BATAINDIANSEQ2 FY26October 30, 2025

Bata India Limited

1,105words
5turns
0analyst exchanges
0executives
Key numbers — 36 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
1.14X
luttering & availability improvements continue… Reduced clutter at store Overall Availability X 1.14X 0.70X X Q2'25 Q2'26 Q2'25 Q2'26 5 Progress on Inventory agility… both in terms of quantity
0.70X
ng & availability improvements continue… Reduced clutter at store Overall Availability X 1.14X 0.70X X Q2'25 Q2'26 Q2'25 Q2'26 5 Progress on Inventory agility… both in terms of quantity & quali
12.7%
Q2'26 5 Progress on Inventory agility… both in terms of quantity & quality Inventory (INR Mn) -12.7% 8268 7215 Stock Turns 2.18 1.88 Q2'25 Q2'26 Q2'25 Q2'26 Freshness (6 months) X 1.07X ❑
1.07X
-12.7% 8268 7215 Stock Turns 2.18 1.88 Q2'25 Q2'26 Q2'25 Q2'26 Freshness (6 months) X 1.07X ❑ Sharper consumer focused assortments, ❑ Customer First Project on track cost effective and ag
6.7%
Expansion Quarter Performance Chandigarh Gurugram Jaipur Mumbai Lucknow Patna Bhubaneswar 6.7% 5.8% +400 bps Complete coverage achieved (Sep’25) NPS UPT G Turnover Coverage Targeted (Dec’
5.8%
sion Quarter Performance Chandigarh Gurugram Jaipur Mumbai Lucknow Patna Bhubaneswar 6.7% 5.8% +400 bps Complete coverage achieved (Sep’25) NPS UPT G Turnover Coverage Targeted (Dec’25) (
400 bps
uarter Performance Chandigarh Gurugram Jaipur Mumbai Lucknow Patna Bhubaneswar 6.7% 5.8% +400 bps Complete coverage achieved (Sep’25) NPS UPT G Turnover Coverage Targeted (Dec’25) (delta vs C
rs 8
(Dec’25) (delta vs Control stores) Jun’25 : Current : Dec’25P : Dec’26P 199 : 300 : 400 : 800 doors 8 Driving growth through customer experience transformation.. 01 05 02 03 04 Inventory Declutter
3.5%
unnel Reimagined 9 Consistent investments in Brand communications Marketing Investments (% TO) 3.5% 1.5% 1.8% 2.2% Q2'25 Q4'25 Q1'26 Q2'26 10 Larger than Life Campaigns.. Simplifying buying
1.5%
Reimagined 9 Consistent investments in Brand communications Marketing Investments (% TO) 3.5% 1.5% 1.8% 2.2% Q2'25 Q4'25 Q1'26 Q2'26 10 Larger than Life Campaigns.. Simplifying buying decisi
1.8%
ined 9 Consistent investments in Brand communications Marketing Investments (% TO) 3.5% 1.5% 1.8% 2.2% Q2'25 Q4'25 Q1'26 Q2'26 10 Larger than Life Campaigns.. Simplifying buying decisions V
Guidance — 1 items
Distribution Plan
opening
Target 2000 by exit Dec Franchise Doors 661 644 624 600 605 566 Jun'24 Sep'24 Dec'24 Mar'25 Jun'25 Sep'25 Dec’26P → +200 Stores
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Speaking time
Distribution Plan
3
Highlights
1
Growth opportunities
1
Opening remarks
Distribution Plan
1000 Doors Easels to support Value proposition 1111 Power Portfolio investment with focus on technology & innovation continue Checkout @5% Avg wkly sales 4K (exit Sep) Checkout @4% Avg wkly sales 1K (exit Sep) Power launches Energy Series
Distribution Plan
480 doors 1212 Hush Puppies driving premiumization • Successful Launch of ICONIC Collection under Festive Collection with stylish, comfort-led footwear • HP Office Sneakers campaign showing positive results 1313 First on the Move: Passing GST benefits 1414 Driving growth through customer experience transformation.. 01 05 02 03 04 Inventory Declutter Store Customer Experience Story Focused Marketing Network Expansion Product Funnel Reimagined 15 Strategic network expansion.. Target 2000 by exit Dec Franchise Doors 661 644 624 600 605 566 Jun'24 Sep'24 Dec'24 Mar'25 Jun'25 Sep'25 Dec’26P → +200 Stores
Highlights
• COCO Penetration : Top 20 cities ~560 stores • Bata Red 2.0 expanded ~750 stores • FRN Penetration to ~600 unique towns
Growth opportunities
• Franchise Expansion • HP Expansion • SIS Doors (Transformed Business model) 16 Driving growth through customer experience transformation.. 01 05 02 03 04 Inventory Declutter Store Customer Experience Story Focused Marketing Network Expansion Product Funnel Reimagined 17 Product Creation funnel reimagined Toolkits Styles Moulds Comfort /Technology Upper Quality / Economies of Scale Colourways Style Variety 18 Other Highlights BRAND CUSTOMER SUPPLY CHAIN AWARDS ▪ Floatz : +32% TO ▪ GMB → 4.83 ▪ VRS introduced in ▪ Retail Award for growth | Avg wkly (vs 4.69 in prev qtr) Batanagar unit – INR sales ~34K ▪ 1478 KROs – 413 net 83 Mn ▪ HP Office sneakers addition over LY +30% vs LY ▪ Transition due to GST 2.0 ▪ Jamalpur 3PL – Warehouse impact “Most Admired Retailer of the Year” by Mapic India 19 Financials Financial Highlights Revenue Gross Margin EBITDA* Revenue from Operations Gross Margin Margin 8,013 -4.3% 4,439 -155 bps 20.7% -221 bps INR Mn PAT* Margin 2.7% -351 bps Value Growth YoY C
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