RSWM Limited — Investor Meet, 13-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

RSWM reported a strong FY26 turnaround: PAT of 52 Cr from a 41 Cr loss, with EBITDA growing 40.5% to 327 Cr (margin 7.1%). Q4 revenue was 1,142 Cr, EBITDA 85 Cr. Borrowings reduced to 1,510 Cr. Management emphasizes a strategic shift to profitable growth, value-added products, and operational efficiency, including 70% sustainable energy. Challenges from geopolitical issues and high gas costs impacted Q4. The company is investing 92 Cr in knitting expansion (Q3 FY27 operational, expecting 3-4% EBITDA margin improvement) and 427 Cr in a GreenPET project (Q1 FY28 operational). Outlook is cautious yet confident for continued margin expansion, with FY27 Q1 expected similar or better than Q4 FY26. Investor sentiment is positive on strategic execution.