Thomas Scott (India) Limited — PPTs, 03-06-2026: Investor Presentation

Here's a concise summary of the investor presentation:

**1. Business Performance:** Thomas Scott, a tech-enabled online fashion retailer in the mid-premium B2C segment (94% FY26 revenue), shows robust growth. FY26 revenue from operations surged 58.3% YoY to ₹254.9 Cr, backed by strong 3-year CAGRs: 60% revenue and 88% PAT.

**2. Growth Drivers or Strategy:** Its data-driven, tech-first strategy underpins rapid, low-inventory product launches and scaling via a "High Width – Low Depth" manufacturing model. An online-focused omnichannel presence and efficient supply chain are key.

**3. Recent Developments:** New womenswear styles gained traction, and footwear successfully debuted in Q4-FY26. Thomas Scott is piloting advanced GenAI tools: `thread.ai` for trend ID and `catalog.ai` for automating e-commerce visuals.

**4. Key Financial Metrics:** FY26 Revenue from Operations hit ₹254.9 Cr (+58.3% YoY). EBITDA grew 72.2% YoY to ₹33.4 Cr (13.10% margin). PAT increased 50.8% YoY to ₹19.3 Cr (7.57% margin). Diluted EPS was ₹13.35 (+15.3% YoY), with ROCE at 22.31%.

**5. Management Commentary / Outlook:** Management aims for own-brand e-commerce expansion (international, quick commerce) and "premiumization" for licensed brands, broadening market reach. Tech formalization continues, exploring external monetization.