Renaissance Global Limited — PPTs, 30-05-2025: Investor Presentation

1. Financial Highlights:

Revenue from continuing operations grew 6.7% YoY to ₹1,988 Cr in FY25, with Q4 revenue rising 7.1% to ₹514 Cr. Owned Brands (D2C) gained 12.9% to ₹214 Cr, while Licensed Brands grew 6.2% to ₹393 Cr. Adjusted EBITDA jumped 24.3% YoY to ₹191 Cr, expanding margins by 130 bps to 9.6%. Adjusted PAT increased 21.5% to ₹89 Cr, supported by a gross margin improvement of ~166 bps to 32.3%. Gross debt was trimmed by ₹93 Cr, lowering net debt-to-equity to 0.18. Inventory and receivables stayed stable, and cash nearly doubled versus last year.

2. Strategic Initiatives & Growth Drivers:

Focus remains on scaling high-margin Owned Brands and expanding WithClarity’s lab-grown diamond jewellery in India through shop-in-shop and D2C channels. The Wonder Fine Jewellery umbrella brand consolidates licensed IP collections (Star Wars, Disney, Marvel), enhancing fan engagement and cross-selling opportunities. A cost optimization program targets annual savings of ₹40–50 Cr via process re-engineering, facility consolidation (Bhavnagar plant closure), and lowering interest expenses.

3. Business Developments:

Renaissance took a strategic minority stake in Jean Dousset Jewelry LLC, a premium US lab-grown diamond bridal designer, leveraging its B2B network for accelerated growth. WithClarity launched successfully in India, catering to evolving preferences. Wonder Fine Jewellery rollout combines multiple licensed brands under one platform for marketing efficiency and improved customer experience.

4. Market Position & Competitive Advantage:

Renaissance stands out as a global branded jewellery leader with a mix of Owned, Licensed, and Customer Brands. Its strength lies in a vast licensed IP portfolio (Disney, Marvel, NFL, Netflix), growing D2C footprint, and expertise in lab-grown diamond jewellery—a fast-growing consumer segment. Strong B2B distribution and digital focus bolster scale advantages across the US, India, and other markets.

5. Investor Implications:

Positive growth potential is driven by margin gains, increasing Owned Brands contribution, and premium lab-grown diamond exposure. Capital discipline and cost savings enhance the balance sheet and reduce leverage. Execution risks include macroeconomic headwinds and US tariff exposures, but management’s strong brand focus and efficiency measures support sustained value creation.