ALFA Finder| Management target | Revenue 4-5 years |
|---|
| Revenue growth | 11% YoY |
|---|---|
| Margins | Healthy EBITDA growth; passing manufacturing benefits to consumers |
| Demand visibility | Strong secondary sales; Q2 expected to be stronger |
| Management confidence | High; citing market share retention despite competition |
Growth
Revenue up 11% YoY; luggage segment grew low single digits. PBT loss widened marginally due to depreciation and interest.
Outlook
Targeting INR 1,000 crore top-line over 4-5 years; expects to reach 80% manufacturing capacity utilization by November 2026.
Risks
Pricing pressure from new D2C entrants, higher raw material costs due to war, and external travel reduction.
Last quarter's promises, checked
Delivered
- Launch Superdry & Off-White in Q4 FY26 → Launched/Expanding (= BEAT)
- Juicy Couture run rate ₹17-18cr → Target ₹20-22cr (= BEAT)
- Manufacturing integration by April 2024 → Completed (= BEAT)
Partly delivered
- Improve channel efficiency → Closed 19 stores to 'clip tail' (= PARTIAL)
- Reach 12-13% EBITDA → Healthy growth but passing benefits to consumers (= PARTIAL)
Missed
- Revenue growth 23-24% → 11% in Q1 FY27 (= MISS)
- Debt/Equity ratio target 1:1 → Currently 1.5:1 (= MISS)
Investor Presentation filed with BSE, NSE: BCONCEPTS. Summary written with AI assistance from the document.
Brand Concepts Ltd: key numbers
- Share price
- ₹131.55
- Market cap
- ₹164.2 Cr
- Revenue (annual)
- ₹348.1 Cr
- Net profit (annual)
- ₹1.09 Cr
- P/E (TTM)
- -713.6×Sector 65.4×
- Promoter holding
- 52.11%+0.00% QoQ
- FII holding
- 0.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Brand Concepts Ltd
All →Brand Concepts Management Change
Brand Concepts Limited announced the cessation of Independent Director Narender Tulsiidas Kabra due to expiry of term. The departure is effective 5 November 2026.
Brand Concepts Investor Presentation: Key Takeaways
Q2 FY27 revenue flat at INR 96.2 Cr (-1.4% YoY); PAT INR 1.0 Cr vs 2.3 Cr; EBITDA margin 10.8%. Strategy: in-house manufacturing, new brand monetisation, store expansion.
Brand Concepts Other Announcement
Brand Concepts Limited reported zero deviation in the utilization of funds raised through convertible warrants for the quarter ended September 2026. The company utilized the entire raised amount of Rs. 14.75 Crore for working capital and business expansion.
Brand Concepts Q2 FY27 Results: Net Profit ₹1.1 Cr, Down 52.2% YoY
Brand Concepts Ltd reported revenue from operations of ₹96.2 Cr (-1.4% YoY) and net profit of ₹1.1 Cr (-52.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹1.1 Cr · -52.2% YoY
Brand Concepts Board Meeting Date
Brand Concepts Limited intimated a board meeting on 05-Nov-2026 to approve unaudited standalone and consolidated results for the quarter ended September 2026. Trading window closes until 07-Nov-2026.
Brand Concepts Other Announcement
Brand Concepts Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as per regulatory requirements.