Khadim India Limited · NSE:KHADIM
Khadim India — Q2 FY2026 Earnings Presentation
31 slides from Khadim India's earnings presentation, Nov 11, 2025
Slide 1: Exchange filing letter: Investor Presentation Q2 & H1 FY26
November 11, 2025 The Manager The Manager The Department of Corporate Services The Listing Department BSE Limited National Stock Exchange of India Limited P. J. Towers Exchange Plaza, Bandra Kurla Complex Dalal Street, Mumbai - 400 001 Bandra (East), Mumbai - 400 051 Scrip Code - 540775 Symbol - KHA
Slide 2: Quarter 2 FY 2025-26
QUARTER 2 FY 2025-26
Slide 3: Forward-looking statements disclaimer
This presentation and the following discussion may contain “forward looking statements” by Khadim India Limited (“Khadim” or the Company) that are not historical in nature. These forward looking statements, which may include statements relating to future results of operations, financial condition, b
Slide 4: Company Overview
ZK KHADIM COMPANY OVERVIEW
Slide 5: Company milestones timeline
• Commenced • Commenced • Investment by • Commenced e- • Listed on NSE & BSE • Launched the new • Demerger of distribution retail business manufacturing Fairwinds commerce retailing with an IPO of Rs logo of the brand business and through COOs operations for Trustees Services operations through 5,43
Slide 6: Asset light model and leading footwear brand
1. Asset Light Model for Growth 2. Leading Footwear Brand in India • 2nd largest footwear retailer in India • Retail business: 76% of retail presence through • Largest presence in East India franchise route. Outsource 100% of product • One of the top 3 players in South India requirement. • Largest f
Slide 7: Extensive reach and strong design capabilities
3. Extensive Reach & Presence 4. Strong Design Capabilities • Retail presence across 28 states & 4 union • Understanding latest domestic & global fashion territories trends. • 893 ‘Khadim’s’ branded retail stores (Sept-25) • Strong design capabilities have helped create and grow sub-brands, drive pr
Slide 8: Presence in 28 States & 4 Union Territories
Presence in 28 States & 4 Union Territory Brand Network Retail Stores – Tier wise Retail Stores Metros Tier I Tier II Tier III Retail Stores 893 19% 1 - COCO 210 50% 1 14% 1 6 2 1 4 64 - Franchises 683 17% 57 1 105 12 16 19 16 34 293 Retail Stores – Zone wise 9 59 19% 22 19 8% 65% 19 8% 1 51 3 1 75
Slide 9: Marketing & Social Media
ZK KHADIM MARKETING & SOCIAL MEDIA
Slide 10: Social Media & Marketing Initiative
SOCIAL MEDIA & MARKETING INITIATIVE KKHADIM STAND A CHANCE TO WIN KHADIM GIFT VOUCHERS Stride With J Note: Contest valid onty in TN, Karnataka. AP and Telangana y y Walking Divine Paths ume Happy Rath Yatra!
Slide 11: Social Media & Marketing Initiative
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Slide 12: Social Media & Marketing Initiative
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Slide 13: Social Media & Marketing Initiative
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Slide 14: Social Media & Marketing Initiative
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Slide 15: Social Media & Marketing Initiative
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Slide 16: Social Media & Marketing Initiative
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Slide 17: Social Media & Marketing Initiative
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Slide 18: Business Highlights Q2 FY26
Q2 FY26 BUSINESS HIGHLIGHTS • Revenue for the quarter stood at ₹ 1,016.0 mn, down by 7.5% YoY; Revenues for H1 FY26 stood at ₹ 1,973.0 mn, down by 7.8% YoY • Gross Profit came in at ₹ 478.7 mn, with a gross margin of 47.1%, down by 498bps YoY. The gross profit for H1 FY26 stood at ₹ 935.0 mn, with a
Slide 19: Business Highlights: Revenue Break Up
Q2 FY26 BUSINESS HIGHLIGHTS REVENUE BREAK UP GROSS SALES NET SALES 1,271.4 2330.10 1,123.3 2,053.7 0 10% 1,141.5 8% 2,144.3 9% 8% 1,014.6 1,899.8 7 4 Q2 FY25 Q2 FY26 H1 FY25 H1 FY26 Q2 FY25 Q2 FY26 H1 FY25 H1 FY26 Margin % Q2 FY26 Q2 FY25 Margin % H1 FY26 H1 FY25 Gross Margin 48.3% 57.9% Gross Margi
Slide 20: Consolidated Profit & Loss Statement Q2 & H1 FY26
Q2 & H1 FY26 BUSINESS HIGHLIGHTS Particulars (In Rs Mn) Q2 FY26 Q2 FY25 YoY % Q1 FY26 QoQ % H1 FY26 H1 FY25 YoY % CONSOLIDATED PROFIT & LOSS STATEMENT Revenue from Operations 1,016.0 1,098.9 -7.5% 957.0 6.2% 1,973.0 2,139.9 -7.8% Cost of Materials consumed 13.7 6.8 8.1 21.9 26.9 Purchase of stock-in
Slide 21: Consolidated Balance Sheet
Q2 & H1 FY26 CONSOLIDATED BUSINESS HIGHLIGHTS BALANCE SHEET Particulars (Rs. Mn) Sept-25 Mar-25 Particulars (Rs. Mn) Sept-25 Mar-25 ASSETS EQUITY AND LIABILITIES Non ‐ Current Assets Equity Property, plant and equipment 456.5 766.2 (a) Equity share capital 183.8 183.8 Capital work‐in‐progress 0.0 0.
Slide 22: Performance Track Record
% KHADIM PERFORMANCE TRACK RECORD
Slide 23: Revenue, EBITDA and PAT track record
Revenue & Gross Margin EBITDA & EBITDA Margin PAT & PAT Margin 18, 000 16, 000 5.5% 52.4% 4.6% 14, 000 52.4% 12, 000 47.4% 16.9% 1.3% 10, 000 15.6% 8,0 00 13.2% 233 194 722 653 6,0 00 25 4,263 4180 4,0 00 1,973 261 2,0 00 0 FY24 FY25 H1FY26 FY24 FY25 H1FY26 FY24 FY25 H1FY26 All figures In Rs Mn
Slide 24: Business Strategy & Outlook
BUSINESS STRATED oe & OUTLOOK? =>
Slide 25: Retail Business
RETAIL BUSINESS Reach 893 ‘Khadim’s exclusive branded outlets as on 30th September 2025 Target Segment Middle & upper middle-income consumers in metros (incl. mini metros), Tier I – III cities Price & Product Rs 105 – Rs 4,199 Leather / non-leather sandals, slippers, boots, ballerinas, stilettos, mo
Slide 26: Retail Business: Expand Store Network
Expand Store Network pan-India with focus on Premiumisation, Asset Light Model & optimum capacity utilisation RETAIL BUSINESS • Expanding retail footprint in markets across South India, West India and in Uttar Pradesh in North India • Focus on entering into new markets through COCOs and further augm
Slide 27: Distinct brand positioning for various market segments
DISTINCT BRAND POSITIONING FOR VARIOUS MARKET SEGMENTS Khadim’s brand presence and product range makes it capable to address ~85% of the total Indian footwear market potential through its retail and distribution business Distinct brand positioning to target customers Footwear Market Segmentation Acr
Slide 28: Affordable Fashion brand for the entire family
‘Affordable Fashion’ brand catering to the entire family for all occasions WIDE PRODUCT RANGE MEN / WOMEN / KIDS Fashionable & casual Menswear Formal shoes Menswear Semi-formal Men & Women wear casual shoes / sandals & sandals using ACROSS VARIOUS footwear for value conscious customers premium quali
Slide 29: Board of Directors
Mr. Rittick Roy Burman Mr. Siddhartha Roy Burman Managing Director Mr. Ritoban Roy Burman Executive Chairman Non-Executive Non- Independent Director • Bachelor’s degree in commerce from University of • Associated with the Company since its Calcutta • He is a graduate in Mass Communication from St. i
Slide 30: Key management team
Mr. Indrajit Chaudhuri Group Chief Financial Officer • 24+ years of experience in finance & accounts, taxation and strategic planning • Responsible for all commercial & strategic planning and has assisted in providing the corporate structure of the Company as it stands today • Earlier associated wit
Slide 31: Contact details
GROUP INDRAJIT CHAUDHURI CFO ) + 91 33 40090505 indrajit.chowdhury@khadims.com OMKAR BAGWE Omkar.bagwe@in.mpms.mufg.com SUMEET KHAITAN Sumeet.khaitan@in.mpms.mufg.com For Meeting request - Click here