RUBICON
1 call
Concalls & earnings callsRubicon Research Limited
Every summarised call, newest first. Latest is Q1 FY26, held 14 Aug 2026.
Latest quarter
Q1 FY26 snapshot
Open full brief →Rubicon delivered strong top-line and bottom-line growth, raised EBITDA guidance, and advanced its strategic manufacturing footprint with a new U.S. site.
| Metric | This quarter | Change | Five-quarter trend |
|---|---|---|---|
| Revenue | ₹534.3 Cr | 52% | |
| EBITDA | ₹129.1 Cr | 63.2% | |
| PAT | ₹84.8 Cr | 96% | |
| Gross Margin | 67.7% | 140 bps |
Latest guidance
- Full-year FY27 EBITDA margin guidance revised upwards to 23%.
- Net working capital expected to be in the range of 125 to 130 days.
- R&D spend guidance of INR500 crores over nine quarters (FY26, FY27, Q1 FY28) is on track.
- R&D spend as a percentage of revenue will continue at 10% to 11%.
- Commercial ramp-up at Pithampur facility expected from Q1 calendar year 2027.
- Commercialization at New Jersey site expected in calendar year 2027.
Said on the Q1 FY26 call.
Call history
- Q1 FY26Positive tone
Rubicon delivered strong top-line and bottom-line growth, raised EBITDA guidance, and advanced its strategic manufacturing footprint with a new U.S. site.
- Revenue
- ₹534.3 Cr52%
- EBITDA
- ₹129.1 Cr63.2%