Butterfly Gandhimathi Appliances (BUTTERFLY) — concall transcript

📢 Key Event
Butterfly Gandhimathi Appliances reported its best quarterly revenue and profitability, driven by strong Diwali demand and growth across offline and online channels.

🔄 What Changed
Gross margins declined due to raw material cost inflation, but EBITDA margin remained stable at 11.6% and net working capital days improved to 36. Full-year growth target raised to 20-25% with 2000 crores revenue target in 3-4 years.

🔮 What's Next
Targeting 20-25% full-year growth, 2000 crores revenue in 3-4 years, 200 crores export revenue in 2-3 years, and 11-12% EBITDA margin next year. Capex of 30 crores to support 14000-15000 crores revenue. Price hikes planned in November to improve gross margins, with future margins expected to stabilize near 40-42%.

💡 Investor Takeaway
Shareholders should note that while gross margins are under pressure from raw material costs, EBITDA stability and strong growth momentum support a positive outlook, with margin recovery expected in the next financial year.

Butterfly Gandhimathi Appliances reported its best quarterly revenue and profitability, driven by strong Diwali demand and growth across offline and online channels. Gross margins were pressured by rising raw material costs despite 4-5% price hikes, but EBITDA margin held steady at 11.6%. Net working capital days were 36, and the company expects 20-25% full-year growth, targeting 2000 crores revenue in 3-4 years. Export potential is being explored, with a target of 200 crores in 2-3 years. Capex of 30 crores aims to support 14000-15000 crores revenue. Management remains cautious on pricing to avoid demand impact, with future gross margin recovery dependent on raw material stabilization.

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About Butterfly Gandhimathi Appliances Ltd (BUTTERFLY)

Consumer Durables · Consumer Durables · Listed on BSE

Market Cap: ₹1,032.1 Cr P/E: 21.5 ROE: 12.9% ROCE: 17.7%

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🔥 Also filed on 30 September 2021

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