Redtape Limited · NSE:REDTAPE

Redtape — Q4 FY2026 Earnings Presentation

27 slides from Redtape's earnings presentation, May 26, 2026

  1. Slide 1: Regulation 30 disclosure letter to BSE and NSE

    REDTAPE LIMITED OZ A R K Registered Office M << “RebTape — Plot No. 08, Sector 90, Noida, Gautam [ODE Buddha Nagar, Uttar Pradesh - 201305 India Tel : +91 120 6994444 | +91 120 6994400 CIN : L74101UP2021PLC156659 Web : www.redtape.com iay ceraies E-mail : info@redtapeindia.com ay 26, BSE Limited Nat

  2. Slide 2: Investor Presentation May 2026

    INVESTOR PRESENTATION MAY 2026 NSE: REDTAPE | BSE: 543957

  3. Slide 3: Safe Harbor Statement

    SAFE HARBOR STATEMENT This presentation was prepared by REDTAPE LIMITED with its registered office in Noida, Uttar Pradesh, India under its brand name REDTAPE'. Its purpose is to present selected data concerning the brand, RedTape. The presentation is for information purposes only and does not const

  4. Slide 4: About RedTape

    ABOUT REDTAPE RedTape was conceptualised in London in 1994, rooted in a leather heritage that traces back to Mirza Tanners, founded in 1979. The brand was launched in India in 1996 and in over three decades, it made a deliberate pivot: away from leather footwear and toward a branded, non-leather lif

  5. Slide 5: RedTape Building Blocks of the Business

    REDTAPE BUILDING BLOCKS OF THE BUSINESS Three categories, four brands, six channels — one shared sourcing and distribution platform. CATEGORIES BRANDS 63% Footwear Casuals, formals, semi-formals, sports, RedTape Mode Bond Street Ozark outdoor. Core mainstream Premium men's Heritage casual Outdoor &

  6. Slide 6: The Brand Portfolio

    THE BRAND PORTFOLIO Each brand has a defined role in the portfolio; all sit on a single operating platform. RedTape Mode Bond Street Core mainstream lifestyle Premium men's & women’s apparel Casual Price band Mid-premium Price band Mid-premium Price band Mid-premium Category Footwear + Apparel Categ

  7. Slide 7: Key Milestones

    KEY MILESTONES • Awarded Top FlipStar – By Flipkart • Awarded Top New Brand first launched Best Partner Casual Brand’s first exclusive Amazon Seller - By 480+ stores with revenue 1st store in Pitampura, Amazon in London Footwear - recognised by store in Dubai, Ibn of INR 2,000+ Cr Delhi, India Myntr

  8. Slide 8: Board of Directors

    BOARD OF DIRECTORS Mr. Rashid Ahmed Mirza Mr. Shuja Mirza Mr. Arvind Verma Ms. Sunanda Mr. Vivek Agnihotri Chairman Managing Director Whole Time Director Whole Time Director Chief Financial Officer Mr. Subhash Sapra Mr. Sanjay Bhalla Dr. Yashvir Singh Dr. Rajshree Saxena Akhilendra B Singh Independe

  9. Slide 9: Who the Consumer Is

    WHO THE CONSUMER IS Mid-priced lifestyle for the Indian aspirational consumer — across men, women and kids, weighted toward Tier-1 and Tier-2 with active Tier-3 expansion. DEMOGRAPHIC GEOGRAPHY PRICE BAND Men Tier-1 Footwear entry Primary segment — anchor of Metros and large cities — ₹500–₹1,500: fl

  10. Slide 10: Reaching the Consumer — Six Channels, One Brand

    REACHING THE CONSUMER — SIX CHANNELS, ONE BRAND Channel Count / Mix Role Exclusive Showroom Network of EBOs across Tier-1, Primary brand-experience (Offline) 2 and 3 cities, around 1500- anchor; majority franchise- 2000 sq. ft. managed (FOFO) Exclusive Mega Large outlets around 4400 sq. Full-assortm

  11. Slide 11: Expanding Global Footprint: 1994-2026

    EXPANDING GLOBAL FOOTPRINT: 1994-2026 A balanced mix of owned retail, franchise-managed retail, and digital • Since inception in 1994, RedTape has grown from a single-store presence to a global network of stores by 2026. • Our footprint now spans across the UK, UAE, Bangladesh, Bhutan, Sri Lanka, Ma

  12. Slide 12: Segmental and Channel-Level Performance

    SEGMENTAL AND CHANNEL-LEVEL PERFORMANCE Performance was broad-based — across categories, channels and brands. Footwear-led, apparel scaling CATEGORY MIX — CHANNEL MIX — BRAND MIX — Footwear remains the anchor category at FY26 (%) FY26 (%) ~63% of revenue; apparel has built to ~34% FY26 (%) over the

  13. Slide 13: Unit Economics

    UNIT ECONOMICS Capital-light retail model, vendor-partner sourcing, improving sales density. OPERATING MODEL — THREE BUILDING BLOCKS Capital-light retail Vendor-partner sourcing Gross-margin discipline • Approximately two-thirds of the store network is • Footwear and apparel are sourced primarily th

  14. Slide 14: Financial Performance

    FINANCIAL PERFORMANCE Multi-year revenue, EBITDA and PAT trajectory Revenue (₹ Cr) Overall Business Momentum 2,415 20 Revenue grew 19.6%, EBITDA margin showed 17.3 2,018 18 an uptick of 151 bps, and PAT margin also 19.0 2000 registered an increase of ~ 100 bps. The exit 1,838 17.5 16 momentum in FY

  15. Slide 15: Core Growth Enablers

    CORE GROWTH ENABLERS 1 2 Omni-Channel Reach Brand Trust & Legacy Penetration through a strategic Access to millions of customers mix of retail outlets, and a built upon a legacy of quality, strong e-commerce presence. style, and affordability. Ensuring maximum accessibility Leveraging our establishe

  16. Slide 16: Why Look at RedTape Now

    WHY LOOK AT REDTAPE NOW 1 Independent listed lifestyle business with a clean structure 2 Multi-year revenue & operating leverage now visible Demerged from Mirza International and listed on BSE and NSE since Revenue grew at almost 20% with EBITDA & PAT margins showing August 2023, the business operat

  17. Slide 17: Q4 and Full Year FY26 Update

    Q4 and Full Year FY26 Update

  18. Slide 18: Key Highlights - Q4 and Full Year FY26

    KEY HIGHLIGHTS - Q4 and Full Year FY 26 Q4 FY26 FY26 ₹ 674 Cr ₹ 71 Cr ₹ 2,415 Cr ₹ 244 Cr Revenue PAT Revenue PAT Growth of 33.8 % YoY PAT Margin 10.2% Growth of 19.6% YoY PAT Margin 9.6% 43.4% 17.8% 43.1% 11.9% Gross Margin SSSG Gross Margin SSSG Decline of 321 bps Across all categories Decline of

  19. Slide 19: Management Commentary

    MANAGEMENT COMMENTARY When I look back at FY26, what stands out is not just the numbers, but the quality of the business we are building. Consumer confidence in branded footwear has never been stronger, and RedTape has been well-placed to earn that trust across every touchpoint, whether it is a flag

  20. Slide 20: Key Business Highlights – Q4 and Full Year FY26

    KEY BUSINESS HIGHLIGHTS – Q4 and Full Year FY 26 • Ozark: Brand momentum improving in FY26; outdoor and adventure positioning resonating across channels • Supply chain: BIS accreditation secured across all footwear import territories, a significant regulatory milestone; Myanmar and Nepal operational

  21. Slide 21: Standalone Results

    STANDALONE RESULTS Quarterly performance versus Q4 FY25 and versus Q3 FY26. (₹ Lakh) ₹ Cr Q4 FY26 Q4 FY25 Growth Q3 FY26 Growth FY26 FY25 Growth Revenue from Operations 674 504 33.8% 786 -14.2% 2,415 2,018 19.6% Gross Profit 292 235 24.6% 352 -16.9% 1,041 921 13.0% Gross Margin 43.4% 46.6% -321 bps

  22. Slide 22: Channel Performance

    CHANNEL PERFORMANCE Revenue for Q4FY26 (in INR Cr.) Revenue for FY26 (in INR Cr.) • For Q4FY26 Volume growth of ~21% (2.8 Mn to 3.4 Mn) 25% 19% and ASP growth of 3% from (INR 1,207 to INR 1,246) • For FY26 Volume growth of ~10% (11.5 Mn to 12.6 Mn) Retail 421 1,264 1,518 and ASP growth of 8% from (I

  23. Slide 23: Outlook for FY27

    OUTLOOK FOR FY27 • RedTape Limited targets continued strong revenue growth in FY27, supported by accelerated retail expansion, with a particular focus on South and West India, along with category diversification, e-commerce and quick commerce channel growth, women’s and kids’ segment development, an

  24. Slide 24: Summary Balance Sheet

    SUMMARY BALANCE SHEET Particulars (₹ Lakh) 31 Mar 2026 31 Mar 2025 EQUITY AND LIABILITIES Equity Share Capital 111 111 Other Equity 914 678 Total Equity 1,025 789 Non-current Borrowings 14 15 Lease Liabilities (Ind AS 116) 294 324 Current Borrowings 371 351 Trade Payables 363 518 Total Liabilities 1

  25. Slide 25: Detailed Standalone P&L

    DETAILED STANDALONE P&L Particulars (₹ Lakh) Q4 FY26 Q4 FY25 Q3 FY26 FY26 FY25 Revenue from Operations 674 504 786 2,415 2,018 Other Income 23 63 31 133 164 Total Income 697 567 817 2,548 2,183 Cost of Materials / Goods 382 269 434 1,374 1,098 Gross Profit 292 235 352 1,041 921 Gross Margin (%) 43.4

  26. Slide 26: Demerger Scheme Mechanics

    DEMERGER SCHEME MECHANICS Reference disclosure on the scheme of arrangement between RedTape Limited and Mirza International Limited. Demerging Company Mirza International Limited Resulting Company RedTape Limited Appointed Date 1 January 2022 NCLT Order 21 February 2023 — Allahabad Bench Effective D

  27. Slide 27: Contact

    CONTACT INVESTOR RELATIONS CONTACT Kasturi K Sharma | Nikita Atri Ernst & Young LLP E: Kasturi.Sharma@in.ey.com | Nikita.Atri@in.ey.com REDTAPE LIMITED Plot No. 8, Sector 90 Noida, Gautam Buddha Nagar Uttar Pradesh 201305, India Tel: +91 120 6994444 Web: www.redtape.com | IR: about.redtape.com

Redtape — Q4 FY2026 Earnings Presentation on 6ix