Timex Group India Limited · BSE:TIMEX
Timex Group India — Q2 FY2026 Earnings Presentation
49 slides from Timex Group India's earnings presentation, Nov 4, 2025
Slide 1: 1
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Slide 2: Timex Group India Limited Investor Presentation
Timex Group India Limited Investor Presentation November 04, 2025 2
Slide 3: Disclaimer
Disclaimer This presentation may contain certain forward looking statements concerning Timex’s future Past performance may not be indicative of future performance. We do not undertake to business prospects and business profitability, which are subject to a number of risks and publicly update our for
Slide 4: Business Update
Business Update Timex Group India Ltd breaks records with historic performance on multiple parameters • The Company delivered its best ever top-line and bottom-line performance for a quarter • Revenue grew by 40% YOY while EBITDA grew by 70% during the same period • As a brand, Timex recorded its be
Slide 5: Q2'FY26 Highlights
Q2’FY26 Highlights TIMEXGROUP
Slide 6: Timex x Superman
Timex x Superman Time is a Superpower. Make it Yours. Timex proudly introduces a bold new collaboration: the Timex x SUPERMAN Marlin Jet Automatic, created in partnership with James Gunn, visionary writer, director, and producer of the film. This limited-edition timepiece fuses mid-century design wi
Slide 7: Timex x Jacquie Aiche
Timex x Jacquie Aiche Timex x Jacquie Aiche Gold-tone Case and Bracelet with Eye Designed to be a talisman of clarity, protection, and trust in the journey ahead, the Timex x Jacquie Aiche Guiding Light timepiece features a mosaic dial pieced together from shimmering mother-of-pearl. Central to the
Slide 8: Timex Analog Life – Bangalore Edition
Timex Analog Life – Bangalore Edition 8
Slide 9: Timex Analog Life – Bangalore Edition
Timex Analog Life – Bangalore Edition Celebrating the charm of Analog World in style and conveying the brand's ethos to key target media, with 100+ influencers & media in attendance along with Actor Pranitha Subhash made the event a stunning success Key Highlights • Immersive experience with "analog
Slide 10: Guess Automatic Launch Event – Mumbai
Guess Automatic Launch Event – Mumbai • An immersive experience for influencers and media to experience the latest drop from the FW’25 collection for Guess watches and Jewellery • Automatic watches launch to be supported by product press release key call out “ Guess watches launches its First ever A
Slide 11: Timex Smart Neo
Timex Smart Neo Introducing Timex Smart Neo 11
Slide 12: Timex iConnect New Launch
Timex iConnect New Launch Introducing iConnect by Timex - Arc 12
Slide 13: Timex Group India Limited Honoured with Two Prestigious Awards
Timex Group India Limited Honoured with Two Prestigious Awards Timex Group India Limited awarded as Most Preferred Workplace 2025– 26 in association with India Today & Business Standard Timex awarded as Best Brands for Women 2025 by ET NOW 13
Slide 14: Financial Performance
TIMEXGROUP Financial Performance 14
Slide 15: TGIL Financial Performance Q2 & Half Year FY2025-26
TGIL Financial Performance Q2 & Half Year FY2025-26 Improvement in financial performance over last year • Total Income at Rs. 24,404 lacs (grown by 40%) during the quarter as compared to Rs. 17,417 lacs last year. During the half-year total income has grown by 46% over last year. • EBITDA at Rs. 4,2
Slide 16: TGIL Financial Performance – Quarter ended 30th Sep 2025
TGIL Financial Performance – Quarter ended 30th Sep 2025 Total Income - Quarter EBITDA 5000 20.0% 30000 4500 EBITDA EBITDA % 17.6% 19.0% 24404 25000 4000 18.0% 3500 17.0% 20000 17417 3000 16.0% Rs. in lakhs Rs. in lakhs 14.5% 15000 2500 15.0% 2000 14.0% 10000 1500 13.0% 1000 12.0% 5000 500 11.0% 252
Slide 17: TGIL Financial Performance – Half Year ended 30th Sep 2025
TGIL Financial Performance – Half Year ended 30th Sep 2025 Total Income – Half Year EBITDA 50000 8000 EBITDA EBITDA % 19.0% 41329 7000 15.7% 40000 17.0% 6000 15.0% 30000 28336 5000 Rs. in lakhs Rs. in lakhs 13.0% 4000 10.6% 20000 3000 11.0% 2000 9.0% 10000 1000 7.0% 2998 6486 0 0 5.0% H1 H1 H1 H1 FY
Slide 18: TGIL Financial Performance – Total Income Trend
TGIL Financial Performance – Total Income Trend Total Income 70000 60000 53982 50000 42168 Rs. in lakhs 40000 38378 30000 26554 20000 14211 10000 0 2020-21 2021-22 2022-23 2023-24 2024-25 Company’s operations and financial results for FY21 and FY22 were adversely impacted by Covid-19 due to which re
Slide 19: TGIL Financial Performance – EBITDA Trend
TGIL Financial Performance – EBITDA Trend EBITDA 5500 4968 5000 4500 4000 3859 3517 3500 Rs. in lakhs 3000 2500 2000 1500 1000 869 500 0 2020-21 2021-22 2022-23 2023-24 2024-25 -500 -238 Company’s operations and financial results for FY21 and FY22 were adversely impacted by Covid-19 due to which res
Slide 20: TGIL Financial Performance – EBITDA % Trend
TGIL Financial Performance – EBITDA % Trend EBITDA % 12.0% 10.1% 10.0% 9.2% 8.3% 8.0% 6.0% 4.0% 2.0% 3.3% 0.0% 2020-21 2021-22 2022-23 2023-24 2024-25 -2.0% -1.7% -4.0% -6.0% Company’s operations and financial results for FY21 and FY22 were adversely impacted by Covid-19 due to which results are not
Slide 21: Financial Performance – Profit Before Tax Trend
Financial Performance – Profit Before Tax Trend PBT 5000 4277 4000 2967 3000 2776 Rs. in lakhs 2000 1000 322 0 2020-21 2021-22 2022-23 2023-24 2024-25 -1000 -811 Company’s operations and financial results for FY21 and FY22 were adversely impacted by Covid-19 due to which results are not strictly com
Slide 22: Shareholding Pattern
Shareholding Pattern Shareholding Pattern 30-Sep-22 31-Dec-22 31-Mar-23 30-Jun-23 30-Sep-23 31-Dec-23 31-Mar-24 30-Jun-24 30-Sep-24 31-Dec-24 31-Mar-25 30-Jun-25 30-Sep-25 Promoters 74.93% 74.93% 74.93% 74.93% 74.93% 74.93% 74.93% 74.93% 74.93% 74.93% 74.93% 59.93% 59.93% Institutional Investors 0.0
Slide 23: Market Capitalization
Market Capitalization Market Capitalization Timex Share Price vs. BSE Small Cap 5-year CAGR: 56% 57000 395 380 55000 3,70,000 3,66,045 365 350 3,20,000 53000 335 2,70,000 320 51000 305 2,20,000 290 49000 1,54,100 275 1,70,000 1,39,210 260 47000 1,10,439 1,20,000 245 230 45000 47,850 70,000 215 25,18
Slide 24: About Timex Group
TIMEXGROUF About Timex Group 24
Slide 25: An Introduction to the Most Consumer-focused Watch & Jewelry Maker
5 An Introduction to the Most Consumer-focused Watch & Jewelry Maker in the World ESTABLISHED 1854 25
Slide 26: Timex Group brand logos
TIMEX VERSACE GUESS FERRAGAMO MISSONI PHILIPP PLEIN whe TED BAKER c& NAUTICA PLEINSPORT FURLA TIMEXGROUP 26
Slide 27: We are America's oldest watchmaker
7 We are America’s oldest watchmaker. In 1854, as the Waterbury Clock Company, we combined traditional European watchmaking with American industrial ingenuity to disrupt a 300-year-old industry and make quality attainable for millions. For generations, we’ve brought consumer focus, innovative crafts
Slide 28: Our Experience and Market Behavior Differentiate us From our Competitors
8 Our Experience and Market Behavior Differentiate us From our Competitors in Partnering with Top Global Brands Selective Brand Portfolio Private ownership with long-term view serving high-quality and selective brand portfolio Dedicated Teams Dedicated brand marketing and product teams create unique
Slide 29: Our Unique Capabilities Set us Apart
9 Our Unique Capabilities Set us Apart in Crafting Beautiful Accessories and Bringing Them to the World Best-in-Class Design Brand Management & Storytelling Powerful Distribution Network Superior Quality & Agile Supply Chain 29
Slide 30: Courage is the Catalyst – Giorgio Galli
0 Courage is the Catalyst that Transforms an Ordinary Creation into an Extraordinary Masterpiece. –Giorgio Galli, Chief Creative Director For over 20 years, Giorgio Galli has been one of the most dynamic watch designers in the industry, his name synonymous with innovation, originality and imaginatio
Slide 31: Design Fuses Consumer Expectations with the Brand DNA
1 Design Fuses Consumer Expectations with the Brand DNA Immersed in brand DNA and connected to consumer expectations, the design team focuses on individuality and relevance to bring brands to life. Every piece tells a story, written to excite consumers and take them on a journey. The perfect accesso
Slide 32: Our Unique Capabilities Set us Apart
2 Our Unique Capabilities Set us Apart in Crafting Beautiful Accessories and Bringing Them to the World Best-in-Class Design Brand Management & Storytelling Powerful Distribution Network Superior Quality & Agile Supply Chain 32
Slide 33: We Engage Consumers Worldwide with Compelling Marketing Stories
We Engage Consumers Worldwide with Compelling Marketing Stories We believe every accessory is a tangible icon of a brand’s story. We fully integrate marketing across the globe and across channels to bring brands to life. Accessories give consumers the opportunity to make the brand part of their stor
Slide 34: The Art and Science of Marketing
4 The Art and Science of Marketing Fuses Consumer Experience, Storytelling and Performance Marketing POS Execution Newsroom & Social Media Digital & Performance Marketing Drive global brand consistency and visibility with Enrich content and product stories for superior Amplify storytelling through d
Slide 35: Our Unique Capabilities Set us Apart
5 Our Unique Capabilities Set us Apart in Crafting Beautiful Accessories and Bringing Them to the World Best-in-Class Design Brand Management & Storytelling Powerful Distribution Network Superior Quality & Agile Supply Chain 35
Slide 36: Comprehensive Network of Brand Distribution Provides Global Reach
Our Comprehensive Network of Brand Distribution Provides Global Reach and Localization 5 Regional Hubs 9 Global Affiliates 120+ Global Distributors 22,000+ Points of Sale 36
Slide 37: Unparalleled Partnerships and Access to the Right Distribution
We have Unparalleled Partnerships and Access to the Right Distribution in Each Market • Our own affiliates provide portfolio leverage and control in critical markets • We utilizes more than one distributor in many markets to ensure account access is matched to brand positioning • Our Distributors ha
Slide 38: Our Unique Capabilities Set us Apart
8 Our Unique Capabilities Set us Apart in Crafting Beautiful Accessories and Bringing Them to the World Best-in-Class Design Brand Management & Storytelling Powerful Distribution Network Superior Quality & Agile Supply Chain 38
Slide 39: 170 Years of Experience and a Modern Global Supply Chain
9 Middlebury, USA Timex Group HQ Besancon, France Movement Production India We Have 170 Years of Experience Manufacturing Cebu, Philippines and a Modern Global Supply Manufacturing Chain Pforzheim, Germany Research and Development Each product starts with an idea and raw materials. Lugano, From move
Slide 40: Agile Supply Chain around Unique Brands and Changing Consumers
0 We’ve Built our Agile Supply Chain around Unique Brands and Changing Consumers Rapid Design and Planning Increases We’ve Optimized Manufacturing Lead Reimagined Inventory and Lines Provide Speed to Market without Sacrifice Times, and Minimum Quantiles ‘Never Out of Stock’ Fast Replenishment Our ro
Slide 41: Timex Group Atelier at the Center of Swiss Production Excellence
1 Timex Group Atelier is at the Center of Swiss Production Excellence In the heart watchmaking, Ticino, Switzerland, Timex Group Atelier creates our most precious timepieces. Forty watchmakers and support staff combine traditional Swiss craftsmanship with modern innovation to bring the unquestioned
Slide 42: About Timex Group India Limited
About Timex Group India Limited 42
Slide 43: About TGIL
About TGIL Timex Group India Limited (TGIL) is a group company of Tanager Group B.V. (formerly known as Timex Group B.V.) Having entered India in 1988, Timex Group India today has one of the most powerful portfolios of brands in the watch industry. With technological innovation and cutting- edge des
Slide 44: TGIL Board of Directors
TGIL Board of Directors David Thomas Payne | Chairman Meeta Makhan | Independent Director Experience: 24+ years Experience: 25+ years Qualification: B. Sc. (Computer Science) - Qualification: BA in Economics from Delhi University, MBA University of Alabama & a Juris doctorate from from IIM Lucknow W
Slide 45: Brand Portfolio
Brand Portfolio One of the strongest portfolios in the watch industry across consumer segments 45 45
Slide 46: Powerful Distribution Network
Powerful Distribution Network A strong network of sales touchpoints that enable TGIL to reach consumers across the country Multi Brand Large Format Defence Canteen Retail Luxury Retail 5025 376 595 42 151 46 46
Slide 47: Baddi Plant: Superior Watchmaking & Supply Chain
Baddi Plant: Superior Watchmaking & Supply Chain A state of the art, SA8000: 2014 and ISO 45001:2018 certified, watch assembly unit in Baddi, Himachal Pradesh, India Assembly of watches from piece parts to complete watch. Handling over 150 types of movements and a wide array of cases / dials / attac
Slide 48: TGIL After Sales Service
TGIL After Sales Service Pan India locations supported by a Customer Care Call Centre service 5 13 160 48 48
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