Brainbees Solutions Limited — Investor Meet, 20-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Brainbees Solutions (FirstCry) achieved PAT positive Q3 FY26 (adjusted for ESOP) and 25% YoY adjusted EBITDA growth for 9M FY26. Consolidated revenue grew 12% to Rs. 2423 Cr in Q3.

India's multichannel segment saw sequential growth, though Q3 margins were impacted by heightened diapering competition. New logistics initiatives, RocketBees (now in 22 cities with 20% faster delivery) and Firstcry Qwik (a 3-hour delivery pilot for full assortment), are key to future growth.

International business cut Q3 EBITDA losses by 25%, prioritizing sustainable growth over promotional activities. Globalbees' core categories grew 30% YoY in 9M, achieving approximately 70 Cr adjusted EBITDA.

Management is confident these strategic initiatives will drive superior, mid-to-late teens growth for India in FY27, enhancing overall business performance and customer experience.