Brainbees Solutions Limited (FIRSTCRY) Earnings Call Transcripts

Brainbees Solutions Limited's Latest Earnings Call - Q4 FY2026

In the fourth quarter of FY '26, Brainbees Solutions Limited (FIRSTCRY:IN) reported a revenue increase of 12% year-over-year, reaching INR 8,547 crores, and a significant reduction in net losses by 57% for Q4 and 23% for the full fiscal year. Adjusted EBITDA grew by 24% to INR 486 crores, reflecting improved operational efficiency. Management maintained a positive outlook for FY '27, signaling expectations for continued growth driven by strategic initiatives in both online and offline channels, despite ongoing competitive pressures.

Reported metrics

Guidance from management

Management expects FY '27 to show superior growth compared to FY '26, driven by ongoing initiatives and improvements in operational efficiency. They anticipate recovery in gross margins by Q2 FY '27.

What management said

So in fact, we have mentioned in our previous calls as well that because of the macros, we wanted to maintain capital efficiency, and that's the reason we a kind of post opening of company-owned stores in FY '26. Given the initiatives that we have taken to improve the off-line growth, Q4 numbers are a testimony to the improvement in growth, which is -- the growth is best in last 7 quarters. So we'll double down on ou...

Yes. So Supam, as you rightly mentioned that we are seeing a lot of positive movement on the consumer experience metrics. So from that window, very confident that as the network matures, for RocketBees as well as [indiscernible] expands, we should see a good positive impact on our FY '27 growth. And so I think that's --

What analysts pressed on

Analysts expressed concerns about the ongoing gross margin pressures and the impact of competitive pricing in the diapering category. There were also questions regarding the effectiveness of the RocketBees and quick delivery initiatives in driving future growth.

Main topics on the call

• Revenue Growth — The company achieved a revenue growth of 12% year-over-year for FY '26, totaling INR 8,547 crores. Management stated, "We continue to remain free cash flow positive for the entire FY '26 for the consol business," indicat...
• Adjusted EBITDA Improvement — Adjusted EBITDA increased by 24% year-over-year to INR 486 crores. Management noted, "Overall, a very meaningful drop in net losses for both Q4 as well as for FY '26, 57% and 23% year-on-year," highlighting operational i...
• International Business Performance — The international segment saw a reduction in adjusted EBITDA losses by 33% year-on-year for Q4 and 35% for FY '26. Management emphasized a focus on sustainable growth despite competitive pressures, stating, "Our goalpost...
• Offline Channel Growth — The offline channel experienced a notable growth of 15% in Q4, attributed to strategic product assortment changes. Management expressed confidence, stating, "We believe that this trajectory of sequential quarterly better...

Read the full Brainbees Solutions 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 4 Brainbees Solutions Limited earnings call transcripts on record, spanning February 8, 2025 to May 26, 2026. Based on this history, Brainbees Solutions Limited reports semi-annually. The most recent call on file is dated May 26, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

FIRSTCRY

Exchange

NSEI

Country

IN

Sector

Consumer Discretionary

Industry

Specialty Retail

Calls on record

4

First call

February 8, 2025

Most recent

May 26, 2026

Reporting cadence

semi-annually