Rashi Peripherals Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Rashi Peripherals reported consolidated revenue growth of about 62% year-on-year to Rs 5,102 crores for Q1 FY27, with EBITDA up 55% and PAT up 69%. Management attributed the growth to a PC refresh cycle, an AI PC transition, and rising memory and component prices, alongside gains in market share. The company also announced a majority stake acquisition in VDA Infosolutions and a semiconductor joint venture with Restar Corporation of Japan.
Rashi Peripherals reported consolidated Q4 FY26 revenue growth of 51% year-on-year to Rs 4,489 crores, with EBITDA up 41% and PAT up 65% year-on-year. For the full year FY26, revenue grew 15% to Rs 15,827 crores, EBITDA rose 53% to Rs 459 crores, and PAT grew 35% to Rs 282 crores. Management attributed the quarter's growth to enterprise refresh demand, AI PC adoption, component price increases, and continued expansion of its distribution network.