Monte Carlo Fashions earnings calls.

Monte Carlo Fashions reported a steady Q3 FY26 with revenue of 68 croreCurrent reported value: 68 crore. No comparable prior figure is available in the source record. (up 11Current reported value: 11. No comparable prior figure is available in the source record.% YoY) and EBITDA margin expansion of 700bpsCurrent reported value: 700bps. No comparable prior figure is available in the source record. to 27.24%, driven by higher AIS passthrough pricing and improved operational efficiency. The 9-month revenue stood at 996 croreCurrent reported value: 996 crore. No comparable prior figure is available in the source record. with 17% PAT growth to 107 croreCurrent reported value: 107 crore. No comparable prior figure is available in the source record.. The company maintained its 10-15% growth guidance with conviction of hitting the upper end (~15%) for FY26, supported by stronger-than-expected summer trade show bookings and lower channel inventory. Key growth levers include faster-growing cotton/footwear categories, expanding Clock & Decker EBO network to 25-30 stores by year-end, and quick commerce partnerships. For FY27Current reported value: 27. No comparable prior figure is available in the source record., management targets 15-20% revenue growthCurrent reported value: 15-20% revenue growth. No comparable prior figure is available in the source record. driven by category mix shift toward summer (now 46% of businessCurrent 46% of business. Reported change: +4pp YoY.) and new brand contributions. Solar investment (49MW, 18% IRR, 70:30 debt-equity) represents a pure financial diversification, not EPC entry. Risks include USF-driven volume-value gap persistence, elevated sales returns (17% vs 13% last year), and high working capital days (312) constraining ROC improvement.