Thomas Scott

- The transcript does not mention any plans for current or future fundraising through debt or equity. - Vedant Bang specifically states that he cannot comment on onboarding or talks with new brands due to competitive reasons but does not mention fundraising. - The focus is on deepening existing brands, scaling operations, and maintaining growth and profitability. - No explicit discussion or announcement regarding new capital raising activities has been disclosed in this transcript.

- No explicit mention of current or future capex or strategic investments was provided in the document. - The company is focused on scaling operations efficiently, deepening brand presence, and leveraging technology for growth. - There is mention of lateral projects including: - Expanding width within e-commerce channels. - Exploring partnerships for global distribution of inventory and global e-commerce initiatives. - A review of store expansion (currently six stores), but with primary focus remaining on e-commerce growth. - Infrastructure-wise, following the warehouse fire incident: - The company is reinforcing its risk management and operational resilience. - No direct announcements or projections related to specific capital investments or capex plans were given in the excerpts.

- The company expects to continue its growth trajectory with a very similar set of growth numbers over the period. - Targeted EBITDA margins are between 12% to 15%, with potential for improvement as the company scales. - Growth drivers include accumulating a base of high-ranking bestseller SKUs with long trend cycles, especially in menswear. - Constant rate of new SKU launches supports a double engine of growth: fashion bets and replenishment of popular styles. - Expansion into premium and mass premium segments (price range Rs.750 to Rs.2,000) is a key focus area, expected to deliver growth beyond baseline online apparel growth (~25-35%). - Seasonal collections like winter wear contributed significantly; autumn-winter collections are expected to support incremental revenues. - The company is working on increasing width and depth within existing brands and exploring new channels, including global e-commerce, to sustain future sales growth.

- The company is not providing specific forward-looking revenue or margin guidance for the next year at this point. - They expect to continue on a strong growth trajectory similar to current levels. - Targeted EBITDA margins are between 12% to 15%, with potential for improvement as the scale increases. - Growth is driven by a dual engine of new fashion trend launches and replenishment of high-ranking styles. - The company emphasizes a balance of launching new SKUs consistently while scaling up bestselling products with color variations. - They foresee long-term trend cycles in menswear, with minimal de-trending (~2-3%), supporting sustainable sales base. - Premiumization trend (mass premium to premium segment, Rs.750 to Rs.2,000 price band) is expected to continue driving growth. - Inventory and operational efficiency initiatives, as well as expanding into new categories like winter wear and global e-commerce, are growth enablers.

- The transcript does not explicitly mention current or expected orderbook or pending orders. - Vedant Bang mentions being unable to comment on any new brands onboardings or upcoming contracts as it's competitive information. - Some new brand launches or contract signings are in the pipeline and expected to be disclosed in the March quarter. - The focus currently remains on deepening existing brand relationships and expanding within current categories. - There is anticipation of additional sales channels and global e-commerce opportunities under exploration but no specific orderbook data shared. In summary, the company is working on new contracts and brand partnerships, but detailed orderbook or pending order figures are not publicly disclosed in this call.