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Earnings Call

Brainbees Solutions Earnings Call: Key Takeaways

Brainbees (FirstCry) reports FY26 consolidated revenue of ₹85,479 Mn (+12% YoY) with Adjusted EBITDA rising 24% to ₹4,860 Mn. India Multichannel remains PAT and FCF positive.

Highlights
Revenue growth12% YoY consolidated FY26; 11.4% Q4 revenue growth for India.
MarginsConsolidated Adj. EBITDA margin 5.7% (+50bps); International losses narrowing.
Management confidenceStrong; project superior growth in FY27 for India channels.

Growth

FY26 Consolidated Revenue +12%, Adj. EBITDA +24%, Cash PAT +49% YoY. Globalbees core category revenue grew 28%.

Outlook

Expect superior growth rates for India online/offline channels in FY27; Globalbees rationalization completion by Q1FY27.

Risks

International growth impacted by competition from two new horizontal e-commerce entrants in 2024.

Source

Earnings Call filed with NSE, NSE: FIRSTCRY. Summary written with AI assistance from the document.

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Brainbees Solutions Ltd: key numbers

Share price
₹180.83
Market cap
₹9,441 Cr
Revenue (annual)
₹8,548 Cr
Net profit (annual)
₹-140.2 Cr
P/E (TTM)
-75.5×Sector 67.6×
Promoter holding
0.00%+0.00% QoQ
FII holding
3.61%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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