Renaissance Global Limited — PPTs, 13-11-2024: Investor Presentation

Renaissance Global Limited's latest performance reflects a stable trajectory amid evolving market dynamics. For Q2 FY25, total income from continuing operations reached ₹391.6 crore, marking a 3.1% increase year-on-year, driven by growth in both Licensed Brands (B2B + D2C) and Direct-to-Consumer (D2C) segments. The company's adjusted EBITDA surged 42% to ₹40.4 crore, and adjusted PAT rose by 50% to ₹15.7 crore, underpinning improved margins and operational efficiencies.

In H1 FY25, total income amounted to ₹763.6 crore, slightly down from the previous year, but the EBITDA demonstrated strong growth, up 31.8% to ₹79.4 crore. Notably, the lab-grown diamond segment saw considerable integration, with its D2C mix increasing to 54%.

Looking ahead, Renaissance's focus includes the rollout of the Renaei brand on Amazon, targeting Millennials and Gen Z, plus an anticipated fresh issue of shares aimed at enhancing strategic capabilities and strengthening the balance sheet. Overall, this positions the company favorably for further growth within the branded jewellery landscape. Monitor for potential positive developments as these initiatives unfold.