FIRSTCRYNSEBrainbees Solutions LimitedMediumNeutral
Announced Tue, 26 May · 17:36 IST

Brainbees Solutions Limited has informed the Exchange about Investor Presentation

Analyst Day Multiyear TargetsMgmt Guided Margin ImprovementInvestor Communications View source PDF

FIRSTCRY · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-4.2%1-day move
₹235.80
prior close
₹245.00
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AI summary

Brainbees Solutions (FirstCry) reported FY26 consolidated revenue of INR 85,479 Mn (up 12% YoY) with GMV of INR 116,434 Mn (up 10% YoY). Adjusted EBITDA improved 24% to INR 4,860 Mn. Cash Profit After Tax surged 49% to INR 3,119 Mn. India Multichannel (57% of revenue) grew 9% to INR 57,533 Mn with PAT and FCF positive for the first time. International business (INR 9,474 Mn revenue) reduced EBITDA losses by 35% YoY to INR 907 Mn despite competitive pressure from horizontal ecommerce players in KSA and UAE. Globalbees delivered 20% revenue growth to INR 18,943 Mn with PAT positive and INR 919 Mn adjusted EBITDA from core categories (28% YoY growth). Management expects structurally superior growth in FY27 for both online and offline channels.

Likely market impact

The company showed improving profitability across segments with first-ever PAT and FCF positivity in core India business, suggesting operational leverage is kicking in. Continued loss reduction in International and strong growth in Globalbees indicate the diversified business model is progressing. However, Q4 margins softened with India multichannel EBITDA margin at 7.3% vs 9.3% in Q4FY25.