Rashi Peripherals Ltd. Share Price

RASHI PERIPHERALS LTD FUNDAMENTAL RESEARCH REPORT

RPTECH Rashi Peripherals Ltd (NSE: RPTECH, BSE: 544119), founded 1989, Mumbai, is one of India’s largest ICT (information &communication technology) distributors — a pan-India engine that moves laptops, components, storage, peripherals andenterprise hardware from 50+ global brands through thousands of channel partners. The company listed in February 2024 and is now executing a deliberate pivot from pure distribution to an integrated technology partner . Event 1 — a record quarter, and not on price alone. Q1 FY27 (Jun-2026): revenue Rs 5,102 Cr, +62% YoY ; EBITDA +55% toRs 173 Cr (3.38%); PAT +69% to Rs 105 Cr . Management pegs roughly 30% of the growth as price-led (the globalDRAM/NAND shortage) and the rest as volume/share gains. Annualized ROCE ~19.5% and ROE ~19.8% are the highest sincelisting, with working capital tightened to 56 days (inventory 55 / debtors 41 / creditors 40). CRISIL reaffi rmed AA-/Stableand A1+ on 04-Sep-2026.

Rashi Peripherals: AI Growth Beyond Distribution

RPTECH Rashi Peripherals is emerging as an indirect beneficiary of India’s artificial intelligence, cloud and data-centre expansion. The company distributes technology products for 80 global brands. The larger opportunity lies in moving from conventional distribution to higher-value technology solutions. Personal Computing and Enterprise Solutions contributes 66.3% of revenue. he segment is supported by three industry trends: the replacement cycle after Windows 10, increasing demand for AI-enabled PCs and rising component prices caused by limited memory capacity and strong AI data-centre demand. Lifestyle and IT Essentials contributes the remaining 33.7% and includes accessories, gaming products, wearables and other consumer technology. Rashi is also expanding into data-centre services. Its smaller transactions target neo-clouds, specialised cloud providers and niche AI operators. The majority acquisition of VDA Infosolutions in Q1FY27 strengthens this strategy. VDA generated ₹850 crore in FY26 and adds implementation, consulting, managed IT, cloud and cybersecurity services. This can create steadier service revenue and improve margins, although integration and execution remain important risks. At a PE of 17.4, Rashi trades below GNG Electronics’ 45.2 times, while its ROCE and ROE stood at 16.8% and 14.7%. The valuation offers comfort, but shareholders must monitor thin margins, inventory risks, component-price volatility and acquisition execution. Overall, Rashi appears valuable for investors seeking reasonably valued exposure to AI infrastructure, data centres and semiconductors, provided management converts these initiatives into durable, higher-margin growth.

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INFY

STOCKS TO WATCH POSITIVE Banks-More clarity comes on FCNR bonds (FAQ released) INFY -Pact with global semiconductor leader GlobalFoundries. WIPRO - Cyber defense  partnership withPalo Alto Networks. !HPCL -Rajasthan refinery operations start HONASA -Acquires 58% stake in Fluence Pharma TATAPOWER -Positive regulatory development for Mundra plant Rashi Peripheral NLC India-Strategics-To acquire 67% controlling stake in VDA Infosolutions green energy MoU with IOCL !TanachSTOCKS TO WATCH POSITIVE Banks-More clarity comes on FCNR bonds (FAQ released) INFY -Pact with global semiconductor leader GlobalFoundries. WIPRO - Cyber defense  partnership withPalo Alto Networks. !HPCL -Rajasthan refinery operations start HONASA -Acquires 58% stake in Fluence Pharma TATAPOWER -Positive regulatory development for Mundra plant !Rashi Peripherals -To acquire 67% controlling stake in VDA Infosolutions NLCINDIA -Strategic green energy MoU with IOCL !Tanfac -Rs 200cr QIP launched (16% Discount) CUB -Board approves raising Rs 500cr via QIP !Solarium Green Energy, GRSE-Order wins GPIL Power & Ispat-Commencement of commercial operations at its brand new 6.91 MW clean energy power plant NEGATIVE IRFC -Govt to divest upto 2% stake via OFS

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RPTECH A Higher Low with Trendline Support is a bullish market structure where the price forms successive higher lows while respecting an upward-sloping trendline. This indicates that buyers are stepping in at higher levels on every dip, showing strong buying interest and trend strength. As long as the price remains above the trendline, the uptrend remains intact. A bounce from the trendline support often provides a buying opportunity, while a breakdown below the trendline may signal trend weakness or a potential reversal.