Bata India Limited — Investor Meet, 18-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Bata India reports a 3% turnover-led growth this quarter with EBITDA up 200 bps, noting signs of momentum. Zero-based merchandising (ZBM) expanded to 400 stores, and marketing spend grew double-digits. Management highlighted strong performance from Hush Puppies, Power, and Floatz. The franchise network is nearing 2,000 stores, and e-commerce shows robust mid-double-digit growth. Ongoing structural changes are driving sustainable inventory efficiencies. Future growth is expected from further network expansion, product innovation, and strategies to engage younger consumers. Management expressed confidence in these strategic efforts.