RSWM Limited — PPTs, 12-11-2024: Investor Presentation

**Financial Highlights:** RSWM's revenue for H1 FY25 surged by 24.4% YoY to ₹2,374 crore, driven by a more diversified and value-added product mix. EBITDA experienced a remarkable increase of 75.3%, reaching a margin of 4.0%. Despite this growth, the company faced a PAT loss of ₹35 crore due to higher depreciation and finance costs linked to new asset investments and elevated working capital demands.

**Strategic Initiatives and Growth Drivers:** RSWM aims to explore new geographic markets and enhance its customer base while focusing on economies of scale to reduce production costs. The company is advancing its digital transformation through AI-driven forecasting and automation, optimizing supply chain management.

**Business Developments:** The rollout of the Kapaas project represents a significant addition to RSWM's product line, showcasing its commitment to innovation in cotton yarn. The company’s fabric division recorded robust growth, particularly in domestic and international markets.

**Market Position and Competitive Advantage:** RSWM operates in a competitive textile industry landscape, emphasizing sustainable practices and digital technologies to strengthen its market position.

**Investor Implications:** Given RSWM's promising growth trajectory and strategic initiatives, there is a positive outlook for investors. The company's focus on innovation and value-added segments positions it well for future growth amidst operational challenges.