Rashi Peripherals Limited — Q1FY27 earnings call summary

Filed 11 August 2026 · Official transcript

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