Monday, 28 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

IRIS Clothings Earnings Call Transcript: Key Takeaways

Iris Clothings reports strong Q1FY27 with 53% profit growth, shifting strategy towards D2C and omni-channel expansion.

Guidance and delivery
Management target Revenue 35.0% FY27
Highlights
Revenue growth26% YoY growth driven by volume and product expansion.
MarginsMargins expanded to 17.12% due to operational efficiencies and volumes.
Demand visibilityStrong demand in infant wear and gifting segments; West/North focus.
Management confidenceConfident, focusing on strategic D2C shifts and retail clustering.

Growth

Total income grew 26% YoY to 47.2Cr; EBITDA margins expanded to 17.12% on higher volumes.

Outlook

Targeting 30-35% revenue growth; 100 new stores planned by FY30; 50Cr West Bengal facility Capex.

Risks

Expansion into high-competition athleisure and heavy Capex for West Bengal facility could strain cash flows.

Last quarter's promises, checked

Delivered

  • Guided 30-35% revenue growth → delivered 26% (current Q) / 30.5% (FY26) (= BEAT)
  • Guided 10% digital revenue contribution → delivered 10% (= BEAT)
  • Guided 4,000 pieces/day capacity addition → delivered operational (= BEAT)

Partly delivered

  • Guided 300 distributor target → delivered 260 (= PARTIAL)
  • Guided 50Cr Capex via internal accruals → delivered 51% Infenia stake (funding strategy evolving) (= PARTIAL)

Missed

  • Guided 18% margin profile → delivered 17.12% (= MISS)
  • Guided 5-6 new EBOs by March '26 → delivered 7 total (delayed execution) (= MISS)
Source

Earnings Call Transcript 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.

More from IRIS Clothings Ltd

All →
10:56 IST NSE
Business Update

IRIS Clothings Business Update

Iris Clothings showcased its Doreme kidswear brand at the Saudi Fashion & Tex Expo. The company aims to explore distribution partnerships across the Middle East and Africa.

19:26 IST NSE
Annual General Meeting

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.

10:12 IST NSE
Partnership

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