Rashi Peripherals Ltd (RPTECH) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- The global PC market is experiencing a resurgence, with Q3 2025 shipments surging 8-10% year-over-year, driven by the Windows 10 sunset and easing tariff headwinds.
- In India, Q2 FY26 PC shipments climbed 6% to 3.6 million units, with notebooks leading an 8% charge, fueled by enterprise AI adoption and Windows 11 refreshers.
- The Indian IT hardware market continues to grow at 10-12% annually, propelled by rising laptop penetration, smart city projects, and expanding data center infrastructure.
- The company strengthened its nationwide coverage by expanding its distribution network with the commencement of two new branches in Maharashtra (Nanded and Baramati).
- Rashi Peripherals was recognized with two prestigious awards: CNB's Best National Level Value Added Distributor of 2025 and Digital Terminal's Most Trusted National Distributors of ICT Solutions in India.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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