Bata India Limited — PPTs, 12-02-2026: Investor Presentation

Bata India reported a Q3 FY26 revenue increase of 2.9% YoY to INR 944.7 Cr. Profitability saw a strong boost, with EBITDA margin expanding by 194 bps to 24.7% and PAT margin up 67 bps to 13.7%. Gross margin was INR 529 Cr, dipping slightly by 77 bps.

The company is intensely focused on customer experience transformation. Strategic drivers include significant improvements in inventory agility, with stock turns up 10% and availability rising 470 bps, coupled with an 11.7% reduction in inventory value. Network expansion is robust, reaching 1975 doors, with strong growth in the SIS channel. Digital channels are thriving, with eCommerce growing 15% and Bata.com up 45%.

Recent developments include expanding 'Zero Base Merchandising' to 800 doors and enabling hyperlocal delivery for 40% of stores. The product funnel is being reimagined for better quality and scale, reducing new kits and styles. Management noted higher marketing investments for growth and continued focus on demand planning.