Krbl Limited · NSE:KRBL
Krbl — Q2 FY2027 Earnings Presentation
39 slides from Krbl's earnings presentation, Nov 2, 2026
Slide 1: Exchange filing cover letter for investor presentation
Ref: KRBL/SE/2026-27/54 November 2, 2026 The General Manager National Stock Exchange of India Department of Corporate Services Limited BSE Limited “Exchange Plaza”, C-1, Block-G Floor 25, Phiroze Jeejeebhoy Towers Bandra-Kurla Complex Dalal Street, Mumbai – 400 001 Bandra (E), Mumbai-400051 Scrip Co
Slide 2: Investor Presentation Q2 FY2027
INVESTOR PRESENTATION Q2 FY2027
Slide 3: Leading Rice Company
LEADING RICE COMPANY 6,098 cr 8,734cr FY 26 Total Income Market Cap. as on 30th Sep ’26# 36.2%* 39.6%* Highest GT Market Share Highest MT Market Share 15.8% 12 million FY 26 EBITDA Household reach in India @ 10.5% 90+ countries FY 26 PAT Leading Exporter to 90+ Countries All figures in ₹. crore and
Slide 4: Market Leadership Highlights
Market Leadership Highlights Pricing Power Unparalleled processing capacity with the Largest On the back of Strong Brand Rice Milling Plant in & Superior Product Punjab Basmati Realization (per MT)* Robust domestic network supported by over 850+ distributors India KRBL India KRBL Underpinned by a St
Slide 5: Robust Cash Flow, Low Debt Dependence
ROBUST CASH FLOW Low Debt Dependence FY22 FY23 FY24 FY25 FY26 5,806 5,240 4,693 4,858 4,070 376 95 0.02 0.08 -378 -405 -0.08 -789 -0.09 -0.14 Net Bank Debt Net Worth All figures in ₹. crore and are based on consolidated financials
Slide 6: Strategically Located Facilities
STRATEGICALLY LOCATED FACILITIES Strategically located manufacturing and procurement facilities DHURI, PUNJAB ALIPUR, DELHI SONIPAT, HARYANA G B NAGAR, UTTAR PRADESH ANJAR, GUJARAT
Slide 7: Q2 FY27 Consolidated Performance Highlights
Q2 FY27 Consolidated Performance Highlights 1,768 2,895 Total Income Cash & Bank balance* 609 (2,895) Gross Profit Net Bank Borrowings 373 6,229 EBITDA Net worth 259 2,203 PAT Total Inventory All figures in ₹. crore and are based on consolidated financials. *Includes Other Bank balances and Investme
Slide 8: Revenue Performance Overview
Revenue Performance Overview 4% 14% 3,095 3,223 1,727 71 1,511 40 66 34 2,110 1,390 2,611 1,043 434 919 297 541 Exports Q1 FY26 Q1 FY27 H1 FY26 H1 FY27 Domestic Power • Q2 FY 27 revenue is highest ever quarterly revenue. • In Q2 FY27, overall revenue increased by 14% on YoY basis mainly due to highe
Slide 9: Q2 FY27 Profitability Metrics
Q2 FY27 Profitability Metrics GROSS PROFIT EBITDA PROFIT AFTER TAX CASH PROFIT Gross margin increased due to price EBITDA followed the Gross margin PAT margin followed the trend in increase, better sales mix and higher trend partially impacted by higher EBITDA. other income. proportionate other expe
Slide 10: H1 FY27 Profitability Metrics
H1 FY27 Profitability Metrics GROSS PROFIT EBITDA PROFIT AFTER TAX CASH PROFIT Gross margin increased due to price EBITDA followed the Gross margin PAT margin followed the trend in increase, better sales mix and higher trend partially impacted by higher EBITDA. other income. proportionate other expe
Slide 11: Q2 FY27 Consolidated P&L Summary
Q2 FY27 Consolidated P&L Summary Q2 FY27 H1 FY27 Q2 FY27 Particulars Q2 FY27 Q1 FY27 Q2 FY26 H1 FY27 H1 FY26 Y-o-Y Q-o-Q Revenue from operations 1,727 1,496 1,511 3,223 3,095 14% 4% 15% Other income 41 64 30 105 59 36% 77% -36% Total Income 1,768 1,560 1,541 3,329 3,155 15% 6% 13% Cost of goods sold
Slide 12: Balance Sheet Metrics: Working Capital Highlights
BALANCE SHEET METRICS Working Capital Highlights Total Inventory as on 30th Sep 2026 is Rs. 2,203 Cr vs Rs 2,279 Cr as on 30th Sep 2025. INVENTORY VOLUME INVENTORY VALUE WORKING CAPITAL DAYS (in `000 MT) (In Rs. Cr.) All figures in ₹ crore and are based on consolidated financials
Slide 13: Balance Sheet Metrics: Debt Protection Highlights
BALANCE SHEET METRICS Debt Protection Highlights CURRENT RATIO NET BANK INTEREST COVERAGE (times) BORROWINGS (Rs. Cr) RATIO (days) • Strong credit ratings from ICRA (AA(Stable)) and [ICRA] A1+ reflect the confidence in KRBL's financial discipline and stability. ICRA reaffirmed KRBL’s rating on 21st
Slide 14: India Business
INDIA BUSINESS
Slide 15: Continuing Market Leadership
Continuing Market Leadership Revenue* in Rs. Revenue growth 1,390 Cr 33% For Q2 FY27 YoY Q2 FY27 domestic revenue is highest ever, grew by 33 on yoy basis, driven by both strong volume and realization growth. All figures in Rs . crore and are based on consolidated financials. *Domestic Revenue exclu
Slide 16: KRBL Continues to Lead Across Channels
KRBL CONTINUES TO LEAD ACROSS CHANNELS… MARKET SHARE (%) GENERAL TRADE 36.2% MODERN TRADE 39.6% E- COMMERCE 41.1% Market Share : MAT SEPT’26 as per RMS data | E-commerce as per internal numbers, SEPT’26 Exit
Slide 17: Strategic Pillars India
DEMOCRATIZING REMODELLING OUR DISTRIBUTION OUR SUPPLY CHAIN STRATEGIC PILLARS INDIA INVESTING FORAYING INTO IN THE BRAND NEW PROD. & CATEGORIES
Slide 18: Strategic Pillars India
DEMOCRATIZING REMODELLING OUR DISTRIBUTION OUR SUPPLY CHAIN STRATEGIC PILLARS INDIA INVESTING FORAYING INTO IN THE BRAND NEW PROD. & CATEGORIES
Slide 19: Democratizing Our Distribution
DEMOCRATIZING OUR DISTRIBUTION Maintaining strong Retail Footprint, with robust presence across Indian Homes Strongest Outlet Presence Reaching out to 3.3 Lakh 1.2 Crore Retail Outlets India Households *All Channels # of outlets of Packaged basmati as per RMS JAS’26 **Urban Indian Households penetra
Slide 20: Building a Digitally Integrated Order to Cash System
BUILDING A DIGITALLY INTEGRATED ORDER TO CASH SYSTEM In Partnership with a leading global consulting firm, the extensive O2C Project came to life – digitizing KRBL’s entire distributor journey across integrated modules, with efficiency and agility 01 02 03 04 ORDER FULFIL COLLECT SETTLE Primary Port
Slide 21: Strategic Pillars India
DEMOCRATIZING REMODELLING OUR DISTRIBUTION OUR SUPPLY CHAIN STRATEGIC PILLARS INDIA INVESTING FORAYING INTO IN THE BRAND NEW PROD. & CATEGORIES
Slide 22: Remodelling Our Supply Chain
REMODELLING OUR SUPPLY CHAIN Ongoing transformation endeavors, supporting Distribution democratization GENERAL TRADE MT & E-COMM Going Deeper with Distribution Driving Servicing & Establishing direct distribution in non- Cost Efficiency covered / underpenetrated towns 1. 2. ENSURING WIDER & BUILDING
Slide 23: Strategic Pillars India
DEMOCRATIZING REMODELLING OUR DISTRIBUTION OUR SUPPLY CHAIN STRATEGIC PILLARS INDIA INVESTING FORAYING INTO IN THE BRAND NEW PROD. & CATEGORIES
Slide 24: Investing in the Brand
INVESTING IN THE BRAND Staying true & remaining a core part of the culture RAKSHA BANDHAN & INTEGRATING GANESH CHATURTHI WITH REGIONAL POP CULTURE Strengthening Social Embedding Impact to build a India Gate in the Hunger-free India, now heart of Regional in its 3rd year running Entertainment and Pop
Slide 25: Investing in the Brand: Grains of Hope 3.0
INVESTING IN THE BRAND GRAINS OF Grains of Hope ‘The Nutrition Prayer’, HOPE 3.0 reimagined a familiar school prayer into a Nutrition movement, furthering the cause of creating a Hunger Free India 50M 70L+ 17 PRAYER REACH KIDS REACHED INFLUENCERS MANOJ MUNTASHIR PALAK MUCHHAL ‘THE NUTRITION PRAYER’
Slide 26: Investing in the Brand: Raksha Bandhan and Ganesh Chaturthi
INVESTING IN THE BRAND RAKSHA Wherever India celebrates, India Gate is on the plate… BANDHAN RAKSHA BANDHAN GANESH CHATURTHI GANESH CHATURTHI A biryani isn’t a Biryani, till it has Elaichi! And A celebration of Bappa that is what the bond with a sibling is all about. coming home, togetherness and Fo
Slide 27: Investing in the Brand: Regional Pop Cultural Integrations
INVESTING IN THE BRAND REGIONAL Building Regional Relevance through Pop Culture & Entertainment POP CULTURAL West Bengal DADAGIRI SEASON 11 Tamil Nadu BIG BOSS SEASON 10 INTEGRATIONS Karnataka HALLI POWER RELOADED
Slide 28: Investing in the Brand: Shopper Journey
CATMAN & IG EXCLUSIVE ZONES INVESTING IN THE BRAND SHOPPER Visible on shelf, Considered JOURNEY in store, Tried at home! Exclusive brand zones to drive visibility, retailer activations to build consideration, and consumer-forward promos to generate trials RETAILER ACTIVATIONS & EVENTS On-ground & Di
Slide 29: Strategic Pillars India
DEMOCRATIZING REMODELLING OUR DISTRIBUTION OUR SUPPLY CHAIN STRATEGIC PILLARS INDIA INVESTING FORAYING INTO IN THE BRAND NEW PROD. & CATEGORIES
Slide 30: Foraying into New Products and Categories: Uplife Heart Balance
FORAYING INTO NEW PROD. & CATEGORIES Innovating in Format : India’s 1st Oil Control Pack UPLIFE HEART BALANCE pairs a GO-LESS OIL CONTROL PACK with everyday heart-health benefits. GO LESS PACK For controlled consumption For precision pouring HEART BALANCE Supports everyday heart health Powered by Ga
Slide 31: Also Relaunching Under Uplife
ALSO RELAUNCHING UNDER ‘UPLIFE’ Quinoa & Black Rice, now each led by a proactive health goal – Complete Protein & Everyday Vitality QUINOA BLACK RICE PROACTIVE BENEFIT PROACTIVE BENEFIT Complete Everyday Protein Immunity 9 essential amino acids Power of Iron Plant protein · Gluten free Aids cell pro
Slide 32: Building a Complete Health Platform
…BUILDING A COMPLETE HEALTH PLATFORM Making India Gate Uplife a complete Health Platform, with clear health goa for every need! WEIGHT ACTIVE EVERYDAY COMPLETE HEART GUT HEALTH MANAGEMENT HEALTH IMMUNITY PROTEIN BALANCE
Slide 33: International Business
INTERNATIONAL BUSINESS
Slide 34: Leadership Beyond India
LEADERSHIP BEYOND INDIA Revenue* in Rs. Revenue growth 297 Cr -31% For Q2 FY27 YoY Q2 exports lower on YoY basis due to lower export to middle east region.
Slide 35: Positive Trends for Rice Export from India
POSITIVE TRENDS FOR RICE EXPORT FROM INDIA Global markets offer exciting opportunities for KRBL to drive growth PRODUCTION EXPORT LEADER BASMATI RICE EXPORTS FROM INDIA FOR FY26 Volume - (%) • High yielding varieties boost national surplus • India is the #1 exporter of rice, holds 85% of basmati mar
Slide 36: 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 37: Awards & Accolades
AWARDS & ACCOLADES ET AWARDS, DESIGN TRANSFORM ASIA AWARDS 2025 BEST MID-DAY MEAL INITIATIVE, ‘25 MULTI WINS FOR CREATIVE, BRAND STRATEGY, BRAND EVOLUTION, VISUAL IDENTITY GRAINS OF HOPE,FOMA & CLASSIC BIRYANI CAMPAIGN, E4M AWARDS AA AWARDS EXCELLENCE IN BARCLAY’S FAMILY BUSINESS AWARDS LACP AWARDS,
Slide 38: Contact Us and Safe Harbor
CONTACT US Investor Relations Desk Safe Harbor KRBL Ltd. Tel: +91‐120‐ 4060 300 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 Emai
Slide 39: Thank You!
THANK YOU!