RBZJEWEL Q2 FY27 Guidance vs Delivery (RBZJEWEL Management Mirror)

Sep'26 Qtr Revenue Growth of 55% YoY to INR 225 Crore Meets Prior Guidance

In Sep'26 Qtr, RBZ Jewellers Ltd reported a 54.9% YoY revenue increase to INR 22,471 lakhs. Management noted in the Sep'26 Qtr concall that this 55% YoY revenue growth to INR 225 crores met prior guidance, driven by healthy demand despite Navratri shifting 20 days forward. In the Mar'26 Qtr concall, management had withheld specific FY27 revenue guidance due to macro adjustments, but subsequent quarters resumed growth targets which Sep'26 Qtr delivered. Moving forward, management targets a 50:50 B2B to B2C mix over the next 1 to 2 years, shifting to 75:25 favoring retail over the long term to drive the majority of profitability.