Brainbees Solutions Ltd (NSE:FIRSTCRY)

Q2 2026 Brainbees Solutions Ltd Earnings Call Transcript

Nov 14, 2025 / 12:30 PM GMT

Release Date Price: ₹335.55 (-2.20%)

Transcript

Key Points

Positve

Brainbees Solutions Ltd (NSE:FIRSTCRY) reported a 51% increase in adjusted EBITDA for Q2 FY26, indicating strong operational performance.
The company remains free cash flow positive, demonstrating effective cash management.
International business showed significant improvement with a 52% reduction in losses year-on-year for Q2 FY26.
The India multi-channel business saw a 14% year-on-year increase in EBITDA, reflecting robust domestic growth.
The company expanded its faster delivery network from 4 to 13 cities, enhancing customer experience and potentially driving future growth.

Negative

The implementation of new GST reforms led to a temporary deferral in consumer purchases, impacting growth in the latter half of the quarter.
To incentivize customers during the GST reform period, the company increased discounts, which resulted in a slight reduction in gross margins.
Despite improvements, the international business is still not profitable, though losses have been reduced.
The company faces challenges in maintaining growth momentum amidst changing regulatory environments and consumer behavior.
There is a need for continued investment in marketing and delivery infrastructure to sustain growth, which could impact short-term profitability.

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

BRAE.NS - Brainbees Solutions Ltd
Q2 2026 Brainbees Solutions Ltd Earnings Call
Nov 14, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good evening everyone. Welcome to Brainbee Solutions Limited Q2 and H1FI 26 earnings call. This is Anish Aroda, and I have with me Mr. Supa Maheshwari, Managing Director and CEO of the company, Mr. Gautam Sharma, Group CFO, Mr. Vivek Goyal, Chief Business Officer of the company, Mr. Rabinav Sharma, Country Head of Middle East Business operations, and Mr. Anu Jain, CEO of Global Bees.

Kindly note that this call is meant for analysts and investors of the company. We wish to highlight that the call is being recorded, and by participating in this event, you consent to such recording, distribution, and publication.

All participants have been muted as for the default mode, and participants will be unmuted once we

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