Page Industries Limited · NSE:PAGEIND
Page Industries — Q1 FY26 Earnings Presentation
29 slides from Page Industries's earnings presentation, Aug 7, 2025
Slide 1: Performance Highlights FY25-26 Q1
PERFORMANCE HIGHLIGHTS FY25-26 Q1 AUGUST 07, 2025
Slide 2: 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 3: Contents
• QUARTERLY UPDATE - MANAGEMENT COMMENTARY - FINANCIAL HIGHLIGHTS - KEY HIGHLIGHTS - MARKET COVERAGE - NEW LAUNCHES - DIGITAL/SOCIAL MEDIA REACH CONTENTS • COMPANY OVERVIEW - ABOUT PAGE INDUSTRIES - MANUFACTURING CAPABILITIES - PRODUCT PORTFOLIO - EXCLUSIVE BRAND STORE - NEW IDENTITY - MANAGEMENT GR
Slide 4: Management Commentary
MANAGEMENT COMMENTARY Consumption patterns this quarter was subdued affecting tertiary sales growth. Shift in festive consumption in the month of April when compared to last year and heightened geo-political tension in early parts of May partly contributed to the same. It is however encouraging to n
Slide 5: Financial Highlights
FINANCIAL HIGHLIGHTS YoY Financials (INR mn) Q1FY26 % Q4FY25 % Q1FY25 % growth Revenue 13,166 10,981 12,775 3.1% EBITDA 2,947 22.4% 2,352 21.4% 2,433 19.0% 21.1% PBT 2,702 20.5% 2,187 19.9% 2,225 17.4% 21.5% PAT 2,008 15.3% 1,640 14.9% 1,652 12.9% 21.5% Financials (INR mn) Q1FY26 % Q1FY25 % YoY grow
Slide 6: Key Highlights for Q1 FY26
KEY HIGHLIGHTS FOR Q1 FY26 • We launched a new fashionable range of products under JKY Groove on jockey.in and select EBOs in the country addressing a younger target audience. The initial response to the collection has been very encouraging. • We have successfully completed the pilot run of modern D
Slide 7: Unmatched Market Coverage
UNMATCHED MARKET COVERAGE Multi-Brand Exclusive Brand Key Department ECommerce Trade Channel Store Store 3,954 1,490 14 Jockey.in Distributor Accounts Exclusive Brand Stores Partner Chains 2,715 36 1,296 Cities / Towns Exclusive Woman Stores Stores 1,10,487 47 1,912 Retail Network Exclusive Juniors
Slide 8: Unmatched Market Coverage
UNMATCHED MARKET COVERAGE Multi-Brand Exclusive Brand ECommerce Trade Channel Store Speedo.in 720 38 Stores Stores 150 14 Cities Cities ... and more Partners 8
Slide 9: Jockey - New Launches
JOCKEY - NEW LAUNCHES Style No. WZ09 HYBRID PANTS Style No. AM67 TANK TOP Style No. MV50 PERFORMANCE T-SHIRT Style No. WZ04 OVERSIZED T-SHIRT 9
Slide 10: Digital/Social Media Reach
DIGITAL/SOCIAL MEDIA REACH Followers 18,89,770 3,50,791 22,717 37,200 10
Slide 11: Digital/Social Media Reach
DIGITAL/SOCIAL MEDIA REACH Followers 3,76,000 27,300 1,880 11
Slide 12: Company Overview
COMPANY OVERVIEW 12
Slide 13: Page Industries: Vision & Mission Statement
PAGE INDUSTRIES: VISION & MISSION STATEMENT MISSION MISSION To be the largest and most profitable premium innerwear and athleisure To be the number one brand within men, women swimwear brand in our and kids segments in our licensed markets licensed markets VISION To satisfy the human need for comfor
Slide 14: 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 1,11,207 Retail Network Performance 22,086 Employees 16 manufacturing units 1,528 Exclusive Brand Stores
Slide 15: 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 16: 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 17: Manufacturing Capabilities
MANUFACTURING CAPABILITIES STRONG IN-HOUSE MANUFACTURING CAPABILITIES COMMITTED TO QUALITY • Facilities spread over 2.9 million sq ft across 16 • Our own manufacturing helps set high quality manufacturing units standards for both in-house and outsourced manufacturing • Present in 14 facilities in Ka
Slide 18: Exclusive Brand Store
EXCLUSIVE BRAND STORE 18
Slide 19: 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 20: Exclusive Brand Store
EXCLUSIVE BRAND STORE 20
Slide 21: 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 22: Page Values
" PAGE VALUES Integrity ae Fairness & Transparency in all the Decisions & Conduct Respect Mutual Respect in all Forms of Interactions Excellence Entrepreneurship Proactive Solutioning ‘With Growth Mindset & Ownership Striving for Perfection at All Times Customer Orientation Be Obsessed with Delighti
Slide 23: 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 24: 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 25: Shareholding Pattern
SHAREHOLDING PATTERN Others (incl SWF), As on June 2025 Insurance Companies 5.33% and Other DIIs, 8.10% Mutual Funds, 19.65% Promoters, 42.89% Market Cap: ~ INR 551 bn FPI, 24.03% (as on June 2025) 25
Slide 26: 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 27: 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 28: 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 29: Thank You
THANK YOU PAGE INDUSTRIES LIMITED CIN: L18101KA1994PLC016554 Contact Us: For Investor Relations: investors@jockeyindia.com Website: www.jockey.in Download App