Vedant Fashions Ltd (BOM:543463)
₹ 554.95 -11.75 (-2.07%) Market Cap: 134.84 Bil Enterprise Value: 134.05 Bil PE Ratio: 34.95 PB Ratio: 6.86 GF Score: 90/100

Q2 2026 Vedant Fashions Ltd Earnings Call Transcript

Oct 31, 2025 / 10:00 AM GMT
Release Date Price: ₹647.5 (-3.52%)

Key Points

Positve
  • Vedant Fashions Ltd (BOM:543463) reported a 4.6% growth in sales for Q2 2026 compared to the previous year.
  • The company achieved a 13.8% growth in sales for the first half of FY 2026.
  • Strategic focus on enhancing customer experience and strengthening retail training has driven consistent improvement in key retail performance metrics.
  • The company expanded its international presence with new stores in Australia and the UAE.
  • Marketing initiatives across multiple brands and channels have successfully amplified brand visibility and strengthened consumer engagement.
Negative
  • The company faced a significant operational transition due to GST rate changes, impacting dispatch processes for approximately 15-20 days.
  • There was a gross margin contraction of around 270 basis points, attributed to various factors including product mix and non-comparable quarters.
  • Net closure of 13 exclusive brand outlets (EBOs) was reported, attributed to store consolidation and market changes.
  • The company experienced a gap between primary sales and reported revenue growth, attributed to inventory management and dispatch delays.
  • Challenges in footfall and competition in the men's segment were noted as areas impacting growth.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

VEDN.NS - Vedant Fashions Ltd
Q2 2026 Vedant Fashions Ltd Earnings Call
Oct 31, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Veyan Fashion Limited Q2 F 526 conference calls hosted by ICICI Securities Limited. As a reminder, all participant lines will be in the lesson only mood, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on a touchtone phone.

Please note, this conference has been recorded.

I now hand over the conference over to Mr. Diraj Mistri.

Thank you and over to you, sir.

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Unidentified_2 [2]
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