Metro Brands Limited has informed the Exchange about Transcript
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Metro Brands filed the transcript of its Q1 FY26 earnings call held on August 8, 2025. The company posted 9% growth in both standalone and consolidated revenue, with EBITDA at 31% (slightly behind last year due to higher marketing spend) and PAT margin at nearly 16%. E-commerce grew 45% to Rs. 84 crore, and the company opened 23 net new stores in the quarter, including 4 Walkway stores versus 4 for all of last year. Management reiterated long-term targets of 15% CAGR revenue growth, mid-teens PAT growth, and 30%+ EBITDA margin, with 15–18% CAGR expected across each format. A new exclusive partnership with Clarks for India and neighbouring countries was highlighted, with ASPs expected at Rs. 3,500–4,000. Fila losses (Rs. 58 crore in FY24) are expected to reduce further, with break-even targeted next year.
The transcript reinforces Metro's steady long-term growth story and adds Clarks as a meaningful new growth lever. However, slightly elevated marketing spend (3.5–4% of sales) is keeping near-term EBITDA margins just below last year, though management insists profitability guidance remains intact. Shareholders get clarity on multi-year targets but limited specifics on Clarks plans and Walkway store additions.