Vedant Fashions Ltd

Meeting Details

• Date: August 27, 2026.
• Type/Mode: One-to-one; Virtual.
• Organizer: Vedant Fashions Limited.
• Purpose: Investor/analyst interaction based on public information.
• Key participants: Company officials (management).
• Investor Presentation Jul 2026: submitted; available on company and stock exchange websites.

Meeting Details

• Dates: August 24 and 25, 2026; times not specified.
• Type: one-to-one; Mode: physical in Mumbai.
• Event/organiser: Vedant Fashions Limited investor meetings.
• Participants: Vedant Fashions officials; Company Secretary & Compliance Officer.
• Purpose: investor/analyst interactions based on public information.
• Presentation: Jul 2026 investor presentation submitted; available on company and stock exchange websites.

Clarification on price movement

• Company clarifies it has disclosed all material information to exchanges under Listing Regulations.
• No information or event, including impending announcements, is believed to bear on price movement.
• Movement considered market-driven, with no undisclosed material information as per Listing Regulations.
• Company will continue to promptly disclose material events as required.

Rescheduled meeting

• Rescheduled analyst/investor meeting to Aug 14, 2026.
• Original date was Aug 10, 2026.
• Mode: Virtual.
• Interaction: One-to-one.
• No unpublished price sensitive information will be discussed.
• Dissemination on stock exchange websites requested.
• Schedule may change due to exigencies.

Meeting Details

• Date: July 31, 2026 (Friday); Mode: Virtual; Type: One-to-one.
• Venue: Virtual; no physical venue.

Participants

• Key participants: Company Secretary & Compliance Officer; Vedant Fashions Ltd.

Purpose

• Purpose: One-to-one investor/analyst discussions; based on publicly available information.

Additional Notes

• Investor Presentation – Jul 2026 submitted to exchanges; available on company and stock exchange websites.
• Schedule may change due to exigencies.

Meeting Details

• Date: July 27, 2026; earnings call audio recording released.
• Type: group, virtual earnings conference call with analysts and institutional investors.
• Event/organiser: Vedant Fashions Limited, Earnings Conference Call.
• Key participant: Company Secretary and Compliance Officer.
• Purpose: discuss Q1FY27 earnings results for quarter ended June 30, 2026.
• Recording availability: audio recording available on the company website.

Business Overview

• Vedant Fashions operates Indian wedding and celebration wear across Manyavar, Mohey, and Twamev.
• Asset-light, franchisee-led EBO network with pan-India online and offline presence.
• Omni-channel model includes EBOs, SIS, MBOs and online platforms.
• Mohey is largest women’s brand by stores; Twamev launched in 2024.
• First international store in Dubai; expansion to the USA pursued.

Key Operational Highlights

• Q1 FY27 retail sales grew 3.4% YoY.
• Domestic SSSG rose 3.8% in Q1 FY27.
• Revenue from operations increased 7.2% YoY to INR 3,014 mn.
• Gross margin at 65.7%; PAT margin at 26.7%.
• PAT grew 14.7% YoY; PAT approximately INR 804–806 mn.
• Total income for the quarter: INR 3,311 mn; expenses: INR 2,255 mn.
• Profit before tax: INR 1,055 mn; tax: INR 249 mn; net profit ~INR 806 mn.

Financial Performance

• Revenue from operations: INR 3,014 mn; YoY growth 7.2%.
• Gross margin: 65.7%; EBITDA margin: 44.6%; PAT margin: 26.7%.
• PAT growth: 14.7% YoY; PBT: INR 1,055 mn.

Capital Structure & Liquidity

• No debt or liquidity metrics disclosed in this Q1 presentation.

Strategic Priorities & Outlook

• Up-selling and cross-selling across brands; growth of emerging brands.
• Retail expansion within India and outside India.
• Targeted marketing to enhance brand appeal; emotion-driven campaigns.
• Disciplined approach towards acquisitions.
• Technology-driven supply chain with automated replenishment at pin-code level.

Governance & Leadership

• Experienced management team with strong functional expertise.
• Big 4 statutory auditor; eminent Board of Directors.
• ESG and CSR initiatives highlighted.
• Asset-light, franchisee-led ecosystem governance noted.