Brainbees Solutions Limited has informed the Exchange about Transcript of Earnings Call with the Analyst/Investors held on August 13, 2025 for the quarter ended June 30, 2025
FIRSTCRY · price
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FirstCry reported consolidated revenue of ₹1,862.6 crore, up 13% year-on-year, with adjusted EBITDA up 25% in absolute terms and margin expanding to 5% from 4.5%. The company turned free cash flow positive at the consolidated level for the first time, with cash profit after tax jumping 197% YoY. India multi-channel business, the core segment, saw slower growth (revenue +8% to ₹1,236.6 crore, GMV +10%) due to consumer slowdown, last-mile delivery challenges, early monsoon, and a week lost to India-Pakistan tensions. However, gross margin expanded 120 bps to 37.8%, though only 30 bps flowed to EBITDA due to fixed cost deleverage and last-mile experiments. International (Middle East) revenue grew 13% to ₹207 crore with EBITDA losses cut 30%, and Globalbees posted 31% organic revenue growth to ₹426.5 crore. Management said July revenue growth recovered to early teens in India and announced the first physical store in Riyadh, KSA.
The transcript signals structural gross margin improvement (120 bps in India, 82 bps consolidated) which management expects to flow through to EBITDA once revenue growth normalizes. The first-ever consolidated free cash flow positive quarter is a key milestone. The near-term India growth headwinds are well-flagged, but July recovery and last-mile delivery fixes could drive a re-rating. Watch the Globalbees path-to-listing commentary, which hints at future value unlocking for shareholders.