Mallcom (India) Ltd (NSE:MALLCOM)

Q1 2026 Mallcom (India) Ltd Earnings Call Transcript

Aug 7, 2025 / 08:30 AM GMT

Release Date Price: ₹1215.6 (-2.82%)

Transcript

Key Points

Positve

Mallcom (India) Ltd (BOM:539400) reported a 19.5% year-on-year growth in operating revenue for Q1 2026, reaching INR 122 crore.
The company's net profit increased by 23.1% year-on-year, with a net profit margin of 8.09%.
The newly set up Prote unit in Sanan, Gujarat, has commenced commercial operations, expected to generate a turnover of 10 to 15 crore in the current financial year.
Mallcom received a silver category award for export excellence in the eastern region, reflecting its commitment to export growth.
The company is expanding its presence in the Middle East and Africa by establishing an office in the UAE, targeting high-potential branded export markets.

Negative

The company's exposure to the US market is limited, and recent tariffs could impact sales, although the management believes this is temporary.
Mallcom's cash conversion cycle has increased from around 100 days to 150-170 days, attributed to the need for higher inventory levels and extended payment terms in new markets.
The company faces competition from both domestic brands like Bata and Liberty and international competitors from China and Pakistan, particularly in price-sensitive categories.
Despite new facilities, the company is not yet breaking even at the Sanan unit, with full capacity utilization expected only by FY 2027.
The market for some of Mallcom's products remains highly price-sensitive, particularly in basic categories like leather gloves and garments.

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

MLCM.NS - Mallcom (India) Ltd
Q1 2026 Mallcom (India) Ltd Earnings Call
Aug 07, 2025 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Malcolm India Limited earnings conference call hosted by Philip Capital India Private Limited. This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions, and expectations of the company as on the date of this call.

These statements are not guarantees of future performance and involves risks and uncertainties that are difficult to predict.

As a reminder, all participant clients will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your

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