Rushil Decor Limited — Investor Meet, 19-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Rushil Decor's Q1 FY26 was impacted by a temporary fire at its AP MDF plant, leading to a 20.4% YoY revenue drop to Rs. 179.2 Cr and negative EBITDA. MDF volumes declined significantly. However, the laminate business showed resilience, and the new Jumbo Laminate facility begins dispatches in Q2. Operations at the MDF plant are now near optimal. Management expects a strong H2 FY26, guiding for FY26 EBITDA margins of 11-12% (13-14% for FY27) and revenue targeting Rs. 1,000 Cr this fiscal. Focus remains on higher-margin value-added products. The outlook is confident for recovery and growth.