Bata India Limited (500043) Earnings Call Transcripts

Bata India Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Bata India Limited reported a notable 5% growth in revenue, marking the second consecutive quarter of accelerating growth. Despite a reported decline in profit before tax (PBT) by 94% due to exceptional items, management indicated a like-to-like PBT growth of 11% when adjusted for these items. The company continues to focus on inventory reduction and e-commerce expansion, with management signaling optimism for future profitability improvements and sustained revenue growth.

Reported metrics

Guidance from management

Management expressed optimism about future profitability improvements, particularly through enhanced inventory management and franchise expansion, although no specific numerical guidance was provided.

What management said

Thank you, and good evening, everyone, and welcome to the Q4 FY '26 Earnings Conference of Bata India Limited. We have shared the presentation as a pre-read to the stock exchanges on Monday. I hope you had time to go through the same. We have also shared the disclaimer, which is part of the presentation. I now request Gunjan to take you through the performance summary. Thanks a lot.

Yes. So this was pertaining to certain suppliers, right? So there is a periodic process of doing a vendor reconciliation and all. Bata being a listed entity, we will always follow prudence and conservative approach. Once the reconciliation, et cetera, is done, then, of course, if any provision is carried for disputed claims and all, the same gets reversed once the reconciliation process is completed.

What analysts pressed on

Analysts raised concerns about the significant decline in PBT and the lack of visible improvement in gross margins despite inventory reduction. There were also questions regarding the impact of raw material inflation and minimum wage hikes on future profitability.

Main topics on the call

• Revenue Growth Acceleration — Bata India experienced a 5% growth in revenue for Q4 FY '26, driven by volume-led growth across channels. Management noted, 'pleased to have a second consecutive quarter of accelerating growth, and it was volume backed.'
• Inventory Management Improvements — The company reported a 28% reduction in inventory over two years, which has improved product availability. Gunjan Shah stated, 'the inventory continues to reduce...despite that the availability has gone up by almost 1,00...
• E-commerce Growth — Bata's e-commerce business remains its fastest-growing channel, contributing significantly to overall sales. The company has 'almost 700-plus stores that are fulfilling online orders,' enhancing its omnichannel capabilit...
• Profitability Challenges — Despite revenue growth, PBT declined by 94% due to exceptional items. Amit Aggarwal clarified, 'if I were to account for these 4 exceptional items...the like-to-like PBT growth stands at about 11%.

Read the full Bata India Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 7 Bata India Limited earnings call transcripts on record, spanning August 8, 2024 to June 3, 2026. Based on this history, Bata India Limited reports quarterly. The most recent call on file is dated June 3, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

500043

Exchange

BSE

Country

IN

Sector

Consumer Discretionary

Industry

Textiles, Apparel and Luxury Goods

Calls on record

7

First call

August 8, 2024

Most recent

June 3, 2026

Reporting cadence

quarterly