Iris Clothings Ltd

- The company is currently using internal accruals for funding but is actively exploring options for expansion funding. - Harsh Vardhan Sarda mentioned the possibility of raising debt or equity to support growth plans, especially for digital platform expansion and EBO funding. - No concrete decision has been made yet regarding raising debt specifically for EBOs; funding plans are still being worked on. - The company expects to have a clearer proposal on funding and expansion strategies within the next 6 months. - Internal accruals remain an option, as the company currently has no long-term debt and is evaluating the best funding route for projects like the INR50 crore Greenfield expansion. - Overall, fundraising plans are under active consideration but no immediate announcements on new debt or equity issuance were made.

- Planned Greenfield expansion of 2 lakh square feet facility with an estimated capital outlay of INR 50 crores. - Expected to generate additional revenue of INR 300 crores from this facility over the next 2 years once at optimal utilization. - Capex per EBO (Exclusive Brand Outlet) store is around INR 30 lakh for 1,000 sq ft, plus inventory. - Planned addition of 8 to 10 new EBO stores in the coming year. - Funding for expansion being considered through internal accruals, debt, or equity; decisions still under exploration. - Focus on building own digital platform as part of omnichannel strategy, involving marketing and platform investments. - Investments in product category expansion (e.g., woven products, infant wear) expected to drive growth and margins.

- Iris Clothings Limited expects aggressive revenue growth of 30% to 35% in FY27. - Digital platforms are targeted to contribute around 10% of overall revenue in the current year, increasing to 20%-25% next year. - EBO (Exclusive Brand Outlet) revenue, currently ~1%, is expected to grow to 3.5%-4% of total revenue. - The company plans to expand EBOs by adding 8 to 10 new stores in the coming year (from 7 currently). - The new greenfield manufacturing facility is targeted to generate an additional INR 300 crores over the next 2 years. - The digital platform currently processes about 300 orders/day, with plans to ramp up significantly in the next 6 months. - The company anticipates achieving 65% gross margins and EBITDA margins of 20%-22% within 2 years as digital scales.

- Iris Clothings expects aggressive revenue growth of 30% to 35% in FY27 (Page 11). - Digital platforms are targeted to contribute around 10% of revenue this year and 20-25% next year, supporting growth (Page 8). - EBITDA margins are anticipated to improve to around 18% by end of next 2 years, with gross margins stabilizing at ~65% (Page 8). - EBITDA margin target is around 20-22% in the medium term (Page 8). - Profit after tax in FY26 grew by 23.4% YoY; continuing profitability growth is expected with operational efficiencies (Page 4). - Expansion of Exclusive Brand Outlets (EBOs) from current 1% to around 3.5-4% of revenue will add to growth (Page 11). - New product categories and digital investments may temporarily pressure margins but are expected to drive long-term profit expansion (Pages 4, 5, 10).

- The transcript does not explicitly mention the current or expected order book or pending orders for Iris Clothings Limited. - However, there is mention of strong demand with the digital platform doing around 300 orders per day shortly after launch. - The company plans aggressive growth, targeting 30%-35% revenue growth in the coming year. - They expect digital sales to contribute 10% of revenue this year and 20%-25% next year, indicating an increasing order flow from digital channels. - Expansion plans for EBOs (exclusive brand outlets) suggest anticipated increased orders through 8-10 new stores added next year. - Factory capacity has been recently expanded by 4,000 pieces per day, expected to ramp up fully in the next couple of months, indicating preparedness for higher order fulfillment.