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Earnings Call

IRIS Clothings Earnings Call: Key Takeaways

Iris Clothings reports strong Q4 FY26 results with 30.5% annual revenue growth, driven by distribution expansion and D2C launch of the DOREME brand.

Highlights
Revenue growth30.5% YoY in FY26
MarginsTargeting 19-20% EBITDA as product mix shifts to higher margin infants
Order bookCurrently processing around 300 pieces per day via D2C
Demand visibilityStrong momentum through new distributor additions and southern India focus
Management confidenceHigh for long-term kids wear organized market opportunity

Growth

FY26 revenue reached ₹190.8cr (+30.5% YoY); PAT hit ₹16.1cr (+23.4% YoY). Q4 PAT rose 43.5%.

Outlook

Targeting 30-35% revenue growth; ₹50cr greenfield capex planned for ₹300cr additional revenue capacity; adding 8-10 EBOs.

Risks

EBITDA margin compression to 15.4% due to competitive pricing in value segments and D2C branding costs.

Source

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

Read the document ↗

IRIS Clothings Ltd: key numbers

Share price
₹66.15
Market cap
₹1,259 Cr
Revenue (annual)
₹190.9 Cr
Net profit (annual)
₹16.19 Cr
P/E (TTM)
71.6×Sector 55.7×
Promoter holding
61.17%+0.00% QoQ
FII holding
0.00%Current quarter

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

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From
Amazon
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IRIS Clothings Capital Structure Change

Iris Clothings Limited has allotted 77,08,183 equity shares on a preferential basis at Rs.41.67 per share. The total transaction value aggregates to Rs.32.12 Crore.

Value
₹32.12 Cr