Stanley Lifestyles Limited — Investor Meet, 30-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Stanley Lifestyles reported FY25 revenue of INR 426.2 Cr, led by 13.5% YoY growth in its COCO retail channel (61% of revenue). The Stanley Level Next brand grew 15.5%, while Stanley Boutique declined 9.2%. Gross margin expanded 237 bps to 56.3%, driven by localization and manufacturing efficiency. Distribution is stabilizing post credit model shift; B2B remains flat near INR 100 Cr with 20%-30% growth potential. Management targets INR 1,000 Cr revenue and 12%-15% PAT in three years, planning 15 new stores in FY26 and focusing on bespoke urban buyers. Marketing is shifting toward digital and experiential channels. Export efforts include new shipments to Germany. The outlook is confident with emphasis on profitability and brand control.