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Rocky Brands (RCKY) investor relations material
Rocky Brands 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.2025 performance and tariff management
Achieved 4%-5% revenue growth and about 10% earnings growth in 2025 despite tariff challenges.
Implemented pricing increases and shifted production to offset tariff impacts.
Moved more manufacturing in-house, especially to facilities in the Dominican Republic and Puerto Rico.
Retailers and consumers adapted well to price increases, with minimal demand impact.
Tariff-related changes will show full benefits in the second half of 2026, with gross margins expected to surpass pre-tariff levels.
Sourcing strategy and manufacturing flexibility
Leveraged unique in-house manufacturing to optimize tariff exposure and costs.
Increased production in Puerto Rico, launching a USA-made boot in February.
Benefited from increased footwear capacity in Asia, with China becoming more competitive.
Sourcing changes require higher raw material inventory and longer lead times.
Brand and product portfolio growth
XTRATUF and Muck brands are driving significant growth, with XTRATUF expanding inland and Muck rebounding after inventory corrections.
New products like the RainScape boot and Muckster Clog are expanding the consumer base.
E-commerce and digital marketing investments are fueling brand momentum, especially for XTRATUF.
Western and work boot segments remain strong, with innovation like BOA lacing attracting younger consumers.
- TimeTickerHeadlineOpen
- 7 FebEVK
FY 2025 guidance met with strong cash flow; stable 2026 outlook and new dividend policy set. - 7 FebSBIN
Q3 FY26 net profit hit INR 21,028 crore, driven by strong income and strategic divestments. - 7 FebGICRE
Net profit for the nine months surged to ₹6,62,217 lakhs, with a robust solvency ratio of 3.87. - 7 Feb517271
Strong revenue and profit growth, interim dividend, and major investments approved. - 7 Feb514167
Quarterly and nine-month results reflect solid revenue, profit, and compliance with new labour codes. - 7 FebMGL
Strong revenue growth offset by lower margins and profit; interim dividend declared. - 7 FebPGIL
Strong revenue and margin growth, with India set for further expansion and upgraded ratings. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist.
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