Thomas Scott (India) Limited (THOMASCOTT) — Announcement

Thomas Scott (India) Limited presented its Q4 and FY 2025-26 investor presentation, highlighting robust financial performance and strategic growth initiatives. The company reported a 58.3% YoY revenue increase to INR 2,549 Mn in FY 2026, with EBITDA margin expanding to 13.10% and PAT rising 50.8% YoY to INR 193 Mn. B2C (Own Brand) revenues grew 58.3% YoY to INR 1,484 Mn, while B2B revenues increased 56.4% YoY to INR 2,215 Mn. The management emphasized accelerating expansion in premium fashion segments, launching new categories like kids wear and footwear, and scaling technology pilots including GenAI tools (thread.ai and catalog.ai) to enhance trend forecasting and product listings. The presentation underscored the company's asset-light, data-driven model with 140k monthly manufacturing capacity across four plants and 15,000 daily fulfillment capacity. Key risks include intense competition in online fashion and margin pressures from aggressive discounting. The company reaffirmed its focus on quick commerce adoption and international market expansion, particularly in GCC regions.

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