S D Retail Limited — PPTs, 12-11-2025: Investor Presentation

S D Retail posted strong H1 FY26 revenue growth of 9.23% YoY, reaching ₹78.30 crore. Profit After Tax turned positive at ₹0.13 crore, reversing a loss of ₹(0.53) crore in the prior period. Gross margin improved significantly to 55.53%, largely driven by the robust performance of its Exclusive Brand Outlets (EBOs). EBITDA saw a slight decline to ₹2.18 crore due to upfront investments in new store openings and increased operational costs.

The core strategy focuses on aggressive EBO expansion, with 13 new stores opened in H1 FY26, bringing the total to 64. The company deployed ₹24.42 crore from its IPO proceeds into this expansion. Management anticipates improved results in H2 as these strategic investments mature and the temporary impact from inventory buildup reverses, leading to stronger cash flows. The company remains committed to high-quality sleepwear in the mid-premium segment.