Page Industries Limited · NSE:PAGEIND
Page Industries — Q3 FY26 Earnings Presentation
38 slides from Page Industries's earnings presentation, Feb 6, 2026
Slide 1: Cover letter to stock exchanges
5 February 2026 The Secretary The Secretary Corporate Relationship Dept. National Stock Exchange of India The Bombay Stock Exchange Limited 1st Floor, New Trading Ring Exchange Plaza Rotunda Building Bandra Kurla Complex Phiroze Jeejeebhoy Towers Mumbai – 400 051 Dalal Street, Mumbai – 400 001 Dear
Slide 2: Page Industries delivers 5.6% revenue growth with high operating margin
Press Release For Immediate Dissemination Page Industries Limited delivers 5.6% revenue growth with high operating margin Bengaluru, 5th February 2026: Page Industries Limited, India’s leading apparel manufacturer, today announced its financial results for the third quarter and nine months ended Dec
Slide 3: Disclaimer and investor contact
For further information, please visit www.pageind.com Investor Contact – investors@jockeyindia.com Disclaimer: Certain statements that may be made or discussed in this release may be forward-looking statements and/or based on management’s current expectations and beliefs concerning future developmen
Slide 4: Performance Highlights FY25-26 Q3
PERFORMANCE HIGHLIGHTS FY25-26 Q3 FEBRUARY 05, 2026
Slide 5: 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 6: Contents
• QUARTERLY UPDATE - MANAGEMENT COMMENTARY - FINANCIAL HIGHLIGHTS - MARKET COVERAGE - NEW LAUNCHES - DIGITAL/SOCIAL MEDIA REACH • COMPANY OVERVIEW CONTENTS - ABOUT PAGE INDUSTRIES - MANUFACTURING CAPABILITIES - PRODUCT PORTFOLIO - EXCLUSIVE BRAND STORE - NEW IDENTITY - MANAGEMENT GROWTH INITIATIVES
Slide 7: Management Commentary
MANAGEMENT COMMENTARY We have continued to enhance and diversify our product range to address the evolving needs of our consumers. The second wave of JKY Groove was launched during the quarter and we have received very encouraging response from our consumers. The earlier launch of bonded technology
Slide 8: Financial Highlights
FINANCIAL HIGHLIGHTS YoY Financials (INR mn) Q3FY26 % Q2FY26 % Q3FY25 % growth Revenue 13,868 12,909 13,131 5.6% EBITDA 3,181 22.9% 2,795 21.7% 3,025 23% 5.2% PBT (Before Exceptional Item) 2,913 21.0% 2,611 20.2% 2,750 20.9% 5.9% Exceptional Item 350 2.5% - - - - - PAT 1,895 13.7% 1,948 15.1% 2,047
Slide 9: Unmatched Market Coverage
UNMATCHED MARKET COVERAGE Multi-Brand Exclusive Brand Key Department ECommerce Trade Channel Store Store 4,036 1,556 15 Jockey.in Distributor Accounts Exclusive Brand Stores Partner Chains 2,729 35 1,275 Cities / Towns Exclusive Woman Stores Stores 1,13,600 44 1,778 Retail Network Exclusive Juniors
Slide 10: Unmatched Market Coverage
UNMATCHED MARKET COVERAGE Multi-Brand Exclusive Brand ECommerce Trade Channel Store Speedo.in 919 34 Stores Stores 150 10 Cities Cities ... and more Partners 7
Slide 11: Jockey - New Launches
JOCKEY - NEW LAUNCHES Style No. WZ13 HALF ZIP SWEATSHIRT Style No. MZ14 LONG SLEEVE POLO Style No. MZ27 JOGGER Style No. WZ19 WIDE LEG PANTS 8
Slide 12: Digital/Social Media Reach
DIGITAL/SOCIAL MEDIA REACH Followers 9,10,900 3,56,985 22,576 40,500 9
Slide 13: Digital/Social Media Reach
DIGITAL/SOCIAL MEDIA REACH Followers 3,82,000 26,900 1,870 10
Slide 14: Public Relations
PUBLIC RELATIONS Jockey refuses (o compromise on comfort oF style with new campaign “esha Expanes Woman narwea Porta wa Rw Coteeton = neo oe SS * | Disappear’ campaign Jockay unveils seamless women’s innerwear collection with ‘Designed to = Jockey Expands Women’s innerwear Category And Launches ‘Des
Slide 15: Company Overview
COMPANY OVERVIEW 12
Slide 16: Page Industries: Vision & Mission Statement
PAGE INDUSTRIES: VISION & MISSION STATEMENT Be a trusted, market-leading organization, that crafts world-class experiences, and creates meaningful and lasting value for every life we touch Vision Consumer: Building trust and being an Business Partners: Building enduring indispensable part of our con
Slide 17: Page Industries: At a Glance
PAGE INDUSTRIES: AT A GLANCE Leading player in Highly Experienced Professional Production Capacity PAN India Presence Strong Financial Management supported by 280 mn pieces 1,14,519 Retail Network Performance Premium Innerwear and 21,410 Employees 16 manufacturing units 1,590 Exclusive Brand Stores
Slide 18: Jockey Product Portfolio
" JOCKEY PRODUCT .~—— PORTFOLIO BOXER SHORTS, POLO. TRACK PANTS SWEAT SHIRTS Ps WOMEN INNERWEAR BRASSIERES SPORTS BRA PANTIES CAMISOLE CROP TOP TANK TOPS SHAPEWEAR SHORTIES | THERMAL MEN WOMEN & KIDS ‘TANK TOP CAMISOLE VEST uscomes SENT LONG JOHN JUNIORS BOYS VESTS BRIEFS TRUNKS T-SHIRTS T-SHIRTS SH
Slide 19: Speedo Product Portfolio
—— " SPEEDO PRODUCT 39> 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 EQUIPMENT LEGGINGS GOGGLES
Slide 20: Manufacturing Capabilities
MANUFACTURING CAPABILITIES STRONG IN-HOUSE MANUFACTURING CAPABILITIES COMMITTED TO QUALITY • Facilities spread over 2.9 million sq ft across 16 manufacturing units • Our own manufacturing helps set high quality standards for both in- house and outsourced manufacturing • Present in 14 facilities in K
Slide 21: Exclusive Brand Store
EXCLUSIVE BRAND STORE 18
Slide 22: Jockey Exclusive Brand Store
JOCKEY | EXCLUSIVE BRAND STORE
Slide 23: 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 24: Exclusive Brand Store
EXCLUSIVE BRAND STORE 21
Slide 25: 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 26: Page Values
" PAGE VALUES Integrity de Fairness & Transparency in all Decisions & Conduct Respect as Mutual Respect in all Forms of Interactions Excellence Entrepreneurship TY {| Proactive Solutioning With Growth Mindset & Ownership xilay ps Striving for Perfection at All Times Innovation ‘Customer Orientation
Slide 27: 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 28: 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
Slide 29: Shareholding Pattern
SHAREHOLDING PATTERN Others (incl SWF, As on December 2025 Insurance Companies pension funds), 9.40% and Other DIIs, 5.40% Mutual Funds, 21.59% Promoters, 42.89% Market Cap: ~ INR 402 bn FPI, 20.72% (as on December 2025) 26
Slide 30: Sustainability
SUSTAINABILITY “ It gives me great pride to present our 7th Sustainability Report, which captures Page Industries’ continued journey of responsible growth, environmental stewardship, and social responsibility. This year’s report showcases how we have deepened our sustainability integration across al
Slide 31: Outcomes: Economic Performance, CSR and Governance
OUTCOMES Economic performance Mission 1 Economic 2 3 CSR 4 Project Selection performance CSR Spent Beneficiaries Framework “An ESG-driven project Rs 4,934 Cr Rs 155.85Mn 23,750+ evaluation framework is implemented that enables management to make informed Sustainable revenue growth Spent towards heal
Slide 32: Outcomes
OUTCOMES Responsible Supply Chain 1 Supplier 2 Sustainability RSL Compliance Assessment 100%* 100%* Completed for upstream VCPs in line Complied for all fabric and yarn with BRSR – SEBI requirements (2% vendors. above business valued vendors) Yearly Target : Maintain a Yearly Target: 100% Maintained
Slide 33: Outcomes
OUTCOMES Water & Effluent 1 2 Rainwater 3 Water Intensity Water neutrality Harvesting 15.5%* 1.5%* 2* Achieved Reduction in water Increased Rainwater harvesting Facilities assessment has been intensity FY 24-25 catchment FY 24-25 completed Target 15% by 27 - 28 Target 7% by 27 - 28 Target 2 unit by
Slide 34: Outcomes
OUTCOMES Product stewardship 1 Renewable 2 materials usage Recycled Packaging 82%* 51%* 46%* Usage of renewable material Usage of recycled Usage of recycled in fabric & Accessories packaging material packaging material (Jockey) (Jockey) (Speedo) Diversity & Equal Opportunity 1 Women in the 2 Women’s
Slide 35: Outcomes
OUTCOMES Occupational Health & Safety 1 2 3 Risk Management 4 WASH Pledge ZERO land fill Safety Assessment Programs 100%* Zero 12* Complied with all Wash Waste to Landfill High-risk management programs 100%* requirements have been implemented Completed for all EBS Yearly Target: 100% Maintained Year
Slide 36: Awards & Recognitions
AWARDS & RECOGNITIONS World Safety Organization (WSO) ABK AOTS 5S Awards ABK AOTS Kaizen Award Outstanding Performance (Gold 4 Star Trophy)” under the Category “Workplace Excellent implementation of the Japanese Kaizen (Continuous Improvement) OHS&E Excellence Award” by the World 5S workplace manage
Slide 37: Awards & Recognitions
AWARDS & RECOGNITIONS CII Award IGBC GREEN BUILDING CERTIFICATION WRAP Achieved silver trophy for Unit 12 in the Platinum @ Unit 22 for promotes the Received for ensuring safe, legal, humane, 17th CII National POKA YOKE design and construction of and ethical conditions in our operations. Competition
Slide 38: Thank You
THANK YOU PAGE INDUSTRIES LIMITED CIN: L18101KA1994PLC016554 Contact Us: For Investor Relations: investors@jockeyindia.com Website: www.pageind.com Download App