MANYAVARBSEVedant Fashions LtdMediumNeutral
Announced Fri, 8 May · 15:37 IST

Vedant Fashions Limited has informed the Exchange about the Investor Presentation.

Investor Communications View source PDF

MANYAVAR · price

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Price reaction · full curve 14 horizons · vs prior close
+0.5%1-day move
₹458.00
prior close
₹455.00
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AI summary

Vedant Fashions submitted its May 2026 investor presentation covering Q4 and FY26 audited results. The company crossed Rs 20 billion in retail sales (sale of customers) in FY26, growing 6.1% YoY. Q4 FY26 showed stronger momentum with revenue up 8.7% and PAT up 13.0% YoY, with PAT margin expanding to 28.6%. However, full-year FY26 revenue grew only 3.5% (INR 14,355 mn), with PAT margin contracting to 26.2% from 28.0% in FY25. Gross margin declined to 65.7% from 67.2%, while EBITDA margin fell to 44.3% from 46.6%. The company maintained industry-leading margins and significantly improved cash conversion ratio to 98% (vs 69% in FY25). EBO footprint expanded to 669 stores across 252 cities/towns covering 1.79 mn sq. ft. SSSG was 2.7% for FY26 and 4.6% for Q4 FY26.

Likely market impact

The FY26 results show muted top-line growth and margin contraction despite strong Q4 recovery. Improved cash generation and the milestone retail sales crossing Rs 20 billion are positives. Margin pressure in FY26 may concern investors, though sequential improvement in Q4 suggests stabilization.