Rashi Peripherals Limited (RPTECH) Earnings Call Transcripts

Rashi Peripherals Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Rashi Peripherals Limited reported a significant revenue increase of 51% year-on-year, reaching INR 4,489 crores, while the full fiscal year revenue grew 15% to INR 15,827 crores. The company achieved a profit after tax of INR 87 crores for the quarter, reflecting a 65% increase year-on-year, and a total PAT of INR 282 crores for the year, up 35%. Management maintained a confident outlook, projecting a continued 20% CAGR growth trajectory, despite potential normalization in the PC market in FY '27.

Reported metrics

Guidance from management

Management expects to maintain a 20% CAGR growth trajectory over the next few years, despite potential normalization in the PC market in FY '27.

What management said

Yes, it is a few years from now because our overall size of the company is INR 15,800 crores, and semiconductor business is relatively newer baby. So in a few years, we'll have to wait. But we have a very strong wicket with 131% growth.

Absolutely. So PC or a laptop which predominantly has an NPU is identified as an AI PC. But at the same time, high-end processors with GPUs also are identified as AI PCs, which can take AI workloads. To give you some idea, currently around 25% of the PCs and notebooks sold in the country are AI PCs, but this is only accelerating. And next 1 to 2 years, we see multiple growth in this particular segment, which will als...

What analysts pressed on

Analysts expressed concerns about potential softness in consumer demand due to rising prices and the sustainability of growth rates in the semiconductor segment, which is still in its infancy.

Main topics on the call

• Strong Revenue Growth — Rashi Peripherals reported a 51% year-on-year increase in Q4 revenue to INR 4,489 crores, driven by robust demand across key categories. Management stated, "We are positioned to deliver not just continued above industry ...
• AI PC Market Acceleration — The AI PC segment is experiencing rapid growth, with AI-enabled notebooks increasing by 129% year-on-year in 2025. Management noted, "AI PCs will cross 50% of all PC shipments globally in calendar year 2026," indicating ...
• Healthy Profit Margins — The company reported an EBITDA margin of 2.95% for Q4 and 2.9% for FY '26, with EBITDA increasing by 41% year-on-year. Management emphasized that margins remain intact despite price hikes, stating, "Our fixed costs and o...
• Future Guidance — Management maintained a long-term growth outlook, projecting a 20% CAGR over the next few years. They indicated that despite a potential 5% to 10% dip in PC shipments in 2026, they view it as a normalization rather than ...

Read the full Rashi Peripherals Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 5 Rashi Peripherals Limited earnings call transcripts on record, spanning August 9, 2024 to August 5, 2026. Based on this history, Rashi Peripherals Limited reports semi-annually. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

RPTECH

Exchange

NSEI

Country

IN

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

5

First call

August 9, 2024

Most recent

August 5, 2026

Reporting cadence

semi-annually