Investor Presentation - Q42025-26
METROBRAND · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Metro Brands reported FY26 revenue of Rs 2,864 crore, up 14.2% YoY, with EBITDA of Rs 869 crore (30.3% margin) and PAT of Rs 416 crore (14.5% margin). Q4 saw stronger momentum with 20.3% revenue growth to Rs 773 crore, driven by festive demand and GST rate reduction for footwear below Rs 2,500. The company now operates 1,032 stores across 221 cities, adding 124 net stores in FY26. E-commerce grew 39% YoY, contributing 12.9% of revenue. Key strategic updates include the Clarks exclusive partnership launch (present in ~300 MBOs with EBO rollout planned for Q3 FY27), MetroActiv sports retail format (3 stores launched), and Foot Locker expansion to 6 stores. One-time items include a Rs 7 crore gain from warehouse restructuring and Rs 3.39 crore expense for new labour code implementation.
Solid operational performance with consistent margins and strong store expansion. The diversification into sports retail (MetroActiv) and premium footwear (Clarks) positions the company well for growth, though margin guidance remains absent in this presentation.