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Investor Presentation

Redtape Investor Presentation: Key Takeaways

RedTape reports resilient Q1 FY27 results with revenue of ₹480 Cr and EBITDA margin at 20.4%, driven by retail expansion and footwear dominance (56% mix).

Guidance and delivery
Management target Revenue 19.6% FY26
Highlights
Revenue growth3.7% YoY in Q1 FY27.
MarginsEBITDA margins expanded 323 bps YoY to 20.4%.
Demand visibilityImproving demand trends as Q1 progressed.
Management confidenceHigh; focusing on margin protection and profitable growth.

Growth

Q1 FY27 revenue grew 3.7% YoY; Standalone PAT rose 19.4% to ₹47 Cr with 9.5% margin.

Outlook

Targeting FY26 revenue scale of ₹2,415 Cr. Launched Sprandi brand; expanding into Tier-3 cities with 702 current stores.

Risks

Near-term consumption trends were uneven; company faced pressure across key operating costs during the quarter.

Last quarter's promises, checked

Delivered

  • Guided 16-19% EBITDA margin → delivered 20.4% (= BEAT)
  • Guided 25-35% COCO store ratio → delivered ~26% (= BEAT)
  • Guided 150-170 inventory days → delivered 171 days (= BEAT)

Partly delivered

  • Guided 200-250 new stores annually → delivered 33 in Q1 (= PARTIAL)

Missed

  • Guided 19.6% FY26 revenue growth → delivered 3.7% Q1 FY27 (= MISS)
Source

Investor Presentation filed with NSE, NSE: REDTAPE. Summary written with AI assistance from the document.

Read the document ↗

Redtape Ltd: key numbers

Share price
₹121.05
Market cap
₹6,692 Cr
Revenue (annual)
₹2,419 Cr
Net profit (annual)
₹240.6 Cr
P/E (TTM)
27.1×Sector 67.6×
Promoter holding
71.83%+0.00% QoQ
FII holding
3.21%Current quarter

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

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