Khadim India Limited — Investor Meet, 01-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Khadim India reported Q4 FY26 revenue of INR 83.6 Cr (down YoY) and full-year revenue of INR 367.1 Cr (down 12%), with Q4 PAT at INR 0.77 Cr. The year saw muted consumer demand. Management completed a demerger and focused on inventory rationalization, which impacted Q4 sales but improved product mix. For FY27, the company targets ~INR 400 Cr revenue, 14% EBITDA, and 49-50% gross margins. Khadim continues to drive premiumization through brands like British Walkers and Sharon, while maintaining its middle-class market focus. Store rationalization is ongoing. The outlook is cautiously optimistic on gradual demand recovery, emphasizing efficiency and profitable growth.