Renaissance Global Limited — Investor Meet, 16-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Renaissance Global's core revenue (ex-bullion) rose 16% (Q3) and 28% (9M), with US D2C sales surging 50% in both periods. PBT increased 31% (Q3) and 33% (9M), driven by operational efficiency and D2C margin expansion to 11%. The company is transitioning to a premium, brand-led D2C platform, planning three new Jean Dousset stores by CY26 with ₹25 Cr capex. Management targets double-digit operating margins and mid-20s ROCE in 2-3 years by optimizing capital and exiting low-return B2B segments. Despite short-term metal price volatility, management remains confident in long-term D2C growth and US market stability.