Monte Carlo Fashions Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Monte Carlo Fashions Q1 FY26: Operating income INR 139 Cr (+10% YoY), with EBITDA loss of INR 6 Cr and net loss of INR 16 Cr. Management attributes Q1 dip to seasonal sales returns, projecting strong Q2/Q3. Key growth areas: online sales, footwear (+100% YoY), and retail expansion (Cloak & Decker targeting 35 stores; Monte Carlo 40-45 EBOs, focusing South/West). Strategic digital upgrades (Salesforce) and quick commerce (INR 10 Cr sales target) are underway. Management expresses high optimism for FY26, expecting to exceed 10-11% revenue growth and 100 bps EBITDA margin improvement guidance, with potential for an upward revision.