Vedant Fashions Limited · NSE:MANYAVAR
Vedant Fashions — Q1 FY26 Earnings Presentation
27 slides from Vedant Fashions's earnings presentation, Jul 31, 2025
Slide 1: Vedant Fashions Limited Investor Presentation - July 2025
Vedant Fashions Limited Investor Presentation - July 2025
Slide 2: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Vedant Fashions Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securi
Slide 3: About Vedant Fashions
About Vedant Fashions >:
Slide 4: Introduction to Vedant Fashions
Introduction to Vedant Fashions Indian Wedding and Celebration Wear Brands 01 02 03 04 Headquartered in Kolkata, incorporated in One-stop destination with wide product Largest company in India in men’s Indian Omni-channel network of EBOs, MBOs, LFS 2002 by Mr. Ravi Modi, Vedant Fashions portfolio fo
Slide 5: What makes VFL Special
What makes VFL Special Aspirational Yet Value for Money Curated Marketing Strategy with Multi Channel Presence o Aspirational Brand with Aristocratic & seamless customer experience o Emotional connect with theme-based campaigns o Uniform pricing across online & offline channels in India o Celebrity
Slide 6: Evolution Over the Years
Evolution Over the Years Launch of Brand Manyavar 1st EBO in Surpassed >INR Launched Mohey Strategic Acquisition Launched Twamev (Men’s Listing on Stock Exclusive Mohey started operations Bhubaneshwar 1,000 mn EBO (Women’s of Mebaz premium wear brand) Exchanges Flagship EBO; via predecessor revenue
Slide 7: Key Investment Highlights/ Our Strengths
Key Investment Highlights/ Our Strengths
Slide 8: Key Investment Highlights/ Our Strengths
Key Investment Highlights/ Our Strengths 01 02 Market leader in Indian celebration 03 Unique business model combining Large & growing Indian wedding & asset-light brand play along with wear market with diversified brand celebration wear market driven by an seamless purchase experience; no portfolio
Slide 9: Diversified Brand Portfolio Catering to Aspirations of Entire Family
Diversified Brand Portfolio Catering to Aspirations of Entire Family Brands Year Target Group Price Spectrum Distribution Product Portfolio Key Attributes Men: Kurta, Indo-western, Sherwani, o Category leader in branded Indian wedding & celebration EBOs, MBOs, LFS, jacket, accessories, Jodhpuri wear
Slide 10: Our Growth Strategy
Our Growth Strategy >:
Slide 11: Our Growth Strategy
Our Growth Strategy Retail Expansion within Up-selling and cross- Enhancement of brand Significant potential and Disciplined approach and outside India selling initiatives appeal through targeted space for growth of our towards acquisitions marketing initiatives emerging brands Vedant Fashions Limit
Slide 12: Q1 FY26 Key Highlights, Update and Financial Performance
Q1 FY26 Key Highlights, Update and Financial Performance
Slide 13: Company Key Performance Highlights
Company Key Performance Highlights • During Q1 FY26, Retail Sales (i.e, Sale of our Customers) grew by +23.2% as compared to Q1 FY25; • During Q1 FY26, Company’s SSSG grew by +17.6% as compared to Q1 FY25; • Company reported growth in Revenue from operations by +17.2% in Q1 FY26 as compared to Q1 FY
Slide 14: Wide Pan-India Reach and Presence including International Markets
Wide Pan-India Reach and Presence including International Markets Presence (As of June 2025) 1.78 mn Sq. ft. 684 EBO’s Area* EBO’s* (Including 14 International (Including 36K area of Intl. EBO’s) Stores in 4 Countries) 256 Cities and towns globally (Including 11 International cities) Net Rollout (Q1
Slide 15: Vedant Fashions Limited
Vedant Fashions Limited •
Slide 16: Key Financial Highlights and Retail Performance Overview
Key Financial Highlights and Retail Performance Overview INR in mn Retail Performance Q1 FY26 YoY Analysis (Sale of our Customers3) across Channels Q1 FY26 Vs Q1 FY25 Revenue from Operations Gross Profit1 & Gross Margin 67.7% Margins 66.9% +23.2% +17.2% +15.9% 4,057 2,812 1,881 2,398 1,624 3,293 Q1
Slide 17: Profit and Loss Statement Q1 FY26
Profit and Loss Statement Q1 FY26 INR in mn Quarter ended Year ended Particulars Jun 30, 2025 Jun 30, 2024 31-Mar-25 (Unaudited) (Unaudited) (Audited) Sr.no Income: I Revenue from operations 2,812 2,398 13,865 II Other income 258 215 852 III Total income ( I + II ) 3,070 2,613 14,716 IV Expenses: Co
Slide 18: Manyavar Wedding Campaign across channels focusing on groom and groom squad
Manyavar Wedding Campaign across channels focusing on groom and groom squad A group of men wearing matching outfits A group of people in traditional attire AI-generated content may be incorrect. AI-generated content may be incorrect. Vedant Fashions Limited • 18
Slide 19: Mohey Wedding Campaign Celebrity Extensions and Social Media Spotlight
Mohey “Wedding Campaign” Celebrity Extensions and Social Media Spotlight on the Bride and Bridesmaids A person in a pink dress A store front with a sign AI-generated content may be incorrect. AI-generated content may be incorrect. Vedant Fashions Limited • 19
Slide 20: Twamev Sunset Soiree Collection Launch
Twamev Sunset Soiree Collection Launch - Digital and Social Media and Store Event A person holding a makeup brush A person holding a person#39;s dress A group of people posing for a picture AI-generated content may be incorrect. AI-generated content may be incorrect. AI-generated content may be inco
Slide 21: Celebration and Festive Wear Brand Diwas
Celebration and Festive Wear Brand “Diwas” A group of men sitting on a couch playing a guitar A group of men wearing pink and blue robes and holding diplomas AI-generated content may be incorrect. AI-generated content may be incorrect. Vedant Fashions Limited • 21
Slide 22: Mebaz Wedding Campaign You Are The Occasion
Mebaz Wedding Campaign “You Are The Occasion" Vedant Fashions Limited • 22
Slide 23: Financial Summary
Financial Summary
Slide 24: Long Track Record of Strong Growth Trajectory
Long Track Record of Strong Growth Trajectory INR in mn Revenue & Sales of Customers Gross Profit1 EBITDA2 Sales of Customer Margins Margins 8,362 14,736 18,614 18,527 18,929 66.8% 66.9% 67.4% 67.2% 67.2% 49.9% 50.1% 50.1% 48.6% 46.6% 13,549 13,675 13,865 9,126 9,186 9,315 6,783 6,643 6,464 10,408 6
Slide 25: Awards and Accolades
Awards and Accolades 2024 2015 2021 2019 “India Retail Champions Award” “National Retailer of the Year” “Transformational Contribution to Indian 4th Annual Indian Retail & Indian eRetail RAI Category “Most Admired Retailer of the year Apparel and Retail Industry” Awards Apparel & Lifestyle category
Slide 26: Glossary
Glossary Term Description Company Vedant Fashions Limited The report titled “Assessment of the apparel industry with a special focus on Indian wedding and celebration wear market in India” dated Sep-2021 as updated Crisil Report by the addendum dated December 2021 prepared by CRISIL EBO Exclusive br
Slide 27: Thank You
COMPANY : Vedant Fashions Limited CIN : L51311WB2002PLC094677 Investor Relations Team investor.relations@manyavar.com www.vedantfashions.com INVESTOR RELATIONS ADVISORS : MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division of MUFG Pension & Market Services Mr. Nikunj Jain