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

RBZ Jewellers' Q1 FY26 earnings call noted an 8% YoY revenue dip to 76 Cr due to seasonal demand shifts. EBITDA was 13 Cr (17.2% margin), PAT 7 Cr. Retail revenue hit 45 Cr, wholesale 29 Cr. Management reaffirmed FY26 guidance: ~700 Cr revenue and ~45 Cr PAT, expecting single-digit volume growth. Strong advanced orders from the IIJS exhibition boost Q2 outlook. The company plans to expand retail with new stores in Surat (~400 Cr potential) and Rajkot (~300 Cr potential) opening in late FY26/early FY27, aiming for 70-75% retail revenue long-term. Manufacturing capacity of 2,000 kgs is sufficient. Confident in growth.