FIRSTCRY
Brainbees Solutions share price & financials
- Price
- ₹211.57
- Market cap
- ₹10.3k Cr
- Sector
- Consumer Services
- Calls analysed
- 8
Brainbees Solutions Limited Q1 FY27
What went well
- Overall business revenue grew 13% YoY, strongest in 5 years.
- Consolidated loss reduction after tax improved by 34% YoY.
- India multi-channel revenue grew 17.7% YoY, strongest in 7 quarters, and is PAT positive.
What to watch
- Diapering category continues to witness heightened competitive intensity, impacting gross margins.
- Gross margins in the India multi-channel business moderated due to rupee depreciation and increased crude-linked raw material prices.
What Brainbees Solutions Limited does
Brainbees Solutions (FirstCry) sells baby, kids' and maternity products through its own website, mobile app, and a network of FirstCry/BabyHug modern stores across India, earning through online GMV plus company-owned and franchise store sales. It also operates an international online retail business in the UAE and Saudi Arabia, owns Globalbees, a house of D2C consumer brands built through acquisitions and organic scaling, and runs a preschool network (FirstCry Intelli Education) plus a small diaper-manufacturing operation through subsidiaries. Revenue is earned via product sales/commissions across these online, offline, international and brand-portfolio channels, supported by home-brand private labels and a dedicated warehouse and third-party logistics network.
Segments
- India Multi-Channel
- International
- Globalbees
- Others
- Modern stores (India, FOFO+COCO)
- 1,189
- FirstCry & BabyHug company-owned (COCO) stores
- 536
- Dedicated warehouses
- 83
- SKUs offered across platforms
- 2 Mn
- Brands offered across platforms
- 7,800+
- FirstCry mobile app downloads (India, cumulative)
- 193 Mn
Guidance record · Q1 FY27
what the last two calls moved 18 tracked 2 delivered 6 missed 10 open- Middle East Store Launch delivered said Q1 FY26 Promised: 1 store in Riyadh in Q2 FY26 Q1 FY27: Already achieved in Q2 FY26.
- GlobalBees Revenue Growth missed said Q2 FY25 Promised: 30%+ Q1 FY27: Historical promise related to FY25/FY26 performance. Remains missed.
- Globalbees Brand Rationalization Completion delayed said Q3 FY26 Promised: Completion in Q1 FY27 Q1 FY27: Management stated a 'planned transition' will be complete in Q2, indicating the process was not completed by the Q1 FY27 deadline as originally guided.
All 18 tracked — every revision, and every one management stopped mentioning.
Open the guidance ledgerQuarterly results
Q1 FY27: revenue up 14.7%, net profit up 633.3% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 596 | 711 | 616 | 591 | 711 +19% | 750 +5% | 680 +10% | 678 +15% |
| EBITDA | 16 | 49 | 20 | 3 | 41 +156% | 28 −43% | 27 +35% | 25 +733% |
| Net profit | 7 | 38 | 15 | 3 | 28 +300% | 46 +21% | 32 +113% | 22 +633% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Performance −56.8% 1Y
1Y: ₹390.9 on 10 Sept 2025 → ₹168.83. High ₹397.65 (15 Sept 2025), low ₹168.83 (11 Sept 2026).
How the price took the results
close before → close after
- Q1 FY27
- −0.2%
- 13 Aug
- Q4 FY26
- −0.2%
- 2 Jun
- Q3 FY26
- +0.7%
- 13 Feb
- Q2 FY26
- −2.2%
- 14 Nov
The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.
Financials, as filed
Revenue grew 12.4% a year over 2 years, FY24 to FY26. Operating margin widened to 3.6%.
| Year ending | FY24 | FY25 | FY26 |
|---|---|---|---|
| Revenue | ₹2.2k Cr | ₹2.5k Cr | ₹2.7k Cr |
| Operating profit | ₹15 Cr | ₹102 Cr | ₹99 Cr |
| Operating margin | 0.7% | 4.1% | 3.6% |
| Interest | ₹52 Cr | ₹50 Cr | ₹51 Cr |
| Depreciation | ₹150 Cr | ₹138 Cr | ₹135 Cr |
| Net profit | ₹-62 Cr | ₹60 Cr | ₹109 Cr |
| Net margin | -2.9% | 2.4% | 4.0% |
| Cash from operations | ₹16 Cr | ₹159 Cr | ₹318 Cr |
| Free cash flow | ₹-15 Cr | ₹138 Cr | ₹303 Cr |
| ROCE | -1.0% | 2.0% | 2.0% |
How to read this
From the company's own filings. Margins are computed from the filed sums; a year with an incomplete quarter is left blank rather than estimated.
Balance sheet
| Year ending | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| Equity capital | ₹71 Cr | ₹50 Cr | ₹87 Cr | ₹90 Cr | ₹97 Cr | ₹104 Cr |
| Reserves | ₹3.5k Cr | ₹3.5k Cr | ₹3.7k Cr | ₹4.1k Cr | ₹4.7k Cr | ₹6.2k Cr |
| Borrowings | ₹7 Cr | ₹322 Cr | ₹7 Cr | ₹529 Cr | ₹1.7k Cr | ₹475 Cr |
| Other liabilities | ₹441 Cr | ₹483 Cr | ₹777 Cr | ₹404 Cr | ₹2.6k Cr | ₹451 Cr |
| Total liabilities | ₹4.0k Cr | ₹4.3k Cr | ₹4.5k Cr | ₹5.1k Cr | ₹9.1k Cr | ₹7.3k Cr |
| Fixed assets | ₹398 Cr | ₹732 Cr | ₹520 Cr | ₹967 Cr | ₹3.6k Cr | ₹827 Cr |
| Capital work in progress | ₹7 Cr | ₹21 Cr | ₹14 Cr | ₹0 Cr | ₹52 Cr | ₹6 Cr |
| Investments | ₹315 Cr | ₹1.0k Cr | ₹1.5k Cr | ₹1.9k Cr | ₹5 Cr | ₹2.8k Cr |
| Other assets | ₹3.3k Cr | ₹2.6k Cr | ₹2.5k Cr | ₹2.2k Cr | ₹5.4k Cr | ₹3.6k Cr |
| Total assets | ₹4.0k Cr | ₹4.3k Cr | ₹4.5k Cr | ₹5.1k Cr | ₹9.1k Cr | ₹7.3k Cr |
How to read this
As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Who owns it
As disclosed at Jun 2026
Since Jun 2025, DIIs added +4.06 pp while FIIs trimmed −3.42 pp. The shareholder count grew 4% to 1,45,922.
- FIIs
- 3.6%
- DIIs
- 22.7%
- Public
- 66.7%
- Others
- 7.0%
Since Jun 2025
- DIIs +4.06 pp
- FIIs −3.42 pp
- Others −0.41 pp
How it drifted, 8 quarters
Over this window DIIs went from 16.8% to 22.7% — +5.9 pp.
Ownership split by quarter, oldest first. Sep '24: FIIs 9.1%, DIIs 16.8%, Public 66.3%, Others 7.8%.Dec '24: FIIs 9.6%, DIIs 16.6%, Public 66.0%, Others 7.8%.Mar '25: FIIs 7.9%, DIIs 18.1%, Public 66.4%, Others 7.6%.Jun '25: FIIs 7.0%, DIIs 18.6%, Public 66.9%, Others 7.4%.Sep '25: FIIs 5.2%, DIIs 21.0%, Public 66.4%, Others 7.3%.Dec '25: FIIs 4.0%, DIIs 22.0%, Public 66.9%, Others 7.1%.Mar '26: FIIs 3.5%, DIIs 23.7%, Public 65.8%, Others 7.1%.Jun '26: FIIs 3.6%, DIIs 22.7%, Public 66.7%, Others 7.0%.
Who is on the register
Named in the Jun 2026 filing
Every holder of Brainbees Solutions Limited above SEBI's 1% disclosure line, and what changed since Mar 2026.
| Holder | Stake | Change |
|---|---|---|
| SVF Frog (Cayman) Ltd | 19.78% | unchanged |
| Mahindra & Mahindra Limited | 8.63% | unchanged |
| SBI Large Cap Fund Mutual fund | 8.11% | −0.26 pp |
| Supam Maheshwari | 5.18% | unchanged |
| PI Opportunities Fund-I Scheme II AIF | 5.07% | unchanged |
| ICICI Prudential India Opportunities Fund Mutual fund | 4.73% | unchanged |
| NextGen Management Services | 4.31% | unchanged |
| TPG Growth V SF Markets Pte. Ltd. | 3.86% | unchanged |
| Valiant Mauritius Partners FDI Limited | 2.84% | unchanged |
| Apricot Investments Limited | 2.74% | unchanged |
| Brainbees Employee Welfare Trust | 2.52% | unchanged |
| Newquest Asia Investments III Limited | 2.21% | −0.12 pp |
A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.
Mutual funds in FIRSTCRY
Filings to Aug 2026
0 new, 4 added, 1 trimmed, 0 sold out — net +0.06 L shares (+0.0%).
- Held by funds
- ₹936 Cr
- 12 schemes
- Biggest holder
- SBI Large Cap Fund
- ₹370 Cr · 0.7% of that fund
| Scheme | Holding | Last month | Held since |
|---|---|---|---|
| SBI Large Cap Fund SBI Mutual Fund | ₹370 Cr | held | Aug '24 |
| SBI Balanced Advantage Fund SBI Mutual Fund | ₹368 Cr | held | Jan '26 |
| HDFC Small Cap Fund HDFC Mutual Fund | ₹104 Cr | held | Jan '26 |
| SBI Consumption Opportunities Fund SBI Mutual Fund | ₹31 Cr | held | Aug '24 |
| HDFC Large and Mid Cap Fund HDFC Mutual Fund | ₹23 Cr | held | Aug '24 |
| HDFC Technology Fund HDFC Mutual Fund | ₹17 Cr | held | Aug '24 |
| HDFC Business Cycle Fund HDFC Mutual Fund | ₹12 Cr | held | Apr '25 |
| Nippon India Nifty Smallcap 250 Index Fund Nippon India Mutual Fund | ₹7 Cr | +0.04 L | Mar '25 |
HDFC, Nippon India and SBI schemes, from their monthly disclosures. Changes are counted in shares, so a price move never looks like buying or selling.
Mutual funds Aug 2026
4 added, 1 trimmed — net +6,463 shares (+0.0%)
- Funds are sitting on
- -35%
- vs est. average cost
- Held by funds
- ₹936 Cr
- 12 schemes · ≈ 10% of the company
- Biggest holder
- SBI Large Cap Fund
- ₹370 Cr · 0.7% of that fund
Shares held by these funds +63%
Aug '24 5.01 cr shares Jul '26
All earnings calls (8)
Read the Q1 FY27 call →Learn to analyse Brainbees Solutions Limited
Guides on how to read this kind of business and the numbers that matter.