RSWM Q2 FY27 Earnings Call Transcript Released; Revenue Up 15%
RSWM Limited released its Q2 FY27 earnings call transcript. Revenue grew 15% YoY to ₹1,322 crore, with EBITDA up 47.1% to ₹116 crore and PAT at ₹25 crore. The company is investing ₹208 crore in a new denim and knit garment venture with NDS9 and expects the LNJ GreenPET project to start in Q1 FY28.
The release of the earnings call transcript provides detailed financial performance and future outlook, including significant investments and strategic ventures, which are material information for investors. The strong financial growth is also a key factor.
The company reported significant year-on-year growth in revenue, EBITDA, and PAT, indicating a positive financial performance. Strategic investments in new ventures and capacity expansion signal a forward-looking approach.
RSWM Limited has released the transcript of its Q2 & H1 FY27 Earnings Conference Call, which was held on Tuesday, November 03, 2026. The call detailed the company's performance amidst challenging geopolitical tensions and rising input costs.
During Q2 FY27, RSWM reported a 15% year-on-year revenue growth to ₹1,322 crores, driven by a 16.5% increase in domestic sales and 11.6% in export sales. EBITDA saw a significant year-on-year increase of 47.1% to ₹116 crores, with margins improving by 191 basis points. Profit After Tax (PAT) rose to ₹25 crores from ₹6 crores in the same quarter last year. For H1 FY27, revenue grew by 7.1% to ₹2,484 crores, and EBITDA increased by 31.4% to ₹210 crores, with PAT at ₹41 crores.
The company is focusing on its RSWM 2.0 transformation strategy, prioritizing profitability over volume-led expansion, rationalizing products with inadequate returns, and enhancing asset utilization and working capital management. Investments in automation and digitalization are ongoing to improve operational efficiencies.
A key development is the strategic venture with Spain-based NDS9 to establish LNJ NDS9 Global Private Limited, a subsidiary where RSWM holds a 74% stake. This entity will focus on premium denim and knit garments for international clients, with an initial investment of ₹208 crores.
The LNJ GreenPET project, focused on bottle-to-bottle recycling, is expected to commence commercial production in Q1 FY28, with an estimated revenue contribution of ₹200 crores. The company also mentioned an upcoming preferential issue of shares from LNJ Textiles Advisory, contributing ₹36 crores for investment in bottle-to-bottle recycling.
Management acknowledged challenges in the fabric division due to rising raw material and transportation costs, impacting margins. However, they expressed confidence in improving performance in the coming quarters, particularly with the ₹92 crores expansion in knitting and printing capacity, expected to be operational by Q4 FY27, with full impact visible in Q1 FY28.
RSWM aims to achieve double-digit EBITDA margins in the fabric division and expects overall ROCE to improve. The company plans to manage its debt effectively, with annual repayments projected around ₹180 crores in the next financial year.
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RSWM Limited filed this with the NSE as a statutory disclosure, categorised under concall scheduled. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by RSWM Limited. Read the original for the full detail.