Top Tweets for #ReCode
lord please don’t let these ppl get tickets to #EVERGLOW’s #RECODE world tour in #MANILA that only knows bon bon chocolat, dun dun, and la di da.
#EVERGLOW_RECODEinManila
#RECode better have a physical disc
#recode anchor selling starting. A good timeto look would be after this selling tranche closes.
SME BULK DEALS on 29/06/2026
🇧 • 544800 • ANUBHAV • Anubhav Plast Ltd
🟩 • CAPITALSQUARE FINANCIAL SERVICES PRIVATE LIMITED ⚖️ • BUY • 531,200 SHARES • ₹79.97
🇳 • AVIENCE • Avience Biomedicals Limited
🟥 • GREEN PEAKS ENTERPRISES LLP • SELL • 42,000 SHARES • ₹394.25
🇳 • CONNPLEX • Connplex Cinemas Limited
🟩 • EXCELLENT SHARES AND FINANCE SERVICES PRIVATE LIMITED • BUY • 100,000 SHARES • ₹200.72
🟥 • SHALIN ATULKUMAR PARIKH • SELL • 104,800 SHARES • ₹200.38
🇳 • EMAPARTNER • EMA Partners India Limited
🟥 • NEGEN UNDISCOVERED VALUE FUND ⚓ 👥 May 2026 - 674,411 • SELL • 115,000 SHARES • ₹89.98
🇧 • 544769 • HARIKANTA • Harikanta Overseas Ltd
🟩 • ALACRITY SECURITIES LIMITED • BUY • 109,200 SHARES • ₹79.69
🟥 • ALACRITY SECURITIES LIMITED • SELL • 46,800 SHARES • ₹80.21
🟥 • NOVA GLOBAL OPPORTUNITIES FUND PCC - TOUCHSTONE 👥 Jun 2026 - 469,200 • SELL • 469,200 SHARES • ₹80.00
🟩 • RADIANT GLOBAL FUND-CLASS B PARTICIPATING SHARES • BUY • 561,600 SHARES • ₹80.00
🟥 • ZEAL GLOBAL OPPORTUNITIES FUND 👥 Jun 2026 - 282,000 • SELL • 180,000 SHARES • ₹80.00
🇧 • 544013 • KKSHL • KK Shah Hospitals Ltd
🟩 • JAGRUTIBEN VIKRAMKUMAR SHAH • BUY • 51,000 SHARES • ₹40.82
🇳 • MADHUSUDAN • Madhusudan Masala Limited
🟥 • COMPACT STRUCTURE FUND 👥 Jun 2026 - 590,000 • SELL • 94,000 SHARES • ₹215.91
🇳 • MAGSON • Magson Retail And Distribution Limited
🟥 • MANISH SHIVNARAYAN PANCHOLI 👨💼 👥 Apr 2026 - 837,100 • SELL • 100,000 SHARES • ₹169.97
🟩 • SERA INVESTMENTS & FINANCE INDIA LIMITED • BUY • 97,000 SHARES • ₹170.00
🇳 • ONYX • Onyx Biotec Limited
🟥 • NEHA BAGLA • SELL • 224,000 SHARES • ₹38.90
🇧 • 544755 • RECODE • Recode Studios Ltd
🟥 • MINT FOCUSED GROWTH FUND PCC- CELL 1 ⚓ 👥 May 2026 - 240,800 • SELL • 120,000 SHARES • ₹200.25
🇳 • RICHA • Richa Info Systems Limited
🟩 • ABHINANDAN WEALTH MANAGEMENT PRIVATE LIMITED • BUY • 115,000 SHARES • ₹91.00
🟥 • KESAR SERVICES • SELL • 89,000 SHARES • ₹91.00
🇧 • 544779 • UHMVL • UHM Vacation Ltd
🟥 • GIRIRAJ STOCK BROKING PRIVATE LIMITED ⚖️ 👥 Jun 2026 - 110,400 • SELL • 40,800 SHARES • ₹56.76
🟩 • MANSI SHARE AND STOCK BROKING PRIVATE LIMITED • BUY • 40,800 SHARES • ₹56.60
🟥 • MANSI SHARE AND STOCK BROKING PRIVATE LIMITED • SELL • 800 SHARES • ₹57.00
🟩 • NEO APEX SHARE BROKING SERVICES LLP • BUY • 101,600 SHARES • ₹56.60
🟥 • NEO APEX SHARE BROKING SERVICES LLP • SELL • 53,600 SHARES • ₹56.60
🇧 • 544436 • VANDAN • Vandan Foods Ltd
🟥 • SHIVARJUN BYRAPANENI RAO 👥 Mar 2026 - 284,400 • SELL • 45,600 SHARES • ₹24.93
🇳 • ZTECH • Z-Tech (India) Limited
🟩 • SETU SECURITIES PVT LTD • BUY • 93,600 SHARES • ₹615.38
👨💼= Promoter
⚓= Anchor
⚖️= MM
👥= SHP Entry
joining the recode bags repost.
got 4 bags from Hybe proof exhibit in Oct 2022. but didn’t check the bags on time, instead of getting my 4 biases (Jin/Suga/Tae/JK) bags, i got 2 Taes & no JK 😭😭😭😭. gifted my other Tae backpack to a very deserving Tae bias friend..
Recode Studios 📞 Q4 & FY26 Concall Summary #RECODE
🟡 MANAGEMENT PROJECTION :
Recode Studios projects a strong growth trajectory, targeting at least 50% growth in FY27, mirroring their FY26 performance. They aim to maintain EBITDA margins in the 20-24% range while focusing on expanding market presence in South India, North East India, and Central India. The company is also planning to enter quick commerce within the next one to two months and is actively discussing partnerships with major platforms.
🔴 Red Alert :
The company acknowledged that quick commerce is currently a loss-making venture, and they are still evaluating its profitability. While they plan to enter this space, they emphasize a focus on profitability, indicating they won't engage in practices that lead to significant losses. They are also not currently live on all major quick commerce platforms, prioritizing a measured approach to market entry.
🟢 Green Alert :
For FY26, Recode Studios reported revenue of 80 crores, a 67% year-on-year growth from 48 crores in FY25. EBITDA grew to 16 crores from 6 crores, with the EBITDA margin improving to 20% from 13%. PAT saw a substantial 260% increase, reaching 11.22 crores in FY26 from 3.11 crores in FY25, with the PAT margin at 14%.
🔵 Blue Alert :
Recode has shifted its model from FOFO stores to dark stores to optimize for rentals and operational costs. They are also investing in expanding their supply chain and distribution network, with a new warehouse planned in Ludhiana for April 2027. The company is strengthening its presence in modern trade, opening new outlets, and is exploring partnerships with quick commerce players.
🧠 Deep Insight :
Recode Studios is strategically leveraging an asset-light model to drive scalable growth, focusing on product quality and brand building. Their omnichannel approach, with over 70% online revenue from their own website, is a key differentiator, yielding higher margins. The company's disciplined approach to marketing spend, fixed at 20% of revenue, and a strong focus on customer acquisition through education and influencer marketing, positions them for continued profitable expansion in the beauty and personal care market.
#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
@samisosa1234 #RECODE
FY27 growth target: 50%+
Expansion in Shopper Stop & Lifestyle
Entry into Quick Commerce
New warehouse in Ludhiana
Moving from #FOFO to dark store model
Targeting 50:50 online-offline mix
Focus on profitable scaling 🚀
Everglow re:code tour Budapest
Bon Bon Chocolat
Onda fancam 💕
#everglow #everglowbudapest #recode #everglow_onda
#Recode FY26: Revenue ₹79.9 Cr (+67.3% YoY), EBITDA ₹16.6 Cr (+165.5%), PAT ₹11.2 Cr (+260.7%). PAT margin expanded to 14.0%. H2 PAT doubled to ₹5.6 Cr. OCF improved to ₹4.3 Cr. Final dividend ₹0.25/share. Strong growth + margin expansion
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