Renaissance Global Limited — PPTs, 12-02-2026: Investor Presentation

Renaissance Global delivered strong Q3 & 9M FY26 results. Core business revenue surged 16% YoY to ₹824 Cr in Q3, and 28% for 9M, adjusted for bullion sales. The D2C segment was a standout, growing an impressive 37.5% in Q3 to ₹91 Cr, heading towards an annualized run rate of ₹300 Cr.

The company is strategically transforming into a consumer-centric, brand-led luxury platform, aggressively pushing its high-margin Owned Brands. This shift is clearly paying off, supported by a cost reduction program targeting ₹40-50 Cr in annual savings. Recent developments include the expansion of luxury D2C brand Jean Dousset to New York, with plans for 5 global stores by end-2026.

Key Q3 financials: EBITDA rose 19.5% to ₹63.1 Cr, PBT climbed 31.4% to ₹42 Cr, and PAT jumped 36.5% to ₹33.2 Cr, with EPS at ₹3.0. Management expects consistent revenue growth, emphasizing the shift to Owned Brands for stronger margins and cash flow, aiming for mid-20s ROE/ROCE.