• Type of Event: Q2 & H1 FY27 Earnings Conference Call with Investors and Analysts.
  • Date and Time: The call was held on Friday, October 30, 2026. A specific time was not mentioned in the disclosure.
  • Purpose: To discuss the key operating and financial highlights for the quarter and half year ended September 30, 2026.
  • Earnings Timing: The call was held after the earnings announcement, as it is a discussion of the reported results.
  • Management Participants: Mr. Amit Modak (Whole-Time Director and Chief Executive Officer) and Mr. Aditya Modak (Non-Executive Director). The call was moderated by Mr. Suyash Samant from Stellar Investor Relation Advisors.
  • Availability of Materials: The presentation (PPT) was stated to be available on the company's website and the BSE site. The full transcript and an audio recording of the call were uploaded to the company's website at <https://revabypng.com/investor-analyst-call>.
  • UPSI Statement: The moderator's opening remarks included a standard caution that the call may contain forward-looking statements and that the company undertakes no obligation to update them. There was no explicit statement that no Unpublished Price Sensitive Information (UPSI) would be shared.

Financial & Operational Highlights from Management Commentary:

  • Financial Period Discussed: Q2 FY27 (Quarter ended September 30, 2026) and H1 FY27 (Half Year ended September 30, 2026).
  • Revenue: Q2 FY27 revenue from operations stood at INR 121 crores, registering 17% YoY growth. Excluding gold sales (which were significant in the prior year), growth was 46% YoY for Q2 and 76% for H1.
  • Profitability:
  • Q2 Gross Profit: INR 37 crores (50% YoY growth) with a margin of 31.1% (vs 24.2% in Q2 FY26).
  • H1 Gross Profit: INR 79 crores (90% YoY growth) with a margin of 33.2% (vs 26.7% in H1 FY26).
  • Q2 EBITDA: INR 29 crores (49% YoY growth) with a margin of 23.8% (vs 18.7%).
  • H1 EBITDA: INR 63 crores (103% YoY growth) with a margin of 26.3% (vs 19.6%).
  • Q2 PAT: INR 23 crores (84% YoY growth) with a margin of 19.3%.
  • H1 PAT: INR 51 crores (151% YoY growth) with a margin of 21.2%.
  • Retail Expansion: The company launched three new Company-Owned Company-Operated (COCO) stores in H1 FY27 in Amanora Mall (Pune), Nashik, and Jaipur (the first outside Maharashtra). A sixth store in Bavdhan was inaugurated on the day of the call (Oct 30, 2026), with a seventh store announcement promised for the same week.
  • Brand & Digital: The company onboarded actress Sharvari Wagh as its national brand ambassador and launched its e-commerce platform, revadiamonds.com.
  • Outlook: Management expressed optimism for H2 FY27, citing a strong start to Q3 with Navaratri sales growing 35% overall and Dussehra single-day sales up 62% YoY. They expect the Diwali festival and wedding season to provide further growth. Guidance implies confidence in continuing the H1 growth trajectory, though caution was expressed due to drought conditions in Maharashtra and inflationary pressures from the West Asian crisis. The target is to open 15 EBOs within 24 months of the IPO (by ~Sep 2027), with 3 more expected in H2 FY27.

Additional Notes Section

  • Attachments: The regulatory filing intimates that the transcript of the earnings call was enclosed and submitted to the exchanges.
  • Financial Data: This regulatory announcement itself did not contain the financial data; it was an intimation and submission of the call transcript. However, the enclosed transcript, which is the subject of this filing, contained extensive financial data and commentary as summarized above.