Top Tweets for #Recode
Survive the deranged terror. Resident Evil Veronica reanimates in 2027 on PlayStation 5, Xbox Series X|S, Steam, and Nintendo Switch 2.
#REVeronica #ResidentEvilVeronica
Just wrapped up #DPWNewYork, and wow, what an incredible two days in Brooklyn!
This year's theme, #RECODE, perfectly frames the opportunity for an AI-first world: recoding procurement's operating model to capture demand, align workflows and make decisions at scale. Many great conversations around intake and orchestration, which is exactly what GEP Quantum Intelligence, our AI-native platform, is built for: delivering faster decisions, optimized operations and better business outcomes across the entire enterprise.
A huge thank you to everyone who shared their insights, stopped by the #GEP booth or joined our packed session with Subhash Makhija and Binayak Shrestha. There was great energy all around, and we're excited to continue the conversations!
#GEP #QuantumIntelligence #DPWNYC #procurement #AgenticAI
Register for upcoming GEP events and webinars – visit our Events page: https://t.co/CDwiM7DoDk
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 🚀
What if the Recode Victory Screen for survivors showed the ones who died as ghosts, like in among us sorta #pillarchase #recode
#SimpliContract will be at #DPWNewYork2026 on June 3–4. Stop by Booth#S-22 to learn how we’re helping procurement teams transform with AI-Native Contract Intelligence. See you there 👉 https://t.co/aYnSMOtrUZ
#DPWNewYork #RECODE #ContractIntelligence
Today! #Procurement, if you'll be in NYC for #DPWNewYork today, make sure to stop by Booth 20 so you can meet the Tonkean team 🚀
We'll be discussing all things Source-to-Pay, AI-Agents, agentic orchestration, Coupa, and what we're working on to #RECODE the future of procurement.
Booth featuring:
✅ Jennifer O'Gara, Sr. Director of Marketing and Talent
✅ Sven Blawatt, Sr. Transformation Architect ProcurementWorks
✅ Michael Pierson, Director of Sales Engineering, North America
✅ Marcus Mayberry, Account Exec
✅ Vivek Sharma, Author, advisor
See you soon!
#AI #Procurement #Orchestration #S2P DPW
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
can #recode rework the stamina system for all sides so that the startlag for the regen is decreased and the regen speed also faster too, literally other asym does it feels so much better than pillar chases.
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