Renaissance Global Limited — PPTs, 12-08-2025: Investor Presentation

Here's a summary of Renaissance Global Limited's Q1 FY26 results:

**1. Financial Highlights:**

Renaissance Global's Q1 FY26 revenue surged 43% YoY to Rs. 530 crore. Reported PBT rose 11% to Rs. 21 Cr; adjusted for Rs. 11 Cr tariff impact, underlying operational PBT soared 68%. Adjusted PAT increased 20.6% to Rs. 19 Cr. D2C revenue grew 37% to Rs. 69 Cr, annualizing at Rs. 305 Cr. Strong balance sheet (Net Debt/Equity 0.19, Rs. 219 Cr cash) and Rs. 12 Cr cost savings achieved.

**2. Strategic Initiatives & Growth Drivers:**

Management plans to pass on tariffs for enhanced future margins. Focus: scaling high-growth owned brands, expanding portfolio, and boosting D2C contribution via omni-channel and customization.

**3. Business Developments:**

Jean Dousset successfully integrated, targeting FY26 profitability. Cost optimization, including Bhavnagar facility closure, was completed.

**4. Market Position & Competitive Advantage:**

Global branded jewellery player leveraging strong design/distribution. US demand resilient despite tariffs, bolstered by growing owned/licensed brands.

**5. Investor Implications:**

Strong top-line growth and underlying earnings momentum signal positive growth potential. Healthy balance sheet and anticipated tariff pass-through offer clear path to improved margins, capitalizing on long-term opportunities.