Rashi Peripherals (RPTECH) reported strong Q1 FY26 financial results for the quarter. Excluding a large project, revenue grew 11.4%. EBITDA rose 23% to INR 111.4 Cr, with margins expanding to 3.5%. PAT increased 12.1% to INR 61.7 Cr.
Management highlighted strong PC market demand, especially from Tier-2/3 cities, and a strategic focus on AI solutions. The company targets 2x market growth, expecting 8-10% PC market growth in Q2. While current EBITDA margins are high, 2.7-2.8% is the long-term sustainable range. RPTECH is cautiously evaluating new large deals due to competition, prioritizing run-rate business. Sentiment is cautiously optimistic.