NSE: FIRSTCRY · BSE: 544226 · ISIN INE02RE01045
Brainbees Solutions Limited stock analysis
Brainbees Solutions Limited ranks #1971 in the TickerSutra evidence-ranked universe with a score of 49/100 and 86% data confidence. The latest captured fundamentals show ROCE of 0.6%, quarterly sales growth of 13.1% and quarterly profit growth of 50.5%.Avoid / exit review
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- Strong CFO/EBITDA of 1.39×
- Institutional ownership is rising
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- No calculated threshold risk in the current snapshot.
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹2,401cr | ₹-18cr | ₹-79cr | -0.8% |
| 2023 | ₹5,633cr | ₹-317cr | ₹-486cr | -6.0% |
| 2024 | ₹6,481cr | ₹70cr | ₹-322cr | 1.1% |
| 2025 | ₹7,660cr | ₹230cr | ₹-265cr | 3.0% |
| 2026 | ₹8,548cr | ₹262cr | ₹-204cr | 3.1% |
| TTM | ₹8,792cr | ₹289cr | ₹-181cr | 3.3% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
Brainbees Solutions Limited has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015
RoutineShareholders meetingNSE · 23 Sept 2026Brainbees Solutions Limited has informed the Exchange regarding proceedings of 16th Annual General Meeting of the Members of the Company held on Tuesday, September 22, 2026 through video conferencing. Further, the company has submitted the Exchange a copy of Srutinizer's report along with voting results.
RoutineBrainbees Solutions Ltd - 544226 - Shareholder Meeting / Postal Ballot-Scrutinizer''s ReportBSE · 23 Sept 2026Brainbees Solutions Limited has informed the Exchange regarding Proceedings of 16th Annual General Meeting of the Members of the Company held on Tuesday, September 22, 2026, through Video ....
RoutineBrainbees Solutions Ltd - 544226 - Shareholder Meeting / Postal Ballot-Outcome of AGMBSE · 23 Sept 2026Brainbees Solutions Limited has informed the Exchange regarding Proceedings of 16th Annual General Meeting of the Members of the Company held on Tuesday, September 22, 2026, through Video ....
RoutineAllotment of SecuritiesNSE · 9 Sept 2026Brainbees Solutions Limited has informed the Exchange regarding exercise of 57,093 options pursuant to Brainbees Employees Stock Option Plan 2022, out of which 2,344 equity shares have been allotted and 54,749 equity shares shall be transferred as approved by the Nomination & Remuneration Committee on September 08, 2026
MANAGEMENT COMMENTARY
Signals from filed documents
So we'll have three quarters of that benefit. So, I don't think, that effect will be there and yes, the diapering effect will continue, may continue for the full year, but, margin expansion from the 85% of our category should continue as well and the overall growth that we are anticipating will be superior and also you'll get a operating leverage also coming out, so we still believe that we should be able to do a muc
But, we continue to remain super laser sharp focused on sustainable growth and has been able to reduce our adjusted EBITDA losses by 33% for the Q4 year-on-year basis and 35% for the entire FY26. So, its been a very good progress on the international side as well, because our goalpost is to build the business in a sustainable way and reduce our losses to zero as early as possible with a certain structural math, both
Incorporate human rights clauses through various elements by integrating statutory and safety compliance requirements in business agreements and contracts with suppliers. Negative 9 Responsible Value Chain Opportunity Brainbees ensures high product quality, competitive pricing, and efficient distribution through in-house warehousing and omnichannel strategies, fostering customer trust and operational efficiency. By m
Failure to maintain a competitive position could result in customer churn, reduced pricing power, increased customer acquisition and retention costs, pressure on gross margins, and consequently, an adverse impact on profitability and market share. Mitigation Strategy: Management continuously monitors competitor actions, pricing trends, customer behaviour and emerging market trends to enable timely business decisions.
For those of you who joined for the first time this call, we'll just 8 go over certain metrics here. So, very favorable sort of demographic and a market opportunity lies ahead of us in the international market. As you can see, the birth rates are slightly higher in KSA as compared to India.
During FY 2025-26, home brands contributed over 58% of the India Multi-Channel Business GMV, which makes them a driver of both growth and profit. Our Key Home Brands Our home brands have become growth engines in their own right, letting FirstCry offer differentiated products across categories, age groups and price points while strengthening customer loyalty and profitability. *As per RedSeer report titled ‘Childcare
Next question I had, again, India multi-channel business only. Given that, there are the margin pressures which you said can continue for few quarters more, on a full year to full year basis. FY27 versus FY26, do you think that the EBITDA rupees crore EBITDA can have a double-digit growth?
Inventory & Warehouse Management Risk Risk Description: Inadequate inventory planning, demand forecasting, and warehouse safety and security controls may result in overstocking, stock-outs, pilferage, inventory obsolescence, unauthorised stock movement, and asset loss. Weak physical security and fire safety controls may further lead to accidents, operational disruptions, regulatory non-compliance, and financial losse
CSR at the Company goes beyond business and extends to the implementation of socially relevant activities for the benefit of society at large. The focus areas for utilising the CSR funds are promotion of education and employment-enhancing vocational skills, promotion of healthcare including preventive healthcare and other areas approved by the CSR Committee within the ambit of CSR Rules as amended from time to time.
During the Reporting Period, the Company conducted 4 (four) earnings conference calls to discuss the quarterly financial results. The presentations made to institutional investors or to the analysts, audio video recording and transcript of the earnings conference calls are disseminated on the website of the Company at https://www.firstcry.com/investor-relations/ quarterly-results. The Company’s website contains a sep
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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