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Earnings Call

Ethos Earnings Call: Key Takeaways

Ethos Limited delivered strong FY26 results with 28.8% revenue growth. Focus remains on luxury watch expansion, lifestyle vertical scaling, and store productivity.

Why this was an Alfa AlertNot a filter event. Results are strong but no explicit prior numerical guidance was provided to measure a beat.
Highlights
Revenue growth28.8% YoY for FY26; 33.3% for Q4 FY26.
MarginsEBITDA margins compressed to 11.0% (FY26) vs 12.6% (FY25) due to forex.
Demand visibilityStrong premiumisation trends in luxury timepieces and lifestyle segments.
Management confidenceHigh; aiming for 10x revenue growth over next decade.

Growth

FY26 Consolidated Revenue reached ₹1,612.2 cr (+28.8% YoY); EBITDA at ₹182.7 cr (+13.5% YoY).

Outlook

Long-term ambition for 10x revenue increase in a decade; aggressive store expansion in high-potential cities.

Risks

Currency volatility (CHF/INR depreciation) impacted gross margins; one-time ₹1.8 cr charge from new Labour Code.

Source

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

Read the document ↗

Ethos Ltd: key numbers

Share price
₹2,552.80
Market cap
₹6,831 Cr
Revenue (annual)
₹1,612 Cr
Net profit (annual)
₹94.77 Cr
P/E (TTM)
65.8×Sector 67.6×
Promoter holding
50.59%+0.00% QoQ
FII holding
11.33%Current quarter

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

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