S D Retail Limited · NSE:SDREAMS
S D Retail — Investor Presentation (May 2026)
24 slides from S D Retail's investor presentation, May 19, 2026
Slide 1: Investor Presentation FY 25-26
INVESTOR PRESENTATION FY 25-26
Slide 2: Safe Harbor
SAFE HARBOR This presentation and the accompanying slides (the “Presentation”), which have been prepared by S D Retail 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 securities
Slide 3: Leadership's Comments
LEADERSHIP’S COMMENTS Our Company has demonstrated a strong During the second half, we added 11 net commitment to expanding its Exclusive new stores, taking our total EBO count to Brand Outlet (EBO) channel, which has 75. We remain committed to accelerating delivered outstanding growth of 111% store
Slide 4: FY 25-26 Operational & Financial Performance
FY 25-26 OPERATIONAL & FINANCIAL PERFORMANCE SALES MIX (FY 25-26) Revenue from Operations Gross Profit Gross Profit Margin LFS Other 1% 195.97 CR 13.2% 104.72 CR 53.44% 6% 18.4% EBIDTA EBITDA Margin EBO 24% 16.53 CR 8.43% 15.6% MBO 55% Profit After Tax PAT Margin 9.78 CR 4.99% 14.4% Online 13% 04
Slide 5: H2 25-26 Operational & Financial Performance
H2 25-26 OPERATIONAL & FINANCIAL PERFORMANCE SALES MIX (H2 25-26) Revenue from Operations Gross Profit Gross Profit Margin LFS Other 6% 1% 117.68 CR 16.1% 61.25 CR 52.05% 14.6% EBO EBIDTA EBITDA Margin 14.35 CR 23% 20.9% 12.2% MBO 59% Profit After Tax PAT Margin Online 9.65 CR 8.2% 11% 6.1% 05
Slide 6: FY 25-26 Profit & Loss Statement
FY 25-26 PROFIT & LOSS STATEMENT (IN CRORE) 06
Slide 7: H2 25-26 Profit & Loss Statement
H2 25-26 PROFIT & LOSS STATEMENT (IN CRORE) 07
Slide 8: Balance Sheet (in Crore)
BALANCE SHEET (crore). particulars | ‘Asat | ‘Asat particulars Asat Asat March 31,2026 | March 31,2025 March 31,2026 | March 31,2025 EQUITY AND LIABILITIES ASSETS Shareholders’ funds Non-currentassets (a) Share capital 1872 1872] |(a) Property, Plant and Equipment and '|(b) Reserves and surplus 1014
Slide 9: Cash Flow
CASH FLOW Income tax paid (4.43) (3.82) . Net cash flow from operating activities (5.87) | 88 | i Net cash flow from investing activities 24.13 (48.78) (19.43) 46.74 Net cash flow from financing activities Net (Decrease) in cash and cash equivalents ‘ash and cash equivalents at the beginning of the
Slide 10: The S D Retail Story: Dressing You From 8PM to 8AM
THE S D RETAIL STORY: DRESSING YOU FROM 8PM TO 8AM S D Retail Limited (S D Retail or SWEET DREAMS) is India’s leading sleepwear brand. Founded over 30 years ago as a trade-driven business, we have grown into a consumer-focused, omnichannel brand offering sleepwear for men, women, and kids—designed f
Slide 11: Company Differentiators
COMPANY DIFFERENTIATORS Single Category Men, Women & Kids Sets-Based Product Focus Coverage Strategy Unlike large apparel brands that bundle Sleepwear is typically marketed to We believe sleepwear is best experienced sleepwear under lingerie or innerwear, we women. We offer gender coverage, with as
Slide 12: Our Product Portfolio
OUR PRODUCT PORTFOLIO SLEEPWEAR & FASHION Sets as a Strategy BEYOND BEDTIME The Coordinated Sleepwear Advantage SWEET DREAMS focuses on coordinated sets that combine tops, bottoms, and layers into complete looks. This removes styling confusion, improves perceived value, and delivers a polished, comf
Slide 13: Our DNA Is Design and Product Development
TRUST BUILT ON YEARS OF DELIVERY OUR DNA IS DESIGN AND PRODUCT DEVELOPMENT TREND-SPOTTING DESIGN EXPERTISE FEEDBACK AND ANALYTICS Participate in fairs or Creative team of __ in- Product launches spread exhibitions in India or abroad house designers and through the year bringing to better understand
Slide 14: Sleepwear Available in Every Shopping Market
WHERE WE ARE, WHERE WE’RE GOING SLEEPWEAR AVAILABLE IN EVERY SHOPPING MARKET FROM PRODUCT PLACEMENT TO BRAND EXPERIENCE We’re reshaping how sleepwear is discovered and purchased — shifting from being a category inside multi-brand outlets to becoming a fully immersive, branded retail experience. Our
Slide 15: EBO Business Credentials
OUR RETIAL GROWTH EBO BUSINESS CREDENTIALS FY 24-25 FY 25-26 FY 24-25 FY 25-26 STORES STORES TOTAL SQ FT TOTAL SQ FT 51 75 22.9K 36.3K 24 58.5% AVG STORE SIZE AVG STORE SIZE AVG ASP AVG ASP 448 SQFT 485 SQFT ₹1,794 ₹1,864 8.3% 3.9% AVG BILLING VALUE AVG BILLING VALUE SALES PER SQFT (ANNUAL) SALES PE
Slide 16: Pan-India EBO Network
PAN-INDIA EBO NETWORK Mumbai 10 Delhi 6 Ahmedabad 5 Pune 5 Noida 3 Lucknow 3 Ludhiana 3 Amritsar 3 Airport Bangalore 2 8 Gurgaon 2 Hyderabad 2 High Street Dehradun 2 Mall Stores 21 Chennai 2 Bhatinda 46 2 9 Stores 6 Stores Thane 2 5 Stores 4 Stores Visakhapatnam 2 2 Stores 3 Stores COUNT OF EBO MARK
Slide 17: Reinvented Brand Identity
PRESSING REFRESH REINVENTED BRAND IDENTITY SWEET DREAMS has refreshed its brand identity to create a more premium, ownable, and scalable visual language for its next phase of growth. Inspired by The Equinox, the new identity captures the rhythm of day and night — the transition from performance to p
Slide 18: Our New Retail Identity
OUR NEW RETAIL IDENTITY SWEET DREAMS is redesigning its visual merchandising to make every store touchpoint reflect the brand’s core message of comfort, rest, and everyday downtime. From product zoning and colour stories to windows, mannequins, and in-store communication, the aim is to create a more
Slide 19: Our Brand 'Sweet Dreams' Out There
MARKETING THAT’S MEMORABLE OUR BRAND ‘SWEET DREAMS’ OUT THERE 19
Slide 20: Our Supply Chain and Technology
THE ENGINE THAT MAKES IT WORK OUR SUPPLY CHAIN AND TECHNOLOGY APPAREL EXHIBITIONS DIVERSIFIED SOURCING AGILE SUPPLY CHAIN Balanced vendor network Agile supply chain Active participation in textile supports faster product across basics, fashion, and apparel exhibitions licensed merchandise, developme
Slide 21: Our Journey So Far
OUR JOURNEY SO FAR YESTERDAY’S DREAMS, TODAY’S REALITY 2004 2009 2014 Incorporated as S D Retail Private Entered modern retail by Ventured online by selling on Limited, the company was started launching in Multi-Brand Outlets leading marketplaces, adapting with an aim to make sleepwear a (MBOs), beg
Slide 22: Spearheading Sleepwear in India
ABOUT OUR INDUSTRY SPEARHEADING SLEEPWEAR IN INDIA Expected by 2029: Category Share of Where Are They Shopping? India Sleepwear Market Size (2022): $ 1,304 Million Western Apparel: Market Snapshot $ 500 Million (CAGR: 15.1%) 14% Supermarkets and Hypermarkets: $ 162 Million Specialty Stores: $ 144 Mi
Slide 23: Experienced Board of Directors
EXPERIENCED BOARD OF DIRECTORS MR. HITESH PRAVINCHANDRA RUPARELIA Chairman & Managing Director Hitesh Pravinchandra Ruparelia has been associated with S D Retail Ltd. since its inception and currently serves as Chairman & Managing Director from June 20, 2024. A co-founder of the Company with over th
Slide 24: Thank You
THANK YOU S D RETAIL LIMITED Listed on NSE Emerge as SDREAMS