Stanley Lifestyles (STANLEY) Q1 26/27 earnings summary

Executive summary

• Consolidated Q1 FY27 revenue was INR 9,935 lakh, down 8.6% YoY; filed results reported a net loss of INR 55 lakh.

• EBITDA was INR 1,722 lakh at a 17.3% margin; gross margin held at 57.5%.

• Store-network optimisation, international and full-home expansion, and a proposed subsidiary amalgamation form key strategic initiatives.

Financial highlights

• Consolidated revenue from operations was INR 9,935 lakh, versus INR 10,867 lakh in Q1 FY26 and INR 10,564 lakh in Q4 FY26.

• Consolidated net loss was INR 55 lakh; basic EPS was INR (0.14).

• Standalone revenue was INR 5,518 lakh and net profit INR 385 lakh; standalone basic EPS was INR 0.67.

• Gross margin was 57.5%, up from 55.8% in Q4 FY26; EBITDA margin improved to 17.3% from 14.9%.

• Order book stood at INR 68 crore at June 30, 2026, versus INR 62.4 crore at March 2026; some B2B products awaited shipment.

Outlook and guidance

• Priorities include improving conversions as residential handovers resume, selective market expansion, faster localisation, and broader complete-home solutions.

• Mature-store same-store growth target is 15%-20% YoY; Q1 mature-store performance was slightly negative amid store-model changes.

• Management expects stronger quarters as West Asia logistics normalise; no quantified full-year revenue or EBITDA guidance was given.

• Manufacturing utilisation was 68%-70%; capacity could support up to 2x revenue after recalibration and limited machine additions, with current space adequate for 2-3 years.