Q4 2025 Indo Count Industries Ltd Earnings Call Transcript
Key Points
- Indo Count Industries Ltd (BOM:521016) achieved its highest-ever revenue in FY25, growing by 16% to approximately INR4,200 crores.
- The company surpassed the 100 million meters mark in volume, achieving 106.4 million meters, representing a healthy 10% year-on-year growth.
- Indo Count improved its DJSI score from 45 in 2023 to 66 in 2024, positioning it among the top 10% in the textile, apparel, and luxury goods sector.
- The company received several ESG-related recognitions, including awards for Best Sustainable Retail Practices and Excellence in Waste Reduction.
- Indo Count successfully acquired the Wamsutta brand in the US and plans to launch it as a direct-to-consumer brand, enhancing its brand portfolio.
- Q4 FY25 presented significant challenges with a decline in offtake due to reduced consumer confidence and potential tariffs, impacting revenue and profitability.
- The EBITDA margin for FY25 was slightly lower at 13.7% due to strategic investments and weaker-than-expected Q4 performance.
- The company experienced a 6% decline in average selling price in Q4 due to a shift in product mix towards lower to mid-priced offerings.
- Indo Count refrained from providing volume and margin guidance for FY26 due to the fluid nature of the current tariff situation.
- The company's US business, which is in the investment phase, faced lower absorption of fixed costs, affecting profitability.
Ladies and gentlemen, good day, and welcome to the Indo Count Industries Limited Q4 and FY25 earnings conference call. This conference call may contain forward-looking statements about the company, which are based on beliefs, opinions and expectations of the company as on the date of this call. These statements are not the guarantees of future performance and involves risks and uncertainties that are difficult to predict. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Mohit Jain, Executive Vice Chairman. Thank you, and over to you, sir.
Good morning, and a warm welcome to all of you joining us for the Indo Count Industries Limited Q4 and FY25 Earnings Call. I'm also joined by our Group CFO, Mr. Muralidharan; Mr. Manish Bhatia, our CFO; and Strategic Growth Advisors, our Investor Relations advisers. We hope you've had the chance to review the financial results and investor presentation available on the stock
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