Wakefit Innovations Limited — Q4FY26 Earnings Call Summary

WAKEFIT · Q4FY26 · Filed 28 May 2026

Key Takeaways

• FY26 revenue INR14,889 mn +17% y-y; Q4 revenue INR344 Cr +13.5% y-y; FY26 EBITDA margin 12.2%, Q4 margin 10.6%
• FY27 revenue growth targeted at 20%, driven by mattress strength and expanded furniture/furnishing reach
• Retail expansion: 139 COCO stores end FY26; 80+ new stores targeted in FY27; 2 jumbo stores planned for FY28
• EBITDA margin may face 1-2 percentage point pressure in near term due to inflation and price hikes
• Management focused on market share protection and multi-category growth for long-term value
• Raw material inflation 25-30% for key inputs; price hikes of 7-8% in March and April implemented
• 100-day return policy stable below double-digit returns; no cost to customer for returns
• Mattress category led growth with 17% annual and 20% Q4 growth; furniture grew 24% annually
• Marketing spend increased to ~7% of sales; brand building to continue
• Own channels contribute ~67% annual sales, 74% quarterly; focus on omnichannel growth

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.