Brand Concepts Limited — Investor Meet, 21-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Brand Concepts saw Q1 revenue jump 11% with strong EBITDA, despite a slight PBT loss from higher depreciation and interest. Management is focused on sustainable growth, closing underperforming stores while opening new high-potential ones for brands like Off-White. Manufacturing capacity is ramping up, with 80% utilization for PC and PP production starting, giving a competitive edge. The 10-year Tommy Hilfiger license deal is finalized. Debt is expected to peak in FY26, with no new major CapEx for two years. Q2 is projected to be stronger. Management is confident the business has bottomed out and expects an upward trend. Aeropostale will be exited; Juicy, Superdry, and Off-White show good initial traction.