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Rashi Peripherals Q3 FY26 PAT Surges 132% YoY to ₹75 Cr on Strong Revenue Growth
Rashi Peripherals reported a robust consolidated revenue growth of 43% YoY to ₹4,030 crores for Q3 FY26, driven by strong demand for personal computing and enterprise solutions. Net profit for the quarter jumped 132% to ₹75 crores, supported by improved margins and strategic inventory management amid global component price hikes. The company expanded its reach with its 55th branch in Solapur and saw a significant improvement in debtor days from 61 to 47. Management highlighted a multi-year technology upgrade cycle fueled by AI-ready devices and Windows 10 end-of-support transitions.
Key Highlights
Consolidated Q3 revenue grew 43% YoY to ₹4,030 crores, while PAT surged 132% to ₹75 crores.
Debtor days improved significantly to 47 days from 61 days a year ago, reflecting tighter credit monitoring.
Personal Computing and Enterprise Solutions (PES) contributed 58% of total revenue at ₹6,572 crores for 9M FY26.
The company recognized a ₹4 crore impact due to the new Labour Code and ₹14 crores in ESOP costs for 9M FY26.
Component price hikes, particularly in RAM (2x-3x increase), contributed to higher average selling prices and revenue growth.
💼 Action for Investors
Investors should monitor the company's ability to maintain margins as component prices fluctuate and the sustainability of the PC refresh cycle. The improvement in working capital management and expansion into AI-ready solutions are positive indicators for long-term growth.
RPTECH Q3 Consolidated PAT Surges 132% YoY to ₹746 Mn; Revenue Up 43%
Rashi Peripherals (RPTECH) reported a stellar Q3 FY26 with consolidated revenue rising 42.6% YoY to ₹40,304 million. Net profit (PAT) grew by 132.4% YoY to ₹746 million, marking the company's highest-ever quarterly profit. This growth was fueled by strong demand and partner stocking ahead of expected price hikes, leading to significant EBITDA margin expansion of 219 bps to 2.95%. For the nine-month period (9M-FY26), consolidated revenue stood at ₹113,380 million with a PAT of ₹1,955 million.
Key Highlights
Consolidated Revenue for Q3-FY26 grew 42.6% YoY to ₹40,304 million, driven by strong partner demand.
Consolidated PAT witnessed a massive 132.4% YoY jump to ₹746 million, the highest quarterly profit ever.
EBITDA margins improved significantly by 219 bps YoY to 2.95% in Q3-FY26 due to economies of scale.
The company expanded its footprint by opening a new branch in Solapur, reaching a total of 55 branches and 70 warehouses.
Recognized a ₹41 million impact from new Labour Code regulations and ₹140 million in YTD ESOP costs.
💼 Action for Investors
The record-high quarterly profits and significant margin expansion indicate strong operational leverage and market leadership. Investors should monitor if these elevated margins are sustainable beyond the current pre-stocking cycle.
RPTECH Q3-FY26 Results: Revenue Up 43%, Net Profit Surges 132% to Record High
Rashi Peripherals (RPTECH) delivered a stellar Q3-FY26 performance, with revenue growing 42.6% YoY to INR 40,304 Mn, driven by strong partner stocking ahead of anticipated price hikes. The company reported its highest-ever quarterly Net Profit of INR 746 Mn, a 132.4% YoY increase, while EBITDA margins expanded significantly by 219 bps to 2.95%. Despite a one-time INR 41 Mn impact from new Labour Code regulations and INR 140 Mn in YTD ESOP costs, the company maintained strong operational efficiency. Management successfully leveraged global component shortages and dollar appreciation to drive both volume and value growth.
Key Highlights
Q3 Revenue grew 42.6% YoY to INR 40,304 Mn, marking the highest-ever third-quarter sales for the company.
EBITDA surged by 453% YoY to INR 1,189 Mn, with margins expanding 219 bps to 2.95% due to economies of scale.
Net Profit reached a record high of INR 746 Mn, representing a massive 132.4% YoY growth.
Recognized a one-time INR 41 Mn impact arising from increased gratuity and leave liabilities due to new Government Labour Codes.
9M-FY26 performance shows steady growth with Revenue at INR 113,380 Mn and PAT at INR 1,955 Mn.
💼 Action for Investors
Investors should take note of the significant margin expansion and record profitability, though they should monitor if the 'pre-stocking' demand in Q3 impacts sales in the following quarter. The company's ability to navigate global supply chain volatility makes it a strong contender in the IT distribution space.
RPTECH Q3 PAT Surges 128% YoY to ₹70.3 Cr; Appoints Rajesh Goenka as CEO
Rashi Peripherals (RPTECH) delivered a robust performance for Q3 FY26, with standalone Revenue from Operations growing 43.5% YoY to ₹3,804.5 crore. Net Profit (PAT) saw a massive jump of 128% YoY, reaching ₹70.28 crore compared to ₹30.83 crore in the same quarter last year. The company also announced strategic leadership changes, appointing Rajesh Goenka as the new CEO for a 5-year term. Furthermore, RPTECH is expanding its global footprint by forming a new step-down subsidiary in the UAE.
Key Highlights
Standalone Revenue from Operations rose 43.5% YoY to ₹38,044.96 million in Q3 FY26.
Net Profit (PAT) surged 128% YoY to ₹702.80 million, with Basic EPS rising to ₹10.66 from ₹4.68.
Profit Before Tax (PBT) for the nine-month period reached ₹2,476.96 million, up from ₹1,949.99 million YoY.
Rajesh Goenka appointed as CEO and Whole-Time Director for a 5-year term effective February 3, 2026.
Approved the formation of a 100% step-down subsidiary in the UAE to drive international growth.
💼 Action for Investors
The strong earnings growth and leadership clarity are significant positives for the stock. Investors should maintain a positive outlook while monitoring the execution of the new UAE subsidiary and the sustainability of margin improvements.
Rashi Peripherals to Expand in UAE via New Step-down Subsidiary with $500,000 Investment
Rashi Peripherals Limited has announced the formation of a 100% step-down subsidiary in Dubai, UAE, through its Singapore-based subsidiary, Rashi Peripherals Pte. Ltd. The new entity, proposed as Rashi Peripherals LLC, will focus on the distribution of Information and Communication Technology (ICT) products. The company has approved an investment of up to US $500,000 for this venture, with an initial paid-up capital of AED 100,000. This move marks a strategic geographic expansion into the Middle Eastern market.
Key Highlights
Formation of a 100% step-down subsidiary in Dubai, UAE, approved by the Board.
Total investment by the subsidiary company capped at US $5,00,000.
Initial authorized and paid-up share capital set at UAE Dirham 1,00,000.
The entity will operate in the Information and Communication Technology (ICT) distribution sector.
The new company will be a wholly-owned subsidiary of Rashi Peripherals Pte. Ltd. (Singapore).
💼 Action for Investors
Investors should view this as a positive step towards international diversification, though the initial investment is relatively small. Monitor future earnings reports for the revenue contribution and margin profile of the new UAE operations.
Rashi Peripherals Appoints Rajesh Goenka as CEO for 5-Year Term
Rashi Peripherals has appointed Mr. Rajesh Goenka as its new Chief Executive Officer (CEO) and Whole-Time Director for a five-year term effective February 3, 2026. Mr. Goenka is a company veteran who has been with the firm since 2008 and is credited with maintaining a double-digit CAGR for over 20 years. Additionally, Dr. Indumati Gopinathan, an experienced pathologist and current Independent Director at Thyrocare, has been appointed as an Independent Director. These leadership changes signal a focus on continuity and strengthened corporate governance.
Key Highlights
Mr. Rajesh Goenka appointed as CEO and Whole-Time Director for a 5-year term ending February 2, 2031
Mr. Goenka brings over 25 years of experience and has been a key driver of growth at RPTECH since 2008
The company has achieved consistent double-digit CAGR for over 20 years under his strategic leadership
Dr. Indumati Gopinathan joins as an Independent Director, bringing expertise from her role at Thyrocare Technologies
Appointments are subject to the approval of the company's members
💼 Action for Investors
The promotion of an internal veteran to the CEO role ensures management continuity and stability. Investors should view this as a positive step for long-term strategic execution given his track record with the company's growth.
RPTECH Q3 PAT Surges 128% YoY to ₹70.3 Cr; Appoints Rajesh Goenka as CEO
Rashi Peripherals (RPTECH) delivered a robust performance for the quarter ended December 31, 2025, with standalone revenue growing 43.5% YoY to ₹3,804.5 crore. Net profit more than doubled to ₹70.28 crore compared to ₹30.83 crore in the same period last year, reflecting strong operational efficiency. The company also announced the strategic appointment of Rajesh Goenka as CEO for a five-year term and the formation of a new step-down subsidiary in the UAE to drive international expansion. IPO proceeds are nearly fully utilized, with only ₹1.6 crore remaining for general corporate purposes.
Key Highlights
Standalone Revenue from Operations increased 43.5% YoY to ₹38,044.96 million in Q3 FY26.
Net Profit (PAT) jumped 128% YoY to ₹702.80 million from ₹308.28 million in Q3 FY25.
Basic Earnings Per Share (EPS) rose to ₹10.66 from ₹4.68 in the corresponding quarter last year.
Rajesh Goenka appointed as CEO and Whole-Time Director for a 5-year term effective February 3, 2026.
Approved the formation of a 100% step-down subsidiary in the UAE to expand global distribution footprint.
💼 Action for Investors
Investors should take note of the significant profit growth and the leadership transition, which signals a move toward professional management. The stock remains a growth play in the IT distribution space with new international expansion catalysts.
RPTECH Shareholders Approve Enhanced Borrowing Limits and Asset Charge Creation
Rashi Peripherals Limited (RPTECH) has received shareholder approval via postal ballot for two significant special resolutions. The first resolution authorizes the enhancement of borrowing limits under Section 180(1)(c), while the second allows the Board to create charges on company assets to secure these borrowings. Both resolutions passed with overwhelming support, receiving over 99.98% of the votes in favor. This approval provides the company with the necessary financial headroom to leverage its balance sheet for potential expansion or working capital needs.
Key Highlights
Resolution to enhance borrowing limits passed with 99.9836% of votes in favor.
Authorization for creation of charge on assets approved with 99.9835% majority.
Total votes polled represented 84.75% of the outstanding shares, indicating high shareholder participation.
Institutional investors showed 100% support for the enhancement of borrowing limits.
The resolutions are deemed passed as of December 27, 2025, the final date of e-voting.
💼 Action for Investors
Investors should view this as a positive step toward financial flexibility, though they should monitor future debt levels and interest coverage ratios as the company utilizes these expanded limits. The strong institutional backing suggests confidence in the management's capital allocation strategy.