Rupa & Company Limited — Investor Meet, 21-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Rupa & Co (RUPA) Q1 FY26: Revenue down 12.6% YoY to INR 184 Cr due to fierce competition and pricing pressure. EBITDA INR 12 Cr (6.6% margin), PAT INR 6 Cr (3% margin). High ad spend (INR 21 Cr) impacted margins. Athleisure category and exports grew. Q2 outlook: Expect volume recovery, but margins (8-9% EBITDA) remain under pressure. Company maintains price discipline for long-term brand equity. Cash positive with INR 53 Cr surplus. Focusing on innovation and efficiency.