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Investor Presentation

Thomas Scott (India) Investor Presentation: Key Takeaways

Thomas Scott (India) reported strong Q1FY27 results with 22% revenue growth and 54% PAT growth. Management is leveraging a data-driven, 'build-for-demand' model focusing on premiumization and expanding the women's wear segment.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth22% YoY growth in Q1 FY27.
MarginsEBITDA margin at 13.07%, up YoY; focusing on protecting realizations over volume.
Order bookB2B aggregators placing bulk orders for flagship brand.
Demand visibilityPositive sentiment seen in August; expect festive period to offset Q1 caution.
Management confidenceHigh; citing validation of data-driven merchandising and multi-brand platform momentum.

Growth

Revenue rose 22% YoY to INR 66 Cr; EBITDA grew 43% to INR 9 Cr (13.07% margin); PAT jumped 54% to INR 5 Cr.

Outlook

Targeting consistent growth and margin levels; plans to scale women's wear to 2x-3x revenue within a year; onboarding Dockers brand.

Risks

Subdued price elasticity due to cautious global sentiment; elevated finance costs from temporary working capital loans following a fire incident.

Last quarter's promises, checked

Delivered

  • Guided consistent growth → delivered 22% revenue growth in Q1 (= BEAT)
  • Guided margin protection → delivered 13.07% EBITDA margin (= BEAT)
  • Guided test-and-scale model validation → delivered 34% flagship brand growth (= BEAT)

Partly delivered

  • Guided debt reduction post-insurance claim → delivered elevated debt pending recovery (= PARTIAL)
Source

Investor Presentation 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.

More from Thomas Scott (India) Ltd

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Other Announcement

Thomas Scott (India) Other Announcement

Thomas Scott (India) Ltd has submitted its quarterly shareholding pattern. The document provides details on the equity distribution between promoters and public shareholders.

19:47 IST BSE
Share Pledge

Thomas Scott (India) Share Pledge

Promoter Laxminiwas Bang and Mrs. Pushpadevi Laxminiwas Bang have created a pledge on 3,52,025 shares of Thomas Scott (India) Ltd.

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Annual Report

Thomas Scott (India) Annual Report

Thomas Scott (India) Limited has filed its Annual Report for the financial year ended March 31, 2026. The 16th Annual General Meeting is scheduled for September 29, 2026.

23:17 IST BSE
Annual General Meeting

Thomas Scott (India) Annual General Meeting

Thomas Scott (India) Ltd issued the notice for its 16th Annual General Meeting scheduled for September 29, 2026.

15:28 IST NSE
Earnings Call

Thomas Scott (India) Earnings Call Transcript: Key Takeaways

Thomas Scott delivered explosive revenue growth driven by digital commerce pivot and premiumization, but faces significant working capital stress and persistent fire-related disruptions.

Call
Guides 60% growth