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Earnings Call

Khadim India Earnings Call: Key Takeaways

Khadim reported Q4 FY26 revenue of ₹83.6cr (decline YoY) with PAT of ₹0.77cr. The company completed demerging its distribution/manufacturing units and is pivoting towards an asset-light, premium-focused retail strategy.

Why this was an Alfa AlertNot a filter event. Performance showed a decline, and FY27 targets represent recovery, not a material beat.
Highlights
Revenue growthFY26 revenue declined 12% YoY to ₹367.1cr.
MarginsTargeting 50bps expansion through premium sub-brands like British Walkers.
Demand visibilityUncertain near-term demand; eastern India impacted by elections in Q1.
Management confidenceCautiously optimistic on gradual recovery and premiumization benefits.

Growth

FY26 revenue fell 12% to ₹367.1cr; PAT at ₹3.1cr. TFM portfolio grew 46% YoY.

Outlook

FY27 guidance: ₹400cr revenue, 14% EBITDA margin, and 50bps gross margin improvement from premiumization.

Risks

Subdued mass-market demand, raw material inflation (20-25%), and store space constraints limiting athleisure expansion.

Source

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

Read the document ↗

Khadim India Ltd: key numbers

Share price
₹118.10
Market cap
₹217.1 Cr
Revenue (annual)
₹367.1 Cr
Net profit (annual)
₹3.10 Cr
P/E (TTM)
78.4×Sector 67.6×
Promoter holding
59.89%+0.02% QoQ
FII holding
0.12%Current quarter

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

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