Slide 1: Exchange filing cover letter: Post Earnings Call Presentation
June 1, 2026 The Manager, CRD The Manager, Listing Department The Secretary BSE Limited National Stock Exchange of India Limited The Calcutta Stock Exchange P J Towers, Dalal Street, Fort, Exchange Plaza, 5th Floor, Limited Mumbai - 400001 Plot No. C-1, Block G, BKC, Bandra (E), 7, Lyons Range, Mumb
Slide 2: Q4 FY26 Investors Presentation
Q4 FY26 Investors Presentation Bata India Limited 1
Slide 3: Disclaimer
DISCLAIMER This presentation may contain statements which reflect Management’s current views and estimates and could be construed as forward- looking statements. The future involves risks and uncertainties that could cause actual results to differ materially from the current views being expressed. P
Slide 4: Executive Summary Key Highlights
EXECUTIVE Key Highlights SUMMARY RETAIL ❑ Volume led DOS Growth Q4 FY26 ❑ ZBM ~ 550+ doors with delta growth of +4.6% ❑ Franchise and SIS channels delivering high double-digit growth & strengthening overall ₹8,276 Mn profitability REVENUE | +5.1% VOLUME | +2.8% Cash from Operations +18.3% DIGITAL &
Slide 5: Our Strategic Commitment to Customer-Driven, Profitable Growth
Our Strategic Commitment to Customer-Driven, Profitable Growth Retail : Growth & Expansion 01 Digital & Distribution Scale-Up 02 03 Inventory Declutter 04 Product Funnel Reimagined 05 Story Focused Marketing 4
Slide 6: Zero Base Merchandising enhancing customer experience
Retail Digitization Distribution Inventory Product Marketing Zero Base Merchandising enhancing customer experience Expansion ZBM : Quarter Performance Turnover Volume +4.6% +6.1% Bill Growth UPT +3.0% +3.0% ZBM Contribution to Retail >70% Dec’25 : Mar’26 : May’26 400 : 550 : 700+ doors (Delta : ZBM
Slide 7: Strategic network expansion
Retail Digitization Distribution Inventory Product Marketing Strategic network expansion Franchise Doors 722 670 661 644 624 Mar'25 Jun'25 Sep'25 Dec'25 Mar'26 Highlights: • Expanded to +700 Franchise doors • COCO Penetration : Top 20 cities ~550 stores • Bata Red 2.0 expanded ~800 stores • FRN Pene
Slide 8: Digital channel continues to expand
Retail Digitization Distribution Inventory Product Marketing Digital channel continues to expand eCommerce OMNI Digital Sales Contribution % (Marketplaces + Bata.com) (Home Delivery) • eCommerce grew by 26% vs LY. • E.Com Digital ~10% of BIL turnover 14% • 700+ stores fulfilling eCommerce orders • 7
Slide 9: Driving expansion through presence in 1660 towns via MBOs
Retail Digitization Distribution Inventory Product Marketing Driving expansion through presence in 1660 towns via MBOs Towns Coverage - I&D KRO Count 1660 1643 +1280 1635 2674 1590 2210 1579 1394 Mar'25 Jun'25 Sep'25 Dec'25 Mar'26 Mar'25 Dec'25 Mar'26 • I&D channel with strong double digit growth Yo
Slide 10: Decluttering & Availability improvements continue
Retail Digitization Distribution Inventory Product Marketing Decluttering & Availability improvements continue Reduced clutter at store Overall Availability 1.17X X 0.8X 0.7X X Q4'24 Q4'25 Q4'26 Q4'25 Q4'26 9
Slide 11: Progress on Inventory agility
Retail Digitization Distribution Inventory Product Marketing Progress on Inventory agility Inventory (INR Mn) Stock Turns -28% 2.43 ❑ Customer First Project 9150 – on track 7654 1.99 ❑ Inventory efficiencies 6601 1.88 both in terms of quantity and quality continued to show Q4'24 Q4'25 Q4'26 Q4'24 Q4
Slide 12: Product Creation funnel reimagined
Retail Digitization Distribution Inventory Product Marketing Product Creation funnel reimagined New Dev Funnel eg : H1’27 ~30% Less Kits BAREFOOT – Tool Kits 2Kits NOS – 16 ~25% Less Styles (Men/Women) Styles NOL – 48 ~20% Less Lines (Men/Women) Colourways Update on Key Initiatives Q3’26 Q4’26 Q2’-Q
Slide 13: Premium products showing robust growth
Retail Digitization Distribution Inventory Product Marketing Premium products showing robust growth Distribution : 1145 stores Checkout @ 5.5% Avg wkly sales @5.5 K Distribution : 926 stores Checkout @5% Avg wkly sales @7 K Seeing traction in Volume & ASP growth 12
Slide 14: Creating impact with focused campaigns
Retail Digitization Distribution Inventory Product Marketing Creating impact with focused campaigns Victoria Ballerina Campaign Brand Consideration HP Office Sneakers Collection 66 Window story: Office Sneaker Collection 62 60 2024 2025 2026 Consideration 60 → 66 +6 pts gain over 2 years In-store st
Slide 15: Marketing Excellence Conference & Awards
Retail Digitization Distribution Inventory Product Marketing ▪ GMB Rating → 4.85 (vs 4.55 LY) ▪ NPS → 88 (vs 87 LY) ▪ Best Brand Awareness Campaign / Best Influencer- Recognition Brand Collaboration by AFAQS Digies Through Marketing Excellence ▪ Best Celeb Led Campaign / Most Creative Influencer Mar
Slide 16: Financials
Financials
Slide 17: Financial Highlights
Financial Highlights INR Mio Revenue Gross Margin PBT* Cash from operations Revenue from Gross Margin Margin Operations 8,276 4,670 6.5% 1,322 +5.1% -242 bps -103 bps +18.3% Value Growth YoY Change YoY Change YoY Growth YoY * Before Exceptional and forex loss • Advertising Spends 1.5X vs LY • Except
Slide 18: Thank You
THANK YOU