Bata India Limited — Investor Meet, 04-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Bata India reported revenue of INR788 Cr, down 1.2% YoY, with gross margins contracting 230 bps to INR455 Cr. EBITDA margin remained stable at 25.5%, while PAT declined 215 bps to INR46 Cr. The 146 Zero Base Merchandising stores delivered 8% volume growth, better inventory turns, and improved customer experience. Premium brands Power and Hush Puppies each contribute ~20% of revenue, and Floatz volumes grew 40%+. Franchise expansion continues with ~625 stores; ~300 ZBM stores target 45-50% turnover by year-end. Management focuses on volume-led growth through sharper collections, multi-channel expansion, cost efficiencies, and inventory agility amid tight demand.