| Management target | Revenue 60.0% FY27 |
|---|
| Revenue growth | 63% YoY Q4 growth; 10th consecutive quarter of revenue expansion. |
|---|---|
| Margins | EBITDA margins stable at 14.1% despite higher raw material costs. |
| Demand visibility | Strong digital demand across Tier-2/3 cities via marketplace partnerships. |
| Management confidence | High optimism tempered by defensive explanations of fire incidents and debt. |
Growth
Revenue surged 63% YoY in Q4; premium international brand licensing is the core growth engine.
Outlook
Management guides to maintaining current 60% revenue growth pace into FY27 through 'test and scale' model.
Risks
Extreme working capital intensity with 120-day receivables; repeat fire incidents suggest potential operational control lapses.
Last quarter's promises, checked
Delivered
- Guided 60%+ growth → delivered 63% Q4 / 58% FY26 revenue growth (= BEAT)
- Guided ROCE accretive growth → delivered 22.31% ROCE (= BEAT)
- Guided premiumization → delivered material costs down 58% to 52% (= BEAT)
Partly delivered
- Guided inventory optimization → delivered 120-day holding period (= PARTIAL)
- Guided retail expansion → closed stores to focus on online organic growth (= PARTIAL)
Missed
- Guided debt reduction → delivered debt-to-equity at 0.3-0.4 due to fire (= MISS)
Earnings Call Transcript filed with NSE, NSE: THOMASCOTT. Summary written with AI assistance from the document.
Thomas Scott (India) Ltd: key numbers
- Share price
- ₹276.60
- Market cap
- ₹410.9 Cr
- Revenue (annual)
- ₹254.9 Cr
- Net profit (annual)
- ₹19.30 Cr
- P/E (TTM)
- 19.4×Sector 52.0×
- Promoter holding
- 51.68%-0.64% QoQ
- FII holding
- 0.12%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Thomas Scott (India) Ltd
All →Thomas Scott (India) Other Announcement
Thomas Scott (India) Ltd has submitted its quarterly shareholding pattern. The document provides details on the equity distribution between promoters and public shareholders.
Thomas Scott (India) Share Pledge
Promoter Laxminiwas Bang and Mrs. Pushpadevi Laxminiwas Bang have created a pledge on 3,52,025 shares of Thomas Scott (India) Ltd.
Thomas Scott (India) Annual Report
Thomas Scott (India) Limited has filed its Annual Report for the financial year ended March 31, 2026. The 16th Annual General Meeting is scheduled for September 29, 2026.
Thomas Scott (India) Annual General Meeting
Thomas Scott (India) Ltd issued the notice for its 16th Annual General Meeting scheduled for September 29, 2026.
Thomas Scott (India) Capital Structure Change
Thomas Scott (India) Limited allotted 91,575 equity shares upon conversion of convertible warrants at Rs. 330 per share, totalling ₹3.02 Crore.
- Value
- ₹3.02 Cr
Thomas Scott (India) Other Announcement
The company filed its quarterly shareholding pattern as per SEBI Regulation 31. This is a routine regulatory disclosure for investors.