Rupa & Company Ltd
Rupa & Company Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company targets a 10% revenue growth by the end of the year (Page 8). The company targets at least 14%-15% growth in athleisure segment for FY26, indicating focused product category expansion.
From Rupa & Company Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets a 10% revenue growth by the end of the year (Page 8).
- Volume growth in H1 FY26 is around 3%, with a strong recovery in Q2 following Q1 shortfall (Page 9).
- Athleisure segment targets 14%-15% growth for the full year FY26 (Page 9).
- Modern trade and e-commerce, contributing 7%-8% of revenue, are expected to grow at least 20% (Page 10).
- Thermalwear contribution, 13% in Q2, is expected to expand further in the upcoming winter season (Page 10).
2 more points management made on revenue & sales performance
Profitability & Margins
See what Rupa & Company Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- No major capital expenditure (CAPEX) planned for the near future.
- Routine CAPEX expected to be around INR 12-15 crores for the fiscal year FY'25-26.
- No specific mention of strategic investments discussed in the call.
- Focus remains on maintaining financial prudence and cost control while investing behind brand and growth opportunities.
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 Rupa & Company Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Thermal segment shows robust growth with volume growth of approximately 23%-24%.
- Thermal contributes 13% to the quarterly revenues.
- The company has a good order book for thermalwear as of the current quarter.
- Expectation is that the strong order book and performance in the thermal segment will continue and improve in Quarter 3.
2 more points management made on order book & pipeline
Rupa & Company Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹442 Cr, net profit ₹36 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Rupa & Co's management said in earlier quarters
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Frequently Asked Questions
What were Rupa & Company Ltd Q2 FY26 results?
The company targets a 10% revenue growth by the end of the year (Page 8). The company targets at least 14%-15% growth in athleisure segment for FY26, indicating focused product category expansion.
What is Rupa & Company Ltd share price analysis?
Rupa & Company Ltd currently shows a neutral. The stock trades at a P/E of 15.3 with a market cap of ₹1,201 Cr. Investors should review the full earnings analysis for detailed insights.
Is Rupa & Company Ltd planning capital expenditure?
No major capital expenditure (CAPEX) planned for the near future.
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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.