Rashi Peripherals

Rashi Peripherals delivered a stellar Q4 FY26 with revenue surging 51% YoY to ₹4,489 croreCurrent reported value: 51% YoY to ₹4,489 crore. No comparable prior figure is available in the source record., driven by a structural PC refresh supercycle, AI PC acceleration, and component price hikes. EBITDA grew 41% YoYCurrent reported value: 41% YoY. No comparable prior figure is available in the source record. with margins at 2.95%Current reported value: 2.95%. No comparable prior figure is available in the source record., while PAT jumped 65% YoY to ₹87 croreCurrent reported value: 65% YoY to ₹87 crore. No comparable prior figure is available in the source record.. The PC segment (58% of revenue) grew 37% YoY, benefiting from Windows 10 end-of-life and rising ASPs. The LIT segment (42%) grew 24% YoY. Management guided for continued 20% CAGR revenue growth, with AI data center project funnel exceeding ₹20,000 crore. However, IDC flags a potential 5-10% dip in PC unit shipments in CY26, and consumer affordability may soften H2 demand. The semiconductor business grew 131% YoYCurrent 131% YoY. Reported change: +131% YoY. but remains small. Overall, the company is well-positioned to gain market share through its extensive distribution network and vendor relationships.