Rashi Peripherals Ltd
Rashi Peripherals Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company expects double-digit growth in sales/revenue, aiming for about 2x the market growth. The company expects strong growth with an aspiration to achieve double the market growth, targeting 2x the market growth annually.
From Rashi Peripherals Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company expects double-digit growth in sales/revenue, aiming for about 2x the market growth.
- Market growth projections vary between 6% to 9%; Rashi Peripherals aspires to outperform with growth around 12% to 14% particularly in H2 FY 2026.
- Q1 showed 11.4% revenue growth excluding large project deals.
- Quick commerce business is expected to more than double in size within the current year.
- Embedded vertical segment grew 30% to 38% in Q1 and is expected to continue strong.
- Surveillance business is in early stages but shows growth potential with 3-digit crore annual revenue anticipated.
- Large deal pipeline exists for Q2-Q4, with cautious participation based on ROI and competitive dynamics.
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Profitability & Margins
See what Rashi Peripherals Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company completed a 51% sale of stake in its subsidiary ZNet Technologies as part of a strategic portfolio realignment after not achieving profitability over 4-5 years.
- Despite exiting this cloud investment, the company continues to explore and learn how to expand in the cloud and software business sectors.
- There are no specific mentions of new or upcoming capital expenditure (capex) or large-scale strategic investments in the current quarter.
- The focus is on strengthening existing businesses with selected strategic brand tie-ups (e.g., MSI gaming laptops, Norden networking products, Riello UPS inverters, ALOGIC accessories) to complement existing offerings rather than large capex.
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Top-ranked in IT - Hardware
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Rashi Peripherals Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- No sizable order was executed in Q1, unlike the previous year's large NMDC Yotta order (~INR 1,500 crores).
- Multiple large and mid-sized deals are in the pipeline for Q2, Q3, and Q4, with a dedicated team evaluating each deal based on ROI.
- The company is cautiously optimistic, practicing "careful optimism" when considering participation in large data center and AI-related deals.
- Certain orders like the government's interest in 10,000 GPUs are likely to get finalized within Q2 and will be open for participation after analyzing margins and ROCE.
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Rashi Peripherals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹4.5K Cr, net profit ₹87 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Rashi Peripherals Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Rashi Peripherals Ltd Q1 FY26 results?
The company expects double-digit growth in sales/revenue, aiming for about 2x the market growth. The company expects strong growth with an aspiration to achieve double the market growth, targeting 2x the market growth annually.
What is Rashi Peripherals Ltd share price analysis?
Rashi Peripherals Ltd currently shows a neutral. The stock trades at a P/E of 18.6 with a market cap of ₹5,950 Cr. Investors should review the full earnings analysis for detailed insights.
Is Rashi Peripherals Ltd planning capital expenditure?
The company completed a 51% sale of stake in its subsidiary ZNet Technologies as part of a strategic portfolio realignment after not achieving profitability over 4-5 years.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.