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#NSE PRICE BAND REVISIONS (#SME)
1. #RNFI - 5% to 10%
2. #INDIFRA - 5% to 20%
3. #BLUEPEBBLE - 5% to 20%
4. #CBAZAAR - 5% to 20%
5. #AUSL - 5% to 20%
6. #TBI - 2% to 5%
7. #USHAFIN - 2% to 5%
8. #SDREAMS - 2% to 5%
9. #SONUINFRA - 2% to 5%
10. #K2INFRA - 2% to 5%
11. #KKJEWELS - 2% to 5%
12. #ENSER - 2% to 5%
13. #ASPIRE- 2% to 5%
#SME #SDRETAIL #SDREAMS #SWEETDREAMS
SD Retail FY25 Concall Highlights:
👉FY 2026 & Future Outlook :
▫️ No specific revenue figures were disclosed but expects to maintain similar growth like FY25 (EBOs are projected to contribute 18–19% of total revenue in FY26, up from 12.8%)
▫️E-commerce (own website) is targeted for high double-digit or triple-digit growth
▫️Low single-digit growth in the Multi-Brand Outlet channel (currently ~60% of revenue) and single-digit growth in the online marketplace channel due to market maturity and reduced discounting
▫️EBITDA FY25 margin was ~8.5%. The company expects margins to improve with increased EBO share, but upfront investments in technology, marketing, and manpower may temper gains in the short term
▫️Aims to improve profitability, particularly by reducing H1 losses (3cr in H1 FY24 to 50 lakh in H1 FY25) and achieving net profitability in H1 FY26
👉Current stores and pipeline:
▫️Exclusive Brand Outlets (EBOs): 51 stores (36 in malls, 10 on high streets, 5 in airports) with a total retail area of 22,900 sqft. By May'25, this increased to 57 stores. 17 COCO, 28 FOCO. Same-store sales growth: 10% in FY25
▫️Multi-Brand Outlets (MBOs): Over 2,500 outlets across India
▫️Large-Format Stores (LFS): Nearly 70 points in regional chains and department stores, but 15 non-performing counters were closed, resulting in a 5cr revenue loss
▫️Geographic Presence: Strong in North and West India (80% of revenue), with recent expansion into South India (10 EBOs opened)
▫️Pipeline:
💠EBO Expansion: The company plans to open 3–4 EBOs per month, aiming for a network of ~75–80 stores by the end of FY26. Long-term goal is for EBOs to contribute 50% of revenue in 5 yrs
💠E-commerce: Aim for high double-digit or triple-digit growth on the company’s own website, with investments in omnichannel integration and CRM systems to be implemented in FY26
💠MBO and LFS: No significant expansion planned for LFS unless high-margin opportunities arise
💠Product Development: Continued investment in product innovation, targeting mood-based collections (rest, socializing, sensuousness, travel) to build a “sleep" wardrobe
👉 Others :
▫️ EBOs achieve breakeven on operational expenses in the first month for 70% of stores, with capital payback in ~1.5 years
▫️MBOs have high working capital cycles due to the seasonal nature of the business (40%+ revenue in Q4). Taking advance orders five months prior to production and offering end-of-season discounts (12.5% of inventory sold at markdowns) mitigate this
▫️Channel Incentives: MBOs receive distributor margins of 8.25%, retailer margins of 28–35%, and cash discounts of 3–5%, with additional incentives (5–10%) based on volume. End-of-season sales and stock corrections (4–10%) help clear excess inventory
▫️Other Expenses: Include 20.5cr in incentives/discounts to MBO retailers and 5.7cr in lease rentals, impacting margins. SD Retail reports discounts as other expenses rather than netting them against revenue, a practice under review for potential alignment with Ind AS in the future
▫️Online Challenges: Marketplaces face headwinds due to reduced discounting and profit focus by operators, limiting growth to single digits. QuickCommerce experiments were not promising due to the brand’s fashion focus
▫️Benchmarks done against GoColors for store size (average 448 sqft) and sales per sq foot, and tracks women’s wear brands like W for Woman, Biba, and Aurelia for regional performance
#sdreams i bought 5 lots on listing and market on Friday
Bulk and Block deals for S D Retail Ltd. #SME
#SDREAMS
#SME ZONE
KEEP OBSERVING & KEEP LEARNING
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@primepaisa1
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#Multibagger #BREAKOUTSTOCKS
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Significant Bulk/Block Deals on the NSE #SBCL #SDREAMS #SEQUENT #SWSOLAR #VISHWARAJ
For live corporate announcements, visit : https://t.co/CwHKSU2hEp
#SMEIPO
#SDREAMS - i am applying in this Full Force (FF)
#PHOGLOBAL - only for risk takers for listing gain based on GMP. like the bags and wallets export business but rev contri is small. Also dont like the margins. chance of listing loss also possible
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