Rupa & Company Limited — Investor Meet, 29-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Rupa reported 4% volume growth in Q4 and 3% value growth for FY25, with revenues at Rs. 415 Cr (Q4) and Rs. 1,239 Cr (FY). EBITDA grew 15% in Q4 and 11% annually, with margins at 11% and 10.5%. PAT increased 29% in Q4 and 19% for FY, driven by operating leverage and cost control. Athleisure (+26% volumes), modern trade (+17%), and exports (+24% to Rs. 31 Cr) boosted growth. For FY26, Rupa targets 11%-12% revenue growth and ~11% EBITDA margins, increasing marketing spend to 6%-6.5% of sales. Focus remains on scaling owned brands, expanding retail presence (100 EBOs via FOCO), improving working capital, and selective inorganic growth. Outlook is positive with steady volume-led growth and margin expansion.