Thomas Scott (india) Limited · NSE:THOMASCOTT
Thomas Scott (india) — Q4 FY2026 Earnings Presentation
35 slides from Thomas Scott (india)'s earnings presentation, Jun 3, 2026
Slide 1: Filing cover letter to BSE and NSE
Date: June 03, 2026 To To Department of Corporate Services, Listing Department BSE Ltd. The National Stock Exchange of India Ltd. P.J. Towers, Dalal Street, “Exchange Plaza”, Bandra-Kurla Complex, Fort, Mumbai- 400 001 Bandra (East), Mumbai- 400 051 Dear Sir/Madam, Ref: BSE Scrip Code: 533941 and NS
Slide 2: Investor Presentation June 2026
1 THOMAS SCOTT (INDIA) LTD INVESTOR PRESENTATION JUNE 2026
Slide 3: Snapshot
Snapshot 15+ years 29,000+ 15+ 9 6 Track Record SKUs Brands Distribution Exclusive Brand Outlets Channels (EBO) 4 4 60% 88% 22.31% Mfg. Plants Fulfilment Centers 3 Year Revenue CAGR 3 Year PAT CAGR ROCE Capacity – 140k units / Month Investor Presentation 2
Slide 4: Company Overview
THOMAS COMPANY OVERVIEW
Slide 5: Company Overview
Company Overview • Thomas Scott (India) Ltd. was incorporated in 2010 as a traditional apparel manufacturer and has Operational Income (INR Mn) & EBITDA Margins (%) transformed into a vertically integrated tech-enabled online fashion retailer in the last few years. 2,549 • Established with a vision
Slide 6: Board of Directors
Board of Directors MR. BRIJGOPAL MR. VEDANT BANG MRS. ANURADHA MRS. KAVITA AKSHAY MRS. VANDANA BANG MRS. USHA GHELANI BALARAM BANG (MANAGING DIRECTOR - PARASKAR CHHAJER (DIRECTOR) (INDEPENDENT DIRECTOR) (MANAGING DIRECTOR) E-COMM) (INDEPENDENT DIRECTOR) (INDEPENDENT DIRECTOR) Mr. Brijgopal Bang is M
Slide 7: Unique, Data Driven Business Process
Unique, Data Driven Business Process Thomas Scott is an online focused retailer of major brands across marketplaces like Myntra, Ajio, Tata Cliq, Amazon, Flipkart & our website. With in- house manufacturing facilities, it provides a truly “direct to customer” experience. Continuously collect data Id
Slide 8: Technology Meets Manufacturing
Technology Meets Manufacturing Technology Cost Effectiveness & Quick Trend Identification Leverages Delivery D2C model lowers costs, improves Using keywords to find Manufacturing competitiveness, and reduces trends in micro markets & launch demand-fit products to Deliver markdown losses. Pan-India F
Slide 9: Technological Developments
Technological Developments • TSIL has evolved from a traditional apparel manufacturer into a vertically integrated, tech-enabled online fashion retailer. • Over the past two years, the company has built built a centralized, data-driven back-end that powers operations, design, cataloguing, brand mana
Slide 10: Manufacturing and Fulfillment centers
Manufacturing and Fulfillment centers Particulars Manufacturing Units 4 Manufacturing capacity (Pieces/ Month) - Bottoms 60,000 - Shirts 60,000 - Bags 20,000 Fulfilment centers 4 Fulfilment Capacity (Pieces/Per Day) 15,000 Investor Presentation 9
Slide 11: A Robust Warehousing / Distribution Network Across India
A Robust Warehousing / Distribution Network Across India • Robust Pan-India Presence with manufacturing facilities in Bangalore, Solapur and Gurgaon. • Strong warehousing / distribution network across India, TSIL provides a truly D2C experience to customers where the product moves directly from the
Slide 12: Business Overview
11 BUSINESS OVERVIEW
Slide 13: Business Structure
Business Structure Thomas Scott (India) Ltd. [TSIL] B2C Business B2B Business Licensed Brands Contract Manufacturing Own Brands To be sold in marketplaces like Myntra, Marquee Names like Raymond, Red Facilitated through two modes: Amazon, Flipkart, Namshi (Dubai) Tape, Being Human etc. Online Offlin
Slide 14: Brands Portfolio
Brands Portfolio E-tailers Own Brand Myntra Domestic Brands Myntra International Brands Ajio Brands Amazon Brands Namshi Brands Investor Presentation 13
Slide 15: Business Cycle & Design Process
Business Cycle & Design Process Liquidate slow moving stock through Data Collection pricing strategies or from Myntra and sales through offline other channels E-commerce 6 1 marketplaces Track sales to 5 Analyze data to 4 identify high identify Trends Manufacturing Units demand styles to design & an
Slide 16: Own Brand – Thomas Scott (B2C)
Own Brand – Thomas Scott (B2C) • Thomas Scott is a premium menswear fashion brand that designs, manufactures and markets sustainable and ethically Revenues (INR Mn) produced, high quality, all-day, all-seasons, all-sizes apparel at accessible prices. 912 • Catering to a newer and younger generation
Slide 17: Thomas Scott Brand Online Presence
Thomas Scott Brand Online Presence Investor Presentation 16
Slide 18: Thomas Scott Brand Offline Presence
Thomas Scott Brand Offline Presence 6 retail outlets located at Bengaluru, India Uttarahali Hobli, Bengaluru Yelahanka New town, Bengaluru Hesaraghatta, Bengaluru Vidyaranyapura, Bengaluru Koramangala, Bengaluru Gopalan Mall, Bengaluru Investor Presentation 17
Slide 19: Licensed & Other Brands (B2C)
Licensed & Other Brands (B2C) • TSIL functions as a fully integrated player from designing, sourcing raw material, manufacturing to distributing for Revenues (INR Mn) various licensed brands that are exclusively sold on different e-commerce platforms. 1,484 • TSIL has partnered with various e-commer
Slide 20: Contract Manufacturing (B2B)
Contract Manufacturing (B2B) • TSIL continues to leverage its core strength in manufacturing by contract manufacturing apparels for companies like Revenues (INR Mn) Raymond, Max, Being Human, Shopper Stop, Red Tape etc. 260 • Products are customized as per clients’ specifications and designs. 153 •
Slide 21: Key Metrics
Key Metrics Revenue contribution B2B and B2C (INR Mn) Fulfilment Costs (INR Per Unit) 31 912 24 19 19 562 1,484 348 211 968 150 442 260 110 80 153 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 B2B B2C (Other Brand) B2C (Own Brand) FY26 Category-Wise Revenue Split (%) Brand-Wise SKUs Mens Footwear, 1% 42,1
Slide 22: Strategic Overview
21 STRATEGIC OVERVIEW
Slide 23: Key Success Factors For Thomas Scott
Key Success Factors For Thomas Scott Data-Driven Product & Omnichannel Presence Efficient Supply Chain Multi-Brand Portfolio Inventory Management with Online Focus Management Strategy Thomas Scott: Own brand for direct customer engagement Rapid product launches (15–45 days) Offline pilot stores to a
Slide 24: The Way Forward
The Way Forward Focus on e-commerce as primary sales channel coupled with ”high-width low-depth” strategy to launch trend focused designs Thomas Scott - Expand international sales channels building on the success in GCC region Own Brand (B2C) Build quick commerce sales channels for the core product
Slide 25: Financial Overview
24 FINANCIAL OVERVIEW
Slide 26: Key Financial and Operational Highlights
Key Financial and Operational Highlights Q4-FY26 Consolidated Financial Performance Operational Highlights Revenue from • Market Share: Revenue growth of 63.4% YoY significantly Operations EBITDA EBITDA Margin outpaced category averages, reflecting continued market share INR 110 Mn 14.14% gains acro
Slide 27: Business Vertical Performance
Business Vertical Performance B2B Revenues (INR Mn) B2C (Own Brands) B2C (Licensed Brands) 51 48 Revenues (INR Mn) Revenues (INR Mn) 270 243 488 24 203 342 250 Q4-FY25 Q3-FY26 Q4-FY26 Q4-FY25 Q3-FY26 Q4-FY26 Q4-FY25 Q3-FY26 Q4-FY26 B2B Revenues (INR Mn) B2C (Own Brands) B2C (Licensed Brands) Revenue
Slide 28: Quarterly Consolidated Financial Performance
Quarterly Consolidated Financial Performance Particular (INR Mn) Q4-FY26 Q3-FY26 Q-o-Q Q4-FY25 Y-o-Y Revenue from Operations 778 663 17.3% 476 63.4% Operating Expenses 668 584 14.4% 410 62.9% EBITDA 110 79 39.2% 66 66.7% EBITDA Margins (%) 14.14% 11.92% 222 Bps 13.87% 27 Bps Depreciation 7 7 - 2 NA
Slide 29: Annual Financial Performance
Annual Financial Performance Particular (INR Mn) FY26 FY25 Y-o-Y Revenue from Operations 2,549 1,610 58.3% Operating Expenses 2,215 1,416 56.4% EBITDA 334 194 72.2% EBITDA Margins (%) 13.10% 12.05% 105 Bps Depreciation 26 22 18.2% Finance Cost 27 20 35.0% Other Income 3 7 (57.1)% PBT Before Exceptio
Slide 30: Historical Consolidated Income Statement
Historical Consolidated Income Statement Particular (INR Mn) FY23 FY24 FY25 FY26 Revenue from Operations 628 911 1,610 2,549 Operating Expenses 581 783 1,416 2,215 EBITDA 47 128 194 334 EBITDA Margins (%) 7.48% 14.05% 12.05% 13.10% Depreciation 7 12 22 26 Finance Cost 10 18 20 27 Other Income - 2 7
Slide 31: Historical Consolidated Balance Sheet
Historical Consolidated Balance Sheet Particular (INR Mn) FY24 FY25 FY26 Particular (INR Mn) FY24 FY25 FY26 EQUITY Non-Current Assets a) Equity Share Capital 98 127 147 a) Property, Plant and Equipment 76 113 125 b) Other Equity 409 933 1,226 b) Intangible assets 3 4 5 Total Equity 507 1,060 1,373 L
Slide 32: Consolidated Historical Financial Trend
Consolidated Historical Financial Trend Net Revenues (INR Mn) EBITDA (INR Mn) & EBITDA PAT (INR Mn) & PAT Margins Margins (%) (%) 2,549 334 14.05% 193 13.10% 10.98% 7.95% 1,610 12.05% 128 7.57% 194 100 911 7.48% 4.62% 628 128 47 29 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 Debt to
Slide 33: Capital Market Data
Capital Market Data 60.0% 1-Year Stock Performance up to 31st March 2026 30.0% 0.0% -30.0% Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Thomas Scott India Ltd Sensex Price Data (As on 31st March 2026) Shareholding Pattern (As on 31st March 2026) Face Value (INR
Slide 34: Disclaimer
Disclaimer Thomas Scott (India) Ltd. Disclaimer: 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 the information or opinions contained in this presentation. Such information and opinions are
Slide 35: Thank You
34 THANK YOU
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