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Rashi Peripherals Limited β Q1FY27 Earnings Call Summary
Key Takeaways
- Q2FY27 expected to continue strong growth with slower price increases
- Unit shipments grew ~20%; price increases contributed ~30-35% of growth; market share gains ~10%
- Risks: supply constraints on components and laptops, especially entry-level models
- Consolidated Q1FY27 revenue grew 61.9% y-y to Rs 5,102 Cr; EBITDA up 55% to Rs 173 Cr; PAT up 69% to Rs 105 Cr
- Standalone Q1FY27 revenue up 58% y-y to Rs 4,832 Cr; EBITDA up 50% to Rs 164 Cr; PAT up 65% to Rs 97 Cr
- Strategic acquisition of 67% stake in VDA Infosolutions to expand integrated solutions
- Semiconductor JV with Restar Japan formed; targeting $100 million revenue in 3 years with higher margins
- Inventory days improved to 56; working capital discipline maintained despite growth
- Management confident of sustained 20% CAGR over long term despite cyclical fluctuations
π Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.