Brand Concepts Limited — PPTs, 14-08-2025: Investor Presentation

**1. Financial Highlights:**

Brand Concepts reported Q1 FY26 revenue of ₹72.26 Cr. Adj. EBITDA was ₹3.94 Cr (5.5% margin), leading to a ₹2.72 Cr net loss. Profitability declined YoY/QoQ due to sluggish luggage demand and pricing. Management anticipates near-term margin pressure, expecting top-line growth to mitigate.

**2. Strategic Initiatives & Growth Drivers:**

Manufacturing commenced July, supported by a new 102,000 sq ft warehouse for scalable storage. The company plans to scale MBOs, EBOs, and Bagline retail/online channels, expanding both international and in-house brands.

**3. Business Developments:**

Key developments: exclusive Off-White distribution in India and Juicy Couture launch with an ad campaign. New stores opened in prominent locations like Oberoi Mall and Mumbai T2 Airport.

**4. Market Position & Competitive Advantage:**

Online sales surged to 48% channel contribution. Company leverages a diverse portfolio of global licensed brands (e.g., Tommy Hilfiger, Off-White) and in-house brands via its omni-channel presence.

**5. Investor Implications:**

Despite Q1 profitability headwinds, strategic expansions—new brand partnerships, manufacturing, logistics—signal positive growth potential. Management foresees strong Q2 recovery, driven by market adjustments and new activations.