Q3 2026 Brainbees Solutions Ltd Earnings Call Transcript
Key Points
- Brainbees Solutions Ltd (NSE:FIRSTCRY) reported being PAT positive on a consolidated level for Q3 FY '26, adjusted for ESOP costs.
- The company achieved a 25% year-on-year increase in adjusted EBITDA for the nine months of FY '26.
- India multichannel business showed sequential improvement in growth rates, with Q3 witnessing an 8.9% year-on-year growth.
- Globalbees, a segment of Brainbees, delivered a strong quarter with a 30% year-on-year growth in core categories and an adjusted EBITDA of close to INR70 crores.
- The RocketBees logistics initiative has expanded to 22 cities, improving delivery times by 20% and enhancing customer experience.
- The company faced challenges with supply chain volatility, impacting growth by approximately 200 basis points in Q3 FY '26.
- Heightened competitive intensity in the diapering category led to pressure on growth and margins.
- International business faced elevated promotional activities from competitors, impacting growth and leading to a focus on reducing EBITDA losses.
- There was a decline in gross margins for the India multichannel business due to competitive pressures, particularly in the diaper category.
- The number of brand partners decreased from 8,000 to 7,800, although this was stated to have minimal impact on revenue.
Good evening, everyone. Welcome to Brainbees Solutions Limited Q3 and nine months FY '26 earnings call. This is Anish Arora, and I have with me Mr. Supam Maheshwari, Managing Director and CEO of the company; Mr. Gautam Sharma, Group Chief Financial Officer; Mr.
Vivek Goel, Chief Business Officer of the company; Mr. Abhinav Sharma, Country Head of Middle East Business Operations; and Mr. Anuj Jain, CEO of Globalbees.
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 such recording, distribution and publication. (Operator Instructions) We'll be covering the presentation in the beginning of the call, and we'll thereafter open for the Q&A forum.
We would like to point out that some of the statements made in today's call may be forward-looking in nature, and the disclaimer to this effect has been included in the investor presentation shared with you.
With this, I request Mr.
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