Renaissance Global Limited — Investor Meet, 18-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Renaissance Global reported robust Q1 FY26, with revenue up 43% to Rs. 530 Cr and PAT rising 20% to Rs. 19 Cr. EBITDA grew 13% to Rs. 41 Cr, significantly aided by Rs. 12 Cr in cost savings from facility optimization. Management is prioritizing high-margin D2C growth and B2B diversification into UK, Europe, and Australia. They anticipate full mitigation of US tariff impacts, noting successful negotiations and exploring supply chain alternatives. Receivables are expected to normalize to 90-95 days. The sentiment appears cautiously confident amidst market dynamics.