Signed an exclusive license agreement with another marquee brand- Superdry travel gears and handbags; after signing a franchise agreement for Off-White, earlier this year.
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Brand Concepts Ltd has allotted 6,10,000 warrants convertible into equity shares to Promoter Prateek Maheshwari on a preferential basis. The company received ₹4.99 Cr (25% of total consideration) for these warrants, with the remaining 75% payable upon exercise. The total issue size is ₹19.99 Cr. Each warrant is convertible into one equity share within 18 months from Dec 3, 2025. Post-allotment, Prateek Maheshwari’s holding will be 15.24% assuming full conversion
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Has Q4FY2026 concall done by the management, if yes please provide the link of the same. Thanks.
Someone has rightly said, markets are never rational hence smart investors can take advantage of same and make money. I had invested in this stock at 350 levels somewhere in 2023 and within 6-8 months sold at average 800+, still remember sold 1000 quantity at upper ckt above 900 now its available at 180. 
In last 3 years capacity has gone up, sales have tripled and current sales to market cap ratio is 1.5 which is very lucrative, added at 177 level for 2 years. This has potential to become a 4-5X. Not a buying suggestions, all views are personal analysis.
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whats your view on Tommy Hilfiger 75-80% of revenue (9MFY26) license is till December 2026. The company will be focusiing on inhouse lable and some there other license brands do you think they will sustain the revenue?
why the company is not doing concall since last quarter ?
Any chance turnaround from here atleast at operating level ??
Possible, too many new age start ups led to higher competition, all may not survive in high interest environment.All brands under Brand concepts are marquee with strong pricing power.Company also rightly pivoting to apparel’s through Juicy ,Offwhite opening up optionality for more growth outside luggage industry. Valuation dirt cheap. Debts are mostly short term to expand and scale new brands. Management working on new e-commerce strategy which is expected to work in upcoming festive season.Operating leverage expected to play out for the new manufacturing base. New brands are on long term contracts at lower licensing fee. TH license expected to be renewed. Overall a play on GenZ/discretionary demand which is structural + 20% growth story.Management execution is the key.
Disclosure: recently invested avg 158
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