Metro Brands Limited — Q1FY27 earnings call summary

Filed 10 August 2026 · Official transcript

Q1 FY27 standalone revenue grew 14%, EBITDA 9%, PAT 13%
FY27 PAT margin guidance maintained at 13-15%, with 15% PAT growth target
PAT margin impacted by marketing spend, new store costs, lower treasury income, and talent investment
Clarks brand expanding rapidly; 700 stores target; FILA brand revival ongoing with 3 new EBOs
E-commerce growth expected at 20-30% going forward, discounting reduced to protect brand
Gross margin steady near 60%, EBITDA margin stable at 30%
Management confident in steady double-digit growth and margin stability despite inflation and BIS challenges
E-commerce D2C and marketplace omni channels grew ~60%; SOR 3P slower due to discount reduction