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Investor Presentation

Credo Brands Marketing Investor Presentation: Key Takeaways

Credo Brands reports Q1 FY27 revenue of ₹125.3 Cr (up 5% YoY) but EBITDA fell 14% to ₹26.6 Cr due to 8.5% marketing spend to drive 'MUFTI 2.0' premiumization.

Highlights
Revenue growth5% YoY
MarginsGross Margin stable at 61.6%; EBITDA Margin compressed to 21.2%.
Demand visibilityUneven near-term demand due to global uncertainty.
Management confidenceHigh on MUFTI 2.0 transformation long-term.

Growth

Revenue grew 5% YoY; Gross Profit up 5% to ₹77.2 Cr with 61.6% margin. PAT dropped to ₹2.3 Cr.

Outlook

Guidance for 8-10% revenue spend on brand-building through FY27; focus on higher-productivity experience-led stores.

Risks

Softness in discretionary spending and uncertain global environment; high marketing costs impacting short-term profitability.

Last quarter's promises, checked

Delivered

  • Guided 8-10% ad spend → delivered 8.5% (= BEAT)
  • Guided ~20 store closures → delivered 7 in Q1 (= BEAT)
  • Guided stable Gross Margins 56-58% → delivered 61.6% (= BEAT)

Partly delivered

  • Guided flat store count (20 open/20 close) → 5 opened vs 7 closed (= PARTIAL)

Missed

  • Guided mid-single-digit SSSG → delivered flattish/soft results (= MISS)
Source

Investor Presentation filed with BSE, NSE: MUFTI. Summary written with AI assistance from the document.

Read the document ↗

Credo Brands Marketing Ltd: key numbers

Share price
₹72.14
Market cap
₹471.8 Cr
Revenue (annual)
₹592.1 Cr
Net profit (annual)
₹47.42 Cr
P/E (TTM)
10.9×Sector 67.6×
Promoter holding
54.99%-0.02% QoQ
FII holding
0.51%Current quarter

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

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