RentoMojo FY26 revenue rises 46% to ₹387 Cr; PAT reaches ₹104 Cr ahead of IPO
Furniture-and-appliance rental platform RentoMojo reported FY26 EBITDA of ₹163.5 Cr and a 41.5% margin, while PAT rose 142% to ₹104.2 Cr, aided by a ₹36.6 Cr one-time tax credit. The company has filed its IPO papers and operates 82 stores and 20 warehouses across 29 cities.
What happened
Rentomojo · Furniture-and-appliance rental platform RentoMojo reported FY26 revenue growth of 45.5% to ₹387 Cr and PAT of ₹104.2 Cr, aided by a ₹36.6 Cr tax
Key facts
- FY26 PAT ₹104.2 Cr, up 142% YoY from ₹43.1 Cr
- FY26 operating revenue ₹387 Cr, up 45.5% YoY from ₹266 Cr
- FY26 total income ₹394 Cr, including ₹7.1 Cr other income
- FY26 EBITDA ₹163.5 Cr, up 38% YoY; margin 41.5% versus 43.6%
- One-time tax credit ₹36.6 Cr
- 20 warehouses and 82 offline stores across 29 cities
- 8.5 lakh products and 2.5 lakh active users
- FY26 gross items ordered 9.89 lakh, up 42.5% YoY
- Product occupancy 83.3% versus 82.8%
- IPO fresh issue ₹150 Cr plus OFS of 2.7 Cr shares
- FY26 total expenses ₹323.9 Cr, up 41.5% YoY
- FY26 logistics expense nearly ₹28 Cr; performance marketing ₹20.9 Cr, up 86.3%
Why this matters
RentoMojo’s profitable multi-city rental platform and expanding physical-logistics network make it a notable partnership or consolidation candidate in furniture and appliance commerce.
What to watch
- IPO filing details: fresh issue size, use of proceeds, offer-for-sale mix, valuation expectations and anchor-investor demand.
- PAT and EBITDA excluding the ₹36.6 Cr tax credit, plus operating cash flow and free-cash-flow trajectory.
- Revenue growth retention after expansion into newer cities and store/warehouse additions.
- Warehouse and rental-asset utilization, subscriber churn, customer-acquisition cost and contribution margin by city.
- Inventory funding needs, debt levels, lease liabilities, asset write-offs and refurbishment expense.
- Competitive pricing moves by organized rental platforms, e-commerce marketplaces and omnichannel furniture retailers.
- Emphasize adjusted PAT excluding the one-time tax credit and disclose operating cash-flow conversion in IPO materials.
- Use IPO proceeds selectively for high-density city clusters, warehouse automation and inventory categories with faster utilization and resale economics.
- Increase disclosures on active subscribers, churn, average order value, utilization, recovery rates, refurbishment costs and customer-acquisition payback.
- Strengthen sourcing partnerships with appliance and furniture manufacturers to secure inventory economics and reduce working-capital volatility.
- Prepare for public-market scrutiny of related-party exposure, lease obligations, asset depreciation policy and credit-loss provisioning.
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