Page Industries Limited · NSE:PAGEIND
Page Industries — Q2 FY26 Earnings Presentation
34 slides from Page Industries's earnings presentation, Nov 14, 2025
Slide 1: Cover letter to stock exchanges
13 November 2025 The Secretary The Secretary Corporate Relationship Dept. National Stock Exchange of India The Bombay Stock Exchange Limited 1st Floor, New Trading Ring Exchange Plaza Rotunda Building Bandra Kurla Complex Phiroze Jeejeebhoy Towers Mumbai – 400 051 Dalal Street, Mumbai – 400 001 Dear
Slide 2: Page Industries Limited records 3.6% revenue growth
Press Release For Immediate Dissemination Page Industries Limited records 3.6% revenue growth Bengaluru, 13th November 2025: Page Industries Limited, India’s leading apparel manufacturer, today announced its financial results for the second quarter and half year ended 30th September, 2025. Key Finan
Slide 3: Press release about and disclaimer
Brand Stores (EBS) with extensive presence in 1,327 Large Format Stores, as also online. Speedo brand is available in 841 stores and 34 EBOs, spread across 150+ cities as also online. For further information, please visit www.pageind.com Investor Contact – investors@jockeyindia.com Disclaimer: Certa
Slide 4: Performance Highlights FY25-26 Q2
PERFORMANCE HIGHLIGHTS FY25-26 Q2 NOVEMBER 13, 2025
Slide 5: Safe Harbour Statement
SAFE HARBOUR STATEMENT This presentation, by Page Industries Limited (the “Company”), has been prepared solely for information purposes and does not constitute any offer, recommendation or invitation to purchase or subscribe for any securities. This presentation has been prepared by the Company base
Slide 6: Contents
• QUARTERLY UPDATE - MANAGEMENT COMMENTARY - FINANCIAL HIGHLIGHTS - KEY HIGHLIGHTS - MARKET COVERAGE - NEW LAUNCHES - DIGITAL/SOCIAL MEDIA REACH • COMPANY OVERVIEW CONTENTS - ABOUT PAGE INDUSTRIES - MANUFACTURING CAPABILITIES - PRODUCT PORTFOLIO - EXCLUSIVE BRAND STORE - NEW IDENTITY - MANAGEMENT GR
Slide 7: Management Commentary
MANAGEMENT COMMENTARY Consumption remained subdued through most of the bygone quarter. However, with the start of the festive season we did see a good uptick in primary sales during later half of September. The GST rate rationalisation in September also had a positive rub off on consumer sentiments.
Slide 8: Financial Highlights
FINANCIAL HIGHLIGHTS YoY Financials (INR mn) Q2FY26 % Q1FY26 % Q2FY25 % growth Revenue 12,909 13,166 12,463 3.6% EBITDA 2,795 21.7% 2,947 22.4% 2,815 22.6% -0.7% PBT 2,611 20.2% 2,702 20.5% 2,625 21.1% -0.5% PAT 1,948 15.1% 2,008 15.3% 1,953 15.7% -0.3% Financials (INR mn) H1 FY26 % H1 FY25 % YoY gr
Slide 9: Key Highlights for Q2 FY26
KEY HIGHLIGHTS FOR Q2 FY26 • An innovative product range with bonded technology in men’s innerwear and bra was launched in September. The initial consumer response to the collection has been very encouraging. • Online business including quick commerce continues to have robust growth. • The GST rate
Slide 10: Unmatched Market Coverage
UNMATCHED MARKET COVERAGE Multi-Brand Exclusive Brand Key Department ECommerce Trade Channel Store Store 4,014 1,527 15 Jockey.in Distributor Accounts Exclusive Brand Stores Partner Chains 2,725 35 1,327 Cities / Towns Exclusive Woman Stores Stores 1,10,636 45 1,962 Retail Network Exclusive Juniors
Slide 11: Unmatched Market Coverage (Speedo)
UNMATCHED MARKET COVERAGE Multi-Brand Exclusive Brand ECommerce Trade Channel Store Speedo.in 841 34 Stores Stores 150 10 Cities Cities ... and more Partners 8
Slide 12: Jockey - New Launches
JOCKEY - NEW LAUNCHES Style No. A191 SWEATSHIRT Style No. AM99 JACKET Style No. UM78 TRACK PANT Style No. 2544 LEGGINGS 9
Slide 13: Digital/Social Media Reach
DIGITAL/SOCIAL MEDIA REACH Followers 9,10,900 3,56,985 22,576 40,500 10
Slide 14: Digital/Social Media Reach
DIGITAL/SOCIAL MEDIA REACH Followers 3,82,000 26,900 1,870 11
Slide 15: Public Relations
PUBLIC RELATIONS ee Jockey refuses to compromise on comfort or style with new campaign con OE ‘che Expands Wome nnarwear Partai wh ew a * | Disappi sone | = Jockey unveils seamless women’s innerwear collection with ‘Designed to campaign = Jockey Expands Women's Innerwear Category And Launches Design
Slide 16: Company Overview
COMPANY OVERVIEW 13
Slide 17: Page Industries: Vision & Mission Statement
PAGE INDUSTRIES: VISION & MISSION STATEMENT VISION VISION To inspire people to To satisfy the human swim; with Speedo need for comfort; by ensuring our consumers always get the most comfortable and innovative products MISSION at the best possible MISSION quality and value for To be the largest and m
Slide 18: Page Industries: At a Glance
PAGE INDUSTRIES: AT A GLANCE Leading player in Highly Experienced Professional Production Capacity PAN India Presence Strong Financial Premium Innerwear and Management supported by 280 mn pieces 1,11,477 Retail Network Performance 22,129 Employees 16 manufacturing units 1,561 Exclusive Brand Stores
Slide 19: Manufacturing Capabilities
MANUFACTURING CAPABILITIES STRONG IN-HOUSE MANUFACTURING CAPABILITIES COMMITTED TO QUALITY • Facilities spread over 2.9 million sq ft across 16 manufacturing units • Our own manufacturing helps set high quality standards for both in- house and outsourced manufacturing • Present in 14 facilities in K
Slide 20: Jockey Product Portfolio
= eee " JOCKEY PRODUCT PORTFOLIO ——sumors VESTS BRIEFS TRUNK: BOXER SHORTS MEN T-SHIR" POLO T-SHIRTS INNERWEAR TRACK PANTS VESTS SWEAT SHIRTS BRIEFS JACKETS BOXER BRIEFS BOXER SHORTS INNER TEES MIDWAYS JUNIORS OUTERWEAR SIRES, Ss BERMUDAS TRACK PANTS WOMEN pO OHERS LOUNGE PANTS SPORTS SHORTS INNERWE
Slide 21: Speedo Product Portfolio
" SPEEDO PRODUCT —~~————= __ PORTFOLIO JUNIORS BOYS JAMMERS AQUASHORTS BRIEFS ALL-IN-ONE SUIT SUNTOPS SWIMWEAR LEISURE SWIMDRESS. KNEESUIT LEGSUIT FULL BODY SUIT JAMMER AQUASHORTS WATERSHORTS ALL-IN-ONE SUIT JUNIORS GIRLS V CUT SWIM SUIT SWIM DRESS LEGSUIT ALL-IN-ONE SUIT CAPRIS. LEGGINGS EQUIPMENT
Slide 22: Exclusive Brand Store
EXCLUSIVE BRAND STORE 19
Slide 23: Exclusive Brand Store
| EXCLUSIVE BRAND STORE JOCKEY
Slide 24: Exclusive Brand Store
EXCLUSIVE BRAND STORE 21
Slide 25: Growth Dimensions
GROWTH DIMENSIONS Page Industries’ sustained growth is fuelled by strategic initiatives that places our consumers at the centre. Our growth initiatives are aimed at reaching new consumers, serving a wider set of their apparel needs, and preimmunizing their wardrobes with high quality differentiated
Slide 26: Key Strengths
KEY STRENGTHS In-house product development Wide Range of Robust Financials expertise and Premium Quality with ROCE of 73% back end Products capabilities Strong Distribution Reputed Brand network across License with Jockey Strong Balance Equity, Image and MBO, EBO, LFS International till Sheet Leader
Slide 27: Page Values
" PAGE VALUES Integrity Fairness & Transparency in all Decisions & Conduct Respect % Ss Mutual Respect in all Forms of Interactions Excellence Entrepreneurship Proactive Solutioning With Growth Mindset & Ownership Striving for Perfection at All Times Innovation Customer Orientation ate dai Be Obsess
Slide 28: Proven Track Record of Financial Performance
PROVEN TRACK RECORD OF FINANCIAL PERFORMANCE Revenue EBITDA PAT ` Million ` Million (EBITDA Margin %) ` Million (PAT Margin %) 7,291 10,625 (14.8%) (21.5%) 49,349 5,712 47,142 8,627 5,692 (12.1%) 45,692 (18.6%) 8,598 5,365 (12.5%) 7,855 (18.8%) 38,865 (13.8%) (20.2%) 3,406 28,330 5,266 (12.0%) (18.6
Slide 29: Proven Balance Sheet Strength
PROVEN BALANCE SHEET STRENGTH RONW/ROCE EPS and DPS 900 Working Capital Days 654 73% 512 510 68% 481 124 55% 370 93 75 50% 51% 92 66 59 59 305 300 71 54 54% 260 46% 49% 250 64 38% 34 40% 18 16 13 14 32 22 19 11 15 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Receivables Inventory Payables Net W
Slide 30: Shareholding Pattern
SHAREHOLDING PATTERN Others (incl SWF), As on September 2025 Insurance Companies 9.06% and Other DIIs, 5.20% Mutual Funds, 19.64% Promoters, 42.89% Market Cap: ~ INR 454 bn FPI, 23.21% (as on September 2025) 27
Slide 31: Sustainability
SUSTAINABILITY The nine focus areas are translated into nine I am pleased to share our 6th Sustainability Report, highlighting our missions targeted to drive value by embedding steadfast commitment to responsible business practices and futuristic commitments across the missions. environmental stewar
Slide 32: Sustainability Milestones
SUSTAINABILITY MILESTONES Governance, Risk, and Energy and GHG Economic Performance Water and Effluents: Materials Compliance: Emission • Conducted an analysis of the • Improved water use efficiency • 100% vendors/suppliers nudge factor pertaining to • The company achieved 100% • Energy Intensity at
Slide 33: Sustainability Recognition
SUSTAINABILITY RECOGNITION The Page Industries Limited has been awarded “Best Garment Industry” by the Karnataka Safety Institute, Department of Factories, Boilers, Industrial Safety, and Health, in association with the National Safety Council, Karnataka Chapter, “for practicing the best Safety Heal
Slide 34: Thank You
THANK YOU PAGE INDUSTRIES LIMITED CIN: L18101KA1994PLC016554 Contact Us: For Investor Relations: investors@jockeyindia.com Website: www.pageind.com Jockey.in Download App