BSEGame Changers Texfab LtdMediumNeutral
Announced Thu, 21 May · 16:35 IST

Investor Presentation for the Half Year and Financial Year ended March 31, 2026

Analyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-2.3%1-day move
₹110.50
prior close
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-2.3+0.0-2.7-4.9-2.4-13.3-18.6-14.0
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AI summary

Game Changers Texfab Limited (TradeUNO) reported strong FY26 results with revenue of ₹13,874.65 Lakhs, up 20.07% from ₹11,556.31 Lakhs in FY25. Net profit surged 50.93% to ₹1,823.58 Lakhs, while EBITDA margin expanded significantly to 19.49% from 16.09% in FY25 and just 6.87% in FY24. The company operates across B2B (contributing ~86% of sales), B2C experience centers (14%), online sales, and a made-to-measure apparel brand 'Fall In Love'. B2C margins are approximately 4x higher than B2B. The company has a near-debt-free balance sheet with Debt-to-Equity of just 0.10x. Key achievements include opening a new flagship experience center in Lajpat Nagar, Delhi, and achieving the highest ever sales and PAT. The company also announced plans for 9 new experience centers and a target main board listing within 3 years.

Likely market impact

The company demonstrated exceptional operational efficiency with EBITDA margin expanding by 1,262 basis points over two years and net profit margin reaching 13.14%. The aggressive 30-35% revenue CAGR and 40-45% PAT CAGR targets over 3 years, combined with near-zero leverage and expanding B2C presence, suggest strong shareholder value creation potential. The planned main board listing could improve liquidity and investor access.