Timex Group India Ltd (TIMEX) Q2FY27 Concall Summary - Sep-2026 Qtr
Key Takeaways
- Management sees a path to achieving a sustainable 20% full-year EBITDA margin, a significant increase from the previous 15-16% guidance.
- The company will double its Baddi plant's single-shift capacity to 12 million units by May next year for a $1.2 million investment.
- A major retail expansion is underway to open over 200 franchisee-owned stores in three years, starting with 40 stores next year.
Performance Overview
- Delivered the biggest quarter in the company's 36-year history with record revenue and EBITDA.
- Reported strong revenue growth of 47% year-over-year, driven by outperformance across key channels and brands.
- E-commerce channel continued its exceptional growth trajectory, expanding by 75% for the quarter.
- Core brands, Timex and Guess, significantly outpaced overall company growth, increasing by 67% and 57% respectively.
- Initiated aggressive retail expansion with plans to open over 200 stores in the next three years.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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Tone & Disclosure
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