Renaissance Global Ltd (BOM:532923)
₹ 180 11.05 (6.54%) Market Cap: 19.29 Bil Enterprise Value: 23.98 Bil PE Ratio: 23.38 PB Ratio: 1.45 GF Score: 66/100
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Q2 2025 Renaissance Global Ltd Earnings Call Transcript

Nov 19, 2024 / 10:30 AM GMT
Release Date Price: ₹170.2 (-1.62%)

Key Points

Positve
  • Renaissance Global Ltd (BOM:532923) reported a 3% year-over-year increase in quarterly revenue from continuing operations.
  • The company's consolidated EBITDA margin from continuing operations improved to 10.3%, driven by operational efficiencies and a focus on high-margin segments.
  • Revenue in the own brands segment grew by 7% year-over-year, with a significant improvement in EBITDA margin by 575 basis points.
  • The launch of a new direct-to-consumer fashion jewelry brand, Renee, on Amazon in the US is expected to tap into the growing demand among millennials and Gen Z consumers.
  • The company anticipates strong consumer demand during the holiday season, setting a promising outlook for the end of the year.
Negative
  • Renaissance Global Ltd incurred a one-time restructuring expense of around 3.5 crores in the quarter.
  • Despite inventory reduction efforts, the absolute inventory number remains high due to seasonal inventory buildup for the holiday season.
  • The company faces near-term challenges, although it remains optimistic about the long-term potential of its branded business.
  • There is a risk of commoditization and price competition in the lab-grown diamond market as more players enter the space.
  • The company has not yet identified any immediate acquisition targets, which may delay strategic expansion plans.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

RENA.NS - Renaissance Global Ltd
Q2 2025 Renaissance Global Ltd Earnings Call
Nov 19, 2024 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day. And welcome to Q2 F 525 earnings conference call of Renaissance Global Limited.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your touchtone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr Snia Kumar Purohit from Renaissance Global Limited. Thank you and over to you.

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Unidentified_2 [2]
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