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Investor Presentation

Redtape Investor Presentation: Key Takeaways

RedTape reported its highest-ever Q1 profit of INR 47 crores. The company maintained a profitability-first approach, prioritizing brand integrity over high-discount e-commerce volume.

Highlights
Revenue growth3.7% YoY standalone revenue growth in Q1 FY27.
MarginsGross margin at 47.5%; EBITDA margin at 20.4%.
Demand visibilityImproving trends after a soft start to the quarter.
Management confidenceHigh; focusing on sustainable profitable growth over discounted turnover.

Growth

Standalone revenue grew 3.7% YoY to INR 480 crores; PAT grew 19.4% YoY to INR 47 crores.

Outlook

Aspirations to open 150+ stores in FY27 and launch the Sprandi brand by September 2026.

Risks

Near-term uneven demand, input/labor cost pressures, and aggressive discounting by e-commerce marketplaces.

Last quarter's promises, checked

Delivered

  • Guided 16-19% EBITDA → delivered 20.4% (= BEAT)
  • Guided 25-35% COCO store ratio → delivered 25-27% (= BEAT)
  • Guided inventory reduction to 150 days → delivered 150 days (= BEAT)

Partly delivered

  • Guided 200-250 store additions → delivered 150+ target (= PARTIAL)

Missed

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

Investor Presentation filed with BSE, 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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