Slide 1: Filing cover letter to stock exchanges
EMI) Electronics Mart India Limited Lol To, Listing Manager, The Secretary, The National Stock Exchange of India Ltd., BSE Limited, (Through NEAPS) (Through BSE Listing Centre) Symbol: EMIL Scrip Code: 543626 Series: EQ ISIN: INE02YR01019 Sub: Investor’s Presentation to be held on 10 November 2025.
Slide 2: Fueled by Experience, Growing with Trust - Investor Presentation November 2025
el M Fueled by Experience, Growing with Trust OB Investor Presentation November 2025
Slide 3: Safe Harbor
> >>2> SAFE HARBOR MEMMI’ > This presentation and the accompanying slides (the “Presentation”), which have been prepared by Electronics Mart India Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or
Slide 4: Q2 & H1 FY26 Business & Financial Performance
Electronics Mart India le!led‘ Q2 & H1 FY26 BUSINESS & FINANCIAL PERFORMANCE
Slide 5: Q2 FY26 Financial Snapshot
> :E:» Q2FY26 FINANCIAL SNAPSHOT 5Ml’ > Financial Highlights Operational Highlights Sales Mix and Store Ownership Rs.1,591 Crores 1.4% Product Mix (Q2FY26) Revenue from Operations Same Store Sales Growth > > Rs. 224 Crores 8 Gross Profit 'Net Store Opening } ’ I Mobiles [l Large Appliances Il small
Slide 6: H1 FY26 Financial Snapshot
> :E:» H1 FY26 FINANCIAL SNAPSHOT 5Ml’ > Financial Highlights Operational Highlights Sales Mix and Store Ownership Rs. 3,330 Crores -4.8% Product Mix (H1 FY26) Revenue from Operations Same Store Sales Growth > > Rs. 477 Crores 15 Gross Profit Net Store Opening } ’ I Mobiles [l Large Appliances Il sm
Slide 7: Cluster-wise Financial Performance
> > | y>»» > > 444 CLUSTER-WISE FINANCIAL PERFORMANCE EMI’ Electronics Mart Inda Limted. NORTH CLUSTER (Rs. Crs.) NCR NORTH CLUSTER MBO : 31 +38% MARGIN* L EBO 1 162 l (H1FY26) // Cities: 5 128 15 16 v Began North cluster operationsin 84 'I% 2022 and are scaling aggressively, following the same stra
Slide 8: Cluster Wise Revenue - Q2 & H1 FY26
> »> »2>> CLUSTER WISE REVENUE - Q2 & H1FY26 £M’ > Qz FY26 919 226 242 799 183 187 Revenue (Rs.Crs.) Q2FY25 Q2FY26 Q2FY25 Q2FY26 Q2 FY25 Q2FY26 Q2FY25 Q2FY26 SSSG 12% 16% 8% M% H1FY26 HIFY25 HIFY26 HIFY25 HIFY26 HIFY25 HIFY26 HIFY25 HIFY26 SSSG -2% -2% =17% 1%
Slide 9: Mature Stores vs Non Mature Stores
> 2>2» > Mature Stores vs Non Mature Stores ng’ (== ] Mature Store Stores > *4 Years Old Non Mature Store Stores <4 Years Old (averagestoreAge of1.9vears) 84 Stores 131 Stores Rs. 2,254 Crores! Rs. 933 Crores! Sales of Products Rs.153 Crores! Rs. 28 Crores! EBITDA Margin (%) 6.8% 3.0% With assignifi
Slide 10: Strong Cash Flow & Balance Sheet
EMI> > :E:» STRONG CASH FLOW & BALANCE SHEET > Cash Flow from Operations Working Capital Post IND-AS 116 66 79 76 In Days Rs.Crs. 320 . . Sep-24 Sep-25 Sep-24 Mar-25 [0 Inventory Days [l Recievable Days [l Creditor Days PreIND-AS 116 Rs.Crs. 260 202 ROCE* Cash & Cash Equivalents - 9 °8 A L) Rs. 25 C
Slide 11: Q2 FY26 Profit and Loss Statement
> >}2> ; Q2FY26 PROFIT AND LOSS STATEMENT EMI =1V Q2FY26 Profit &Loss (in Rs. Crore) Ind-As116 Pre Ind-AS116 Reported Impact Ind-As116* Impact Revenue growth was strong due to factors Total Revenue 1,591.0 including GST and Preponement of Festive Season by ~ 25 Days Purchases of stock in trade 5612
Slide 12: H1 FY26 Profit and Loss Statement
> 232> H1FY26 PROFIT AND LOSS STATEMENT EMI’ > _— Wz Total Revenue 33304 33304 3,2621 3,262.1 Purchases of stock in trade 28215 28215 2,779.3 27793 Changes in Inventory 31.8 31.8 -8 -n8 Gross Profit 4771 4771 494.6 494.6 -4% Gross Margin 14.3% 14.3% 15.2% 15.2% Employee Cost 765 765 614 614 RentExpe
Slide 13: Balance Sheet
EMI> > > »>>> > BALANCE SHEET > Assets (in Rs.Crs.) Non - Current Assets 2,088.5 1,941.0 Total Equity 1,556.4 Property Plant & Equipments 987.4 9051 Share Capital 384.7 cwip 151 304 Reserves & Surplus 1171.6 Intangible assets 24 27 Non-CurrentLiabilities 1,225.2 Right of use asset 912.8 850.6 Financ
Slide 14: Cash Flow
> >>» CASHFLOW > > Particulars (Rs. Crs.) Sep-25 NetProfit Before Tax 50.5 Adjustments for: Non -Cash Items | Other Investment or Financial Items 146.6 109.8 Operating profitbefore working capital changes 197.1 244.0 Changes in working capital 1055 141 Cash generated from Operations 302.6 358.1 Dire
Slide 15: Overview & Key Strategies
— | ARGEST — ELECTRONICS RETAILER IN SOUTH INDTA OVERVIEW & KEY STRATEGIES
Slide 16: EMIL at a Glance
EMI> > > »>»> 1444 EMILAT A GLANCE > -" Inception & Presence Store Count WE ARE THE Central Warehouse EMIL began its journey with a single store in Hyderabad 4th 12 and has since built a strong presence across Andhra 20 0 + Pradesh, Telangana, and NCR, with plans to expand Stores Largest Electronics
Slide 17: Strategic Partnerships and Premium Positioning Drive ASP Leadership
>», STRATEGIC PARTNERSHIPS AND PREMIUM POSITIONING DRIVE ASP };%” LEADERSHIP EM) We Partner with most of the world’s best Brands and are a preferred distributor g @ sony @LG SAMSUNG oppo vivo © BOSCH Whitpool @) xeom [1] ENENE araser Among organized retailers we drive ) the one of the highest ASP’s
Slide 18: Cluster Based Distribution Network
> >:E:» CLUSTER BASED DISTRIBUTION NETWORK EMI’ LA AL the states of Andhra Pradesh & Telangana with a growing presence in NCR 7+‘ We are Present Across MBO Brands (# stores) | NCR 95 6 215 BAJAI MBO: 31 Cities States Retail Stores .I 6 6 ELECTRONICS _~ EBO:1 (207 MBO & 8 EBO) - Cities : 5 ELECTRONIC
Slide 19: Diversified Product Profile Comprising of 8,000+ SKUs
EMI> > :E:» DIVERSIFIED PRODUCT PROFILE COMPRISING OF 8,000+ SKUs Mart Inda Limted. Electronics > Fastest growing segment with rising contribution to the overall Cash Flow from Operations revenue pie from 29% FY19 to 42%in FY25 PMn‘:s Fi:esss Have relationships with the large A brands in this space
Slide 20: Rapid Store Expansion
EMI> > 232> RAPID STORE EXPANSION > Stores 7 +31% 93 +N% 103 +23% 127 +21% 160 +25% 200 +8% 215 Retail ‘000s sq. ft 765 +23% 940 % 1041 +17% 1222 +17% 1471 +19% 1758 +7% 1884 15 40 19 33 a4 i 24 34 22 Opened 59 ) n0 24 _ 1 Closed - 1_2 - 1 FY19 FY20 FY21 FY22 FY23 FY24 FY25 H1FY26 Particulars FY20 F
Slide 21: Driving Sales Through Differentiated In-Store Experiences
> :E:> DRIVING SALES THROUGH DIFFERENTIATED IN-STORE EXPERIENCES EMI’ Electronics Mart Inda Limted. Product Experience Event In-store live demonstrations (e.g. juicing stations) build trust and authenticity Interactive Product Trial Turns shoppinginto an experience — especially impactful for Gen Z a
Slide 22: Our Retail Outlets
> :E:» > OUR RETAIL OUTLETS Electronics Mart India Linited Hyderabad Stores AndhraPradesh & TelanganaUp Country Stores
Slide 23: Our Specialised Retail Stores
yYvYyv >> OUR SPECIALISED RETAIL STORES EMI’ Electronics Mart India Liited
Slide 24: Strategically Located Logistics and Warehousing Facilities
::,} STRATEGICALLY LOCATED LOGISTICS AND WAREHOUSING »»> FACILITIES A AL lI 2 large centrally located warehousing facilities re backed by individual storage areas at store level of varying sizes to cater to individual stores or a group of stores Efficient Inventory Extensive Supply Chain with Comput
Slide 25: Strong Growth in Organised Brick & Mortar Retail
> :E:» STRONG GROWTH IN ORGANISED BRICK & MORTAR RETAIL EMI’ ElctonicsMart nda Limted > Retail Industry Market Size Expected to Grow at Organised Retail Penetration also q q . Tohenes Expectedto Grow organisedBrick & Mortar (B&M) Growing Faster 03 — 7008 62 57 66 % 4028 4627 FY16 FY 20 FY21 Fy22P FY
Slide 26: Continued Growth Momentum in Consumer Durables Across Categories
>», CONTINUED GROWTH MOMENTUM IN CONSUMER DURABLES }2>” ACROSS CATEGORIES EM)» Consumer Durable Industry Stated to Grow at Indialags global peersin consumer durables 13-15% ahead Colour Televisions 50% IO 98 -100% 96 - 98% 96 - 98% 98 -100% X 96 - 98% 5 95 - 97% @ 46 Refrigerator 40% 98 -100% 98 -10
Slide 27: Board of Directors
> 232> BOARD OF DIRECTORS MEMM!’ > & A | ’ A Py “rat Pavan Kumar Bajaj Karan Bajaj Astha Bajaj Chairman & Managing Director Chief Executive Officer & WTD Executive Director & WTD & ’ L col. Gurdeep Singh Mirza Ghulam Jyotsna Angara (Retd.) Muhammad qug Independent Director Independent Director Indep
Slide 28: Awards & Accolades
> 232> AWARDS & ACCOLADES MEMMI’ > i Revenue Electronics Mart Appreciation For iamond Champion India Limited Top e)'::mplury sales OPP:WD;:?S One Plus Performing Contribution Preferred Partner Brand H12024 Samsung SAMSUNG - _Em EE S
Slide 29: Key Growth Strategies
>y »2>> KEY GROWTH STRATEGIES > We are strengthening cash flows by optimizing working capital, especially at the inventory level Cashflow Generation Leveraging data analytics for demand forecasting and assortment planning, we're improving stock turns andreducing ThroughInventory N excess inventory.
Slide 30: Historical Highlights
— | ARGEST — ELECTRONICS RETAILER IN SOUTH INDTA HISTORICAL HIGHLIGHTS
Slide 31: Operating Indicators
EE:» OPERATING INDICATORS EMI’ ElctonicsMart nda Limted > Top 5Brands (% of Sales) Store Ownership (#) POPL [l Owned Ml Leased 200 648% 1% 642% 630% 61% 160 2 il 12 93 103 2% 187 89 FY21 FY22 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Bill Cuts (Nos. in “000) Average Ticket Size (Rs.) 2,694 23575 24,004 23,
Slide 32: Financial Indicators
4 232> FINANCIAL INDICATORS EMD» Revenue (Rs. Crs.) EBITDA ((Rs. Crs.) EBITDA Margins 6,285 5,446 4,349 b I I I FY21 FY22 FY23 FY24 FY25* FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 Profit After Tax (PAT) “ “ 184 18.9% 174% 181 17.0% 14.4% 137% 133% 1% 13.4% 123 - 10.4% . 10.6% X 104 - I l FY21 FY2
Slide 33: Strong Balance Sheet
> 232> STRONG BALANCE SHEET > EMD ElctonicsMart nda Limted Working Ca| [ Inventory Days [l Recievable Days [l Creditor Days CQV;::;TD'Eys 73 days 66 days 69 days 74 days 79 days 78 63 60 60 66 n . 9 ) 9 o 1 9 4 3 Mar-21 Mar-22 Mar-23 Mar-24 Mar-25 Debtto Equity Ratio NetDebt to EBITDA Cash Flow from
Slide 34: Historical Profit and Loss Statement
> :E:» HISTORICAL PROFIT AND LOSS STATEMENT EMI’ > Profitand Loss (in Rs. Crs. FY25 FY24 FY23 FY22 FY21 Revenue from Operations 6,731.3 6,285.4 5,445.7 4,349.3 3,201.9 Purchases of stock in trade 6,007.3 5,566.4 4,864.7 3,887.8 2,846.9 Changes in Inventory -2735 1957 -159.7 -1325 -796 Gross Profit 9
Slide 35: Historical Balance Sheet
> ;E:» HISTORICAL BALANCE SHEET MEMMI’ > Assets (in Rs.Crs.) Mar-25 Mar-24 Mai Mar-22 Non - Current Assets 1,941.0 1517.5 1,285.9 Total Equity 15188 | 1,369.7 | 11843 | 5965 4919 Property Plant & Equipments 9051 602.2 509.9 2795 2755 Wi 304 249 39 238 20 Share Capital 384.7 384.7 384.7 300.0 300.0 I
Slide 36: Historical Cash Flow
EMI> > :E:» HISTORICAL CASH FLOW > Particulars (Rs. Crs.) Mar-25 Mar-24 Mar-23 Mar-22 NetProfitBefore Tax 216.0 246.2 163.2 139.8 Adjustments for: Non-Cash Items | Other Investment or Financial ltems 236.8 2025 m7 1526 1304 oOperatingprofitbefore working capital changes 452.9 448.7 334.9 292.3 209.9
Slide 37: Key Takeaways
> 222> KEY TAKEAWAYS > .................. Cluster based expansion strategy with robust growth and highest Operating margins; Recently forayed in new geography by opening stores in the lucrative NCR market ------------ Flexible business model built to create long term sustainable footprint \ Long Ter
Slide 38: Thank You
OVER 4 DECADES OF LEGACY —THAT'S ICONIC THANK YOU CIN: L562605TG2018PLC126593 CIN: U74140MH2010PTC204285 EM” S GA Strategic Growth Advisors A Mr. Premchand Devarakonda (CFO) Mr. Deven Dhruva [ Mr. Varun Shivram / 0402323 0244 Tel: +91 98333 73300 / +91 91378 91895