Renaissance Global Limited — Investor Meet, 04-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Renaissance Global’s FY25 revenue grew 6.7% to Rs. 1,988 Cr, with adjusted EBITDA margin improving to 9.6% and PAT rising 21.5% to Rs. 89 Cr. Q4 revenue increased 7% to Rs. 514 Cr, driven by 14% growth in owned brands and 29% in licensed brands. Cost-cutting measures, including Bhavnagar plant closure, aim to save Rs. 50-60 Cr annually. Net debt stands at Rs. 250 Cr with plans to reduce further. The direct-to-consumer segment, led by Jean Dousset, targets 40-50% growth in FY26. Management focuses on profitable branded growth and cautious retail expansion despite a Rs. 10 Cr EBITDA tariff impact in Q1. Demand remains resilient.