Brand Concepts Limited — Investor Meet, 10-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Brand Concepts reported its highest-ever Q2 revenue and EBITDA, with revenue up 26% YoY and EBITDA up 33%. Retail segment grew 33% YoY in Q2, with 15% growth for H1. The company invested INR 35 crore in hard luggage and a new warehouse, expanding with five new Bagline stores in premium locations. E-commerce marketplace surged 63%. Management is focused on scaling existing brands like Tommy Hilfiger and Superdry, aiming for 20-25% CAGR over three years. Working capital needs are rising due to new brand expansion, to be funded by future equity. Management expresses strong confidence in continued robust growth.