Varvee Global Limited · NSE:VGL
Varvee Global — Investor Presentation (December 2025)
13 slides from Varvee Global's investor presentation, Dec 18, 2025
Slide 1: Exchange filing cover letter for Analyst/Investor Meeting
Date: 18th December, 2025 To, To, BSE Limited (BSE) National Stock Exchange of India Phiroze Jeejeebhoy Towers, Limited (NSE) Dalal Street, Bandra Kurla Complex, C-1, Block G, Mumbai 400 001 Bandra (East), Mumbai 400 051 Scrip Code: 514274 Scrip Symbol: VGL Disclosure under Regulation 30 of the SEBI
Slide 2: Analyst Day December 2025: From Reset to Growth Runway
Analyst Day December 2025 From Reset to Growth Runway Engineering premium profitability through a redesigned portfolio & balance sheet VARVEE GLOBAL LIMITED Allfigures are standalone unless stated otherwise
Slide 3: Retail operator + manufacturing owner; building an execution-led textile platform
VARVEE GLOBAL LIMITED Retail operator + manufacturing owner; building an execution-led textile platform Mr. Jaimin Kailash Gupta (Chairman & Managing Director) «In the first full quarter under the new management team, the Company delivered a 79.8% YoY rise in Revenue from Operations, a swing to posi
Slide 4: Timeline & Key Inflection Points
TIMELINE & KEY INFLECTION POINTS Key Milestones in Aarvee Denims Turnaround (FY25-FY26) Rapid Execution of Turnaround Strategy (Q4 FY25 - Q1 FY26). EGM Resolutions fal Approved igan) Milestone / Event Shareholders approve new ‘management and name change to Varvee Global Limited Share Purchase Agreem
Slide 5: Runway: Non-denim Capacity Conversion
Runway: Non-denim Capacity Conversion Denim Product Differentiation VARVEE GLOBAL LIMITED The company offers a detailed denim portfolio, including: Fabric Capacity Reallocation * Satin Denims * High Fashion Denims ¢ Flat Finish Denims * Denims incorporating LYCRA dualFX Technology Non-Denim Product
Slide 6: YARVEE
YARVEE
Slide 7: Tailwinds
Tailwinds Capturing Market Growth through Diversification and Free Trade Access India’s textile opportunity continues to expand across both domestic consumption and export momentum, with structured policy and trade catalysts reinforcing competitiveness. sources + IMARC GROUP, 2026. INDIA TEXTILE MAR
Slide 8: Q2 & H1 FY26 Snapshot
Q2 & H1 FY26 Snapshot The reset is showing up in the numbers (Rs. mn; standalone). VARVEE GLOBAL LIMITED Metric Q2FY25 Q2FY26 H1FY25 H1FY26 Revenue 154.79 278.31 290.10 272.79 Gross Margin (%) 17.42 55.78 5.22 66.20 EBITDA -46.75 138.46 -156.01 127.29 EBITDA Margin (%) -30.20 49.75 -53.78 46.66 Fina
Slide 9: Quality of growth: margin and scale together
Quality of growth: margin and scale together. 250 200 150 100 Revenue from Operations (Rs. mn) 50 Rs. mn; EBITDA margin in %. Standalone financials. Revenue Growth vs EBITDA Margin (Q2) Q2 Revenue Growth vs EBITDA Margin EBITDA margin swing:! Revenue: +123.52 Rs. mi 278.31 EBITDA Margin (%) VARVEE G
Slide 10: Gross Margin Reset
Gross Margin Reset Evidence of mix/pricing discipline reflected in reported margins. VARVEE GLOBAL LIMITED Gross Margin Reset (Q2 and H1) 66.20% Q2 improvement: +3836 bps H1 improvement: 55.78% 50 & a=) 2 s = $30 oO 10 Q2FY25 Gross margin in % (Q2 and H1 comparisons). Standalone financials.
Slide 11: Milestone: Bank Debt-Free
Milestone: Bank Debt-Free VARVEE GLOBAL LIMITED Bank borrowings repaid As of 3 June 2025, bank borrowings were fully repaid. Implication: finance-cost drag reduces materially, improving earnings quality and self-funded growth capacity. Q2 finance cost ~0 Q2 EBITDA margin 49.75% Q2 PATRs. 102.11 mn
Slide 12: H2 Execution Priorities
H2 Execution Priorities VARVEE GLOBAL LIMITED Protect the reset; compound the runway. ° Diversification Beyond Denim: Strategic +79.80% +6098 BPS capacity shift toward shirting & suiting to REVEN ete GROSS MARGIN capture incremental demand and reduce OPERATIONS GROWTH CHANGE FOR H1 FY26 seasonal vol
Slide 13: Q&A Session
Q&A SESSION Analyst Day December 2025 From Reset to Growth Runway Engineering premium profitability through a redesigned portfolio & balance sheet VARVEE GLOBAL LIMITED All figures are standalone unless stated otherwise.
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