• Revenue growth drivers: Rashi Peripherals achieved 61.15% year-on-year revenue growth driven by ICT price increases, new brand introductions, and an expanded distribution network covering 57 branches and 700 cities.
• EBITDA margin performance: EBITDA grew by nearly 49.5%, though the margin declined from 3.3% to 3.03% due to high-base effects from subsidiary revenue recorded in the corresponding quarter of the previous year.
• Strategic technology partnerships: The company acquired a 67% stake in WEKA.io to expand AI, cloud, and storage capabilities, and established a 74:26 semiconductor joint venture with Japan's Vista Corporation to boost design and local manufacturing capabilities.
• Long-term growth guidance: Management plans to sustain its baseline 20% CAGR over the next two to three years while capturing elevated near-term growth spurred by digitalization, government AI missions, and rising tech adoption in education.