ALPHA TRIBE

Brainbees Solutions LimitedPPTs, 13-08-2025: Investor Presentation

13-08-2025 | 05:26 pm

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**Financial Highlights:**

Q1FY26: Revenue grew 13% to ₹1,862.6 Cr. Gross Margin reached 38.5%. Adjusted EBITDA surged 25% to ₹92.7 Cr (5.0% margin). Crucially, consolidated business turned Free Cash Flow positive, with Cash Profit After Tax (PAT) soaring 197% to ₹52.6 Cr. India Multi-Channel business remained profitable.

**Strategic Initiatives & Growth Drivers:**

International expansion in UAE/KSA focuses on sustainable customer acquisition. The platform leverages personalization and a vast SKU selection. Home brands, notably BabyHug (37% of India GMV), significantly boost margins. Its community-commerce model and hospital partnerships drive new user growth.

**Business Developments:**

Globalbees reported strong organic growth from core categories. The company is actively streamlining its 'Other Brands' portfolio, targeting completion by FY26.

**Market Position & Competitive Advantage:**

FirstCry leads India's multi-channel Mothers', Babies', and Kids' retail. Its BabyHug brand is #1 in India (by GMV) and APAC (ex-China) for product assortment. The company operates India's largest parenting community.

**Investor Implications:**

Strong profit growth and positive free cash flow signal robust operational execution. India's resilience is notable despite macro factors. International turnaround offers upside. Monitor Globalbees' brand streamlining and international margin expansion for sustained positive growth potential.

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