Earnings Call Transcript

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

CANTABIL · price

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₹219.01

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₹218.59

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AI summary

Cantabil Retail India delivered record FY26 performance with revenue of INR852.6 crores (18% growth) and PAT of INR95.8 crores (28% growth). EBITDA margins expanded to 31% from 28.4% in FY25. Q4 FY26 also showed strong momentum with revenue at INR253.5 crores (15% growth) and EBITDA margins improving to 30.8%. The company operates 652 stores across 9.15 lakh sq ft, targeting 725 stores and INR1,000 crores revenue for FY27. Same-store sales growth (SSG) remained steady at 5-6%. Management guided for maintaining 60% gross margin and 30% EBITDA margin going forward. The company is debt-free with inventory days at 105-110 days and rent per sq ft reduced to INR115.

Likely market impact

Strong margin expansion and SSG resilience despite macro headwinds indicate operational strength and pricing power. The company’s target of INR1,000 crores revenue with 725 stores positions it for continued growth, though investors should monitor inflation impact on discretionary spending.