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Earnings Call Transcript

Stanley Lifestyles Earnings Call Transcript: Key Takeaways

Revenue fell 8.5% YoY to ₹99.35 Cr, hit by West Asia logistics disruptions and delayed home handovers. Management is pivoting to 'Stanley Superlative Living' to mask B2B volatility.

Highlights
Revenue growthRevenue down 8.5% YoY to ₹99.35 Cr from ₹108.61 Cr.
MarginsGross margins steady at 56-60%; EBITDA margin reported at 17.3%.
Order bookOrder book increased to ₹68 Cr from ₹62 Cr in March.
Demand visibilityStrong footfalls but slow conversions due to delayed residential handovers.
Management confidenceBalanced but defensive regarding B2B export disruptions and internal fraud.

Growth

Retail conversion slowed due to 12-18 month residential project delays. Gross margins held at 56-60%.

Outlook

Order book stands at ₹68 Cr. Targeting 15-20% SSSG for mature stores.

Risks

Fraudulent fund misappropriation by the Company Secretary; West Asia war disrupting B2B exports.

Last quarter's promises, checked

Delivered

  • Open store in Sri Lanka → Opened in Colombo (= BEAT)
  • Consolidate subsidiaries → Board approved merger May 2026 (= BEAT)
  • Maintain cash reserves → ₹200 Cr vs ₹215 Cr YoY (= BEAT)

Partly delivered

  • Order book growth → ₹68 Cr vs ₹62 Cr target (= BEAT)
  • Gross Margin → 57.5% in FY26 vs 56.3% in FY25 (= BEAT)

Missed

  • B2B growth → Revenue fell 8.5% due to West Asia logistics (= MISS)
  • Revenue growth → Flat since FY23 despite store expansion (= MISS)
  • EBITDA margins → Falling trend continued in current quarter (= MISS)
Source

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

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Stanley Lifestyles Ltd: key numbers

Share price
₹144.32
Market cap
₹824.4 Cr
Revenue (annual)
₹419.3 Cr
Net profit (annual)
₹12.10 Cr
P/E (TTM)
176.2×Sector 37.2×
Promoter holding
56.88%+0.18% QoQ
FII holding
0.95%Current quarter

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

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