RSWM Ltd
RSWM Ltd Q4 FY26 Results & Concall Highlights: Revenue ₹6,500 Cr
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Rajeev Gupta expressed confidence in RSWM reaching ₹6,200 to ₹6,500 crore revenue in the next 3-4 years, aligning with India's overall textile industry growth. The company expects continued steady revenue growth and margin expansion in FY27, supported by improved working capital efficiency and a stronger balance sheet.
From RSWM Ltd's Q4 FY26 earnings-call transcript · updated 24 Sept 2026.
Revenue & Sales Performance
- Rajeev Gupta expressed confidence in RSWM reaching ₹6,200 to ₹6,500 crore revenue in the next 3-4 years, aligning with India's overall textile industry growth.
- India is expected to grow significantly in textile exports due to government support and new FTAs with UK, EU, and others.
- India currently is more upstream (spinning) and aims to expand garmenting capacity to catch up with competitors like Bangladesh and Vietnam.
- Recovery from US tariff impact is underway; full normalization may take another two quarters.
- Utilization improvements in denim, knitting, and mélange yarn businesses expected to boost volumes.
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
- Current major CAPEX includes a ₹92 crore expansion in the knitting business, adding printing as a new segment, expected to improve EBITDA by 3-4% starting Q3 FY26.
- Ongoing ₹427 crore GreenPET B2B project at Ratlam, Madhya Pradesh, with construction starting mid-May and operations targeted by Q1 FY27; project scaled down from original ₹700+ crore plan.
- Modernisation CAPEX planned to replace old assets across plants to improve productivity and operational efficiency.
- Strategic investment in renewable energy, including a tie-up with Adani for round-the-clock power, with ~70% energy mix from sustainable sources.
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 US order book is currently "under recovery" following the tariff settlement.
- Garmenting is a long cycle industry; when orders shift to alternate countries, it takes time for volumes to return.
- Discounts were offered to retain customers, and those volumes are gradually coming back.
- Product development was affected during the impacted 3-6 months, which still causes some delay.
- It is expected that order book normalcy will return in about two more quarters.
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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Q4 FY26 revenue was INR 280.4 Cr, a 28% increase versus Q4 FY25 revenue of INR 218.2 Cr. Key investor presentation takeaways from Faze Three Ltd's Q4 FY26 inves
Frequently Asked Questions
What were RSWM Ltd Q4 FY26 results?
Rajeev Gupta expressed confidence in RSWM reaching ₹6,200 to ₹6,500 crore revenue in the next 3-4 years, aligning with India's overall textile industry growth. The company expects continued steady revenue growth and margin expansion in FY27, supported by improved working capital efficiency and a stronger balance sheet.
What is RSWM Ltd share price analysis?
RSWM Ltd currently shows a neutral. The stock trades at a P/E of 14.5 with a market cap of ₹1,038 Cr. Investors should review the full earnings analysis for detailed insights.
Is RSWM Ltd planning capital expenditure?
Current major CAPEX includes a ₹92 crore expansion in the knitting business, adding printing as a new segment, expected to improve EBITDA by 3-4% starting Q3 FY26.
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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.