REDTAPEBSERedtape LtdMediumNeutral
Announced Tue, 26 May · 16:56 IST

Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

REDTAPE · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-6.1%1-day move
₹148.50
prior close
₹155.00
base price
After-mkt
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AI summary

RedTape Limited, a branded lifestyle company (footwear, apparel, accessories), reported FY26 revenue of ₹2,415 Cr, up 19.6% YoY. PAT grew 32.4% to ₹244 Cr with PAT margin expanding 113 bps to 9.6%. EBITDA margin improved 151 bps to 19.0% showing operating leverage from store network scale. Q4 FY26 was particularly strong with 33.8% revenue growth to ₹674 Cr. Gross margin declined 251 bps to 43.1% due to an accounting change for e-commerce channel. The business operates 669 stores across 300 cities with ~72% promoter holding. Management targets continued strong growth in FY27 with 200-250 new store openings annually, focused on South/West India expansion and Tier-2/3 cities.

Likely market impact

Strong top-line growth with improving profitability signals the operating leverage model is working. Margin expansion (EBITDA +151 bps) despite gross margin pressure shows effective cost management. The 200-250 store expansion target provides clear visibility on growth trajectory for FY27.