Risks
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Margin pressure from competitive pricing and D2C investments
View Risks →Iris Clothings Ltd — Q4 FY26
Iris Clothings delivered a strong Q4 FY26 with revenue of ₹60.4 crore (+34.1% YoY) and PAT of ₹6.43 crore (+43.5% YoY), driven by distributor network expansion and brand acceptance.
bullish
medium
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2-Minute Summary
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Iris Clothings delivered a strong Q4 FY26 with revenue of ₹60.4 crore (+34.1% YoY) and PAT of ₹6.43 crore (+43.5% YoY), driven by distributor network expansion and brand acceptance. EBITDA margin improved to 18.2% in Q4, though full-year margin compressed to 15.4% due to new value categories and D2C launch costs. Management guided for 30-35% revenue growth in FY27, targeting EBITDA margins of ~18%. The new greenfield facility (₹50 crore capex) is expected to add ₹300 crore revenue at full utilization. Risks include margin pressure from competitive pricing and D2C investments, and execution delays in EBO expansion.
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Distributor count
216
Not disclosed
Distributors across 26 states; targeting 300 by 2030.
D2C daily orders
300 pieces/day
New launch
D2C platform launched in Q4; initial traction of 300 orders per day.
Customer acquisition cost (D2C)
₹250-300
New metric
Target CAC for D2C; average bill value ₹1,500-1,600.
EBO stores
Less than 10
Not disclosed
Planning to add 8-10 EBOs in FY27; current contribution ~1% of revenue.
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Guidance and risk preview
Management expects revenue growth of 30-35% in FY27, driven by distribution expansion and new categories.
EBITDA margin declined to 15.4% in FY26 due to entry into value categories and D2C launch costs; further pressure expected until D2C scales.
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