Metro Brands Limited — Investor Meet, 28-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Metro Brands reported over 10% consolidated revenue growth in Q4, with standalone revenue up 9%, backed by an 18% rise in EBITDA and 13% growth in PBT. Gross margins stayed strong above 55%, while e-commerce jumped 45%, making up 10.6% of sales. The company added 70 net stores in FY25, passing 900 total. Fila halved losses as turnaround continues; Foot Locker expansions face supply chain issues but rentals are stabilizing. ASP growth is projected at 3-5%, with normalized working capital around 70-75 days. Management is confident about returning to ~15% medium-term revenue CAGR, driven by steady consumer demand and focused profitable store growth.