Bata India Limited — PPTs, 14-08-2025: Investor Presentation

Here's a summary of Bata India's Q1 FY26 investor presentation:

**1. Financial Highlights:**

Revenue was INR 941.8 Cr. While gross margin dipped, EBITDA margin improved by 157 bps to 22.9%, showing efficiency. PAT margin was 5.5% due to exceptional items. Inventory significantly reduced by 16.5% to INR 674.1 Cr, with 1.9x stock turns, reflecting better capital management.

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

Bata focuses on "Zero Base Merchandising" to enhance customer experience. Portfolio evolution includes strengthening value propositions and growing premium brands like Floatz (+1.33x Turnover). Inventory agility initiatives improved product availability and reduced lines per store by 25%.

**3. Business Developments:**

Retail footprint expanded with 20 new franchise stores and 319 KRO additions. Market presence now covers 1590 towns via MBOs. Digital channels, including e-commerce and quick commerce, are strong growth drivers, expanding reach and sales.

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

Bata maintains a strong market position with 1978 stores, expanding reach across many unique towns through COCO and Franchise models. Customer satisfaction (NPS) improved significantly to 81 (+600 bps), highlighting strong brand affinity and competitive advantage from its diverse portfolio.

**5. Investor Implications:**

Improved EBITDA margin and substantial inventory reduction indicate robust operational control. Strategic distribution expansions and digital growth suggest positive growth potential. Enhanced customer satisfaction should support sustained brand loyalty and market share gains.