Rossell Techsys Q2 FY26 Earnings Call Transcript
Rossell Techsys Q2 FY26 earnings call highlights record revenue, profitability, and strategic diversification. The company is undertaking capacity expansion and planning a ₹300 crore QIP.
The record financial results, capacity expansion, potential fundraise, and supplier recognition suggest a significant positive impact on the company's growth and future prospects.
The announcement highlights record-breaking financial performance and strategic initiatives, indicating a positive outlook for the company.
* Rossell Techsys held an earnings call on 11 November 2025, to discuss Q2 FY26 performance. * Turnover for the quarter stood at ₹126 crore, more than double last year's Q2 figure of ₹51.35 crore. * Profit before tax surged to ₹6.7 crore compared to ₹0.06 crore in the same period last year. * Revenue for the first six months of FY26 surged to ₹212 crore, more than double the ₹95.9 crore achieved in the first two quarters of last year. * EBITDA expanded nearly five-fold to ₹27.1 crore from ₹5.7 crore. * Profit before tax turned strongly positive at ₹10.7 crore, compared to a loss of ₹5.9 crore in the prior period. * The company secured significant firm purchase orders and submitted bids totaling ₹932.2 crore. * Closing inventory stands at ₹286.37 crore, reflecting an increase of ₹32.58 crore over the previous quarter. * Rossell Techsys is undertaking a major capacity expansion of 150,000 square feet at an estimated cost of ₹70 crore, scheduled to commence in the fourth quarter of this financial year and expected to be operational within 18 months. * The company is evaluating a fundraise up to ₹300 crore through a qualified institution placement (QIP) for capex and working capital. * Rossell Techsys was honored with the Outstanding Supplier Recognition Certificate at the Lockheed Martin Annual Supplies Conference 2025. * Management indicated that the third and fourth quarters are historically the strongest and expects this trend to continue. * The company expects 20% to 25% of its revenue this year to come from the space and semiconductor side, increasing to 40% next year. * EBITDA margin is expected to be in the range of 15% to 20% moving forward. * DSIR license has been renewed through March 2027. * Preparations for CMMC 2.0 compliance are underway for November 2026.
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