Slide 1: Exchange cover letter: Post Earnings Call Presentation
October 30, 2025 The Manager The Manager The Secretary Corporate Relationship Department Listing Department The Calcutta Stock Exchange BSE Limited National Stock Exchange of India Limited Limited 1st Floor, New Trading Wing, Exchange Plaza, 5th Floor, 7, Lyons Range, Rotunda Building, Plot No. C-1,
Slide 2: Q2 FY26 Investors Presentation
Q2 FY26 Investors Presentation Bata India Limited 30th October’25 1
Slide 3: Disclaimer
DISCLAIMER This presentation may contain statements which reflect Management’s current views and estimates and could be construed as forward-looking statements. The future involves risks and uncertainties that could cause actual results to differ materially from the current views being expressed. Po
Slide 4: Driving growth through customer experience transformation
Driving growth through customer experience transformation.. Inventory Declutter 01 Store Customer Experience 02 03 Story Focused Marketing 04 Network Expansion 05 Product Funnel Reimagined 3
Slide 5: Driving growth through customer experience transformation
Driving growth through customer experience transformation.. Inventory Declutter ❑ Complexity Reduction ❑ Inventory Improvement 01 Store Customer Experience 02 03 Story Focused Marketing 04 Network Expansion 05 Product Funnel Reimagined 4
Slide 6: Decluttering & availability improvements continue
Decluttering & availability improvements continue… Reduced clutter at store Overall Availability 1.14X X X 0.70X Q2'25 Q2'26 Q2'25 Q2'26 5
Slide 7: Progress on Inventory agility
Progress on Inventory agility… both in terms of quantity & quality Inventory (INR Mn) Stock Turns -12.7% 8268 2.18 7215 1.88 Q2'25 Q2'26 Q2'25 Q2'26 Freshness (6 months) ❑ Customer First Project on track 1.07X X ❑ Sharper consumer focused assortments, cost effective and agile supply chains with opti
Slide 8: Driving growth through customer experience transformation
Driving growth through customer experience transformation.. Inventory Management 01 Store Customer Experience 02 03 Story Focused Marketing 04 Network Expansion 05 Product Funnel Reimagined 7
Slide 9: Zero Base Merchandising enhancing customer experience
Zero Base Merchandising enhancing customer experience Expansion Quarter Performance Chandigarh Lucknow 6.7% Gurugram 5.8% Jaipur Patna +400 bps Bhubaneswar Mumbai Complete coverage achieved (Sep’25) NPS UPT G Turnover Coverage Targeted (Dec’25) (delta vs Control stores) Jun’25 : Current : Dec’25P :
Slide 10: Driving growth through customer experience transformation
Driving growth through customer experience transformation.. Inventory Declutter 01 Store Customer Experience 02 03 Story Focused Marketing 04 Network Expansion 05 Product Funnel Reimagined 9
Slide 11: Consistent investments in Brand communications
Consistent investments in Brand communications Marketing Investments (% TO) 3.5% 2.2% 1.8% 1.5% Q2'25 Q4'25 Q1'26 Q2'26 10
Slide 12: Larger than Life Campaigns.. Simplifying buying decisions
Larger than Life Campaigns.. Simplifying buying decisions Victoria Ballerina showing promising results Checkout → 6.1% Quarterly sales ~34K Distribution Plan: 1000 Doors Easels to support Value proposition 11
Slide 13: Power Portfolio investment with focus on technology & innovation
Power Portfolio investment with focus on technology & innovation continue Checkout @5% Checkout @4% Power launches Avg wkly sales 4K (exit Sep) Avg wkly sales 1K (exit Sep) Energy Series Distribution Plan: Distribution Plan: 800+ doors 480 doors 12
Slide 14: Hush Puppies driving premiumization
Hush Puppies driving premiumization • Successful Launch of ICONIC Collection under Festive Collection with stylish, comfort-led footwear • HP Office Sneakers campaign showing positive results 13
Slide 15: First on the Move: Passing GST benefits
First on the Move: Passing GST benefits 14
Slide 16: Driving growth through customer experience transformation
Driving growth through customer experience transformation.. Inventory Declutter 01 Store Customer Experience 02 03 Story Focused Marketing 04 Network Expansion 05 Product Funnel Reimagined 15
Slide 17: Strategic network expansion.. Target 2000 by exit Dec
Strategic network expansion.. Target 2000 by exit Dec Franchise Doors Highlights: 661 • COCO Penetration : Top 20 cities ~560 644 stores 624 605 • Bata Red 2.0 expanded ~750 stores 600 • FRN Penetration to ~600 unique towns 566 Growth opportunities : • Franchise Expansion • HP Expansion Jun'24 Sep'2
Slide 18: Driving growth through customer experience transformation
Driving growth through customer experience transformation.. Inventory Declutter 01 Store Customer Experience 02 03 Story Focused Marketing 04 Network Expansion 05 Product Funnel Reimagined 17
Slide 19: Product Creation funnel reimagined
Product Creation funnel reimagined Moulds Comfort /Technology Toolkits Styles Upper Quality / Economies of Scale Colourways Style Variety 18
Slide 20: Other Highlights
Other Highlights BRAND CUSTOMER SUPPLY CHAIN AWARDS ▪ Floatz : +32% TO ▪ GMB → 4.83 ▪ VRS introduced in ▪ Retail Award for (vs 4.69 in prev qtr) “Most Admired growth | Avg wkly Batanagar unit – INR Retailer of the Year” sales ~34K ▪ 1478 KROs – 413 net 83 Mn by Mapic India addition over LY ▪ HP Offi
Slide 21: Financials
Financials
Slide 22: Financial Highlights
Financial Highlights INR Mn Revenue Gross Margin EBITDA* PAT* Revenue from Gross Margin Margin Margin Operations 8,013 4,439 20.7% 2.7% -4.3% -155 bps -221 bps -351 bps Value Growth YoY Change YoY Change YoY Growth YoY * Before Exceptional • Higher investments in marketing ~2X vs LY (3.5% Vs 1.5%) •
Slide 23: Appendix
Appendix
Slide 24: Digital channel continues to expand
Digital channel continues to expand eCommerce OMNI Digital Sales Contribution % (Marketplaces + Bata.com) (Home Delivery) • Bata.com grew by 25% vs LY 9% • ~3.8% of Retail turnover • Quick Commerce – Live on Zepto & 28% • 40% stores enabled with hyperlocal Swiggy Instamart in 25+ cities through deli
Slide 25: Expanded presence in 1635 towns via MBOs
Expanded presence in 1635 towns via MBOs Towns Coverage - I&D KRO 1635 +413 1478 1590 1579 1560 1554 1065 Sep'24 Dec'24 Mar'25 Jun'25 Sep'25 Sep'24 Sep'25 • Reached ~14800 MBO’s & ~320+ Distributors • Men’s closed, Plastic, IMEVA, Mens VAC, Ladies VAC driving growth Benton 949 Metcon 379 Cruz 549 Bo
Slide 26: Thank You
THANK YOU BATA INDIA LIMITED (CIN: L19201WB1931PLC007261) Corporate Office: Bata House, Milestone Experion Centre,2nd Floor,Sector 15,Part – II,Gurugram, Haryana 122001,Telephone: +91 9266686547 |Fax: (0124) 3990116/118 | E-mail: in-customer.service@bata.com Registered Office: 27B, Camac Street, 1st