Brand Concepts Limited — Investor Meet, 19-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Brand Concepts reported strong Q3 performance with 23% revenue growth and B2C up over 18%. Gross margins improved, though expenses increased due to in-house manufacturing. New brands Superdry and Off-White launch in Q4. Juicy Couture shows strong traction (₹17-18 Cr annual run rate, now includes apparel). UCB grew 50% in Q3, targeting ₹100 Cr in ~3 years.

Management aims for 20-25% CAGR, 12-13% EBITDA in three years, expecting bottom-line improvement from FY27. Focus shifts to efficiency. High competition exists, but own manufacturing and premium strategy provide insulation. Management is strengthening teams and views the company as well-positioned for future growth.