Rashi Peripherals Limited — PPTs, 23-05-2025: Investor Presentation

1. Financial Highlights:

Revenue grew 17.5% YoY to ₹137.7 Cr, led by strong demand across segments. EBITDA increased 24.1% YoY to ₹36.1 Cr with margin expansion to 2.8%. PAT jumped 45.8% YoY to ₹20.97 Cr, reflecting improved operational leverage. ROCE was 12.9%. Inventory days and working capital remained steady. The balance sheet remains strong with net worth at ₹174.2 Cr and credit ratings upgraded to CRISIL AA-/Stable, A1+.

2. Strategic Initiatives & Growth Drivers:

The company is broadening its distribution in non-metro markets and emerging verticals. Emphasis is on deepening OEM ties and strengthening channel partnerships across India’s largest ICT distribution network. Capital expenditure focuses on expanding warehouses and service infrastructure to accelerate scale and delivery speed.

3. Business Developments:

RP Tech reinforced its status as a preferred national ICT distributor for 70 global brands including Nvidia, Western Digital, and Intel. It received several awards for leadership in AI and networking. The product portfolio continues to diversify, spanning personal computing, enterprise cloud, and IT lifestyle peripherals.

4. Market Position & Competitive Advantage:

With 68 warehouses serving 10,255 customers across 708 locations, RP Tech holds one of India’s largest technology distribution networks. Long-term partnerships with key global players and a wide product portfolio provide a strong competitive edge. Its comprehensive distributor services enable consistent supply and broad market access.

5. Investor Implications:

Robust top-line growth, improving margins, and strong cash flows indicate promising growth potential. Focus on channel expansion and OEM alliances supports long-term scalability. Investors should watch for execution risks from competition and inventory but can take confidence from financial stability and upgraded credit ratings.