Iris Clothings Ltd

- The company recently concluded a rights issue in April 2025, raising INR47.5 crores through equity. - The raised capital is planned primarily for working capital requirements, some general corporate use like branding, and incremental capex. - There is no specific mention of new fundraising through debt in the call. - No concrete plans for future equity or debt fundraising were disclosed beyond the recent rights issue. - The management indicated discussions/plans for a much bigger capacity expansion (2-2.5x current capacity), but funding details for that are not specified. - Investors are encouraged to connect with the IR team for any further queries on fundraising.

- Recently raised capital of INR47.5 crores through a rights issue (April 2025). - Capital primarily to be used for working capital requirements and some general corporate expenses like branding. - Planned incremental capex of INR6 to INR7 crores in FY26 for stitching and finishing facilities expansion. - This expansion will increase production capacity from 34,000 to 38,000-39,000 pieces per day. - Plans for a much larger capacity expansion under discussion, aiming to increase capacity by 2 to 2.5 times the current. - Incremental capex expected to support revenue growth up to INR200-210 crores in the near term. - Strategic focus on expanding the DOREME brand across various channels. - Working on retail expansion with cautious store openings, around 3-4 EBOs planned in early FY26. - Exploring new product lines like kids' innerwear and enhancing sportswear offerings.

- The company targets around 30-35% revenue growth for FY26 driven by strong demand and new capacity additions. - Plans to expand daily production capacity from 34,000 to approximately 38,000-39,000 pieces, potentially reaching 40,000 pieces. - In the longer term (by 2030), aims to be one of the biggest kidswear brands in India with over 300 distributors and 300 EBOs. - Growth is expected primarily from the DOREME brand via distributors, EBOs, online D2C channels, and exports. - The company expects to sustain a 30%+ topline growth rate over the next few years. - Expansion into kids' innerwear starting Q3-Q4 FY25, with an initial revenue target of INR5-7 crores. - Incremental capex of INR6-7 crores planned for stitching and finishing facilities to support growth. - Retail store expansion to cautiously add 3-4 stores per quarter, with strategy still being defined.

- Iris Clothings expects a top-line growth rate of 30%+ over the next few years. - The company targets revenues of around INR200-210 crores for FY26, leveraging incremental capacity expansion from 34,000 to about 38,000-39,000 pieces per day. - A much larger capacity expansion (2x to 2.5x current capacity) is under discussion for future years. - EBITDA margins are expected to remain stable around 20%, with minor fluctuations. - Store-level EBITDA currently at 10-15% is expected to improve to around 20% as scale increases. - Profit after tax growth was 7.5% YoY for FY25, with expectations to improve aligned with revenue growth and operational efficiencies. - The company will benefit from capital utilization primarily for working capital, branding, and incremental capex aiming at driving profits. - Long-term plans aim to be one of the biggest kidswear brands in India by 2030, focusing on expanding distributors, EBOs, and online D2C channels.

The transcript provided from Iris Clothings Limited's earnings call does not specifically mention the current or expected order book or pending orders. However, some relevant points related to business outlook and operational capacity include: - The company is expanding production capacity from 34,000 to 38,000-39,000 pieces per day with incremental capex of INR 6-7 crores. - Revenue growth targets for FY26 are approximately 30-35%, with anticipated revenues of around INR 200-210 crores. - The management expects strong demand recovery in April 2025 and beyond, especially for winter wear. - Expansion plans include opening 3-4 new stores and increasing distributor count beyond 186. - Export plans to grow from around 3% to 5% of revenues this year. - No specific mention of order book or pending orders figures during the call. Hence, no direct details on order book or pending orders were disclosed in the available pages.