at 288% YoY to INR26 crores, indicating strong bottom-line performance.

What to watch

  • Reported an approximate INR13 crores forex loss in Q1 FY27 due to currency appreciation.
  • Licensed brands EBITDA margin declined to 10.9% in Q1 FY27 from 13% in FY26.
Read the full call →

Guidance record · Q1 FY27

what the last two calls moved 20 tracked 4 delivered 1 missed 15 open
  • Annualized Cost Savings delivered said Q4 FY25 Promised: Rs. 40 crores to Rs. 50 crores Q1 FY27: Promise for FY26 stands achieved. Management noted ongoing benefits with ~45cr annual savings from restructuring, confirming the result.
  • Receivable Days went quiet said Q1 FY26 Promised: receivable days will go down to 90... normalize to 90-95 days Q1 FY27: No specific update on receivable days. Management noted broader working capital days improved from 253 to 220 YoY.
  • Jean Dousset Store Count revised up said Q4 FY25 Promised: opening a flagship location in New York City in Q3 Q1 FY27: Target revised up again. Plan is now to add 4 new stores in FY27 to reach a total of 7 stores by year-end (up from 6).

All 20 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q1 FY27: revenue up 47.2%, net profit up 271.4% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue412 710 514 530 546 +33%963 +36%773 +50%780 +47%
EBITDA34 51 38 36 41 +21%61 +20%58 +53%41 +14%
Net profit11 24 23 7 20 +82%33 +38%30 +30%26 +271%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance +30.8% 1Y

₹100₹120₹140₹160Sept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q2 FY26 — 14 Nov 2025Q3 FY26 — 13 Feb 2026Q4 FY26 — 29 May 2026Q1 FY27 — 10 Aug 2026

1Y: ₹118.89 on 10 Sept 2025 → ₹155.49. High ₹156.48 (10 Sept 2026), low ₹86.18 (23 Mar 2026).

How the price took the results

close before → close after

Q1 FY27
−5.2%
10 Aug
Q4 FY26
−2.5%
29 May
Q3 FY26
−8.6%
13 Feb
Q2 FY26
−1.6%
14 Nov

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Financials, as filed

Revenue grew 7.9% a year over 3 years, FY23 to FY26. Operating margin held at 7.0%.

Year endingFY23FY24FY25FY26
Revenue₹2.2k Cr₹2.1k Cr₹2.1k Cr₹2.8k Cr
Operating profit₹161 Cr₹158 Cr₹160 Cr₹196 Cr
Operating margin7.2%7.5%7.7%7.0%
Interest₹41 Cr₹51 Cr₹53 Cr₹47 Cr
Depreciation₹33 Cr₹30 Cr₹29 Cr₹33 Cr
Net profit₹88 Cr₹73 Cr₹73 Cr₹90 Cr
Net margin3.9%3.5%3.5%3.2%
Cash from operations₹229 Cr₹-35 Cr₹-3 Cr₹54 Cr
Free cash flow₹192 Cr₹-48 Cr₹-22 Cr₹45 Cr
ROCE9.0%8.0%7.0%8.0%
How to read this

From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹19 Cr₹19 Cr₹19 Cr₹19 Cr₹21 Cr₹21 Cr
Reserves₹824 Cr₹905 Cr₹1.0k Cr₹1.1k Cr₹1.4k Cr₹1.5k Cr
Borrowings₹528 Cr₹706 Cr₹611 Cr₹655 Cr₹713 Cr₹641 Cr
Other liabilities₹275 Cr₹372 Cr₹283 Cr₹222 Cr₹315 Cr₹262 Cr
Total liabilities₹1.6k Cr₹2.0k Cr₹1.9k Cr₹2.0k Cr₹2.5k Cr₹2.4k Cr
Fixed assets₹80 Cr₹218 Cr₹258 Cr₹258 Cr₹302 Cr₹309 Cr
Capital work in progress₹0 Cr₹9 Cr₹2 Cr₹1 Cr₹0 Cr₹1 Cr
Investments₹11 Cr₹74 Cr₹99 Cr₹119 Cr₹126 Cr₹113 Cr
Other assets₹1.6k Cr₹1.7k Cr₹1.6k Cr₹1.6k Cr₹2.0k Cr₹2.0k Cr
Total assets₹1.6k Cr₹2.0k Cr₹1.9k Cr₹2.0k Cr₹2.5k Cr₹2.4k Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Jun 2026

Since Jun 2025, FIIs added +3.03 pp while the public trimmed −2.20 pp. The shareholder count grew 13% to 23,555.

Promoters
62.0%
FIIs
4.2%
DIIs
0.1%
Public
33.8%

Since Jun 2025

  • FIIs +3.03 pp
  • Public −2.20 pp
  • Promoters −0.55 pp

How it drifted, 12 quarters

Over this window promoters fell from 69.6% to 62.0% — −7.6 pp.

Sep '23Dec '24Jun '26

Ownership split by quarter, oldest first. Sep '23: Promoters 69.6%, FIIs 1.7%, DIIs 0.1%, Public 28.6%.Dec '23: Promoters 69.6%, FIIs 1.7%, DIIs 0.1%, Public 28.7%.Mar '24: Promoters 69.6%, FIIs 0.9%, Public 29.5%.Jun '24: Promoters 67.5%, FIIs 0.8%, Public 31.8%.Sep '24: Promoters 65.6%, FIIs 0.8%, DIIs 0.1%, Public 33.4%.Dec '24: Promoters 58.8%, FIIs 0.8%, DIIs 0.1%, Public 40.3%.Mar '25: Promoters 59.0%, FIIs 1.2%, DIIs 0.5%, Public 39.4%.Jun '25: Promoters 62.5%, FIIs 1.1%, DIIs 0.4%, Public 36.0%.Sep '25: Promoters 61.9%, FIIs 1.3%, DIIs 0.4%, Public 36.4%.Dec '25: Promoters 61.7%, FIIs 2.3%, DIIs 0.2%, Public 35.8%.Mar '26: Promoters 61.7%, FIIs 2.0%, Public 36.3%.Jun '26: Promoters 62.0%, FIIs 4.2%, DIIs 0.1%, Public 33.8%.

Who was buying across the market this quarter →

Who bought this quarter

since Mar 2026

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

The same filing shows 0 holders trimming and 0 off the list — both are in the register beside this.

Who is on the register

Named in the Jun 2026 filing

Every holder of Renaissance Global Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.

HolderStakeChange
Anived Family Trust (Sumit Niranjankumar Shah ) 19.81%unchanged
Kothari Descendents Private Trust (Niranjan Amratlal Shah) 12.17%unchanged
Niranjan Family Private Trust (Sumit Niranjankumar Shah) 12.02%unchanged
Vishal Dhiren Shah 3.35%unchanged
Hitesh Mahendra Shah 3.12%unchanged
Bhupen Chandrakant Shah 2.50%unchanged
Parag Sureshchandra Shah 2.13%unchanged
Seema Atul Shah 1.56%unchanged
Massachusetts Institute of Technology - 2 Endowment1.53%newly disclosed
Pinky Dhiren Shah 1.48%unchanged
Rahil Sandeep Shah 1.26%unchanged
Reena Kanayo Ahuja 1.25%unchanged

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

What the price assumes

Expensive

To justify its price of ₹155, this stock must grow earnings at 8% every year for 7 years. Our analysis caps realistic growth at ~-3%. At that growth it is worth ₹83 — downside of 46%.

Growth the price implies
8.3% a year
for 7 years, fading to 4%
It has actually compounded at
0.7% a year
net profit, FY23–FY26 · EPS -3.1%
The gap
0.1 pp
-46% downside if it only repeats history
Price today ₹155.49 Value at the reference growth ₹83.47

Change the assumptions yourself →

All earnings calls (6)

Read the Q1 FY27 call →

Learn to analyse Renaissance Global Limited

Guides on how to read this kind of business and the numbers that matter.