Wakefit Innovations earnings calls.

Wakefit Innovations reported its maiden Q3 FY26 results post-IPO with revenue of Rs 423 croreCurrent reported value: revenue of Rs 423 crore. No comparable prior figure is available in the source record. (up 9.4Current reported value: 9.4. No comparable prior figure is available in the source record.% YoY) and EBITDA of Rs 59.1 croreCurrent reported value: EBITDA of Rs 59.1 crore. No comparable prior figure is available in the source record. (up 196% YoY), driven by operating leverage from improved furniture facility utilization. Operating EBITDA margin expanded sharply to 9.9% from 2.1% year-ago. The 9.4% revenue growth was impacted by Diwali demand shifting from October to September 2025 (GST reform-driven), though B2C sales in Sep-Dec recovered to 14Current reported value: 14. No comparable prior figure is available in the source record.% growth. Mattresses contributed ~61.3% of 9M revenue while furniture grew 27.5% YoY. The company operates 137Current 137. Reported change: +12 net additions QoQ. COCO stores (76 cities) and ~700 MBOs (453 cities), with own channels at 64.7%Current 64.7%. Reported change: vs ~35% external channels. of 9M sales. Management guided to mid-to-high teen revenue growth for FY26 with continued operating EBITDA margin improvement. Near-term risks include GST-driven wallet shift away from mattresses, competitive intensity requiring higher A&P spend (guidance of 8-9% of sales), and furniture segment profitability still being built out.