Recode Studios Ltd — earnings calls
1 quarter summarised from transcripts filed with the exchange, every statement cited. Newest first.
Q4 FY26 earnings call
Recode Studios reported FY26 revenue of Rs 80 crore versus Rs 48 crore in FY25, a 67% year-on-year increase, with EBITDA growing to Rs 16 crore and PAT rising to Rs 11.22 crore. Management attributed the improvement to deeper market penetration, channel expansion, and operating leverage, and highlighted a stronger second half driven by seasonal demand in color cosmetics. The company also discussed its asset-light, omni-channel model spanning online, COCO/FOFO offline stores, and B2B partners such as Nykaa.