| Revenue growth | 13% YoY consolidated; 17.7% India Multichannel. |
|---|---|
| Margins | Consolidated Gross Margin at 36.5%; International EBITDA losses reducing. |
| Demand visibility | Positive; initiatives driving footfalls and conversion. |
| Management confidence | High; citing strongest revenue growth in five quarters. |
Growth
Revenue up 13% YoY; GMV up 12% YoY. International revenue grew 12% while Globalbees Adjusted EBITDA grew 308% YoY.
Outlook
Management expects structurally elevated growth rates from online and offline initiatives. Focused on sustainable growth and margin expansion.
Risks
Diapering category faced heightened competitive intensity, though softening. Geopolitical disruptions noted in Middle East business.
Last quarter's promises, checked
Delivered
- RocketBees coverage 50+ cities → delivered 62 cities (= BEAT)
- RocketBees 45-50% online volume by mid-year → delivered 40%+ by Q4 (= BEAT)
- Qwik pilot expansion to 5 cities → delivered 5 cities (= BEAT)
Partly delivered
- India Multichannel Gross Margin recovery → delivered 140 bps pressure continued (= PARTIAL)
Investor Presentation filed with NSE, NSE: FIRSTCRY. Summary written with AI assistance from the document.
Brainbees Solutions Ltd: key numbers
- Share price
- ₹172.85
- Market cap
- ₹9,024 Cr
- Revenue (annual)
- ₹8,548 Cr
- Net profit (annual)
- ₹-140.2 Cr
- P/E (TTM)
- -72.2×Sector 66.8×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 3.61%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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