RSWM Limited — Investor Meet, 17-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

RSWM reported Q3 FY26 revenue of ₹1,093 Cr (9M: ₹3,412 Cr). Q3 EBITDA grew 41.7% YoY to ₹82 Cr (9M: ₹242 Cr, up 56.9% YoY), with margins at 7.4%, driven by favorable product mix and cost control. Q3 PAT was ₹4 Cr (after a one-time ₹10 Cr labor-related expense), and 9M PAT was ₹17 Cr, marking a turnaround.

The company is expanding knitted fabric capacity and entering printed knit products. Acquisition of LNJ GreenPET strengthens its recycled PET business for food-grade resin. Management anticipates sustained EBITDA margins and targets ₹5,000 Cr revenue for FY27, fueled by new trade agreements and ongoing modernization.