Metro Brands Limited — PPTs, 16-10-2025: Investor Presentation

Metro Brands delivered stable growth in H1 FY26. Consolidated revenue rose 10.1% YoY to 1,279 Cr, with EBITDA up 8.9% to 366 Cr (28.6% margin), and PAT increasing 2.3% to 168 Cr. Growth was supported by an early festive period, though partly offset by monsoon, GST reduction anticipation, and geopolitical tensions. E-commerce sales surged 42% YoY, now contributing 13.9% to overall revenue. The company added 58 net new stores, expanding its footprint to 966 stores across 211 cities.

Strategic focus areas include continued store expansion and leveraging its multi-brand platform. Recent developments feature an exclusive partnership with Clarks, introducing its Cloudstepper range in ~200 MBOs, with a full launch in H2 FY26 and EBOs by H1 FY27. The company expanded its sports segment with Foot Locker, opening 4 new stores in Q2 FY26, and launched its first New Era store and several kiosks. Fila's local manufacturing and repositioning are in progress, with new EBOs planned for H2 FY26. Management notes supply chain disruptions from BIS norms are expected to normalize by end of FY26. Higher marketing spend and non-cash accounting charges slightly impacted Q2 margins.