Bata India Limited — PPTs, 30-05-2025: Investor Presentation

1. Financial Highlights:

Revenue declined 1.2% to INR 7,882 Mn. Gross margin contracted by 229 bps to INR 4,559 Mn, EBITDA margin stood at 25.5% (adjusted EBITDA at 23.5%). PAT margin dipped by 215 bps to INR 459 Mn. Inventory management improved with stock turns rising to 2.01 and aged inventory down 37%. Store count remains steady at ~1,960 with enhanced inventory efficiency and availability.

2. Strategic Initiatives & Growth Drivers:

New launches like Floatz, Power, and Hush Puppies focus on comfort and premium segments. ‘Zero Base Merchandising’ revamps store layouts to boost customer experience and sales. Distribution is expanding aggressively aiming for 1,200+ doors in key portfolios, growing franchises and multi-brand outlets. Digital presence is broadening with e-commerce, omni-channel, and quick commerce tie-ups on platforms like Zepto.

3. Business Developments:

Recent launches include kids’ Donald collection and premium office sneakers for Hush Puppies. Collaborations span Marvel x Bata and a designer tie-up with Geisha. Franchise stores reached 624, network now covers 1,579 towns and 14,500+ MBOs. Capex priorities include automation with investments like PUDIP machines at Batanagar.

4. Market Position & Competitive Advantage:

Strong brand leadership sustained by wide omni-channel reach across 342 towns via company stores and 497 via franchises. Inventory agility and customer-centricity boost availability by 300 bps and speed retrieval to 45 seconds, aiding conversion and customer satisfaction metrics.

5. Investor Implications:

Focus on innovation, retail expansion, and digital growth signals positive growth potential. Inventory and cost efficiencies lower execution risk, while marketing initiatives targeting youth aim to reignite brand momentum. Watch for scaling of new product launches and disciplined margin control.