Rajesh Exports Q4 Results 2026: Date, Revenue, PAT & Analyst Outlook

Mon Apr 13 2026

Rajesh Exports (NSE: RAJESHEXPO) is preparing to announce its Q4 FY26 financial results for the period ended March 31, 2026. The board of directors is scheduled to meet on May 2026 (Expected) to approve the audited statements and consider a final dividend recommendation. With the stock at Rs 225 — against a 52-week high of Rs 380 and 1-year return of -36% — the Q4 FY26 results will be a pivotal event for investors.

Analyst estimates for Q4 FY26 revenue stand at Rs 92,000-98,000 Cr, with PAT expectations of Rs 130-160 Cr and margin projections of EBITDA 0.3-0.5%. This article covers the Rajesh Exports Q4 results 2026 date, earnings estimates, five key performance factors, five risks, analyst ratings, and investor FAQs.

Table of Contents

Rajesh Exports Q4 Results 2026 Date

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Company	Results Date	Article
TCS	April 9, 2026	Preview on Univest
Infosys	April 23, 2026	Preview on Univest
Rajesh Exports	May 2026 (Expected)	This article

Why This Quarter Matters

Rajesh Exports enters Q4 FY26 with expectations of 6-10% YoY revenue growth. Q4 determines full-year FY26 performance, sets FY27 estimate baselines, and triggers final dividend announcements. At a 1-year return of -36%, this quarter’s results and FY27 guidance will be critical for determining whether the stock can sustain recovery momentum.

Rajesh Exports Q4 FY26 Earnings Estimates

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Metric	Q3 FY26 Actual	Q4 FY26 Estimate	Driver
Revenue	Rs 88,640 Cr	Rs 92,000-98,000 Cr	Volume + pricing
PAT	Rs 125 Cr	Rs 130-160 Cr	Operating leverage
Margin	EBITDA 0.4%	EBITDA 0.3-0.5%	Cost control
Key Growth Metric	Q3 trend	6-10% YoY revenue growth	Management execution
Dividend Estimate	—	Rs 1-2 per share	Board recommendation

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5 Key Factors That Will Drive Rajesh Exports Q4 FY26 Performance

Revenue Momentum

Analysts expect Rs 92,000-98,000 Cr in Q4 FY26 revenue versus Rs 88,640 Cr in Q3. Q4 is seasonally important for the Jewellery/Gold sector and the ability to convert the pipeline into recognised revenue will be the first performance test.

Margin Trajectory

Q4 FY26 margin expectations are EBITDA 0.3-0.5% versus EBITDA 0.4% in Q3. Input cost trends, employee expenses, and pricing power will determine whether the company can sustain or improve on Q3 levels.

PAT Quality

Net profit is estimated at Rs 130-160 Cr. Investors will assess whether PAT is driven by operational improvement or non-recurring items. A clean recurring profit print is most positively received by institutional investors.

Management Guidance for FY27

The most consequential output will be FY27 guidance — revenue growth bands, margin targets, and capex plans. In the current global macro environment, credible FY27 guidance carries significant weight for the stock’s re-rating potential.

Dividend Declaration

Rajesh Exports is expected to consider a final dividend of Rs 1-2 per share. The quantum signals management’s confidence in free cash flow generation and sets expectations for FY27 capital allocation strategy.

5 Risks to Watch in Rajesh Exports Q4 FY26

US Tariff and Macro Headwinds

The 26% US reciprocal tariff on Indian goods has created macro uncertainty. For Rajesh Exports, indirect impacts include FII outflows and earnings estimate cuts if global demand slows. India-US trade negotiations remain the most important macro catalyst.

Earnings Miss Risk

If Rajesh Exports’s Q4 FY26 results miss estimates, the stock could correct sharply. Investors should monitor revenue versus Rs 92,000-98,000 Cr and PAT versus Rs 130-160 Cr as the two primary watchpoints.

FY27 Guidance Below Consensus

If FY27 guidance falls below Street expectations, the stock may decline even if Q4 numbers are in line. Forward guidance carries more weight than the reported quarter in the current environment.

FII Outflow Continuation

FIIs sold Rs 22,000 crore in Indian equities in a single week following the tariff announcement. Continued selling would create headwinds for Rajesh Exports regardless of company-specific fundamentals.

Sector Regulatory Risk

The Jewellery/Gold sector faces evolving regulatory frameworks. Policy changes that increase compliance costs or alter competitive dynamics could affect Rajesh Exports’s profitability beyond current consensus models.

Rajesh Exports Share Price and Analyst Ratings

Rajesh Exports is trading at Rs 225 as of early April 2026, against a 52-week high of Rs 380 and 52-week low of Rs 195. Market cap stands at Rs 6,300 Cr.

Brokerage	Rating	Target Price	Thesis
MOFSL	Neutral	Rs 280	Largest gold refiner; Shubh jewellery
YES Securities	Neutral	Rs 265	Trading business high-rev low-margin
JM Financial	Add	Rs 290	Refinery + retail chain value
Emkay	Neutral	Rs 255	Asset-heavy; ROCE watch critical

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Conclusion

Rajesh Exports Q4 FY26 results on May 2026 (Expected) will be a key event for investors monitoring the Jewellery/Gold sector. Analysts project PAT of Rs 130-160 Cr and revenue of Rs 92,000-98,000 Cr. At a CMP of Rs 225 with analyst targets from Rs 255 to Rs 280, FY27 guidance will be the most critical post-results catalyst.

For more Q4 FY26 previews, visit Univest Blogs.

Frequently Asked Questions

What is the Rajesh Exports Q4 results 2026 date?

The Rajesh Exports Q4 results 2026 date is May 2026 (Expected). The board will meet to approve audited Q4 FY26 financials and consider a final dividend recommendation.

What is the Rajesh Exports Q4 FY26 PAT estimate?

Analysts estimate Rajesh Exports Q4 FY26 PAT at Rs 130-160 Cr, based on revenue of Rs 92,000-98,000 Cr and margin of EBITDA 0.3-0.5%.

What is Rajesh Exports’s share price ahead of Q4 results?

Rajesh Exports is trading at Rs 225. The 52-week high is Rs 380 and low is Rs 195. The 1-year return is -36% and market cap is Rs 6,300 Cr.

Will Rajesh Exports declare a dividend in Q4 FY26?

Rajesh Exports is expected to consider a final dividend of Rs 1-2 per share at the Q4 FY26 board meeting on May 2026 (Expected).

Which analysts have a Buy rating on Rajesh Exports?

JM Financial (Add, Rs 290) have positive ratings heading into Q4 FY26.

What were Rajesh Exports Q3 FY26 results?

Rajesh Exports reported Q3 FY26 revenue of Rs 88,640 Cr and PAT of Rs 125 Cr, with margin at EBITDA 0.4%. These form the baseline for Q4 FY26 consensus estimates.

When do TCS and Infosys announce Q4 results 2026?

TCS declared Q4 FY26 results on April 9, 2026. Infosys Q4 FY26 results are scheduled for April 23, 2026. Read both previews on Univest Blogs.

Is Rajesh Exports a good investment ahead of Q4 results?

This depends on your risk appetite and portfolio context. Rajesh Exports has compelling long-term factors alongside genuine near-term risks. Consult a SEBI-registered financial advisor before investing.

Disclaimer: Investment in the share market is subject to risk. This article is for informational and educational purposes only. All financial data and analyst estimates are sourced from publicly available information. Verify before investing. Consult a SEBI-registered advisor before making investment decisions.