Thomas Scott (India) Limited — PPTs, 13-11-2025: Investor Presentation

Thomas Scott (India) Ltd. delivered robust financial performance for the half-year (H1-FY26) and quarter (Q2-FY26). Revenue from operations grew 62.9% YoY to INR 110.8 Cr in H1-FY26, with profit (PAT) surging 95.2% to INR 8.2 Cr. Diluted EPS rose 46.4% to INR 5.74. The company saw strong recovery in demand at quarter-end, boosted by festive buying. The B2C segment, encompassing both owned and licensed brands, remains the key growth engine, making up 95% of H1-FY26 revenue.

Growth is driven by its tech-enabled, data-driven approach to product and inventory management, allowing rapid launches and demand-driven restocking. The company is also expanding its multi-brand portfolio and focusing on premiumization through international brand associations.

Recent developments include piloting AI-powered tools like thread.ai for trend identification and catalog.ai for e-commerce visuals, alongside expanding into handbags and women's western wear. They've also initiated a Quick Commerce pilot with Big Basket.

Management is focused on expanding e-commerce for its own brand, strengthening international sales, and increasing premium licensed brands. They aim to monetize their proprietary technology for external users and anticipate positive demand for H2-FY26.