Brainbees (FirstCry) sinks 7% post Q4; JM Financial holds 'Add' with Rs 265 target
FirstCry parent slid 6.83% to Rs 221.05 after Q4FY26 print. India multi-channel GMV grew 11.8% YoY but EBITDA margin compressed 200 bps to 7.3% on diaper pricing pressure. International losses narrowed (+1.8% GMV); GlobalBees margin expanded 510 bps to 5.8%. Consolidated EBITDA margin up 30 bps to 5.5%.
FirstCry parent Brainbees fell 7% post Q4FY26 results. JM Financial keeps 'ADD' with Rs 265 target, citing in-line ops, 11.8% IMC GMV growth, diaper competitive pressure, narrower international losses, and improving GlobalBees margins.