Investor Presentation

Brand Concepts saw strong Q3FY26 revenue growth of 23% YoY to INR 88.33 Cr, and 14% YoY for 9MFY26 to INR 257.64 Cr, with Modern Trade surging 63%. Gross margins expanded 366 bps YoY, benefiting from higher in-house manufacturing.

Profitability was impacted short-term, with Q3FY26 reported net profit at INR 0.64 Cr (-25.2% YoY) and 9MFY26 at INR 0.20 Cr (-96.1% YoY), reflecting strategic investments for capacity building.

The company is transitioning to a more efficient model, expecting stronger margins from current investments.

Key strategies include optimizing Modern Trade efficiency and increasing own-manufactured sales from its new 3.5 lakh units/year Ujjain facility.

Brand positioning will differentiate its portfolio (UCB, Aeropostale for mass; TH, Superdry, Juicy Couture for premium). Recent developments include a new Juicy Couture store in Mumbai, a 102,000 sq. ft. warehouse, and a brand license for JC Apparels.

Management plans disciplined resource allocation to protect margins and drive profitable growth amidst intense competition.