Stanley Lifestyles Ltd. · NSE:STANLEY
Stanley Lifestyles — Q2 FY26 Earnings Presentation
39 slides from Stanley Lifestyles's earnings presentation, Nov 11, 2025
Slide 1: Exchange filing cover letter for earnings call presentation
Date: 11.11.2025 Ref no. SLL/SE/102-2025 To, To, National Stock Exchange of India Limited BSE Limited (“BSE”) (“NSE”) Listing Department Listing Department Corporate Relationship Department Exchange Plaza, C-1 Block G, Bandra Kurla Phiroze Jeejeebhoy Towers, Complex Bandra [E], Mumbai – 400051 Dalal
Slide 2: Earnings Presentation Q2 & H1 FY26
(BSE: 544202; NSE: STANLEY) Earnings Presentation Q2 & H1 FY26 1
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Stanley Lifestyles Ltd, solely to provide information about the Company to its stakeholders. No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of
Slide 4: Aspiring to transform every Customer to become a Loyal Brand Ambassador
Aspiring to transform every Customer to become a Loyal Brand Ambassador 3
Slide 5: Table of Contents
Table of Contents 01 Q2 & H1 FY26 Result Highlights 02 Historical Financials 03 Company Overview 04 Business Overview 05 Future Outlook 4
Slide 6: Q2 & H1 FY26 Result Highlights
Q2 & H1 FY26 Result Highlights ASMI — a limited edition commemorating 75 years of Independence, showcasing the unity of 28 states and 8 union territories of India, guided by four handcrafted tassels symbolizing North, South, East, and West. 5
Slide 7: Management commentary on Q2 and H1 FY26 growth
“We are pleased to report growth in both Q2 and H1 FY26, supported by strong execution and continued consumer demand. Revenue from Operations stood at ₹2,141 mn in H1FY26. Gross Profit Margin improved 330 bps YoY and is around 58%, EBITDA margin expanded by 320 bps in H1 FY26 to 22.1%. We continued
Slide 8: Kanakapura Road, Bengaluru flagship store
Kanakapura Road, Bengaluru Location 10,000 Sq. Ft. Area 7
Slide 9: Stanley Boutique and Sofas & More store
Stanley Boutique 3,000 Sq. Ft. Area Sofas & More 7,000 Sq. Ft. Area 8
Slide 10: Stanley Boutique and Sofas & More store
Stanley Boutique 2,550 Sq. Ft. Area Sofas & More 5,940 Sq. Ft. Area 9
Slide 11: Stanley Boutique and Sofas & More store
Stanley Boutique 2,800 Sq. Ft. Area Sofas & More 1,200 Sq. Ft. Area 10
Slide 12: Total No. of Stores
Total No. of Stores Stanley Level Next Stanley Boutique Sofas & More 43 19 40 11 11 16 14 8 13 29 24 6 10 10 5 16 3 10 FY21 FY22 FY23 FY24 FY25 H1 FY26 FY21 FY22 FY23 FY24 FY25 H1 FY21 FY22 FY23 FY24 FY25 H1 FY26 FY26 11 Note: As of September 30, 2025, excludes one Stanley Personnel Store
Slide 13: Revenue, Gross Profit, EBITDA and PAT
Revenue (Rs. Mn) Gross Profit (Rs. Mn)/Gross Profit Margin(%) Revenue increased by 5.1% in H1 FY26 55.9 58.3 54.5 57.8 2,141 compared to H1 FY25, driven by growth in 2,037 1,238 the retail business, led by a higher 1,111 contribution from COCO stores 1,030 1,054 576 614 Gross Profit margin improved
Slide 14: Revenue by Store Format and Product Category
By Store Format Rs Mn By Product Category 3% 4% 5% 5% 6% 8% 11% 14% Others , Others , 15% 30% 27% 17% 2,141 COCO, 2,037 60% COCO, 58% 61% FOFO, FOFO, 53% 10% 15% H1FY26 H1FY25 H1FY26 H1FY25 Sofa/Seatings Case Goods Leather Automotive Interiors Kichen & Cabinetry Beds & Mattress Automotive & Others •
Slide 15: Profit and Loss Statement
Particulars (Rs. Mn) Q2 FY26 Q2 FY25 Y-o-Y (%) Q1 FY26 H1 FY26 H1 FY25 Y-o-Y (%) Revenue from Operations 1,054 1,030 2.3% 1,087 2,141 2,037 5.1% COGS 440 454 463 903 926 Gross Profit 614 576 6.6% 624 1,238 1,111 11.4% Employee Cost 143 156 159 302 297 Other Expenses 223 235 240 463 428 EBITDA 248 18
Slide 16: Balance Sheet
Equity & Liabilities (Rs in Mn) As on Sept’25 As on Mar’25 Assets (Rs in Mn) As on Sept’25 As on Mar’25 Share Capital 114 114 Property, plant & Equipment 906 893 Other Equity 4,554 4,529 Right of use assets 3,232 1,603 Non-Controlling Interest 54 112 Capital work-in-progress 54 376 Shareholders Fund
Slide 17: Historical Performance
Historical Performance 16
Slide 18: Historical Revenue, Gross Profit, EBITDA and PAT
Revenue (Rs. Mn) Gross profit (Rs. Mn)/ Margin (%) 3000 160.00% 140.00% 2,333 2,400 2500 4,190 4,325 4,262 2,147 120.00% 2000 2,922 100.00% 1,482 1500 80.00% 1,958 60.00% 982 1000 40.00% 50% 51% 51% 54% 56% 500 20.00% 0.00% 0 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 EBITDA (Rs. Mn)/ Margin(
Slide 19: Company Overview
Company Overview 18
Slide 20: Vertically Integrated Luxury Furniture Brand
Vertically Integrated Luxury Furniture Brand End-to end Home Solutions • Combine craftsmanship, innovation and • Among the few home-grown super-premium customer insight to create refined living spaces and luxury consumer brands in India • Integrated model provides ability to control the entire value
Slide 21: Company journey and milestones
2017 Opened 2005 anchor 2016 store in Rapid Electronic 2019 expansion City, across India Partnered Bengaluru • Secured with partner 2012 with IKEA for sofa funding from owned and manufacturin OIJIF operated Onboarded 2001 stores g and exports • Launch of 2020 Toyota as a ‘Sofas & B2B customer Launch
Slide 22: Brand, offerings, manufacturing and presence strengths
Brand Luxury Comprehensive Offerings Strategic presence Largest and the fastest growing multi Complete home solutions provider with offerings across categories and price points Pan-India presence with strategically brand company in the luxury/super- located stores premium furniture segment Manu-Reta
Slide 23: Business Overview
Business Overview 22
Slide 24: Brand positioning across luxury segments
Ultra Stanley Level Next Luxury Luxury Stanley Boutique Super Premium Sofas & More Premium, Masstige and Mass Contract Manufacturing 23
Slide 25: Comprehensive home solutions provider
Kitchen & Seating Case Goods Beds & Mattress Cabinetry Sofa-cum-Bed Bar Stools Kitchens Wardrobes Coffee Tables Dining Tables Beds Mattresses Pouffes Recliners Laundry/ Utility Bar Units Consoles Wardrobe Coordinated Sofa cum Bed Pillows Comprehensive home solutions provider with offerings across ca
Slide 26: Plant 1: Electronic City
Plant 1: Electronic City 1,97,643 Sq. Ft. #" Area 1,63,200 Installed Capacity 707 Employees 25
Slide 27: Plant 2: Jigani
Plant 2: Jigani 1,03,243 Sq. Ft. Area 1,44,000 Installed Capacity 349 Employees 26
Slide 28: Stanley Level Next
STANLEY |: Makers Of Beautiful Stanley Level Next
Slide 29: Stanley Level Next format and store footprint
• The most exclusive format, crafted for connoisseurs of artistic detail, bespoke design, and modern luxury New Delhi • Functions as an immersive interior experience center, where clients co-create personalized living spaces with Stanley’s design experts • Collections showcase contemporary aesthetic
Slide 30: Stanley Boutique
SEANTEY ‘, Renee NY WV Aes’
Slide 31: Stanley Boutique format and store footprint
• Offers refined luxury through ready-to-buy collections that blend craftsmanship and versatility New Delhi • Ideal for discerning customers seeking high-end furniture with shorter lead times • Showcases pieces that balance timeless elegance with everyday Kolkata (2) practicality Mumbai (3) • Each p
Slide 32: Sofas & More
STANLEY | Sofas & More Rake Beatin wT ry)
Slide 33: Sofas & More format and store footprint
• Stanley’s most accessible format, offering thoughtfully designed furniture at approachable price points New Delhi Lucknow • Addresses the growing demand for affordable luxury among urban consumers Ahemdabad • Blends Stanley’s core values of quality, comfort, and style into value-driven offerings R
Slide 34: Future Outlook
Future Outlook 33
Slide 35: Growth priorities and future outlook
Geographical Growth Full Home Solution Digital Transformation Expand Product Portfolio New Product Categories Localization & Backward Integration 34
Slide 36: Marketing Campaigns
Marketing Campaigns 3 5
Slide 37: Bold. Bespoke. Beautiful. campaign
STANLEY Makers Of Beautiful STANLEY BOLD. BESPOKE. BEAUTIFUL. COMPLETE HOME FURNITURE SOLUTIONS Designed, enginaerad and crafted to perfection with the finest ethically sourced materials from around the world in our state-of-the-art tactorios Made in Stanley. The Stanley way ON SALE NOW STANLEY ===
Slide 38: Sofas campaign
STANLEY |: Makers Of Beautiful SOFAS HEAVENS HEAVENS HEAVEN LIKE COMFORT, YOU WILL LIKE COMFORT, YOU WILL LIKE COMFORT, YOU WILL FALL IN LOVE WITH. FALL IN LOVE WITH. FALL IN LOVE WITH. MORE nn Sara PP ZER& | &4Cs ZER& | EACE & | FAC GRAVITY RECLINERS | > ° GRaviTy RecLiners | > ° GRAVITY RECLINERS
Slide 39: Thank You
Thank You Registered Office SY No. 16/2 and 16/3 Part, Hosur Road, Veerasandra village, Attibele Hobli, Anekal Taluk, Bengaluru, Karnataka - 560100 For further information, please contact: Company Investors Relation Stanley Lifestyles Ltd. AdfactorPR J. K. Sharath, Group CFO Priyanka Bhagat/Shrusti