Bata India Limited
1,105words
5turns
0analyst exchanges
0executives
Key numbers — 36 extracted
rs,
1.14X
0.70X
12.7%
1.07X
6.7%
5.8%
400 bps
rs
8
3.5%
1.5%
1.8%
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
3
1
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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