Bata India Limited
1,269words
5turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
₹8,276
1 %
18.3%
8 %
4.6%
81%
28%
950 bps
0.7X
1.5X
6.1%
Speaking time
2
1
1
1
Opening remarks
Highlights
• • • • • Expanded to +700 Franchise doors COCO Penetration : Top 20 cities ~550 stores Bata Red 2.0 expanded ~800 stores FRN Penetration to ~675 unique towns SIS expanded to ~350 doors 6 Retail Digitization Distribution Inventory Product Marketing Digital channel continues to expand eCommerce (Marketplaces + Bata.com) Digital Sales Contribution % OMNI (Home Delivery) • eCommerce grew by 26% vs LY. • 700+ stores fulfilling eCommerce orders • Bata.com grew by 81% vs LY • Bata Mobile App: 240k+ downloads with ~14% of Bata. com business contribution 14% 36% • E.Com Digital ~10% of BIL turnover 51% • 70% stores enabled with hyperlocal delivery arrangement (TAT- 4hrs) B2C B2B Bata.in Campaigns 7 Retail Digitization Distribution Inventory Product Marketing Driving expansion through presence in 1660 towns via MBOs Towns Coverage - I&D 1635 1643 1660 1579 1590 KRO Count +1280 2210 2674 1394 Mar'25 Jun'25 Sep'25 Dec'25 Mar'26 Mar'25 Dec'25 Mar'26 • I&D channel with strong double digit growth Yo
Distribution
926 stores Checkout @5% Avg wkly sales @7 K Seeing traction in Volume & ASP growth 1212 Retail Digitization Distribution Inventory Product Marketing Creating impact with focused campaigns Victoria Ballerina Campaign Brand Consideration HP Office Sneakers Collection 66
Window story
Office Sneaker Collection 62 60 2024 2025 2026 Consideration 60 → 66 +6 pts gain over 2 years Media Spends (vs LY)
In-store story
Smiley Collection 2.9X 3X Revenue Volume Q4’26 vs Q4’25 growth +140% Q4'26 +7% Q4'25 1313 Retail Digitization Distribution Inventory Product Marketing ▪ GMB Rating → 4.85 (vs 4.55 LY) ▪ NPS → 88 (vs 87 LY) Recognition Through Marketing Excellence ▪ Best Brand Awareness Campaign / Best Influencer- Brand Collaboration by AFAQS Digies ▪ Best Celeb Led Campaign / Most Creative Influencer Marketing Campaign – IMPACT Digital Influencers Conference & Awards 14 Financials Financial Highlights Revenue Gross Margin Revenue from Operations Gross Margin 8,276 +5.1% 4,670 -242 bps PBT* Margin 6.5% -103 bps INR Mio Cash from operations 1,322 +18.3% Value Growth YoY Change YoY Change YoY Growth YoY • Advertising Spends 1.5X vs LY • Exceptional : Q4’26 - VRS impact cost INR 281 Mio * Before Exceptional and forex loss 16 THANK YOU