Q4 2026 Khadim India Ltd Earnings Call Transcript
Key Points
- Khadim India Ltd (NSE:KHADIM) has seen strong growth in its TFM portfolio, with a 46% year-on-year increase, indicating positive consumer acceptance.
- The company has maintained a healthy momentum in its British Walkers brand, achieving a 6% year-on-year growth, driven by demand in men's formal and semiformal footwear.
- Partnerships with Skechers have shown positive progress, with sequential growth supported by improved store throughput and consumer response.
- Khadim India Ltd (NSE:KHADIM) has successfully completed the demerger of its distribution and manufacturing segments, which is expected to enhance operational focus and efficiency.
- The company is focusing on premiumization and category diversification, which supports brand positioning and customer engagement, particularly in the athleisure category.
- Khadim India Ltd (NSE:KHADIM) experienced a decline in revenue from operations, with a 12% decrease year-on-year for FY '26.
- The company faced challenges with muted consumer demand and pressure on discretionary spending, particularly in the mass and value segments.
- There was a decline in gross margin due to price cuts in products priced below INR500, impacting overall profitability.
- Inventory reduction led to some lost sales in Q4 FY '26, as the company focused on reducing inventory risk.
- The company closed around 60 stores over the last two years, which contributed to revenue drag and operational challenges.
Ladies and gentlemen, good day, and welcome to Khadim India Limited's Q4 and FY '26 earnings conference call hosted by MUFG Intime. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Omkar Bagwe from MUFG Intime. Thank you, and over to you, Mr. Bagwe.
Thank you. Good evening, everyone, and welcome to Q4 and FY '26 earnings conference call of Khadim India Limited. To discuss the results, we have with us from the management, Mr. Rittick Roy Burman, the Managing Director; and Mr. Indrajit Chaudhuri, the Group CFO.
They will take you through the results and business performance, after which we can begin the question-and-answer session.
Before we begin the conference call, I would like to mention that this conference contains certain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on date of this call. The actual results may differ materially. These statements are not
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