Bata India Limited — PPTs, 30-10-2025: Investor Presentation

Bata India's Q2 FY26 saw revenue from operations at ₹801.3 Cr, a 4.3% YoY decline. Gross margin stood at ₹443.9 Cr, down 155 basis points, with EBITDA margin at 20.7% (down 221 bps) and PAT margin at 2.7% (down 351 bps). This was partly due to higher marketing investments (3.5% of turnover, ~2X YoY) and GST-led discounts, plus an ₹8.3 Cr VRS cost.

The company is driving growth through customer experience transformation, focusing on inventory decluttering, zero-base merchandising, and enhanced product freshness. Strategic network expansion targets 2000 stores by December, with franchise and Hush Puppies expansion as key drivers. Recent developments include successful launches like Victoria Ballerina and Power Energy Series, positive results for Hush Puppies' ICONIC Collection and Office Sneakers, and passing on GST benefits. Digital channels are expanding, with Bata.com growing 25% YoY and quick commerce initiatives. Omnichannel now contributes 9% to retail turnover.