Cantabil Retail India Limited has informed the Exchange about Transcript
CANTABIL · price
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Awaiting price reaction for this filing.
Cantabil Retail India reported a strong start to FY26 with Q1 revenue up 24% YoY to Rs. 159 crore and PAT up 29% to Rs. 14.7 crore. Same-store sales growth (SSG) came in at 11.3%, well above the company's annual guidance of 5-6%. EBITDA margin was largely flat at 30.8% (vs 30.9% YoY), while PAT margin improved to 9.2% from 8.9%. The company now operates 605 stores spanning 8.06 lakh sq ft, with a 20/40/40 mix across Tier-1, Tier-2, and Tier-3 cities. Management reiterated its Vision 2027 plan to cross Rs. 1,000 crore in revenue, growing at 20-22% CAGR, supported by Rs. 20-25 crore capex in FY26 for a new warehouse and capacity expansion. Manufacturing is running at 85-90% utilization, the company remains debt-free, and e-commerce has turned breakeven at 6% of sales.
Positives: 29% PAT growth, expansion runway intact, debt-free balance sheet, and confident multi-year revenue target. Watch-outs: SSG guidance of 5-6% suggests the 11.3% Q1 print may not sustain, July was described as 'slightly challenging,' and margins are steady rather than expanding. Stock is unlikely to see a major re-rating unless SSG holds above guidance.