Top Tweets for #RECODESTUDIOS
#RecodeStudios on a Upper circuit spree.
50%+ revenue growth + ~20% EBITDA margin + successful offline/modern-trade expansion + quick-commerce scale + Aflairza integration.
Management indicated that it expects to reach the 50% growth run-rate in H1 FY27 itself, rather than depending entirely on H2.
#RecodeStudios #SME
🔥 RECODE STUDIOS — BACK-TO-BACK CIRCUITS! 🚀
from 300 to 396
Great move! 🔥 Let’s see how long the momentum sustains.
DYOR.
#RecodeStudios #SMEStocks #IndianStocks #StockMarketIndia #Multibagger
Added more to my existing position in Recode Studios around ₹303. Price action seems to be saying something, and RSI has also cooled off for a potential fresh run-up. Let’s see how it plays out. DYOR.
#RecodeStudios #Stocks #StockMarket #NSE #Investing #Trading
50%+ revenue growth + ~20% EBITDA margin + successful offline/modern-trade expansion + quick-commerce scale + Aflairza integration.
Management indicated that it expects to reach the 50% growth run-rate in H1 FY27 itself, rather than depending entirely on H2.
#RecodeStudios #SME
Recode Studios 🚀 at ₹336 — and now 3 DAYS, 3 BACK-TO-BACK CIRCUITS! 🔥📈
Looks like the stock has decided to skip the brakes 😄
Let’s see where this momentum takes it! 🚀
#RecodeStudios #RECODE #StockMarket #SmallCap #Momentum #Investing #DYOR
Added more to my existing position in Recode Studios around ₹303. Price action seems to be saying something, and RSI has also cooled off for a potential fresh run-up. Let’s see how it plays out. DYOR.
#RecodeStudios #Stocks #StockMarket #NSE #Investing #Trading
Added more to my existing position in Recode Studios around ₹303. Price action seems to be saying something, and RSI has also cooled off for a potential fresh run-up. Let’s see how it plays out. DYOR.
#RecodeStudios #Stocks #StockMarket #NSE #Investing #Trading
@Recode Studios has announced the opening of its first NewU store at The Opulent Mall, Ghaziabad, marking a significant milestone in the company’s retail expansion journey.
Read more: https://t.co/BVPHHKhODA
#RecodeStudios #NewU #Dabur #BeautyRetails
.@LoveRecode ने लग्जरी ब्यूटी ब्रांड #Aflairza में 51% तक हिस्सेदारी खरीदने का ऐलान किया है।
पहले चरण में कंपनी ₹8.32 करोड़ का निवेश कर 33% हिस्सेदारी खरीदेगी।
पढ़ें: https://t.co/iGzfFJU4VD
#RecodeStudios #BeautyIndustry #PersonalCare #BusinessNews #YourStoryHindi
#SME #RECODE #RecodeStudios
Recode Studios H2 FY26 Concall Highlights
👉 FY27 & Future Outlook:
💠 Management targets at least 50%+ revenue growth CAGR in FY27 (with confidence of achieving better than it)
💠Same CAGR growth % is expected to sustain in the next 2-3 years
💠 IPO proceeds are being deployed primarily for working capital and inventory build to support revenue growth and prevent stock-outs; additional focus on new product innovation and geographic expansion.
💠 Key focus areas:
- Improve availability in under-penetrated markets (South India, North East, Central India) via dedicated teams already hired.
- Strengthen modern trade presence (first kiosk opened in Omaxe Mall, New Delhi; multiple malls in pipeline).
- Foray into quick commerce within 1-2 months through agreements with major platforms and shipping partners for 4-hour/next-day delivery from Recode’s website.
- Supply chain strengthening, including the new Ludhiana-owned warehouse expected to commence operations in April 2027.
💠 Business model remains asset-light with continued emphasis on brand strength, product quality, working capital discipline, and profitable growth (profitable since inception).
💠 Marketing spend to remain at ~20% of revenue (influencer marketing + masterclasses for customer education); any margin upside will be reinvested in branding to acquire new customers.
💠 EBITDA margins expected to remain stable around 20-21% (as incremental profits will fuel marketing); online vs offline margins are comparable despite commissions/shipping.
💠 Sales mix shifting towards 50-50 online-offline in FY27 (currently ~60% online / 40% offline) while both channels grow; own website continues to deliver higher margins within online.
💠 H2 seasonality to persist (stronger colour cosmetics demand in Oct-Dec due to festivals and favourable weather).
👉 Current Performance, Expansion Pipeline & Growth Levers:
💠 Product pipeline: 20-25 new SKUs in next 6 months, including higher-MRP items (₹999–₹2,500 range) to broaden portfolio beyond current 350+ SKUs across 5 categories.
💠Focus on viral/hero products like setting spray and primer.
💠 Retail & distribution expansion: Shift from traditional FOFO to dark stores (already operational in Jabalpur, Hyderabad, Chennai; pipeline includes Bhubaneswar, Ranchi) operated by third-party partners who also act as distributors.
💠Existing 19 FOFO stores continue as active distributors (handling 200–500 retail outlets each) with no closures; all franchises remain profitable (₹4-5 lakh monthly footfall + distribution revenue).
💠 Modern trade & quick commerce pipeline:
-Kiosks and tie-ups with Shoppers Stop, Lifestyle etc in progress
-Full modern-trade vertical team being onboarded.
💠Quick commerce discussions advanced; own fast-delivery model from website being prioritised to protect margins.
💠 Geographic push: Heavy hiring and focus on South, Central, and North-East markets where availability was previously lower; overall omnichannel presence (own website, marketplaces, 22 stores, distributors) scaling rapidly.
💠 Repeat purchase metrics on website: 40% month-on-month repeat rate, AOV ~₹800 (up ₹100 YoY). Dead inventory remains negligible (~1%) through proactive masterclass giveaways and strict shelf-life monitoring.
👉 Other Notable Points:
💠 Affordable luxury positioning:
- Positioned as international-brand replacement (mass-premium segment) with strict third-party manufacturing quality protocols (batch checks, only easily saleable products supplied to Nykaa etc.).
- No major quality issues reported; repeat rates validate customer trust.
💠 Channel nuances: Nykaa treated as B2B (upfront purchase, SOR model with near-zero returns); Amazon/Myntra/Flipkart as online/D2C. Own website contributes ~50% of online sales and delivers superior margins.
💠 Customer acquisition:
- Education-led model via influencer marketing + offline makeup masterclasses for self-grooming;
- Traditional CAC not defined due to omnichannel nature, but 20% revenue allocation to marketing is maintained.
💠 Balance sheet & capital allocation: IPO has strengthened working capital; receivables and inventory rising in line with growth to support FOFO/distributor credit and availability.
💠 Rising awareness, digital discovery, influencer buying, quick commerce, and offline experience-led purchases favour Recode’s omnichannel, asset-light model in the growing BPC market
👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform.
👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.
———
👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform :
💠 OBSC Perfection
💠 Aimtron Electronics
💠 Yash Highvoltage
💠 CFF Fluid Control
💠 DSM Fresh Foods
💠 L.T. Elevator
💠 Monolithisch India
💠 GSM Foils
👉Across Different Sectors. One common place.
🔗 https://t.co/Sto1a1qHIQ
👉Stay tuned for more insights
———
⚠️ For educational purposes only. Not investment advice. Please DYODD.
#SMEGems #SMEPlatform #HiddenChampions #SME
COMPANY TOADY #Q4FY26 RESULT STATUS TILL 9:00PM ☑️🔈 ( 30-MAY-2026 )
1.𝙎𝙊𝙇𝙄𝘿 𝙍𝙀𝙎𝙐𝙇𝙏 𝙎𝙏𝘼𝙏𝙐𝙎📊
🟢#AIRFLOA
🟢#SUNRAKSHAKK
🟢#AMWILL
🟢#RECODESTUDIOS
🟢#PTCIL
2.𝙂𝙊𝙊𝘿 𝙍𝙀𝙎𝙐𝙇𝙏 𝙎𝙏𝘼𝙏𝙐𝙎 📊
🔹#FIEM
🔹#VALIANT
🔹#JSLL
🔹#IFGLEXPOR
4.𝘿𝙀𝘾𝙀𝙉𝙏/ 𝘼𝙑𝙀𝙍𝘼𝙂𝙀 𝙍𝙀𝙎𝙐𝙇𝙏/𝙁𝙇𝘼𝙏/ 𝙈𝙐𝙏𝙀𝘿 𝙎𝙏𝘼𝙏𝙐𝙎 📊
🔷#PATANJALI
🔷#APEX
🔷#PPL
🔷#AHLUCONT
🔷#OPTIEMUS
🔷#ICIL
5.WEAK NUMBER💔
♦️#SDBL
♦️#VPRPL
COMPANY TOADY #Q4FY26 RESULT STATUS TILL 9:00PM ☑️🔈 ( 30-MAY-2026 )
1.𝙎𝙊𝙇𝙄𝘿 𝙍𝙀𝙎𝙐𝙇𝙏 𝙎𝙏𝘼𝙏𝙐𝙎📊
🟢#AIRFLOA
🟢#SUNRAKSHAKK
🟢#AMWILL
🟢#RECODESTUDIOS
🟢#PTCIL
2.𝙂𝙊𝙊𝘿 𝙍𝙀𝙎𝙐𝙇𝙏 𝙎𝙏𝘼𝙏𝙐𝙎 📊
🔹#FIEM
🔹#VALIANT
🔹#JSLL
🔹#IFGLEXPOR
4.𝘿𝙀𝘾𝙀𝙉𝙏/ 𝘼𝙑𝙀𝙍𝘼𝙂𝙀 𝙍𝙀𝙎𝙐𝙇𝙏/𝙁𝙇𝘼𝙏/ 𝙈𝙐𝙏𝙀𝘿 𝙎𝙏𝘼𝙏𝙐𝙎 📊
🔷#PATANJALI
🔷#APEX
🔷#PPL
🔷#AHLUCONT
🔷#OPTIEMUS
🔷#ICIL
5.WEAK NUMBER💔
♦️#SDBL
♦️#VPRPL
We’re proud to announce that Recode Studios is now officially listed! 🎉
This milestone reflects the trust of our investors, the dedication of our team, and the vision that drives us forward.
#IPO #StockMarket #Milestone #Growth #Gratitude #RecodeStudios
#IPOalert #RecodeStudios IPO at ₹158 looks reasonable on FY26E PE of 15.6x, falling to 13.5x FY27E and 9.9x FY28E. Asset-light beauty brand, 350+ SKUs, omnichannel scale-up and strong IPO response. Key risk: FY26 margin spike must sustain post-listing.
#RecodeStudios Ltd #SME IPO
Anchor Book is Out and some Interesting names are visible:
Investors Include:
Sanshi Fund - l
Mint Focused Fund
Shrem Investment
Fortune Hands Growth Fund
Aarth AIF Fund
Current GMP 25% 📈
Stay Tuned!
#IpoAlert #GMP
#RecodeStudios
Interesting anchor book with Mukul Agarawal's Sanshi fund leading the allocation with 32% of anchor.
Rare for an IPO of this size.
#Recode Studios SME IPO opening on 5th May.
From LM #SerenCapital, the company operates in BPC (Beauty & Personal care segment) and is omnichannel with 24 stores and presence across ecommerce - Nykaa, Amazon.
9M'FY26 PAT 9 Cr. Raising 45 Cr at M. cap 168 Cr. So, ~14 times FY26
Kshitij proudly announces RECODE Studios as its official Cosmetics Partner for its 21st edition.
#recodestudios #ktj24 #iitkgp
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