Brand Concepts Limited — Investor Meet, 21-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Brand Concepts Limited showed steady revenue growth despite tough pricing, with slight gross margin improvement. Higher interest and depreciation impacted PBT, but PAT margins rose due to past tax provisions. Tommy Hilfiger and Benetton remain strong, while Juicy Couture gained traction digitally and expanded retail presence. A new plant has started trial runs, aiming to boost in-house production and margins over time. Ecommerce contributes ~45% of sales with better margins, and store count increased to ~48, targeting premium locations and 10-12 new openings. Management targets 6% PAT and 14-15% EBITDA margins with 20%+ revenue growth fueled by brand strengthening and product launches. The outlook is confident with focus on profitability and scaling amid cautious market conditions.