Forcas Studio Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Forcas Studio reported strong H1 FY26 performance: overall revenue grew 50% YoY, brand revenue rose to ₹71.79 Cr, and profit nearly doubled. EBITDA margin improved 72.3%. Key growth drivers include adding 1M+ customers, expanding to Myntra FWD and Zepto for quick commerce (expecting 5-10% revenue contribution), and new categories like women's and kids' wear (₹5.5 Cr business). Management anticipates 30-40% YoY growth, focusing on a "value brand" for masses. Strategic inventory build-up and faster supplier payments are for growth and partnerships. Returns remain low, below 12% average. Management is confident in market opportunity.