Krbl Limited · NSE:KRBL
Krbl — Q2 & H1 FY2026 Earnings Presentation
35 slides from Krbl's earnings presentation, Nov 13, 2025
Slide 1: Exchange filing cover letter
Ref: KRBL/SE/2025-26/73 November 13, 2025 The General Manager National Stock Exchange of India Limited Department of Corporate Services “Exchange Plaza”, C-1, Block-G BSE Limited Bandra-Kurla Complex Floor 25, Phiroze Jeejeebhoy Towers Bandra (E), Mumbai-400051 Dalal Street, Mumbai – 400 001 Scrip C
Slide 2: Investor Presentation Q2 & H1 FY2026
INVESTOR PRESENTATION Q2 & H1 FY2026 © 2024 KRBL All Rights Reserved ‹#›
Slide 3: Leading Rice Company
Leading Rice Company Market Leader in India, Exports to 90+ Countries 5,655 cr 7,884 cr FY 25 Total Income Market Cap. as on 30th Sep’25# 38.5%* 40.8%* Highest GT Market Share Highest MT Market Share 13.0% 11 million FY 25 EBITDA Household reach in India @ 8.4% FY 25 PAT All figures in ₹. crore and
Slide 4: Highlights
Market Leadership Highlights India’s leading India Gate: exporter of branded The World’s #1 Basmati basmati rice with Rice Brand* presence in 90+ countries Robust domestic Unparalleled processing network supported by capacity with the Largest over 850+ distributors Rice Milling Plant in Punjab Under
Slide 5: Pricing Power Driven By Strong Brand & Superior Product
Pricing Power Driven By Strong Brand & Superi0r Product Basmati Realization (per MT)* 41% India KRBL India KRBL KRBL enjoys significant premium, reflecting strong brand and superior product. *KRBL FY25 Basmati Export Realisation per MT compared with India’s export realization. Latter is per APEDA ex
Slide 6: Robust Cash Flow, Low Debt Dependence
Robust Cash Flow Low Debt Dependence FY21 FY22 FY23 FY24 FY25 5,240 0.90 4,858 4,693 0.70 4,070 3,693 0.50 0.30 0.08 0.02 0.01 0.10 -0.09 -0.08 -0.10 376 53 95 -0.30 -378 -405 -0.50 Net Bank Debt Net Worth All figures in ₹. crore and are based on consolidated financials
Slide 7: Strategically located facilities
Strategically Strategically located manufacturing and procurement located facilities … facilities G B Nagar, • Paddy Milling Capacity – 57 MT/Hr Uttar • Grading, Sorting & Packaging Capacity – 30 MT/Hr Pradesh Punjab Alipur, • Inception – 1993 Haryana Delhi Uttar Pradesh (UP) Delhi Sonipat, • Gradin
Slide 8: Consolidated Performance Highlights Q2FY26
Q2FY26 Consolidated Performance Highlights 1,541 2,157 Total Income Cash & Bank balance* 450 -2,157 Gross Profit Net Bank Borrowings 257 5,482 EBITDA Net worth 172 2,279 PAT Total Inventory All figures in ₹. crore and are based on consolidated financials. © 2024 KRBL All Rights Reserved *Includes Ot
Slide 9: Performance Overview
Revenue Performance Overview 25% 3,095 66 2,470 19% 1,511 62 1,270 34 2103 34 1039 1909 984 927 438 499 252 Exports Q2 FY25 Q2 FY26 H1 FY25 H1 FY26 Domestic Power • In Q2 FY26, revenue increased by 19% on y-o-y basis. Export revenue grew by 74% & Domestic revenue grew by 6%. • In H1 FY26, revenue in
Slide 10: Profitability Metrics Q2 FY26
Q2 FY26 Profitability Metrics Gross Profit EBITDA Profit After Tax Cash Profit 11.2% 29.2% 16.6% 12.1% 7.9% 23.7% 257 172 450 310 158 103 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 Gross margin mainly benefited from EBITDA followed the Gross margin PAT margin followed the lower avg. basmati COG
Slide 11: Profitability Metrics H1 FY26
H1 FY26 Profitability Metrics Gross Profit EBITDA Profit After Tax Cash Profit 27.3% 10.2% 23.5% 15.3% 11.8% 7.5% 862 482 323 368 593 297 189 229 H1 FY26 H1 FY26 H1 FY26 H1 FY26 H1 FY26 H1 FY26 H1 FY26 H1 FY26 Gross margin mainly benefited from EBITDA followed the Gross margin PAT margin followed th
Slide 12: Consolidated P&L Summary
Q2 FY26 Consolidated P&L Summary Q2 FY26 H1 FY26 Q2 FY26 Particulars Q2 FY26 Q1 FY26 Q2 FY25 H1 FY26 H1 FY25 FY 2025 Y-o-Y Q-o-Q Revenue from operations 1,511 1,584 1,270 3,095 2,470 5,594 19% 25% -5% Other income 30 32 36 59 58 61 -16% 3% -7% Total Income 1,541 1,617 1,306 3,155 2,527 5,655 18% 25%
Slide 13: Working Capital Highlights
Balance sheet Metrics Working Capital Highlights Inventory Volume (in `000 MT) Inventory Value (in Rs. Cr.) Working Capital Days 376 2,647 218 224 304 1,995 139 147 60 15 25 21 33 33 215 123 Inventory Days Payable Days Receivable Days Working capital Paddy Rice Paddy Rice days Q2 FY25 Q2 FY26 Q2 FY2
Slide 14: Debt Protection Highlights
Balance sheet Metrics Debt Protection Highlights Current Ratio (times) Net Bank Borrowings (Rs. Cr) Interest Coverage Ratio (days) 8 208 166 5 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 • Strong credit ratings from ICRA (AA(Stable)) and [ICRA] A1+; and CARE (A1+) reflect the confidence in KRBL's financial disc
Slide 15: Business India
India Business © 2024 KRBL All Rights Reserved ‹#›
Slide 16: Continuing Market Leadership: Domestic Business Trend
Continuing Market Leadership Revenue* in Rs. 1,039Cr For Q2 FY26 Trend in Domestic Business 6% Revenue growth Domestic revenue is driven by both volume and realization growth in branded business. Y-o-Y All figures in Rs . crore and are based on consolidated financials. © 2024 KRBL All Rights Reserve
Slide 17: KRBL Maintaining Lead on Share Front & in Households
With KRBL MAINTAINING LEAD on the SHARE FRONT & IN HOUSEHOLDS General Trade Modern Trade E-Commerce Nielsen | MAT SEPT’25 vs. STLY Nielsen | MAT SEPT’25 vs. STLY Internal numbers | Sept’25 vs. Apr’25 38.5% 40.8% 42.2% +20 bps -280 bps +550 bps 1 in every 10 Households* PENETRATION INCREASE of +200 b
Slide 18: Domestic Strategic Pillars
Strategic pillars Domestic Democratizing Remodeling Our Distribution Our Supply Chain Network Investing Foraying into In the Brand New Products & Categories © 2024 KRBL All Rights Reserved ‹#›
Slide 19: Domestic Strategic Pillars
Strategic pillars Domestic Democratizing Remodeling Our Distribution Our Supply Chain Network Investing Foraying into In the Brand New Products & Categories © 2024 KRBL All Rights Reserved ‹#›
Slide 20: Democratizing Distribution
DEMOCRATIZING DISTRIBUTION Embarking on the Journey of Transformation STRONGEST OUTLET # of outlets - 342,662 PRESENCE in the category ND(%) - 56% All Channels (TT+MT) | JAS’25 Exit In Partnership with a leading global consulting firm SALES ACCELERATION PROJECT GENERAL TRADE E-COMMERCE Unlocking Gro
Slide 21: Domestic Strategic Pillars
Strategic pillars Domestic Democratizing Remodeling Our Distribution Our Supply Chain Network Investing Foraying into In the Brand New Products & Categories © 2024 KRBL All Rights Reserved ‹#›
Slide 22: Remodeling Our Supply Chain
REMODELING OUR SUPPLY CHAIN Ongoing endeavors to transform our SCM, supporting Distribution democratization measures GENERAL TRADE MT & E-COMM Going Deeper with Distribution Driving Servicing & Establishing direct distribution in non- covered / underpenetrated towns Cost Efficiency 1. ENSURING WIDER
Slide 23: Domestic Strategic Pillars
Strategic pillars Domestic Democratizing Remodeling Our Distribution Our Supply Chain Network Investing Foraying into In the Brand New Products & Categories © 2024 KRBL All Rights Reserved ‹#› 22
Slide 24: Investing in the Brand: Grains of Hope
INVESTING IN THE BRAND India Gate’s powerful initiative of ‘Grains of Hope’ to make a meaningful impact by combating hunger GRAINS OF HOPE 2025 Influencers On-ground 1.1 Lakh+ SHARES received Newspapers & Digital roadblocks In schools © 2024 KRBL All Rights Reserved ‹#›
Slide 25: Investing in the Brand
INVESTING IN THE BRAND This quarter, Mr. Bachchan gave voice to what India Gate Classic stands for – ‘Giving TIME to our loved ones’ MAKE EVERY MOMENT ‘CLASSIC’ Influencers Pan India multi-media UGC bringing CLASSIC ethos alive GRPs - 2472 Campaign Reach – 15 M+ © 2024 KRBL All Rights Reserved Out o
Slide 26: Domestic Strategic Pillars
Strategic pillars Domestic Democratizing Remodeling Our Distribution Our Supply Chain Network Investing Foraying In the Brand Into New Products & Categories © 2024 KRBL All Rights Reserved ‹#›
Slide 27: India Gate Classic Biryani Masala
INDIA GATE CLASSIC BIRYANI MASALA Building Classic moments, through personal narratives and stories… DURJOY DUTTA ANUSHKA RAWAT KUNAL BHAN SAKSHI MEHROTRA YUVIKA ABROL Campaign Views – 20 Mn+ With a Reach conversion of 70% Also leading to a growth on sales during this period… © 2024 KRBL All Rights
Slide 28: Bringing India Gate Uplife to Life
BRINGING INDIA GATE UPLIFE TO LIFE: STEP BY STEP, INTO THE CONSUMER’S WORLD High Impact Newspaper Ad in key Newspapers in top metros On-screen presence across Top Theatres Influencers Premium Lift Branding in © 2024 KRBL All Rights Reserved Leading Residential societies ‹#›
Slide 29: Business Export
Export Business © 2024 KRBL All Rights Reserved ‹#›
Slide 30: Leadership Beyond India: Export Business Trend
Leadership Beyond India Revenue in Rs. 438Cr For Q2 FY26 Trend in Export Business 74% Revenue growth Export revenue growth is driven by both branded & bulk exports. Y-o-Y All figures in Rs . crore and are based on consolidated financials ‹#› © 2024 KRBL All Rights Reserved
Slide 31: Rice export from India
Positive trends for Global markets offer exciting Rice export from India opportunities for KRBL to drive growth • High yielding varieties boost national surplus Production • Farming tech adoption drives produce growth Basmati rice exports from • Basmati quality focus boosts global demand India for F
Slide 32: Export Strategy
Strategy Export Direct Marketing - Penetration to locals with Arabic TVC in mainstream channels -Targeting geo-location customers through social media -Increasing focus on India Gate HORECA line up to target HORECA customers Direct Channel Deepening Marketing & Diversification Existing New / Seeded
Slide 33: Awards & Accolades
AWARDS & ACCOLADES IAMAI Digital Awards Dubai Dept. of Economy and Tourism & Hurun jointly awarded KRBL for Manufacturing Excellence BEST FAMILY BUSINESS Best use of Social Media Indian Family Business Awards ‘Ab khaane mein no Compromise’ GOLD, LACP AWARDS
Slide 34: Contact Us / Safe Harbor
Contact Us Safe Harbor Investor Relations Desk This presentation contains statements that contain “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to KRBL Limited and its affiliated KRBL
Slide 35: Thank You
Thank You © 2024 KRBL All Rights Reserved ‹#›