Brainbees Solutions Limited has informed the Exchange about Transcript of the Earnings Call on the unaudited financial results for quarter and nine months ended December 31, 2025
FIRSTCRY · price
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FirstCry shared its Q3 and 9M FY26 earnings call transcript, showing sequential improvement in India multichannel growth (8.9% YoY in Q3 versus 7.5% in Q1 and 7.9% in Q2). 9M FY26 adjusted EBITDA grew 25% YoY with consolidated revenue up 11% and cash profit after tax rising 72% YoY. The company turned PAT positive on a consolidated basis (adjusted for ESOP) in Q3 and remains cash flow positive. Globalbees delivered 30% YoY growth in 9M with adjusted EBITDA of Rs 69.8 crore, while the international business cut EBITDA losses by 36% and expanded gross margins by 180 bps. Management highlighted three key growth initiatives: RocketBees in-house logistics (now in 28 cities with 20% faster delivery), FirstCry Qwik (3-hour delivery pilot in 3 cities), and a width-to-depth product portfolio shift aimed at FY27.
Management expressed strong confidence in delivering mid-to-late teen growth in India multichannel in FY27 as these initiatives scale up, with RocketBees expected to cover 45-50% of total volumes by mid-calendar 2026. Near-term margin pressure from heightened competition in the diapering category (which is 15% of GMV) is viewed as temporary, while structural gross margin improvement continues through category and home brand mix. The transcript signals a positive growth and profitability trajectory for shareholders, with the company crossing into consolidated profitability.