Credo Brands Marketing Limited has informed the Exchange about Investor Presentation
MUFTI · price
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Credo Brands Marketing (MUFTI brand) reported Q4 FY26 revenue of Rs 162.3 Crores (up 6% YoY) and FY26 revenue of Rs 592.1 Crores (down 4% YoY). EBITDA for FY26 stood at Rs 154.2 Crores with margins compressing to 26.0% from 29.1% in FY25, as the company increased advertising spends to approximately 8% of revenues to fund its MUFTI 2.0 premiumization strategy. The company opened new format stores during the year and plans to spend 8-10% of revenues on brand building in FY27. PAT for FY26 was Rs 47.4 Crores (down 31% YoY) due to margin pressure. The company maintains a strong balance sheet with zero debt and Rs 52.4 Crores cash, with 429 EBO stores across 233 cities. Management acknowledged challenging market conditions and cautious near-term demand visibility.
The stock faces short-term pressure from margin compression as higher brand investments weigh on profitability, but investors may view the premiumization strategy and balance sheet strength positively for long-term value creation. The planned increase in ad spends to 8-10% of revenues signals continued near-term margin pressure.