Q3 2025 Kewal Kiran Clothing Ltd Earnings Call Transcript
Key Points
- Kewal Kiran Clothing Ltd (BOM:532732) reported a 28% year-on-year growth in consolidated sales, reaching INR 255 Crores.
- The company has seen robust volume growth in the apparel segment, indicating strong demand for its products.
- The expansion of Exclusive Brand Outlets (EBOs) has been successful, with 61 new Lawman stores opened, contributing to increased sales.
- The company is focusing on strategic expansion through its EBOs and leveraging its distribution network for growth in the MBO channel and export markets.
- Kewal Kiran Clothing Ltd (BOM:532732) plans to maintain EBITDA margins between 18% to 20%, indicating stable profitability expectations.
- The company faced challenges with its inventory management due to a shift to a just-in-time production strategy, leading to supply issues in Q1 and Q2 FY25.
- There was a loss of revenue due to the discontinuation of a brand in the NBO channel as part of a repositioning strategy.
- The standalone gross margins have decreased due to increased discounting and inability to implement price increases.
- The company experienced a 15% sales decrease in Q1 FY25 due to inventory constraints.
- Manufacturing expenses increased significantly, partly due to the integration of the Cross brand, impacting overall cost structure.
Ladies and gentlemen, good day and welcome to the Kewal Kiran Clothing Limited. Q3 and 9 months FI25 earnings conference call (operator instructions). I now have the conference over to Mr. Pankaj Jain, president, retail.
Thank you, and over to you, sir.
Good morning everyone. It's a pleasure to welcome all the participants to the earnings conference call for Q3 and 9 monthly FY 525. Joining me on this call is Mr. Hemant Jain, joint managing director and Marathon Capital investor relationship advisor.
I hope everyone had an opportunity to go through our investor presentation and results release that we have uploaded on the exchange and our company's website. I'm happy to report on nearly 28% growth year on year on a consolidated sales of INR255Crores.
Our growth momentum, driven by robust volume growth in the apparel segment and consolidation of gross demonstrates the effectiveness of our strategic initiatives and increasing demand for our apparel products. We have seen healthy volume growth in apparel category on
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