Q3 2026 Bata India Ltd Earnings Call Transcript
Key Points
- Bata India Ltd (BOM:500043) reported a 3% increase in turnover for the quarter, indicating positive growth momentum.
- The company has successfully implemented Zero-Base Merchandising (ZBM) across 400 stores, leading to improved key metrics and a 10% growth in underlying PBT.
- Marketing investments have been significantly increased, resulting in double-digit growth in marketing spend and positive impacts on brand campaigns.
- The franchise network has expanded to nearly 2000 stores, with plans to surpass this milestone soon, enhancing market reach.
- E-commerce channels have shown strong growth, with the Bata app contributing 14% of B2C business within six months of launch.
- Despite growth initiatives, there has been limited retail store addition, which may impact long-term growth aspirations.
- The company faces challenges in attracting younger consumers, with brand recall being stronger among older demographics.
- There is increased competitive pressure in both the value and premium segments, necessitating strategic responses.
- The GST impact has led to some sales disruption, with consumer hesitancy affecting recovery in certain segments.
- The transition from in-house manufacturing to outsourcing is ongoing, with potential risks related to market time and quality control.
Ladies and gentlemen, good day and welcome to Bata Limited Q3FY26 earnings conference call hosted by B&K Securities. (Operator Instructions)
I now hand the conference over to Mr. Akhil Parekh from B&K Securities. Thank you and over to you, sir.
Yeah, thanks, Danish. Good afternoon, everyone. On behalf of B&K Securities, I would like to welcome you all for 3QFY26 conference call of Bata India. From the management side we have Mr. Gunjan Shah, MD and CEO, Amit Agarwal, Director of Finance, CFO, and Mr. Nitin Bagaria, AVPCS.
Without taking much time, I would like to hand over the call to, Gunjan for his opening remarks post which will open the floor for previous session. Over to you, sir.
Thanks, and, good afternoon, everyone and welcome to the Bata Q3FY26 earnings conference call. We have, Gunjan Shah, MD and CEO, and we
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