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Earnings Call

Thomas Scott (India) Earnings Call: Key Takeaways

Thomas Scott (India) Ltd reported robust FY26 performance with 58% revenue growth, driven by premiumization and a digital-first, data-driven fashion retail model.

Why this was an Alfa AlertNot a filter event. Management did not state a beat against their own prior numerical guidance range.
Highlights
Revenue growth58% YoY for FY26; 63% YoY for Q4FY26.
MarginsEBITDA margins expanded 105 bps to 13.1% in FY26.
Demand visibilityStrong sales momentum across channels; healthy consumer acceptance in new categories.
Management confidenceHigh; intent to be ambitious and continue current growth pace.

Growth

FY26 revenue at ₹255cr (+58% YoY); EBITDA at ₹33cr (+72% YoY); PAT at ₹19cr (+51% YoY).

Outlook

Focus on high double-digit growth, footwear expansion, and premiumization of international brands like Nautica and Kenneth Cole.

Risks

Raw material price volatility from West Asia conflict; insurance claim recovery timing; high working capital needs.

Last quarter's promises, checked

Delivered

  • Targeted 12-15% EBITDA margins → delivered 13.1% (= BEAT)
  • Maintain growth trajectory → delivered 58% FY26 revenue growth (= BEAT)
  • Normalize receivable days to 60 → delivered 60-day settlement (= BEAT)

Partly delivered

  • Insurance claim recovery timeline → process ongoing (= PARTIAL)
Source

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

Read the document ↗

Thomas Scott (India) Ltd: key numbers

Share price
₹248.65
Market cap
₹369.3 Cr
Revenue (annual)
₹254.9 Cr
Net profit (annual)
₹19.30 Cr
P/E (TTM)
17.5×Sector 55.7×
Promoter holding
51.68%-0.64% 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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