Slide 1: Cover letter to stock exchanges
Ref: KRBL/SE/2025-26/97 February 14, 2026 The General Manager National Stock Exchange of India Limited Department of Corporate Services “Exchange Plaza”, C-1, Block-G BSE Limited Bandra-Kurla Complex Floor 25, Phiroze Jeejeebhoy Towers Bandra (E), Mumbai-400051 Dalal Street, Mumbai – 400 001 Scrip C
Slide 2: Investor Presentation Q3 FY2026
INVESTOR PRESENTATION Q3 FY2026
Slide 3: Leading Rice Company
LEADING RICE COMPANY Market Leader in India, , Exports to 90+ Countries 5,655 cr 9,030 cr FY 25 Total Income Market Cap. as on 31st Dec ’25# 37.8%* 39.3%* Highest GT Market Share Highest MT Market Share 13.0% 12 million FY 25 EBITDA Household reach in India @ 8.4% 90+ countries FY 25 PAT Leading Exp
Slide 4: Market Leadership
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 Underpinned by a Strong KRBL e
Slide 5: Robust Cash Flow
ROBUST CASH FLOW Low Debt Dependence FY21 FY22 FY23 FY24 FY25 5,240 4,858 4,693 4,070 3,693 0.08 0.02 0.01 376 53 -0.09 95 -0.08 -378 -405 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: Q3 FY26 Consolidated Performance Highlights
Q3 FY26 Consolidated Performance Highlights 1,502 488 Total Income Cash & Bank balance* 453 (388) Gross Profit Net Bank Borrowings 253 5,653 EBITDA Net worth 170 3,941 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 12% 10% 1,682 4,152 4,572 1,477 1105 3214 3018 1104 563 1276 357 1058 Exports Q3 FY25 Q3 FY26 9M FY25 9M FY26 Domestic Power • In Q3 FY26, revenue lower by 12% on YoY basis mainly due to lower exports. Domestic revenue remained flat. • In 9M FY26, revenue higher by 10% o
Slide 9: Q3 FY26 Profitability Metrics
Q3 FY26 Profitability Metrics GROSS PROFIT EBITDA PROFIT AFTER TAX CASH PROFIT !!F"( F)'*( F"(') F!'"( $F'( '!(") !$%# !%F$ !%#$ !""# !%#$ !"#$ !"#$ !"#$ *F$+,'% *F$+,'# +#$,-!% +#$,-!) )"#*+,- )"#*+,. F##039;()" F##039;()* Gross margin mainly benefited from EBITDA followed the Gross margin PAT margin fol
Slide 10: 9M FY26 Profitability Metrics
9M FY26 Profitability Metrics GROSS PROFIT EBITDA PROFIT AFTER TAX CASH PROFIT )*F'( #!F)( ##F'( %F'( $%! #$! !"# !"" '*+,-./ '*+,-./ $+,-."' $+,-."' Gross margin mainly benefited from EBITDA followed the Gross margin PAT margin followed the trend in lower avg. basmati COGS and higher trend partiall
Slide 11: Consolidated P&L Summary
Q3 FY26 & 9M FY26 Consolidated P&L Summary Q3 FY26 9M FY26 Q3 FY26 Particulars Q3 FY26 Q2 FY26 Q3 FY25 9M FY26 9M FY25 FY 2025 YoY Q-o-Q Revenue from operations 1,477 1,511 1,682 4,572 4,152 5,594 -12% 10% -2% Other income 25 30 8 84 66 61 191% 27% -18% Total Income 1,502 1,541 1,690 4,656 4,218 5,6
Slide 12: Working Capital Highlights
BALANCE SHEET METRICS Working Capital Highlights Total Inventory as on 31st Dec 2025 is Rs. 3,941 Cr vs Rs 4,278 Cr as on 31st Dec 2024. INVENTORY VOLUME INVENTORY VALUE WORKING CAPITAL DAYS (in `000 MT) (In Rs. Cr.) #"'((F #")*+F !"#$%F !"$##F ,-../ 0123 4$F56#* 4$F56#7 All figures in ₹ crore and a
Slide 13: 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
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Slide 15: Continuing Market Leadership
CONTINUING MARKET LEADERSHIP Revenue* in Rs. Revenue growth 1,104 Cr -0.1% For Q3 FY26 YoY Domestic revenue remained flat during the quarter. All figures in Rs . crore and are based on consolidated financials. *Domestic Revenue excludes power revenue
Slide 16: Continued Leadership: Market Share
CONTINUED LEADERSHIP… MARKET SHARE (%) General Trade Modern Trade E-commerce 37.8% 39.3% 41.2% -120 bps -480 bps +100 bps Market Share : Change bps basis MAT Dec’25, as per RMS data | E-commerce as per internal numbers
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 Growing Retail Footprint, Strengthening Presence in Better-Quality Stores Strongest Outlet Presence Reaching out to 3.2 Lakh 1.2 Crore Retail Outlets Indian Households *All Channels # of outlets of Packaged basmati as per RMS OND’25 **Urban Indian Households penetrated
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 This festive season, Mr. Bachchan gave voice to what India Gate Classic stands for – ‘Giving TIME to our loved ones’ MAKE EVERY MOMENT ‘CLASSIC’ 4200 GRPs 60% REACH TV, DIGITAL, OOH
Slide 24: Investing in the Brand: Activations in MT
INVESTING IN THE BRAND HIGH INTENSITY PAN-INDIA ACTIVATIONS in MT Demonstrating Category Leadership, Cross category promotions, Visibility drives & Offers
Slide 25: Strategic Pillars India
DEMOCRATIZING REMODELLING OUR DISTRIBUTION OUR SUPPLY CHAIN STRATEGIC PILLARS INDIA INVESTING FORAYING INTO IN THE BRAND NEW PROD. & CATEGORIES
Slide 26: Foraying into New Products & Categories
FORAYING INTO NEW PROD. & CATEGORIES Launching Value-added Rice range under Uplife, for Proactive Health Goals WEIGHT MANAGEMENT GUT HEALTH ACTIVE HEALTH Brown Rice Basmati Brown Rice Low GI Everyday Rice
Slide 27: Uplife Lite Everyday Rice
UPLIFE LITE EVERYDAY RICE Newly launched for Active Health
Slide 28: International Business
INTERNATIONAL BUSINESS
Slide 29: Leadership Beyond India
LEADERSHIP BEYOND INDIA Revenue* in Rs. Revenue growth 357 Cr -37% For Q3 FY26 YoY Q4 exports lower on YoY basis due to base effect, 9M FY26 performance remains strong with 21% YoY growth.
Slide 30: 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 FY25 Volume - (%) • High yielding varieties boost national surplus • India is the #1 exporter of rice, holds 85% of basmati mar
Slide 31: 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 32: 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 33: Contact Us / 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 Email: investor@krblindia.com implementation of strategic initiatives, and oth
Slide 34: Thank You!
THANK YOU!