Investor Presentation
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Recode Studios, a digital-first beauty and personal care brand (featured on Shark Tank India), shared its investor presentation covering FY26 results and growth strategy. Revenue jumped to ₹7,995 lakhs in FY26 from ₹4,780 lakhs in FY25 and ₹3,682 lakhs in FY24 — roughly doubling over two years. Profit after tax surged to ₹1,122 lakhs (FY26) from ₹311 lakhs (FY25), while EBITDA margin expanded sharply to 14.02% from 6.51% in FY25 and just 0.75% in FY24. The company sells 350+ SKUs across 5 categories through 22 retail stores (3 COCO, 19 FOFO), 6 warehouses, its own website/app, and major marketplaces like Amazon, Nykaa, Flipkart and Myntra. Online contributes ~44% of sales, with over 72% of online sales coming from its own platform. Management is guiding for at least 50% revenue growth in FY27, backed by new stores, quick commerce push and a new Ludhiana warehouse starting April 2027.
Strong margin expansion (EBITDA nearly doubled YoY) and clear FY27 growth guidance of ~50% are positive signals for shareholders, suggesting improving profitability and scalability. The stock may react positively, though investors should watch execution of store expansion and quick commerce plans.