Brainbees Solutions Limited has informed the Exchange about Investor Presentation
FIRSTCRY · price
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Awaiting price reaction for this filing.
FirstCry reported consolidated revenue of ₹18,626 Mn, up 13% YoY, with Adjusted EBITDA of ₹927 Mn, up 25% YoY, marking 48 bps margin expansion to 5.0%. Cash Profit After Tax jumped 197% YoY to ₹526 Mn, and the consolidated business turned Free Cash Flow positive for the first time. India Multi-Channel revenue grew 8% to ₹12,366 Mn with EBITDA up 12% to ₹1,067 Mn, though growth was moderated by consumer slowdown, last-mile delivery issues, geopolitical tensions in North India, and unseasonal rainfall. Management noted encouraging signs of recovery in July. International business (UAE and KSA) revenue rose 13% to ₹2,073 Mn with EBITDA loss narrowing from -17% to -10% margin, while Globalbees revenue surged 31% to ₹4,265 Mn. GMV reached ₹25,184 Mn (+12% YoY) with 10.8 Mn annual unique transacting customers.
Positive for shareholders — the print shows accelerating profitability, first-ever consolidated Free Cash Flow positivity, and margin expansion across segments despite demand headwinds in India. The stock could see a positive reaction given the strong beat on cash profits and EBITDA margins, though near-term India growth concerns may cap upside.