RSWM Limited — Investor Meet, 11-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

RSWM reported a steady Q1 FY27, with revenue at ₹1,161 Cr (+1.7% QoQ) and EBITDA at ₹94 Cr (+10.1% QoQ), translating to an 8% margin. Domestic demand remained healthy, offsetting softer exports due to geopolitical factors and crude price volatility. The company is advancing strategic initiatives, including a new denim garment JV and the LNJ Greenpet B2B project (50,000 MT/year, expected ₹500 Cr revenue, 15% EBITDA, commercial production Q1 FY28). Capacity utilization remained high across segments. Power cost savings are significant, with renewable energy contributing up to 60%. Management highlighted a strong long-term industry outlook and focus on value-added products, operational efficiency, and sustainability.