ALFA Finder| Revenue growth | 13% YoY consolidated; 17.7% India Multichannel. |
|---|---|
| Margins | Consolidated Gross Margin at 36.5%; International EBITDA losses reducing. |
| Demand visibility | Positive; initiatives driving footfalls and conversion. |
| Management confidence | High; citing strongest revenue growth in five quarters. |
Growth
Revenue up 13% YoY; GMV up 12% YoY. International revenue grew 12% while Globalbees Adjusted EBITDA grew 308% YoY.
Outlook
Management expects structurally elevated growth rates from online and offline initiatives. Focused on sustainable growth and margin expansion.
Risks
Diapering category faced heightened competitive intensity, though softening. Geopolitical disruptions noted in Middle East business.
Last quarter's promises, checked
Delivered
- RocketBees coverage 50+ cities → delivered 62 cities (= BEAT)
- RocketBees 45-50% online volume by mid-year → delivered 40%+ by Q4 (= BEAT)
- Qwik pilot expansion to 5 cities → delivered 5 cities (= BEAT)
Partly delivered
- India Multichannel Gross Margin recovery → delivered 140 bps pressure continued (= PARTIAL)
Investor Presentation filed with NSE, NSE: FIRSTCRY. Summary written with AI assistance from the document.
Brainbees Solutions Ltd: key numbers
- Share price
- ₹164.00
- Market cap
- ₹8,562 Cr
- Revenue (annual)
- ₹8,548 Cr
- Net profit (annual)
- ₹-140.2 Cr
- P/E (TTM)
- -68.5×Sector 66.2×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 5.63%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Brainbees Solutions Ltd
All →Brainbees Solutions Board Meeting Date
Brainbees Solutions will hold a board meeting on November 14, 2026 to approve September 2026 quarter and half-year results. Trading window stays closed until November 16.
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- Value
- ₹16.26 Cr
Brainbees Solutions Acquisition Worth ₹18.68 Cr
Brainbees' subsidiary Globalbees acquired an additional 14.23% stake in JW Brands for INR 18.68 Crore in cash. JW Brands becomes 89.33% owned, lifting Globalbees' holding from 75.10%.
- Value
- ₹18.68 Cr
Brainbees Solutions Merger & Restructuring Worth ₹5.69 Cr
Brainbees Solutions extended the completion timeline for the divestment of its subsidiary, Mush Textile Private Limited, to November 30, 2026. The deal value is Rs. 5.69 Crore.
- Value
- ₹5.69 Cr
Brainbees Solutions Merger & Restructuring
Brainbees Solutions has extended the timeline for the sale of its subsidiary, Mush Textile Private Limited, to November 30, 2026, through an addendum to the MoU.
- Execution
- November 30, 2026
Brainbees Solutions Insolvency Petition
The Hon'ble NCLT has rejected and dismissed the Section 7 insolvency application filed against Globalbees, a material subsidiary of Brainbees Solutions Limited, effectively concluding the matter.
- Value
- ₹64.92 Cr