Indian Terrain Fashions Limited — PPTs, 10-11-2025: Investor Presentation

Here's a concise summary of Indian Terrain's Q2 FY26 investor update:

1. **Business Performance:** Indian Terrain announced a strong Q2 FY26 recovery. Net revenues surged 17.6% YoY to ₹100.96 Cr. Gross Margin improved to 40.3%, and Operating EBITDA turned positive at ₹8.5 Cr. Profit Before Tax (PBT) also became positive at ₹1.14 Cr, driven by festive demand and robust MBO and online channel growth.

2. **Growth Drivers or Strategy:** The company focuses on improving high-margin revenue channels, boosting per-channel profitability, and enhancing brand visibility. Strategies include an asset-light model, tech-driven inventory management, and an omni-channel approach across physical and digital platforms.

3. **Recent Developments:** Product launches, an association with Kunal Kapoor, and regional roadshows have boosted brand visibility. New concept stores also opened in Hyderabad and Pondicherry.

4. **Key Financial Metrics:** Q2 FY26 Net Revenue: ₹100.96 Cr (+17.6% YoY); Gross Margin: 40.3%; Operating EBITDA: ₹8.5 Cr; PBT: ₹1.14 Cr. H1 FY26 Net Revenue: ₹169.74 Cr (+10.1% YoY), with PBT showing significant improvement from a large loss.

5. **Management Commentary / Outlook:** Management is confident for H2 FY26, expecting continued demand from festive seasons and GST benefits. Focus remains on sustaining growth, deepening brand relevance, and operational excellence through investments in brand building and digital channels.