BATAINDIANSEQ1 FY26August 14, 2025

Bata India Limited

1,266words
6turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
rate Relationship Department BSE Limited 1st Floor, New Trading Wing, Rotunda Building, P J Towers, Dalal Street, Fort, Mumbai - 400001 The Manager Listing Department National Stock Exchange of I
rs 01
industrial relations and regulatory developments. Driving initiatives across strategic thrust levers 01 03 Store Growth 02 Portfolio Evolution Inventory Agility 3 Driving initiatives across stra
0.67X
er experience Key Metrics Business KPIs Expanded to 194 stores (+48 stores) Line Reduction to ~0.67X Inventory Reduction to ~0.78X Availability +450 bps 9.2% 6.0% 3.7% +100 bps Volume Turno
0.78X
ness KPIs Expanded to 194 stores (+48 stores) Line Reduction to ~0.67X Inventory Reduction to ~0.78X Availability +450 bps 9.2% 6.0% 3.7% +100 bps Volume Turnover UPT NPS (delta vs Control
450 bps
194 stores (+48 stores) Line Reduction to ~0.67X Inventory Reduction to ~0.78X Availability +450 bps 9.2% 6.0% 3.7% +100 bps Volume Turnover UPT NPS (delta vs Control stores) 5 Driving Val
9.2%
es (+48 stores) Line Reduction to ~0.67X Inventory Reduction to ~0.78X Availability +450 bps 9.2% 6.0% 3.7% +100 bps Volume Turnover UPT NPS (delta vs Control stores) 5 Driving Value Pro
6.0%
48 stores) Line Reduction to ~0.67X Inventory Reduction to ~0.78X Availability +450 bps 9.2% 6.0% 3.7% +100 bps Volume Turnover UPT NPS (delta vs Control stores) 5 Driving Value Propositi
3.7%
res) Line Reduction to ~0.67X Inventory Reduction to ~0.78X Availability +450 bps 9.2% 6.0% 3.7% +100 bps Volume Turnover UPT NPS (delta vs Control stores) 5 Driving Value Proposition Ba
100 bps
ine Reduction to ~0.67X Inventory Reduction to ~0.78X Availability +450 bps 9.2% 6.0% 3.7% +100 bps Volume Turnover UPT NPS (delta vs Control stores) 5 Driving Value Proposition Bata Ladies -
INR 399
-799 Power Move+ Reinforce value proposition, focusing on Tier 2 & 3 cities at PP 1699 -1999 OPP (INR 399-499) CORE (INR 799-999) Checkout @3.5% → 8% (QoQ) Avg wkly sales 15K (exit June) Distribution Pl
INR 799
inforce value proposition, focusing on Tier 2 & 3 cities at PP 1699 -1999 OPP (INR 399-499) CORE (INR 799-999) Checkout @3.5% → 8% (QoQ) Avg wkly sales 15K (exit June) Distribution Plan: Doors Q4’25 : Q1
3.5%
n, focusing on Tier 2 & 3 cities at PP 1699 -1999 OPP (INR 399-499) CORE (INR 799-999) Checkout @3.5% → 8% (QoQ) Avg wkly sales 15K (exit June) Distribution Plan: Doors Q4’25 : Q1’26 : Q3’26 – 800 :
Speaking time
Distribution Plan
5
Exceptional
1
Advertisement
Opening remarks
Distribution Plan
Doors Q4’25 : Q1’26 : Q3’26 – 800 : 800 : 1140 Checkout @3% → 6.4% (QoQ) Avg wkly sales 12K (exit June)
Distribution Plan
Doors Q4’25 : Q1’26 : Q3’26 – 900 : 900 : 1140 Easels to support Value proposition INR 1699-2599 Checkout @6.6% Avg wkly sales 2K (exit June)
Distribution Plan
Doors Q1’26 : Q3’26 : 800 : 1140 NOL 7 NOL - Distribution → 1140 doors Additional New Lines - 4 (PP 1699-1999) 66 Driving initiatives across strategic thrust levers 01 03 02 Store Growth Portfolio Evolution ❑ Floatz ❑ Power ❑ Hush Puppies Inventory Agility 7 Floatz driven by Technology, Collabs & Design…Funneling into younger consumer Brand Performance Portfolio Update Turnover Growth Volume Growth 1.33X X 1.29X X • Portfolio addition – Dual density | Chunky contemporary clogs Q1'25 Q1'26 Q1'25 Q1'26 • Expanded Donald collection in men's & ladies Checkout: 7% Distribution - 400 doors ASP Indexation 1.17X X Bata Retail Floatz Avg wkly sales ~34K Checkout: 4% Distribution - 238 doors • Marble effect, new color and prints Checkout: 8% Distribution - 238 doors 8 Power Portfolio investment with focus on technology & innovation continue Easy Slide Stamina Checkout @3.9% → 4.5% (QoQ) Avg wkly sales 2.7K (exit June)
Distribution Plan
Doors Q1’26 : Q2’26 : 700 : 1140 NOL 15 (Q1’26)→ 24 (Q3’26) INR 2599-2999 Checkout @4% Avg wkly sales 1.5K (exit June)
Distribution Plan
250 doors NOL 6 99 Hush Puppies driving premiumization Building Office Sneakers Credentials in Hush Puppies 150 140 130 120 110 100 90 80 126 19 107 134 20 114 Door Count 136 20 138 21 142 23 144 27 116 117 119 117 150 140 130 120 110 100 90 80 Mar'24 Jun'24 Sep'24 Dec'24 Mar'25 Jun'25 COCO Franchise Total • Successful launch of everyday workwear collection under Office Sneakers collection with stylish, comfort-led sneakers 1010 Refreshing HP Concept… Driving premiumization credentials Before After Enhanced Store Identity Fixtures Reduction More focused Category Zoning Customer Comfort & Accessibility 36 New Concept Stores 1111 Driving initiatives across strategic thrust levers 01 03 Store Growth 02 Portfolio Evolution Inventory Agility ❑ Complexity Reduction ❑ Inventory Improvement 12 Focus on decluttering & availability improvement continues… Lines per Store Top Articles Availability X 0.75X 1.07X X Q1'25 Q1'26 Q1'25 Q1'26 Reduced clutter at store Overall Availability X 1.07X 0.77X X
Exceptional
• Q1’26 - VRS cost INR 48 Mn • Q1’25 - Gain on sale of Faridabad Land INR 1340 Mn * Before Exceptional 17 Appendix Strategic presence through COCO & Franchise stores Door Count 1916 1955 1953 1962 1978 6% 6% 6% 6% 6% 30% 31% 31% 32% 33% 64% 63% 63% 62% 61% Jun'24 Sep'24 Dec'24 Mar'25 Jun'25 BATA FRN HP • Bata Red 2.0 expanded to 733 stores • COCO Penetration to 335 unique towns • FRN Penetration to 505 unique towns 19 Digital channel powering growth eCommerce (Marketplaces + Bata.com) Digital Sales Contribution % OMNI (Home Delivery) • eCommerce continues to be the fastest growing channel • Quick Commerce – live on Zepto & Swiggy Instamart in 25+ cities through 140+ superstores 9% • ~4% of Retail turnover 56% 35% • 40% of the stores enabled with hyperlocal delivery arrangement (TAT- 4hrs) Bata.com B2C Campaigns B2B 20 Expanded presence in 1590 towns via MBOs Towns Coverage - I&D 1548 1560 1554 1579 1590 KRO +319 1480 1161 Jun'24 Sep'24 Dec'24 Mar'25 Jun'25 Jun'24 Jun'25 • Reached ~1500
Advertisement
← All transcriptsBATAINDIA stock page →