Renaissance Global Limited Reports Strong Q3FY26 Performance with Earnings Presentation
Renaissance Global Limited delivered robust Q3FY26 performance with consolidated revenue growing 35.6% year-on-year to ₹96,294.23 lakhs and net profit increasing 36.5% to ₹3,320.98 lakhs. The D2C segment showed strong momentum with 37.5% growth to ₹91 crore, while the company's strategic transformation from B2B exporter to consumer-centric luxury platform continues with Jean Dousset brand expansion and cost optimization initiatives.

*this image is generated using AI for illustrative purposes only.
Renaissance Global Limited announced its unaudited financial results for the third quarter and nine months ended December 31, 2025, showcasing improved performance across key metrics. The Board of Directors approved the results at their meeting held on February 12, 2026, following review by the Audit Committee. The company also released a comprehensive earnings presentation highlighting its strategic growth initiatives.
Auditor's Report Submission
On February 13, 2026, Renaissance Global Limited submitted the Independent Auditor's Report with Unique Document Identification Number (UDIN) to BSE Limited and National Stock Exchange of India Ltd. The submission followed the company's earlier filing on February 12, 2026, as statutory auditors faced technical issues with the ICAI portal preventing UDIN generation.
| Parameter: | Details |
|---|---|
| Submission Date: | February 13, 2026 |
| Reference Number: | RGL/S&L/2026/23 |
| BSE Scrip Code: | 532923 |
| Auditor: | Chaturvedi & Shah LLP |
| UDIN (Standalone): | 26117964DTXEEB7973 |
| UDIN (Consolidated): | 26117964AAH610P8002 |
The company confirmed no changes were made to the financial results already submitted to the stock exchanges. The auditor's report covers both standalone and consolidated financial results prepared in accordance with Indian Accounting Standard 34.
Strong Q3FY26 Financial Performance
The company delivered robust quarterly growth with significant improvement in revenue and profitability metrics. Business revenue reached ₹824 crore, marking a 16% year-on-year increase driven by steady demand and strong execution across operations.
| Metric: | Q3FY26 | Q2FY26 | Q3FY25 | Change (QoQ) | Change (YoY) |
|---|---|---|---|---|---|
| Revenue from Operations: | ₹96,294.23 lakhs | ₹54,636.31 lakhs | ₹71,014.94 lakhs | +76.2% | +35.6% |
| Total Income: | ₹96,528.69 lakhs | ₹54,886.11 lakhs | ₹71,192.57 lakhs | +75.9% | +35.6% |
| Net Profit After Tax: | ₹3,320.98 lakhs | ₹2,023.33 lakhs | ₹2,432.27 lakhs | +64.1% | +36.5% |
| Basic EPS: | ₹2.99 | ₹1.80 | ₹2.50 | +66.1% | +19.6% |
For the nine months ended December 31, 2025, consolidated revenue from operations reached ₹2,03,962.39 lakhs compared to ₹1,56,657.97 lakhs in the corresponding period of the previous year, representing a growth of 30.2%.
D2C Segment Drives Growth Momentum
The Direct-to-Consumer segment continued to demonstrate strong growth momentum, delivering a robust 37.5% year-on-year increase to ₹91 crore in Q3FY26. For nine months FY26, D2C revenue grew 39% year-on-year to ₹220 crore, reflecting strengthening brand equity and deeper customer engagement.
| Segment Performance: | Q3FY26 | Q3FY25 | Growth (%) |
|---|---|---|---|
| D2C Revenue: | ₹91.1 crore | ₹66.3 crore | +37.5% |
| Licensed Brands: | ₹141.4 crore | ₹163.6 crore | -13.6% |
| Customer Brands: | ₹591.4 crore | ₹480.3 crore | +23.1% |
| Business Revenue: | ₹824.0 crore | ₹710.1 crore | +16.0% |
The D2C business has now scaled to an annualized revenue run rate of approximately ₹300 crore, reinforcing its strong growth trajectory and expanding contribution to the overall portfolio.
Jean Dousset Expansion and Premium Positioning
As part of the company's strategic focus on owned brands, Jean Dousset, the luxury lab-grown diamond brand founded by the great-great-grandson of Louis Cartier, expanded to New York. The brand recorded FY2024 revenue of ₹85.1 crore with 40% year-on-year growth. The LA flagship store contributed approximately ₹25 crore, representing about 30% of total revenue.
| Jean Dousset Highlights: | Details |
|---|---|
| FY2024 Revenue: | ₹85.1 crore (+40% YoY) |
| LA Flagship Contribution: | |
| Average Engagement Ring: | ~$10,000 |
| Expansion Plan: | 3 new boutiques in 2026 |
| Total Locations Target: | 5 global locations |
Management Commentary and Strategic Vision
Commenting on the performance, Mr. Sumit Shah, Chairman and Global CEO, stated that Renaissance Global is undergoing an important transformation from a low-margin B2B exporter to a core consumer-centric, brand-led luxury platform. The company's cost reduction program aimed at ₹40-50 crore annualized savings is already paying off, with owned brand revenue growing sevenfold in three years.
Conference Call and Investor Engagement
The company scheduled an earnings conference call for February 13, 2026, at 4:00 PM IST, led by Mr. Palash Kawale from Nuvama Wealth Research. The call will provide detailed insights into the company's performance and strategic initiatives for stakeholders.
| Conference Details: | Information |
|---|---|
| Date: | February 13, 2026 |
| Time: | 4:00 PM IST |
| Call Leader: | Mr. Palash Kawale, Nuvama Wealth Research |
| Primary Dial-in: | +91 22 62801326 / 22 71158227 |
Renaissance Global Limited operates primarily in the jewellery business with a growing portfolio of licensed and owned brands including Disney, Hallmark, NFL, Netflix, Jean Dousset, Irasva, and Jewelili. The company maintains operations across USA, UK, Dubai, and India, with paid-up equity share capital of ₹2,146.51 lakhs as of December 31, 2025.
Historical Stock Returns for Renaissance Jewellery
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -6.30% | -7.15% | -14.37% | -22.54% | -20.11% | +58.43% |






























