Concall transcriptOct 2026
Oct 2026 · Transcript
Source: Company Ir
Rentomojo Limited (RENTOMOJO)
Micro CapConsumer stocks · Micro cap · NSE
Rentomojo Limited is India's largest full-stack D2C online rental and subscription platform for furniture, home appliances, and lifestyle categories, operating an omnichannel model backed by warehousing and re-commerce infrastructure.
₹589.5
+41.00 · +7.47%
Market cap ₹5,645 Cr
Data qualityVerify one data layerQuote updated 04 Nov, 05:54 pm ISTDetails
Quote04 Nov, 05:54 pm IST
Base fundamentals02 Nov 2026 · screener
Latest result02 Nov, 01:10 am IST
Score05 Nov, 04:30 am IST · v4.3-runtime-valuation
Tags20 Sept 2026
Coverage8/14 · 57%
Valuation2026-07-20 · Rf 6.8% · Consumer P/E 20.7 (n=455)
Technical timing lens
Trend score and candlestick chart
47Neutralsector -5.2pp vs Nifty 500 (3M)
Stock trend: 55
Sector RS: 35
Sector 3M: -9.3% vs Nifty 500 -4.1%
Consumer FPI tailwindNot confirmed
Latest mapped FPI equity flow was not positive. View sector evidence
Technical chart
RENTOMOJOD candles · FIT view+10.3%Latest close ₹589.50 on 2026-11-04
Daily history is available from 2026-09-17; the requested 1Y window is partially covered.
Bar
+6.4%
RSI
59
MACD hist
-
52W pos
65%
2026-11-04O ₹553.85H ₹600.00L ₹550.00C ₹589.50Vol 15.1L sh
Up bar
Down bar
EMA 20
EMA 50
Volume + 20D avg
Result date
RSI(14)
MACD / signal
Market context
Relative performance and chart statistics
Adjusted completed-session prices, rebased to 100
RENTOMOJONifty Consumer DurablesNifty 500
- RENTOMOJO
- +10.3%
- Nifty 500
- +0.5%
- Nifty Consumer Durables
- -3.9%
- Vs Nifty 500
- +9.8 pp
Chart stats
4 Nov 2026- From 52W high
- -9.0%
- 52W range position
- 65%
- ATR (14)
- 5.8%
- Volume vs 20D
- 0.59x
- Avg traded value
- ₹130 Cr
- 20D price channel
- ₹500.9 - ₹648
₹648
₹482.5 - ₹648
₹34.2
Latest completed session
20-session average
67.4% annualized volatility
Research snapshot
What the evidence says now
Weak fundamentals, management trust is not scored yet, price trend is neutral, and result consistency is still building.
Suggested next step
Research, do not rush
The evidence is not strongly aligned. Compare peers and wait for a cleaner setup.
U-Score
Legacy · OVERVALUED11
Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.
Latest result
Bad25
Revenue +51.1% · PAT -38.6% YoY
Technical
Neutral47
Price trend and sector-relative-strength timing.
Valuation
Legacy model-164.0%
Legacy margin-of-safety estimate; the revised evidence label remains in shadow validation.
Trust
pending—
Management reliability not computed yet.
Financials
Fundamentals, quarterly history, margins, returns and balance-sheet evidence
Financials
Fundamentals, quarterly history, margins, returns and balance-sheet evidence
Latest result
Quarter ended 30 Jun 2026
Bad · 25/100PAT -39% YoY · Rev +51% YoY · margin expansion · +15% QoQ
Filed 08 Oct 2026
Open results browser →| Metric | This quarter | YoY | QoQ |
|---|---|---|---|
| Revenue | ₹126.3 Cr | +51.1% | +15.3% |
| EBITDA | ₹51.5 Cr | +53.5% | +14.4% |
| Operating margin | 40.8% | +64 bps | -33 bps |
| PAT | ₹7.8 Cr | -38.6% | -53.3% |
| PAT margin | 6.2% | -907 bps | -912 bps |
NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.
Fundamentals
Valuation
- P/E
- 51.00
- P/B
- —
- EV/EBITDA
- 24.65
- Market Cap
- 5645.00Cr
Profitability
- ROE
- —
- ROCE
- —
- ROA
- —
- Dividend Y
- —
Growth (CAGR)
- Revenue 5Y
- —
- EPS 5Y
- —
- Revenue 3Y
- —
- EPS 3Y
- —
Balance Sheet
- Debt/Equity
- 0.00
- Interest Coverage
- 6.36×
- Altman Z
- 0.00
- Book Value
- —
Cash Flow
- FCF Yield
- —
- FCF Positive Y
- 0/5
- OCF
- —
- EPS TTM
- 30.22
Shareholding
- Promoter Hold
- 19.75%
- Promoter Pledge
- 0.00%
- Momentum 52W
- 37%
Financial History
Updated 4/11/2026
Revenue
₹ CrLatest: 387
Net Profit
₹ CrLatest: 104
Return on Equity
%No data
Technicals
Trend interpretation, Stage 2, relative strength, volume and indicator evidence
Technicals
Trend interpretation, Stage 2, relative strength, volume and indicator evidence
Daily technical trend read
NeutralTrend is undirectional — long-term trend unclear. RSI 59.
- RSI(14) at 59 — rising, no extreme reading.
- 9% off 52W high · 22% above 52W low.
Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.
Nifty 500 leadership
Relative Strength & Trend Stage
-
RS percentile
Insufficient history
1M return
+8.1%
3M return
-
6M return
-
1Y return
-
RS 1D
-
RS 20D
-
Sector rank
#9
Industry rank
-
Stage evidence
- At least 170 daily sessions are required for the trend-stage read.
50-DMA
unavailable
200-DMA
unavailable
Sector
neutral
Industry
unranked
Relative-strength line vs Nifty 500 (base 100)
33 observations
04 Nov 2026Value 109.79+6.30%
RS vs Nifty 500110
Valuation & peers
U-Score 11 · legacy U-Score band OVERVALUED · valuation evidence and comparable companies
Valuation & peers
U-Score 11 · legacy U-Score band OVERVALUED · valuation evidence and comparable companies
OVERVALUED
Fundamental score breakdown
U band · OVERVALUEDValuation1/30
Growth3/25
Quality0/20
Balance Sheet6/15
Cash Flow0/10
Piotroski
3/9 (+1)
Penalties
0
Raw sum
11
Why this score?
Top U-Score contributors and drags from the latest stored fundamentals.
11/100 · legacy band OVERVALUED
Positive drivers
- Balance sheet contributes 6/15 to the score.
- Growth contributes 3/25 to the score.
- Valuation contributes 1/30 to the score.
Main drags
- Altman Z is 0.0, in distress territory.
- Fair-value margin of safety is negative at -164.0%.
- Quality is weaker at 0/20; verify the latest quarterly trend.
Sector valuation model
Consumer valuation: PE/PEG and brand-quality premium
Consumer franchises can deserve higher multiples, but only when growth quality supports them.
Primary lens
PE and PEG relative to growth, ROE, margins, and brand strength.
Secondary checks
Volume growth, pricing power, distribution, same-store or category growth.
Main risk check
Premium valuation needs durable growth and margin resilience.
PE
51.0
PB
—
EV/EBITDA
24.6
ROE
—
ROCE
—
FCF Yield
—
Debt/Equity
0.0
MoS
-164.0%
Score movement
Stored run vs live recompute
This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.
Stored run: 05 Nov 2026
v4.3-runtime-valuation
Final score
11
Previous: 11
Legacy U-Score band
OVERVALUED
Previous: OVERVALUED
Margin of safety
-164.0%
Previous: -164.0%
Score history
12 stored score snapshots. Latest stored move: -4 points.
05 Nov 2026
v4.3-runtime-valuation
67
67
67
67
67
64
67
67
15
15
15
11
Factor attribution
No pillar movement versus the latest stored run. Historical score trend will appear after snapshot storage is enabled.
Modelled fair value
Graham Number
—
Growth-justified P/E
7.4
Growth-justified Value
₹223.33
-164.0% MoS
PEG
—
Comparable companies
Peers
Business-comparable peers in Consumer — ranked by industry, sub-sector, theme-tag overlap, market cap, and U-Score similarity. Green cells mark the best available peer metric in this table.
Ticker
Name
Why peer
Score
PE
ROE
MoS
Verdict
ACEVECTOR
Micro
AceVector Limited
Retailing
match 101
17
—
-53.5%
—
OVERVALUED
SSRETAIL
Micro
SS Retail Limited
Retailing
match 75
23
68.9
26.5%
-863%
OVERVALUED
PERNIASPOP
Micro
Purple Style Labs Limited
Retailing
match 75
11
—
-513.0%
—
OVERVALUED
VARMORA
Micro
Varmora Granito Limited
Consumer Durables
match 25
30
30.3
8.1%
-17%
OVERVALUED
PRIORITY
Micro
Priority Jewels Limited
Consumer Durables
match 20
49
28.8
12.9%
+33%
FAIR VALUE
Business, management & trust
Growth engines, risks, management commitments and evidence-backed delivery
Business, management & trust
Growth engines, risks, management commitments and evidence-backed delivery
Business and thesis
Where growth can come from, and what can break the case
Thesis intactReviewed 2026-10-28T18:11:16.011Z
Management commentary snapshot
Q1 FY27 revenue from operations grew 51.1% YoY to Rs 1,263 mn and normalised EBITDA rose 50.2% YoY to Rs 523 mn, driven by robust live item additions and strong organic demand.
The subscription rental model demonstrates strong unit economics, supported by 51.1% YoY revenue growth, high annualised normalised ROE of 28.85%, and disciplined cash generation. Omnichannel expansion and repeat customer behavior validate the execution of growth levers.
Growth engines
Omnichannel Retail Expansion
ActiveExperience stores placed with micro-market intelligence to lift awareness, build trust, and address nascent search volumes.
New Cities and Deeper Technology
ActiveCapital-light city launches coupled with technology investments for logistics and efficiency.
Broader Platform Services
ActiveExpansion into service-intensive categories such as water purifiers.
Capacity and execution
Experience Stores Expansion
CommissionedExpanded to 89 experience stores across 14 cities as of June 30, 2026.
Warehouse Network
OperationalMaintains warehouse footprint across major urban clusters to support fulfillment and refurbishment.
Tailwinds
Expanding Urban Mobility and Job Switches
FavorableRising job switch rates growing at ~22% CAGR (FY21-25) and hybrid work models drive shorter rental tenancies.
Favorable Rental Economics
FavorableAverage rental tenancy of 1.6 years makes renting more economical compared to purchase breakeven of 33 months.
Headwinds
Nascent Search Awareness
ChallengingOnline search volume for furniture and appliance rental is only 15% of housing rental search volume.
High Core Household Spending
Challenging60% to 65% of household income is spent on core needs like food, housing, and transport, leaving limited discretionary room.
Risk radar
Credit and Collection Risks
MonitoredDelinquency and credit risk inherent in consumer subscription models managed via disciplined collection infrastructure.
Asset Damage and Fire Loss
HistoricalOne-time incidents such as fire loss impact reported quarterly profitability metrics.
Management accountability
What management said, and what results must prove
Issuer guidance and extracted claims are tracked against later reported outcomes. Treat these as management statements, not IndiaPulse forecasts.
Analyst reading lens
Compare BOTH
Year-over-year comparisons highlight structural growth, scale, and multi-year adoption trends, while sequential (QoQ) metrics capture short-term momentum, seasonal demand shifts, occupancy stability, and operational execution.
Sector KPIs management disclosed
Revenue from Operations
PositiveRs 1,263 mn in Q1 FY27, up 51.1% YoY and 15.3% QoQ.
Normalised EBITDA and Margin
PositiveRs 523 mn in Q1 FY27, up 50.2% YoY and 13.9% QoQ, with normalised EBITDA margin at approximately 41%.
Gross Items Ordered
Positive329,159 items ordered in Q1 FY27, representing a 45.8% YoY and 27.6% QoQ increase.
Average Occupancy Rate
PositivePeriod end occupancy rate reached 86.8% in Q1 FY27, up 199 bps YoY.
Management forward view
High Quality Growth and Cash Conversion
ConfidentManagement highlights strong repeat behavior, organic demand, and high EBITDA-to-CFO conversion of 1.05x in FY26.
Balance Sheet Flexibility Post IPO
StrategicThe IPO has strengthened net worth and enhanced capacity to fund future growth while maintaining profitability.
Thesis monitor
Numbers and claims to verify in the next filings
| Checkpoint | Current evidence | What to verify next |
|---|---|---|
| Live Subscribers | 283,058 subscribers in Q1 FY27 | Sustained subscriber addition velocity and retention rates. |
| Occupancy Rate | 86.8% period end occupancy in Q1 FY27 | Asset utilization stability across categories. |
| Normalised ROE / ROCE | Normalised ROE at 28.85% and ROCE at 26.6% in Q1 FY27 | Capital efficiency retention as scale increases. |
Verification checkpoints are IndiaPulse research interpretation, not investment advice.
Trust Score
Trust profile pending
Trust asks a simple question: can investors rely on management behaviour and financial delivery? Trust Lite uses promoter alignment, cash conversion, leverage, and result consistency. Full transcript-based claim matching appears after enough documents are ingested.
Continue researching Rentomojo Limited
Important announcements & filings
Latest exchange and company disclosures found within the past two years.
Open source ↗
Investor presentationOct 2026
Oct 2026 · PPT
Source: Bse
AnnouncementOct 2026
Oct 2026 · Announcement under Regulation 30 (LODR)-Meeting Updates 1 Oct - Q1FY27 earnings conference call scheduled for October 6, 2026, 4:00-5:00 PM IST.
Source: Bse
Announcement
Announcement under Regulation 30 (LODR)-Newspaper Publication 16 Oct
Source: Bse
Annual report
Annual report · Annual Report 2025-26
Source: Bse
Concall transcript
Announcement under Regulation 30 (LODR)-Earnings Call Transcript 9 Oct
Source: Bse
Investor presentationJun 2026
Jun 2026 · Financial Results For The Quarter Ended June 2026 5 Oct - Q1 FY27 investor presentation: revenue ₹1,263 mn, EBITDA ₹523 mn, PAT ₹219 mn, items ordered up 45.8%.
Source: Bse
Annual reportMar 2026
Mar 2026 · Annual Report 2025-26 16 Oct - Rentomojo submitted FY 2025-26 annual report along with 14th AGM notice.
Source: Bse
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.