Brainbees Solutions Limited has informed the Exchange about Investor Presentation
FIRSTCRY · price
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Brainbees Solutions (FirstCry) reported Q3 FY26 consolidated revenue of INR 24,236 Mn, up 12% YoY, with Adjusted EBITDA of INR 1,538 Mn (6.3% margin) and Cash PAT of INR 1,155 Mn, making it PAT positive (adjusted for ESOP cost) for the quarter. For 9M FY26, revenue grew 11% to INR 63,853 Mn, Adjusted EBITDA rose 25% to INR 3,673 Mn, and Cash PAT surged 72% to INR 2,397 Mn, with the company also turning Free Cash Flow positive. India multichannel saw sequential growth improvement (~7.5% YoY in Q3) but margin pressure (10.0% vs 11.2% QoQ) due to competitive intensity in the diapering category and ~200bps growth lost from supply chain volatility. International business (UAE, KSA) reduced Adjusted EBITDA losses by 25% YoY in Q3 and 36% in 9M, while Globalbees delivered 22% revenue growth with 30% growth in core categories. The company guided that growth in both online and offline India channels will be structurally much superior in FY27, and aims to complete rationalization of underperforming Globalbees brands by Q1 FY27.
The presentation reflects a positive profitability trajectory with 72% growth in 9M Cash PAT and the company turning FCF positive, which should support investor sentiment. However, near-term margin softness in the core India multichannel business from competitive and supply chain pressures may temper expectations for the current quarter.