Brand Concepts Limited has informed the Exchange about Transcript of Post Earning Investor Conference call held on May 19, 2025

Brand Concepts reported decent Q4 FY25 top-line growth with maintained EBITDA margins and slightly improved gross margins, despite higher interest cost and depreciation from new investments dragging PBT lower. New brand Juicy Couture, launched in March 2025, saw strong early traction with 1.94 billion impressions in 15 days and rollout across 40+ Shoppers Stop stores (versus initial plan of 5-10). Management received NCLT approval for the final merger of IFF Overseas, bringing backpacks and luggage fully in-house. The new manufacturing plant completed successful trial orders and will start full production this month, with management targeting 50% in-house production for luggage in FY26 (vs. 70% already in-house for backpacks). Medium-term (3-year) guidance targets 6% PAT margin, while long-term targets are 5%+ PAT and 14-15% EBITDA margins. LFL remained negative but improved versus last year; large format grew ~13% and EBOs ~7% in value terms. Plans include 10-12 new stores this year and stepping up marketing spend from ~3% to 4-5% of revenue.