ALFA Finder| Revenue growth | Q2 +38.7% YoY; H1 +30.6% YoY |
|---|---|
| Margins | EBITDA margin 13.31%, down 163 bps YoY; up 24 bps QoQ |
| Demand visibility | Improving demand; festive inventory well-positioned; Dussehra-Diwali encouraging |
| Management confidence | Festive season encouraging; no numeric guidance |
Growth
Q2 revenue +38.7% YoY, PAT +34.0%; H1 revenue +30.6%, PAT +42.7%. Licensed brands led growth.
Outlook
No numeric guidance given. Management plans progressive export scale-up, quick commerce, premiumisation and technology monetisation.
Risks
EBITDA margin down 163 bps YoY; opex +41.3% outpaced revenue. Finance cost up 133%. B2B revenue fell 29% YoY.
Last quarter's promises, checked
Partly delivered
- Guided similar margins to Q1's 13.07% → Q2 13.31%, +24bps QoQ (= PARTIAL)
Missed
- Guided YoY EBITDA margin gains → Q2 13.31%, -163bps YoY (= MISS)
- Guided lower interest after Rs21 Cr insurance claim realised → finance cost Rs14 Mn vs Rs6 Mn YoY; claim status unreported (= MISS)
Investor Presentation filed with NSE, NSE: THOMASCOTT. Summary written with AI assistance from the document.
Thomas Scott (India) Ltd: key numbers
- Share price
- ₹290.80
- Market cap
- ₹431.9 Cr
- Revenue (annual)
- ₹254.9 Cr
- Net profit (annual)
- ₹19.30 Cr
- P/E (TTM)
- 19.0×Sector 46.9×
- Promoter holding
- 51.68%-0.64% QoQ
- FII holding
- 0.36%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Thomas Scott (India) Ltd
All →Thomas Scott (India) Q2 FY27 Results: Net Profit ₹6.3 Cr, Up 34.0% YoY
Thomas Scott (India) approved unaudited financial results for the quarter and half year ended September 30, 2026. Quarterly profit rose year-on-year, with limited review report attached.
- Key figure
- Net profit ₹6.3 Cr · +34.0% YoY
Thomas Scott (India) Board Meeting Date
Thomas Scott (India) will hold a board meeting on 12 November 2026 to consider unaudited results for the quarter and half year ended September 2026. The trading window is closed from 1 October until 48 hours after results declaration.
Thomas Scott (India) Other Announcement
The company submitted its quarterly shareholding pattern under Regulation 31(1)(b) for the quarter ended September 30, 2026.
Thomas Scott (India) Other Announcement
Thomas Scott (India) Ltd has filed a certificate under Regulation 74(5) of the SEBI (DP) Regulations, 2018, regarding dematerialization for the quarter ended September 30, 2026.
Thomas Scott (India) Management Change
Thomas Scott (India) Limited has re-appointed Mr. Vedant Bang as Executive Director for a term of 36 months, effective October 1, 2026.
Thomas Scott (India) Annual General Meeting
Thomas Scott (India) Limited conducted its 16th Annual General Meeting on September 29, 2026. Key resolutions included adopting financial statements and reappointing Mr. Vedant Bang as Managing Director.