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Investor Presentation

IRIS Clothings Investor Presentation: Key Takeaways

Iris Clothings Q1FY27 shows robust performance with 26% revenue and 53% PAT growth YoY. Strategy focuses on expanding the D2C retail footprint and leveraging the Disney licensing agreement.

Guidance and delivery
Management target Revenue 2030
Highlights
Revenue growth26% YoY growth in Q1FY27.
MarginsEBITDA Margin up 300bps YoY to 17.1%.
Demand visibilityStrong, driven by kidswear segment and Disney franchise demand.
Management confidenceHigh; citing 'Manufacturing excellence' and brand expansion.

Growth

Q1FY27 Revenue at ₹47.24 Cr (+26% YoY). EBITDA Margin improved to 17.1% from 14.1% YoY.

Outlook

Vision 2030 targets 20,000+ retail touchpoints and ₹50 Cr Greenfield expansion in West Bengal.

Risks

High concentration of retail touchpoints; transition risks in scaling EBOs and COCO/FOCO models.

Last quarter's promises, checked

Delivered

  • Guided 30%+ FY26 revenue growth → delivered 30.5% (= BEAT)
  • Targeted 260 distributors across 26 states → delivered 220 in Q1FY27 (= BEAT)
  • Guided 15.4% FY26 EBITDA margin → delivered 17.1% in Q1FY27 (= BEAT)

Partly delivered

  • Guided 5-6 new EBOs by March '26 → execution delayed to Q1FY27 (= PARTIAL)
Source

Investor Presentation 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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IRIS Clothings Annual General Meeting

Iris Clothings Limited successfully conducted its 15th Annual General Meeting on September 21, 2026, transacting ordinary business including adoption of financial statements and director reappointments.

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IRIS Clothings Partnership

Iris Clothings partnered with Amazon to list Doreme products on its e-commerce platform. The tie-up expands digital reach with no stated contract value.

From
Amazon
11:58 IST NSE
Capital Structure Change

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