Slide 1: Regulation 30 filing cover letter to stock exchanges
Ref: KRBL/SE/2026-27/11 May 14, 2026 The General Manager National Stock Exchange of India Department of Corporate Services Limited BSE Limited “Exchange Plaza”, C-1, Block-G Floor 25, Phiroze Jeejeebhoy Towers Bandra-Kurla Complex Dalal Street, Mumbai – 400 001 Bandra (E), Mumbai-400051 Scrip Code:
Slide 2: Investor Presentation Q4 FY2026
INVESTOR PRESENTATION Q4 FY2026
Slide 3: Leading Rice Company
LEADING RICE COMPANY Highest-ever Total Income in FY26 6,098 cr 6,459 cr FY 26 Total Income Market Cap. as on 31st Mar ’26# 36.9%* 38.7%* Highest GT Market Share Highest MT Market Share 15.8% 12 million FY 26 EBITDA Household reach in India @ 10.5% 90+ countries FY 26 PAT Leading Exporter to 90+ Cou
Slide 4: Market Leadership Highlights
Market Leadership Highlights Pricing Power Unparalleled processing capacity with the Largest On the back of Strong Brand Rice Milling Plant in & Superior Product Punjab Basmati Realization (per MT)* Robust domestic network supported by over 850+ distributors India KRBL India KRBL Underpinned by a St
Slide 5: Robust Cash Flow, Low Debt Dependence
ROBUST CASH FLOW Low Debt Dependence FY22 FY23 FY24 FY25 FY26 5,806 5,240 4,693 4,858 4,070 376 95 0.02 0.08 -378 -405 -0.08 -789 -0.09 -0.14 Net Bank Debt Net Worth All figures in ₹. crore and are based on consolidated financials
Slide 6: Strategically Located Facilities
STRATEGICALLY LOCATED FACILITIES Strategically located manufacturing and procurement facilities DHURI, PUNJAB ALIPUR, DELHI SONIPAT, HARYANA G B NAGAR, UTTAR PRADESH ANJAR, GUJARAT
Slide 7: Q4 FY26 Consolidated Performance Highlights
Q4 FY26 Consolidated Performance Highlights 1,526 919 Total Income Cash & Bank balance* 453 (789) Gross Profit Net Bank Borrowings 237 5,806 EBITDA Net worth 155 3,714 PAT Total Inventory All figures in ₹. crore and are based on consolidated financials. *Includes Other Bank balances and Investments
Slide 8: Revenue Performance Overview
Revenue Performance Overview 6% 5,594 9% 6,098 1,526 99 1,442 17 95 19 4,444 1008 4,026 1230 415 1,473 1,555 279 Exports Q4 FY25 Q4 FY26 FY25 FY26 Domestic Power • In Q4 FY26, revenue grew by 6% on YoY basis mainly due to higher domestic sales and partially impacted by lower exports to middle-east r
Slide 9: Q4 FY26 Profitability Metrics
Q4 FY26 Profitability Metrics GROSS PROFIT EBITDA PROFIT AFTER TAX CASH PROFIT Gross margin decreased primarily due EBITDA followed the Gross margin PAT margin followed the trend in to higher COGS and lower other trend partially impacted by revaluation EBITDA. income. loss on investment and partiall
Slide 10: FY26 Profitability Metrics
FY26 Profitability Metrics GROSS PROFIT EBITDA PROFIT AFTER TAX CASH PROFIT Gross margin mainly benefited from EBITDA followed the Gross margin PAT margin followed the trend in lower avg. basmati COGS and higher trend. EBITDA. other income. All figures in ₹ crore and are based on consolidated financ
Slide 11: Q4 FY26 & FY26 Consolidated P&L Summary
Q4 FY26 & FY26 Consolidated P&L Summary Q4 FY26 FY 2026 Q4 FY26 Particulars Q4 FY26 Q3 FY26 Q4 FY25 FY 2026 FY 2025 Y-o-Y Q-o-Q Revenue from operations 1,526 1,477 1,442 6,098 5,594 6% 9% 3% Other income 8 25 11 70 61 -28% 15% -67% Total Income 1,534 1,502 1,454 6,168 5,655 6% 9% 2% Cost of goods so
Slide 12: Balance Sheet Metrics: Working Capital Highlights
BALANCE SHEET METRICS Working Capital Highlights Total Inventory as on 31st Mar 2026 is Rs. 3,714 Cr vs Rs 3,885 Cr as on 31st Mar 2025. INVENTORY VOLUME INVENTORY VALUE WORKING CAPITAL DAYS (in `000 MT) (In Rs. Cr.) All figures in ₹ crore and are based on consolidated financials
Slide 13: Balance Sheet Metrics: Debt Protection Highlights
BALANCE SHEET METRICS Debt Protection Highlights CURRENT RATIO NET BANK INTEREST COVERAGE (times) BORROWINGS (Rs. Cr) RATIO (days) • Strong credit ratings from ICRA (AA(Stable)) and [ICRA] A1+; and CARE (A1+) reflect the confidence in KRBL's financial discipline and stability. ICRA reaffirmed long t
Slide 14: India Business
INDIA BUSINESS
Slide 15: Highest-ever Quarterly Domestic Revenue
Highest-ever Quarterly Domestic Revenue Revenue* in Rs. Revenue growth 1,230 Cr 22% For Q4 FY26 YoY Revenue growth driven by 16% rice volume growth and 5% rice realization growth. All figures in Rs . crore and are based on consolidated financials. *Domestic Revenue excludes power revenue
Slide 16: KRBL Continues to Lead Across Channels
KRBL CONTINUES TO LEAD ACROSS CHANNELS… MARKET SHARE (%) GENERAL TRADE 36.9% MODERN TRADE 38.7% E- COMMERCE 40.1% Market Share : FY’26 as per RMS data | E-commerce as per internal numbers, March’26 end
Slide 17: Strategic Pillars India
DEMOCRATIZING REMODELLING OUR DISTRIBUTION OUR SUPPLY CHAIN STRATEGIC PILLARS INDIA INVESTING FORAYING INTO IN THE BRAND NEW PROD. & CATEGORIES
Slide 18: Strategic Pillars India
DEMOCRATIZING REMODELLING OUR DISTRIBUTION OUR SUPPLY CHAIN STRATEGIC PILLARS INDIA INVESTING FORAYING INTO IN THE BRAND NEW PROD. & CATEGORIES
Slide 19: Democratizing Our Distribution
DEMOCRATIZING OUR DISTRIBUTION Strong Retail Footprint, with robust presence across Indian Homes Strongest Outlet Presence Reaching out to 3.4 Lakh 1.2 Crore Retail Outlets India Households *All Channels # of outlets of Packaged basmati as per RMS JFM’26 **Urban Indian Households penetration - KWP (
Slide 20: Strategic Pillars India
DEMOCRATIZING REMODELLING OUR DISTRIBUTION OUR SUPPLY CHAIN STRATEGIC PILLARS INDIA INVESTING FORAYING INTO IN THE BRAND NEW PROD. & CATEGORIES
Slide 21: Remodelling Our Supply Chain
REMODELLING OUR SUPPLY CHAIN Ongoing transformation endeavors, supporting Distribution democratization GENERAL TRADE MT & E-COMM Going Deeper with Distribution Driving Servicing & Establishing direct distribution in non- covered / underpenetrated towns Cost Efficiency 1. 2. ENSURING WIDER & BUILDING
Slide 22: Strategic Pillars India
DEMOCRATIZING REMODELLING OUR DISTRIBUTION OUR SUPPLY CHAIN STRATEGIC PILLARS INDIA INVESTING FORAYING INTO IN THE BRAND NEW PROD. & CATEGORIES
Slide 23: Investing in the Brand
INVESTING IN THE BRAND Driving Brand narratives, by leveraging cultural moments Converting a cultural truth into a social statement, challenging casual sexism. WOMEN’S DAY Positioning the Brand at the Heart of Authentic Biryani Celebrations Driving Relevance Through a Unique Take EID on New Year Res
Slide 24: Investing in the Brand
INVESTING IN THE BRAND NEW YEARS’ Building on Uplife’s brand philosophy with ‘Quitters Day’, encouraging consumers to ‘Keep It Up’ on their health journey Ashneer Grover Smriti Mandhana CONTEST VIEWS REACH ENGAGEMENT PARTICIPATION 139 Mn 113 Mn 2.1 Mn 3000+ Lakshya Lalwani
Slide 25: Investing in the Brand: Women's Day
INVESTING IN THE BRAND WOMEN’S DAY Rooted in Indian Values, India Gate turned Everyday Food Language Into a Powerful Conversation, challenging casual sexism Nayab Midha Ayesha Khan Harshita Gupta
Slide 26: Investing in the Brand: Eid x Biryani
INVESTING IN THE BRAND EID X BIRYANI Building Taste Authenticity, through Strategic Partnership with & with India Gate Classic Biryani Masalas at the heart of it REACH 28 Mn IMPRESSIONS 59 Mn Maroof Culmen X India Gate X Blinkit India Gate Classic Biryani Masala X Zepto OOH with Blinkit
Slide 27: Strategic Pillars India
DEMOCRATIZING REMODELLING OUR DISTRIBUTION OUR SUPPLY CHAIN STRATEGIC PILLARS INDIA INVESTING FORAYING INTO IN THE BRAND NEW PROD. & CATEGORIES
Slide 28: Foraying into New Products & Categories
FORAYING INTO NEW PROD. & CATEGORIES Launching India Gate Classic Masala Meal mixes, extending the Elevated Experience promise from ‘India Gate Classic’ INDIA GATE CLASSIC MASALA MEAL MIXES
Slide 29: Foraying into New Products
FORAYING INTO NEW PRODUCTS Bringing ‘AUTHENTIC TASTE’ that truly reflects Regional & Cultural richness 4 EXCITING VARIANTS 3 EASY STEPS TO COOK
Slide 30: Awards & Accolades
AWARDS & ACCOLADES ET AWARDS, DESIGN TRANSFORM ASIA AWARDS 2025 BEST MID-DAY MEAL INITIATIVE, ‘25 MULTI WINS FOR CREATIVE, BRAND STRATEGY, BRAND EVOLUTION, VISUAL IDENTITY GRAINS OF HOPE,FOMA & E4M AWARDS EXCELLENCE IN BARCLAY’S FAMILY BUSINESS AWARDS LACP AWARDS, ANNUAL REPORT
Slide 31: International Business
INTERNATIONAL BUSINESS
Slide 32: Leadership Beyond India
LEADERSHIP BEYOND INDIA Revenue* in Rs. Revenue growth 279 Cr -33% For Q4 FY26 YoY Q4 exports lower on YoY basis due to lower export to middle east region.
Slide 33: Positive Trends for Rice Export from India
POSITIVE TRENDS FOR RICE EXPORT FROM INDIA Global markets offer exciting opportunities for KRBL to drive growth PRODUCTION EXPORT LEADER BASMATI RICE EXPORTS FROM INDIA FOR FY26 Volume - (%) • High yielding varieties boost national surplus • India is the #1 exporter of rice, holds 85% of basmati mar
Slide 34: Export Strategy
STRATEGY EXPORT Direct Marketing - Penetration to locals with Arabic TVC in mainstream channels -Targeting geo-location customers through social media -Increasing focus on India Gate HORECA line up to target HORECA customers Direct Channel Deepening Marketing & Diversification Existing New / Seeded
Slide 35: Awards & Accolades
AWARDS & ACCOLADES TRANSFORM ASIA AWARDS 2025 BEST MID-DAY MEAL INITIATIVE OF THE YEAR - 2025 TRIPLE WIN FOR CREATIVE, STRATEGY, BRAND EVOLUTION, VISUAL IDENTITY EXCELLENCE IN BARCLAY’S FAMILY BUSINESS AWARDS
Slide 36: Contact Us and Safe Harbor
CONTACT US Investor Relations Desk Safe Harbor KRBL Ltd. Tel: +91‐120‐ 4060 300 This presentation contains statements that contain “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to Emai
Slide 37: Thank You!
THANK YOU!