Bata India Limited submitted its Investors Presentation for the Q3 FY26 Post Earnings Call. The presentation highlights strong performance driven by customer experience transformation across five key areas, including inventory management and network expansion. Key financial figures show Revenue from Operations at ₹9,447 Mn (2.9% Value Growth YoY), and PAT Margin at 13.7% (67 bps Growth YoY). The company also detailed significant progress in digital growth and strategic product funnel reimagination.
Q3 FY26 Earnings Disclosure
Bata India Limited has formally submitted its Investor Presentation for the Post Earnings Call concerning the third quarter of the fiscal year 2026 (Q3 FY26), which concluded on December 31, 2025. This presentation provides a comprehensive overview of operational achievements and financial results.
Financial Highlights (INR Mn)
The company reported robust financial metrics for the quarter:
- Revenue from Operations: ₹9,447 Mn, marking a 2.9% Value Growth Year-over-Year (YoY).
- Gross Margin: ₹5,290 Mn, experiencing a change YoY of -77 bps.
- EBITDA Margin* (Before Exceptional Items): 24.7%, showing a positive change YoY of 194 bps.
- PAT Margin: 13.7%, with a growth YoY of 67 bps.
The company noted marketing investments were close to double-digit higher compared to the previous year. An exceptional impact cost of INR 79 Mn related to VRS and labour code adjustments was incurred in Q3’26.
Driving Growth Through Transformation
Growth strategies centered on five pillars of customer experience transformation:
- Inventory Declutter: Achieved a 0.66X reduction in clutter at stores (down from X in Q3’25) and an Overall Availability increase to 1.07X (up from X). Inventory quantity reduced by -11.7% (down to ₹6,571 Mn from ₹7,448 Mn in Q3’25), while Stock Turns improved to 2.30 (from 2.11 in Q3’25).
- Store Customer Experience: Zero Base Merchandising efforts showed strong quarterly performance, with Volume and Turnover growth both at 5% (delta vs Control stores). The expansion target for stores is set to reach 800 doors by Dec’26P, doubling the 400 doors from Dec’25.
- Story Focused Marketing: Campaigns like MYW Festive: Brighter Moments Collection, the Power Campaign (featuring ENERGYFOAM technology), and the HP Iconic Collection drove impact.
- Network Expansion: Franchise Doors reached 670 by Dec’25. Overall physical presence reached 1975 doors, with Bata Red 2.0 expanded to approximately 755 stores.
- Product Funnel Reimagined: Initiatives include reducing Tool Kits by ~30%, Styles by ~25%, and Colourways by ~20% to focus on strategic reinvestment and quality improvement.
Channel Updates and Digital Growth
The digital channel showed significant expansion:
- eCommerce (Marketplaces + Bata.com) grew by 15%.
- Bata.com specifically grew by 45% versus LY.
- Digital Sales Contribution stands at 60% B2C, 33% B2B, and 7% Bata.com.
- OMNI (Home Delivery) accounted for ~3.3% of Retail turnover, with 40% of stores enabled for hyperlocal delivery (TAT – 4hrs). ASP increased by 6.5% in this segment.
- Presence via MBOs expanded to cover 1643 towns by Dec’25, reaching over 14000+ MBO’s.
Other Key Highlights
The company received a Certificate of Excellence for “DE&I champions” at the EKAM Summit by the Retailers Association of India. Furthermore, the GMB Rating improved to 4.84 (from 4.51 LY), and Floatz performance remains on track.
Source: BSE
