TCNSBRANDSNSE14 February 2023

TCNS Clothing Co. Limited

1,730words
2turns
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Key numbers — 40 extracted
rs 50
leading omnichannel capabilities Diversified supply chain network with 250+ supply chain partners 50+ in-house cutting-edge design team developing over 5000 styles every year High ROIC, asset-light
rs 7
d websites offering complete selection and deeper engagement Key Online Partners MBO – ~1100 doors 7 With 50+ in-house design team and 250+ suppliers pan-India, TCNS has a scalable, well- connected & d
Rs. 306 crore
en across city tiers; many new tier 3+ cities opening up for organized retail 10 Net revenues of Rs. 306 crores in Q3 and Rs 933 crores in year-to-date FY23 Revenue from Operations – Rs Crs. Q3 YoY 1000 YTD
Rs 933 crore
y new tier 3+ cities opening up for organized retail 10 Net revenues of Rs. 306 crores in Q3 and Rs 933 crores in year-to-date FY23 Revenue from Operations – Rs Crs. Q3 YoY 1000 YTD Q3 YoY 933 Q3 Highlig
15%
400 300 200 100 0 Q3 FY22 Q3 FY23 YTD Q3 FY22 YTD Q3 FY23 • Offline: EBO channel grew by 15% over last year driven by expansion ➢ Opened 16 stores on a net basis; Total store count 664 ➢ Pro
30%
ed 4 stores in this quarter • Online: Brand websites continued to grow ahead of other channels at 30%+ levels ➢ Accelerated shift from B2B to D2C this quarter impacted reported sales due to negligible
2X
anchisee- led Project Bharat stores in tier 3+ markets FY23 Target 100+ crore ARR for new forays 2X share of Omnichannel 25%+ of online revenue 25+ Project Rise stores 100+ store addition 12 Key
25%
rat stores in tier 3+ markets FY23 Target 100+ crore ARR for new forays 2X share of Omnichannel 25%+ of online revenue 25+ Project Rise stores 100+ store addition 12 Key results: a number of wins
7%
YTD FY23 YTD FY22 Growth -YoY% Revenue EBITDA PBT PAT 3061 3285 435 7 5 677 353 251 -7% -36% -98% -98% 9330 1294 134 106 6616 924 4 1 41% 40% 3223% 13790% % to Revenue Q3
36%
Y23 YTD FY22 Growth -YoY% Revenue EBITDA PBT PAT 3061 3285 435 7 5 677 353 251 -7% -36% -98% -98% 9330 1294 134 106 6616 924 4 1 41% 40% 3223% 13790% % to Revenue Q3 FY23
98%
TD FY22 Growth -YoY% Revenue EBITDA PBT PAT 3061 3285 435 7 5 677 353 251 -7% -36% -98% -98% 9330 1294 134 106 6616 924 4 1 41% 40% 3223% 13790% % to Revenue Q3 FY23 Q3 FY2
41%
3061 3285 435 7 5 677 353 251 -7% -36% -98% -98% 9330 1294 134 106 6616 924 4 1 41% 40% 3223% 13790% % to Revenue Q3 FY23 Q3 FY22 YTD FY23 YTD FY22 EBITDA PBT PAT 14.2% 20
Speaking time
CIN
2
Opening remarks
CIN
U74140MH2010PTC204285 Mr. Amit Chand www.tcnsclothing.com Mr. Rahul Agarwal / Mr. Aakash Mehta rahul.agarwal@sgapl.net / aakash.s.m@sgapl.net +91 98214 38864 / +91 98706 79263 www.sgapl.net 26
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