Raymond Lifestyle Limited · NSE:RAYMONDLSL
Raymond Lifestyle — Q2 FY26 Earnings Presentation
46 slides from Raymond Lifestyle's earnings presentation, Oct 29, 2025
Slide 1: Exchange filing cover letter
Raymon~ LIFESTYLE LIMITED (Formerly known as Raymond Consumer Care Limited) RLL/SE/25-26/50 October 29, 2025 To The Department of Corporate Services - CRD The National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor P.J. Towers, Dalal Street Bandra-Kurla Complex Mumbai - 400 00
Slide 2: Results Presentation Q2FY26 & H1FY26
RESULTS PRESENTATION Q2FY26 & H1FY26 | October 28, 2025
Slide 3: Table of Contents
Table of Contents Raymon~ LIFESTYLE LIMITED 01 Highlights 03-07 02 Financial Performance 08-11 •' 03 Segment Performance 12-35 04 Raymond Lifestyle – 2.0 36-40 05 Leadership & Management Team 41-43 2
Slide 4: Highlights
Raymon~ LIFESTYLE LIMITED HIGHLIGHTS 3
Slide 5: Q2FY26 - Performance Snapshot
Q2FY26 - Performance Snapshot Raymon~ LIFESTYLE LIMITED TOTAL INCOME EBITDA PBT YoY YoY YoY ( Q2FY26 ] ₹ 1,865 Cr. 8% ₹ 259 Cr. 7% ₹ 108 Cr. (4%) FINANCIAL Margin 13.9% Margin 5.8% YoY YoY YoY PERFORMANCE I ( H1FY26 ] ₹ 3,340 Cr. 12% ₹ 381 Cr. 15% ₹ 83 Cr. 3% Margin 11.4% Margin 2.5% 1,592 Stores OP
Slide 6: Q2FY26 Reflection
Q2FY26 Reflection Raymon~ LIFESTYLE LIMITED ECONOMY UPDATES • Discretionary spending continues to be impacted primarily due to mixed demand • Tax relief (revised rates for Income tax & GST) to release disposable income and uplift urban demand MARKET UPDATES • Geopolitical tensions and US Tariffs con
Slide 7: Q2FY26 Performance Highlights
Q2FY26 Performance Highlights Raymon~ LIFESTYLE LIMITED (₹ Cr.) (₹ Cr.) (₹ Cr.) TOTAL INCOME EBITDA & MARGINS (%) PBT & MARGINS (%) Y-o-Y Growth Y-o-Y Growth 300 16. 0% 120 7. 0% 8% 7% 14. 0% 6.5% 6. 0% 5.8% 100 13.9% 250 13.9% 12. 0% 80 5. 0% 200 4. 0% 10. 0% 112 60 108 3. 0% 150 8. 0% 1,865 242 25
Slide 8: Net Working Capital
Q2FY26 and H1FY26 Performance Highlights Raymon~ LIFESTYLE LIMITED (₹ Cr.) Net Working Capital* No. of Days 105 97 1,870 90 1,692 • NWC stood at 105 days in Sep’25 v/s 97 1,578 days in Sep’24, mainly due to inventory build up in the expanded retail and distribution network for the festive Sep'24 Jun
Slide 9: Financial Performance
Raymon~ LIFESTYLE LIMITED FINANCIAL PERFORMANCE 8
Slide 10: Q2FY26 Performance Highlights
Q2FY26 Performance Highlights Raymon~ LIFESTYLE LIMITED Consolidated Performance Particulars (₹ Cr.) Q2FY26 Q1FY26 Q2FY25 YoY H1FY26 H1FY25 YoY Total Income 1,865 1,475 1,735 8% 3,340 2,984 12% Expenses 1,606 1,353 1,493 2,960 2,654 EBITDA 259 122 242 7% 381 331 15% EBITDA Margin % 13.9% 8.2% 13.9%
Slide 11: Segment Performance - Quarterly
Segment Performance Raymon~ LIFESTYLE LIMITED Quarterly Post IndAS 116 TOTAL INCOME EBITDA EBITDA % Q2 Q2 Q2 Q2 Q2 Q2 Particulars (₹ Cr.) YoY YoY FY26 FY25 FY26 FY25 FY26 FY25 Branded Textile 937 854 10% 188 161 16% 20.0% 18.9% Branded Apparel 491 441 11% 25 57 (56%) 5.2% 13.0% Garmenting 269 260 4%
Slide 12: Segment Performance - Half Yearly
Segment Performance Raymon~ LIFESTYLE LIMITED Half Yearly Post IndAS 116 TOTAL INCOME EBITDA EBITDA % H1 H1 H1 H1 H1 H1 Particulars (₹ Cr.) YoY YoY FY26 FY25 FY26 FY25 FY26 FY25 Branded Textile 1,653 1,419 17% 290 215 35% 17.6% 15.2% Branded Apparel 861 744 16% 44 72 (39%) 5.1% 9.7% Garmenting 466 5
Slide 13: Segment Performance
Raymon~ LIFESTYLE LIMITED SEGMENT PERFORMANCE 12
Slide 14: Branded Textile
Branded Textile Raymon~ LIFESTYLE LIMITED 13
Slide 15: Branded Textile
Branded Textile Raymon~ LIFESTYLE LIMITED Q2 Q1 Q2 H1 H1 Particulars (₹ Cr.) YoY YoY FY26 FY26 FY25 FY26 FY25 Revenue 937 716 854 10% 1,653 1,419 17% EBITDA 188 103 161 16% 290 215 35% EBITDA margin 20.0% 14.3% 18.9% 17.6% 15.2% REVENUE Higher on on account of robust volume growth, early festive ons
Slide 16: Suiting: New Product Launches
Suiting: New Product Launches Raymon~ LIFESTYLE LIMITED VENIZO A premium wool-rich collection crafted with a luxurious super 130s, ROYAL SOFT 70/30 blend. Designed for 100 years legacy with 100 both youth and men. shades of winter wear Experience elegance, feel jacketing. Offered in pure the differe
Slide 17: Suiting: New Product Launches
Suiting: New Product Launches Raymon~ LIFESTYLE LIMITED SUPER LUXE Finest Wool Rich fabric in SUPER 200s, 70/30. The collection is a perfect way to add a touch of elegance and sophistication to your DRAPE CODE wardrobe. Crafted from Bio polished SUPER 140s and 120s Merino wool, Which enhances its na
Slide 18: Shirting: New Product Launches
Shirting: New Product Launches Raymon~ LIFESTYLE LIMITED WOOLVANCE WOOLVANCE WHY WOOL? DENIGMA WHY WOOL? “Crafted from natural fibers for WHAT'S UNIQUE? unmatched comfort, breathability, and effortless style—perfect “Crafted from natural for bothfor fibers formal “Denigma delivers the perfect blend
Slide 19: Branded Apparel
Branded Apparel Raymon~ LIFESTYLE LIMITED 18
Slide 20: Branded Apparel
Branded Apparel Raymon~ LIFESTYLE LIMITED Q2 Q1 Q2 H1 H1 Particulars (₹ Cr.) YoY YoY FY26 FY26 FY25 FY26 FY25 Revenue 491 370 441 11% 861 744 16% EBITDA 25 19 57 (56%) 44 72 (39%) EBITDA margin 5.2% 5.0% 13.0% 5.1% 9.7% REVENUE Growth was witnessed across all brands and key channels such as LFS, EBO
Slide 21: Our Brands
Our Brands Raymon~ LIFESTYLE LIMITED Raymonc1 Cfll. ,- FINE FABRICS Raymon~ ~ etlmix parx byRaymona Sleep Z - - by - - ~ PARI( AVENUE' Raymon<l PARI< AVENUE" INNER WEAR 20
Slide 22: Park Avenue: Tech Meets Style
Park Avenue: Tech Meets Style Raymon~ LIFESTYLE LIMITED 21
Slide 23: Colour Plus: Corduroy
Colour Plus: Corduroy Raymon~ LIFESTYLE LIMITED 22
Slide 24: Exclusive Retail Network
Exclusive Retail Network Raymon~ LIFESTYLE LIMITED Continuing expansion of retail footprint ■ TRS ■ MTM ■ EBO Total Stores Exclusive Outlets & Brands Sep'24 1083 46 463 [ 1,592 THE C)l cp Raymp!~ fl ~~ Raymon~ PARI< AVENU E" Jun'25 1105 54 516 [ 1,675 ~ ethnix Raymon~ parx b,Raymon~ ~~ Sep'25 1110 5
Slide 25: Ethnix by Raymond
Ethnix by Raymond Raymon~ LIFESTYLE LIMITED 24
Slide 26: Our Ethnix Portfolio
Our Ethnix Portfolio Raymon~ LIFESTYLE LIMITED WEDDING COLLECTION • Opened 3 stores & closed 4 stores in Q2FY26 taking the tally to 139 stores • Newly Launched Smart Ethnix collection – an eclectic design code, defining an array of fusion silhouettes of Short Kurtas, Bundi and Trousers ethnix Raymon
Slide 27: Garmenting
Garmenting Raymon~ LIFESTYLE LIMITED 26
Slide 28: Garmenting
Garmenting Raymon~ LIFESTYLE LIMITED Q2 Q1 Q2 H1 H1 Particulars (₹ Cr.) YoY YoY FY26 FY26 FY25 FY26 FY25 Revenue 269 197 260 4% 466 512 (9%) EBITDA 15 (8) 25 7 34 (80%) EBITDA margin 5.4% (3.9%) 9.6% 1.5% 6.6% REVENUE Impacted on account of US tariff uncertainty and weak order book EBITDA Impacted o
Slide 29: High Value Cotton Shirting
High Value Cotton Shirting Raymon~ LIFESTYLE LIMITED 28
Slide 30: High Value Cotton Shirting
High Value Cotton Shirting Raymon~ LIFESTYLE LIMITED Q2 Q1 Q2 H1 H1 Particulars (₹ Cr.) YoY YoY FY26 FY26 FY25 FY26 FY25 Revenue 212 205 228 (7%) 416 414 1% EBITDA 25 20 22 13% 44 32 37% EBITDA margin 11.8% 9.5% 9.7% 10.7% 7.8% REVENUE Subdued demand from our B2B customers. EBITDA Growth predominant
Slide 31: The Complete Man - Wedding Campaign
The Complete Man - Wedding Campaign Raymon~ LIFESTYLE LIMITED 30
Slide 32: The Raymond Shop - Brand Campaign
The Raymond Shop - Brand Campaign Raymon~ LIFESTYLE LIMITED 31
Slide 33: Shirting Campaign
Shirting Campaign Raymon~ LIFESTYLE LIMITED 32
Slide 34: Well Defined ESG Goals
Well Defined ESG Goals Raymon~ LIFESTYLE LIMITED ENVIRONMENT (E) SOCIAL (S) GOVERNANCE (G) 15% Single-Digit 100% • Reduction in Scope 1 & 2 GHG Emissions by 2030 ED Employee Turnover Rate • Independent Directors on all Board Committees • 25% Renewable Energy Target by 2030 0 ZERO Fatalities in Workp
Slide 35: Q2FY26 Performance
Q2FY26 Performance Raymon~ LIFESTYLE LIMITED “Our quarterly performance reflects encouraging momentum driven by a strong domestic demand across core lifestyle categories. Even as we navigate global macroeconomic headwinds, we remain focused on agility and strategic foresight— closely tracking opport
Slide 36: FY26 Way Forward
FY26 Way Forward Raymon~ LIFESTYLE LIMITED Festive season likely to drive strong bookings in Branded Textiles; expecting robust Focus on profitability volume growth improvements led by operating leverage and enhancing efficiencies Continue increased marketing spends during festive season for improve
Slide 37: Raymond Lifestyle - 2.0
Raymon~ LIFESTYLE LIMITED RAYMOND LIFESTYLE - 2.0 36
Slide 38: Vision
Vision Raymon~ LIFESTYLE LIMITED To be the leading FASHION & LIFESTYLE company with loved brands, fashion first approach and a delightful consumer experience to deliver superior stakeholder value. 37
Slide 39: Values
Values Raymon~ LIFESTYLE LIMITED INNOVATION • We have been crafting world-class product offerings over the years. • We will invest behind product and process innovation to drive disruptive growth. QUALITY CONSUMER DELIGHT We are recognized for our Consumers delight is the heart of everything high-qu
Slide 40: Strategic Approach
Strategic Approach Raymon~ LIFESTYLE LIMITED BUILD THE STRENGTHEN ACCELERATE “NEW THE “CORE” THE “GROWTH” CATEGORIES” ►>► ►>► Branded Branded Apparel • Ethnic Wear & Garmenting • Inner Wear Textile • Sleep Wear 39
Slide 41: Raymond Lifestyle - 2.0 Growth Drivers
Raymond Lifestyle - 2.0 Raymon~ LIFESTYLE LIMITED Growth Drivers 1 2 India’s Largest Retail Wedding & Expansion Ceremonial Attire Brand Raymon~ LIFESTYLE LIMITED 2.0 4 3 Garmenting: New Growth Capitalize on Vectors: China+1 and FTA Ethnic, Sleepwear and Innerwear RAYMOND - THE COMPLETE MAN 40
Slide 42: Leadership & Management Team
Raymon~ LIFESTYLE LIMITED LEADERSHIP & MANAGEMENT TEAM 41
Slide 43: Strong Governance with High Pedigree Board Members
Strong Governance with High Pedigree Board Members Raymon~ LIFESTYLE LIMITED K. NARASIMHA MURTHY VINEET NAYAR ANISHA MOTWANI Independent Director Independent Director Independent Director Ex- Director NSE, ONGC, LIC & UTI Ex- CEO HCL Strategic Advisor, World Bank DINESH LAL GIRISH C. CHATURVEDI RAJI
Slide 44: Led by Experienced Management Team
Led by Experienced Management Team Raymon~ LIFESTYLE LIMITED VIKRAM MAHALDAR ANUPAM DIKSHIT NEERAJ NAGPAL VIPUL MATHUR Chief Business Officer Chief Business Officer Chief Business Officer Chief Business Officer (Suiting) (Shirting) (Apparel, MTM & TRS) (Home & Ethnix) MANISH BHARATI DEBDEEP SINHA ML
Slide 45: Disclaimer
Disclaimer Raymon~ LIFESTYLE LIMITED The particulars of this presentation contain statements related but not limited to revenues, financial results and supplemental financial information which has been compiled by the management, not to be construed as being provided under any legal or regulatory re
Slide 46: Thank You
Thank You REACH US : RLL.IR@Raymond.in