BRAND CONCEPTS LIMITED

During the earnings call held on August 19, 2026, management reported an 11% growth in revenue for Q1 FY27, alongside healthy EBITDA growth attributed to expense reductions and resource optimization. However, the profit before tax (PBT) loss widened due to increased depreciation and interest costs. Management emphasized a strategic focus on sustainable margin growth rather than merely increasing top-line sales, noting a consolidation of channels and a restructuring of e-commerce operations. Despite challenges from pricing pressures and competition, management stated that the company did not lose market share. They also discussed ongoing consolidation efforts in retail, with plans to complete this by September 2026. Management expressed confidence in achieving a healthy balance sheet and indicated that they do not foresee a need for additional capital in the near term. They also highlighted positive initial responses to new brand launches, particularly Off-White and Juicy, while acknowledging past challenges with the Benetton brand.

The management conveyed both positive growth metrics and ongoing challenges in the market.