Rentomojo Ltd
Rentomojo Q2 FY27: Order Book ₹293 Cr
Q2 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q2 FY27 call signalled
3 of 4 strong
The short version
Rentomojo has historically grown at a ~40% CAGR over the past few years, with FY25 to FY26 growth at about 45%, and Q1 FY27 showing nearly 50% YoY growth, indicating strong momentum. Historically, Rentomojo has achieved around 40% CAGR growth until FY26, with a jump to 45% CAGR between FY25 to FY26, and a strong ~50% YoY growth in Q1 FY27.
From Rentomojo Ltd's Q2 FY27 earnings-call transcript · updated 15 Oct 2026.
Revenue & Sales Performance
- Rentomojo has historically grown at a ~40% CAGR over the past few years, with FY25 to FY26 growth at about 45%, and Q1 FY27 showing nearly 50% YoY growth, indicating strong momentum.
- Subscriber additions remain the largest lever for revenue growth, with item per user also increasing (from 2.3 to ~2.8 items currently), while rent per item has remained broadly steady.
- The market opportunity is large and underpenetrated, with only a small fraction of ~4.8 crore rental apartments currently acquired, suggesting significant room for organic subscriber growth.
- Organic traffic continues to account for ~60% of acquisitions, supplemented by offline store expansion, which grew 83% YoY, supporting continued subscriber and revenue growth.
2 more points from Rentomojo Ltd's call on revenue
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Profitability & Margins
See what Rentomojo Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- For FY26, Rentomojo generated approximately ₹173 crore operating cash flow, with around ₹87.5 crore allocated to growth CAPEX, indicating a self-funded growth approach. (Page 5)
- There is no explicit guidance on FY27 gross block additions, but the company indicates plans to continue growing supply and inventory based on a sophisticated inventory prediction model rather than fixed budget or market share targets. (Pages 20, 19)
- The company is not constrained by supply or funding; majority of accruals go into CAPEX and they maintain a healthy debt-to-equity ratio (~0.56), giving room for external debt if needed. (Page 21)
2 more points from Rentomojo Ltd's call on capex
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Top-ranked in Retailing
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 Rentomojo Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- As of the end of Q1 FY27, Rentomojo Limited's total contracted revenue for the quarter was approximately ₹5,544 million.
- The unrecognized contracted revenue (orderbook/pending orders) stood at around ₹4,079 million.
- For comparison, the unrecognized contracted revenue at the end of FY26 was ₹293 crores (₹2,930 million), indicating significant growth in the orderbook.
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Frequently Asked Questions
What were Rentomojo Ltd Q2 FY27 results?
Rentomojo has historically grown at a ~40% CAGR over the past few years, with FY25 to FY26 growth at about 45%, and Q1 FY27 showing nearly 50% YoY growth, indicating strong momentum. Historically, Rentomojo has achieved around 40% CAGR growth until FY26, with a jump to 45% CAGR between FY25 to FY26, and a strong ~50% YoY growth in Q1 FY27.
What is Rentomojo Ltd share price analysis?
Rentomojo Ltd currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 53.4 with a market cap of ₹5,800 Cr. Investors should review the full earnings analysis for detailed insights.
Is Rentomojo Ltd planning capital expenditure?
For FY26, Rentomojo generated approximately ₹173 crore operating cash flow, with around ₹87.5 crore allocated to growth CAPEX, indicating a self-funded growth approach.
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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.
