RSWM Ltd
RSWM Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Targeting around ₹5,000 Cr revenue by FY 2026-27, implying approximately 10% growth from current ₹4,500 Cr levels. RSWM targets around ₹5,000 Cr revenue by FY 2026-27, implying approx.
From RSWM Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting around ₹5,000 Cr revenue by FY 2026-27, implying approximately 10% growth from current ₹4,500 Cr levels.
- Growth driven primarily by better capacity utilization in knit, mélange, and denim segments.
- Major expansion planned in knit capacity with additional production of 200 tonnes.
- Yarn business operates at high 90%+ capacity utilization; focus is on improving utilization in knit and mélange segments.
- Stable to improving EBITDA margins expected alongside volume growth.
- Favorable outlook supported by new FTAs with EU and UK, expected from early next fiscal year.
- Anticipated CAGR growth of 8-10% in exports to Europe due to tariff parity.
2 more points management made on revenue & sales performance
Profitability & Margins
See what RSWM Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Knit fabric expansion: ₹92 Cr Capex progressing in phased manner; expected fully operational by H1 FY 2027.
- Modernization Capex: Approximately ₹50 Cr spent last year; similar levels expected for next 2-3 years focused on improving power efficiency, digitalization, quality, and productivity with payback in 12-24 months.
- Renewable energy investment: ₹60 Cr equity paid for group captive solar power project with Adani; additional ₹22-25 Cr planned for 9.6 MW behind-the-meter solar installation.
- LNJ GreenPET project: Total cost ₹427 Cr; funded 70:30 debt to equity/internal accrual; revenue potential ₹475-500 Cr, ramping up over 2-3 years.
2 more points management made on capital expenditure plans
Top-ranked in Textiles & Apparels
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 RSWM Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company is seeing improved demand visibility following global supply chain realignment and trade agreements.
- Order inflows were soft in most of 2025 but expected to recover due to tariff reductions under the India-US interim trade framework and India-EU FTA.
- India-EU FTA effective January 2026 will provide zero tariffs, improving competitiveness and expected to boost orders significantly.
- Indian textile players expect a CAGR growth of 8%-10% in exports, with import market potential in the EU alone growing from $8 billion to $35-40 billion.
- The knit fabric expansion targeted to be operational by H1 FY2027 will help access new orders in fashion-intensive segments like kidswear, women’s wear, and loungewear.
2 more points management made on order book & pipeline
RSWM Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.1K Cr, net profit ₹34 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What RSWM Ltd's management said in earlier quarters
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Frequently Asked Questions
What were RSWM Ltd Q3 FY26 results?
Targeting around ₹5,000 Cr revenue by FY 2026-27, implying approximately 10% growth from current ₹4,500 Cr levels. RSWM targets around ₹5,000 Cr revenue by FY 2026-27, implying approx.
What is RSWM Ltd share price analysis?
RSWM Ltd currently shows a neutral. The stock trades at a P/E of 14.7 with a market cap of ₹1,058 Cr. Investors should review the full earnings analysis for detailed insights.
Is RSWM Ltd planning capital expenditure?
Knit fabric expansion: ₹92 Cr Capex progressing in phased manner; expected fully operational by H1 FY 2027.
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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.