RSWM Limited — PPTs, 11-02-2026: Investor Presentation

Here's a concise summary for RSWM Limited, tailored for retail investors on Twitter:

1. **Business Performance:** RSWM delivered strong Q3 and nine-month financial results despite market challenges. Q3 FY26 revenue was ₹1,093 Cr, with EBITDA surging 41.7% YoY to ₹82 Cr. PAT for the quarter stood at ₹4 Cr (after a one-time expense). For the nine months, revenue was ₹3,412 Cr, EBITDA jumped 56.9% YoY to ₹242 Cr, and PAT turned profitable at ₹17 Cr, reversing previous losses. Yarn remains the largest revenue segment.

2. **Growth Drivers/Strategy:** Strategic focus on circularity and sustainability. RSWM acquired LNJ GreenPET for ₹20.01 Cr, entering the recycled PET market. An investment of ₹92 Cr is underway to expand knitting capacity, boosting technology and market position.

3. **Recent Developments:** The company is significantly boosting its renewable energy footprint, securing 60 MW of hybrid power via Adani Energy Solutions, targeting 70% clean energy. New knit collections "Soul" and "GLIDE" were launched. RSWM is also undergoing a transformation under its "RSWM 2.0" framework (Reflect, Restore, Reshape).

4. **Key Financial Metrics:** Q3 EBITDA margin improved to 7.4% (up 260 bps YoY). The nine-month EBITDA margin rose to 7.0% (up 272 bps YoY).

5. **Management Outlook:** Management anticipates gradual demand normalization in 2026. The company will prioritize value-added products, operational efficiency, and margin discipline. Capital allocation remains selective, focusing on modernization, targeted expansion, cash generation, and balance sheet strength. India-EU and India-US trade agreements are viewed as structural positives.