Thomas Scott (India) Limited — Investor Meet, 17-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Thomas Scott (India) reported strong Q3 FY26 financials: revenue grew 46% YoY to INR66 Cr, with PAT up 67% to INR5 Cr. For the nine months, revenue reached INR177 Cr (+56% YoY), and net profit rose 82% to INR13 Cr. A warehouse fire caused INR21.85 Cr inventory loss, largely covered by insurance, with a minimal INR31.22 Lakhs net P&L impact. Management estimates 15-20% potential revenue loss due to the incident. The company maintains a digital-first, data-driven approach, using AI for trend analysis and 'test-and-scale' SKU launches. Receivables are elevated (INR71 Cr) due to payment cycles and quarter-end sales concentration, aiming for 60-day cycles long-term. Management is confident in growth, targeting 12-15% EBITDA margins.