Landmark Cars Limited — PPTs, 12-02-2025: Investor Presentation

Financial Highlights: Landmark Cars Limited reported a proforma revenue of ₹16,686 million for Q3 FY25, marking a substantial 28.2% year-over-year growth. This achievement represents the highest quarterly EBITDA in the last eight quarters, underpinned by cost rationalization that reduced employee costs and other expenses to below 4%. The company also maintained a new car inventory of approximately 35 days, significantly lower than the industry average.

Strategic Initiatives and Growth Drivers: Landmark opened 23 new outlets in the first nine months of FY25, staying within budgeted capital expenditures. The expansion into emerging markets and multi-brand partnerships positions the company favorably for growth. The focus on establishing operational efficiencies is likely to enhance profitability as new outlets ramp up.

Business Developments: Recent vehicle launches, including models from Mahindra and BYD, are expected to fuel sales growth in upcoming quarters. Additionally, Landmark has received Letters of Intent for new showrooms and workshops, expanding its market reach.

Market Position and Competitive Advantage: With over 135 operational outlets across 31 cities, Landmark remains a leading player in the premium and luxury auto retail sector, fostering strong relationships with OEMs which is critical for sustainable growth.

Investor Implications: The strong Q3 performance reflects operational resilience and a commitment to growth. Continued focus on cost management and market expansion bodes well for potential future returns, warranting close monitoring from investors.