Bata India cuts inventory days to 73 as 700+ stores fulfil online orders
Q4 FY26 gross inventory fell 13% YoY and inventory days dropped to 73 from 85, aided by omni-channel fulfilment across 700+ stores. Revenue rose 4.9% to ₹827.6 cr but net profit collapsed 95% to ₹2.2 cr on VRS charges. Ad spend up 1.5x, 80-85% digital; sneakers and full-price sales in focus.
What happened
Bata India cut Q4 FY26 inventory days to 73 via omni-channel fulfilment from 700+ stores. Net profit fell 95% on VRS charge; revenue grew 4.9% to ₹827.6 cr.
Key facts
- 13% YoY gross inventory reduction Q4 FY26
- inventory days 73 vs 85
- 700+ stores fulfilling online orders
- 95.2% YoY drop in net profit to ₹2.2 crore
- revenue ₹827.6 crore (+4.9%)
- ad spend 1.5x, 80-85% digital
- ~2,000 retail stores
- raw material inflation 5-6%
- shares -0.63% to ₹666.05, -29.65% YTD
Why this matters
With 80-85% of a 1.5x-larger ad budget going digital and sneakers/full-price as the wedge, partnership and acquisition windows are opening in DTC sneaker brands and store-fulfilment tech.