ALFA Finder| Revenue growth | Q2 -1.4% YoY; H1 +3.8% YoY |
|---|---|
| Margins | Q2 EBITDA margin 10.8% vs 11.6%; gross margin 53.93% |
| Demand visibility | Festive demand partly shifted into Q3 |
| Management confidence | Upbeat; says course correction going as per plan |
Growth
Q2 revenue -1.4% YoY to INR 96.2 Cr; H1 +3.8%. Q2 PAT INR 1.0 Cr vs 2.3 Cr.
Outlook
No numeric guidance given. Monetising new brands, positive operating cash flow, PMS growth; UCB luggage sales from Q4.
Risks
Festive demand shift into Q3, course correction in existing brands, higher finance costs, upfront investment in new brands.
Last quarter's promises, checked
Delivered
- Guided working capital release (~INR5 Cr inventory cut) and positive cash flow → H1 operating cash flow +INR 1.12 Cr (= BEAT)
- Guided Q2 not loss-making ('rest of quarters not negative') → Q2 PAT INR 1.0 Cr (= BEAT)
Partly delivered
- Guided PP plant 40,000 pcs/month by Oct-Nov → PP luggage production from Sep-26, volume not disclosed (= PARTIAL)
- Guided back to growth from October → Q2 revenue -1.4% YoY, H1 +3.8%; October unverified (= PARTIAL)
Missed
- Guided no new debt, lower debt by FY27 end → debt INR 142.36 Cr vs 135.44 Cr Mar-26 (= MISS)
- Guided EBITDA margins to show 'healthy trend' → Q2 EBITDA margin 10.8% vs 11.6% (= MISS)
Investor Presentation filed with NSE, NSE: BCONCEPTS. Summary written with AI assistance from the document.
Brand Concepts Ltd: key numbers
- Share price
- ₹136.40
- Market cap
- ₹170.2 Cr
- Revenue (annual)
- ₹348.1 Cr
- Net profit (annual)
- ₹1.09 Cr
- P/E (TTM)
- -739.9×Sector 64.4×
- Promoter holding
- 52.11%+0.00% QoQ
- FII holding
- 0.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Brand Concepts Ltd
All →Brand Concepts Other Announcement
Brand Concepts Limited reported zero deviation in the utilization of funds raised through convertible warrants for the quarter ended September 2026. The company utilized the entire raised amount of Rs. 14.75 Crore for working capital and business expansion.
Brand Concepts Q2 FY27 Results: Net Profit ₹1.1 Cr, Down 52.2% YoY
Brand Concepts Ltd reported revenue from operations of ₹96.2 Cr (-1.4% YoY) and net profit of ₹1.1 Cr (-52.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹1.1 Cr · -52.2% YoY
Brand Concepts Board Meeting Date
Brand Concepts Limited intimated a board meeting on 05-Nov-2026 to approve unaudited standalone and consolidated results for the quarter ended September 2026. Trading window closes until 07-Nov-2026.
Brand Concepts Other Announcement
Brand Concepts Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as per regulatory requirements.
Brand Concepts Management Change
Mr. Nabendu Chakraborty has resigned as Chief Operating Officer of Brand Concepts Limited. The resignation took effect from the close of business hours on September 30, 2026.
Brand Concepts Capacity Expansion
Brand Concepts Limited has opened a new "OFF-WHITE" store at Quest Mall, Kolkata. This expansion marks a new addition to the company's retail footprint.
- new store
- 1.0 store