Relaxo Footwears Limited (530517) Earnings Call Transcripts

Relaxo Footwears Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Relaxo Footwears Limited reported revenue of INR 751 crores, an 8.1% increase year-on-year, driven by strong volume growth and recovery in the general trade channel. Profit after tax rose to INR 68 crores, reflecting a 20.4% increase compared to the previous year. Management indicated cautious optimism for FY '27, maintaining a focus on operational efficiencies despite ongoing geopolitical challenges and inflationary pressures, while also signaling a commitment to premiumization and expansion in the retail segment.

Reported metrics

Guidance from management

Management is cautiously optimistic about maintaining growth momentum in FY '27, with an intention to improve margins slightly above the previous year's 13.8%. They are closely monitoring market conditions and consumer sentiment amidst ongoing geopolitical uncertainties.

What management said

This is Gaurav Dua. And you have correctly said that there was quite optimism in the market in quarter 4. As you have mentioned that GST from 12% became 5% and distributors were carrying the stock. Now more or less stock has been liquidated through the pipeline, and we are seeing a good recovery in quarter 4.

Input cost is on both sides. One is, I think material, which is impacting everyone. And then in few states, labor cost has also increased by government. So we are working on that. So raw material prices are, again, I think, settling down and coming down also. So we are working with the overall impact, how much it will affect, but definitely, it's a substantial impact which we are foreseeing. But we have passed on thi...

What analysts pressed on

Analysts expressed concerns regarding the potential impact of price increases on volume growth, questioning whether the company could sustain its momentum given the competitive landscape and recent price hikes. There was also apprehension about the ongoing inflationary pressures affecting consumer demand.

Main topics on the call

• Revenue Growth — Revenue from operations for Q4 FY '26 was INR 751 crores, up from INR 695 crores in Q4 FY '25, representing an 8.1% YoY growth. Management noted, "The revenue growth was driven by a strong volume growth amidst a recovery...
• Profitability Improvement — Profit after tax for Q4 FY '26 increased to INR 68 crores, a 20.4% increase from INR 56 crores in Q4 FY '25. The PAT margin improved, reflecting the company's sustained focus on profitable growth.
• Input Cost Inflation — Management acknowledged significant input cost inflation, stating, "15% to 20% increase will be there overall on the cost side as on date." This includes both raw material and labor costs, impacting pricing strategies.
• Price Increases — The company implemented price increases of 15% to 18% to offset rising costs. Management indicated that these price hikes were necessary due to "raw material prices... which went up like anything" and labor cost increase...

Read the full Relaxo Footwears 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 13 Relaxo Footwears Limited earnings call transcripts on record, spanning June 8, 2020 to May 29, 2026. Based on this history, Relaxo Footwears Limited reports semi-annually. The most recent call on file is dated May 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

530517

Exchange

BSE

Country

IN

Sector

Consumer Discretionary

Industry

Textiles, Apparel and Luxury Goods

Calls on record

13

First call

June 8, 2020

Most recent

May 29, 2026

Reporting cadence

semi-annually