BSECompany Update28 Oct 2026 · 28 Oct 2026, 07:10 pm

Please find attached Investor Presentation under Regulation 30 of Listing Regulations.

Raymond Lifestyle Ltd · 544240

✦ AI Summary▲ PositiveResults

Raymond Lifestyle Ltd has released an investor presentation for Q2FY27 and H1FY27, highlighting strong revenue growth, EBITDA expansion, and premiumization efforts.

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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk1/10
Liquidity Impact9/10
Market Sentiment8/10

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Raymond Lifestyle Ltd - 544240 - Announcement under Regulation 30 (LODR)-Investor Presentation

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(Formerly known as Raymond Consumer Care Limited) RLL/SE/26-27/46 October 28, 2026 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 - 400 001 Bandra (East), Mumbai - 400 051 Scrip Code: 544240 Symbol: RAYMONDLSL Dear Sir/Madam, Sub: Raymond Lifestyle Limited – Investor Presentation Pursuant to Regulation 30 of the SEBI (Listing Obligation and Disclosure Requirements) Regulations, 2015, we enclose herewith the Investor Presentation on the Unaudited Financial Results for the Second quarter and Half year ended September 30, 2026. The meeting of the Board of Directors commenced at 03:15 P.M. and concluded at 05:50 P.M. The Investor Presentation is also available on the website of the Company i.e. https://raymondlifestyle.com/. We request you to take the above information on record. Thanking you. Yours faithfully, For Raymond Lifestyle Limited Priti Alkari Company Secretary Encl.: A/a Corporate Office Registered Office Head Office JEKEGRAM Plot G-35 and G-36, New Hind House, Pokhran Road No. 1, MIDC Waluj, Taluka Gangapur, Narottam Morarjee Marg, Thane (West) - 400 606, Chhatrapati Sambhajinagar - 431 136, Ballard Estate, Mumbai – 400 001, Maharashtra, India. Maharashtra, India. Maharashtra, India. Phone: +91 2261527000 CIN No: L74999MH2018PLC316288 Phone: +91 2240349999 Website: www.raymondlifestyle.com RESULTS PRESENTATION - Q2FY27 & H1FY27 October 28, 2026 Table of Contents Macro Outlook & Business Overview 01 3-7 02 Highlights 8-12 03 Financial Performance 13-19 04 ESG, CSR & Way Forward 20-26 05 Leadership Team 27-30 MACRO OUTLOOK & BUSINESS OVERVIEW Macro Outlook Geopolitical & Currency Impact Environmental & Commodity Economy & Inflation • Brent crude continues to trade above • Unpredictable seasonal rainfall patterns and • Reserve Bank of India (RBI) has raised $105–$110/bbl, maintaining strong cost extreme heat events continue to impact India’s FY27 real GDP growth projection to pressures on synthetic fiber inputs, dye agricultural yields, creating supply-chain 7.1% (up from earlier baseline estimates), chemicals, and freight costs swings in raw fiber availability reflecting resilient domestic consumption, strong urban demand, and ongoing • Indian Rupee continues to hover near • Benchmark wool prices remain firm near premiumization across retail categories record lows (nearing 94–95 USD/INR), elevated multi-year levels elevating import costs for raw materials • CPI inflation projection for FY27 has been • Domestic cotton prices remain elevated revised to 5.2% (up from earlier estimates) • Persistent global supply chain disruptions driven by persistent input cost pressures Strategic Objectives VALUE CREATION STRATEGIC OUTCOMES OUR FOCUS PREMIUMIZATION CASUALIZATION MARKET LEADERSHIP OMNICHANNEL ESG BRAND RETAIL OPERATIONAL DIGITAL & Consistent LEADERSHIP EXCELLENCE EXCELLENCE CONSUMER Profitable Growth • Strengthen core brands • Disciplined store expansion • Supply chain optimization • Data-led consumer insights • Build brand equity • Improve store productivity • Lean & efficient operations • Digital engagement • Invest in marketing • Grow omnichannel • Cost and productivity focus • Technology-driven growth Margin Expansion KEY ENABLERS Strong Cash Flows Store Expansion Supply Chain Efficiency Talent & Culture Global Growth Long-term OUR FOUNDATION Shareholder Value Strong Heritage Brands | Consumer Trust | Manufacturing Excellence | Extensive Distribution Network | Robust Governance Creation Value Drivers Asset Light & Retail Premiumization & Category Dominance Strength Casualization • ~65% Worsted Suiting fabric share & • TRS FOFO Dominance– Sustaining > 90% • Fabric Mix Upshift OTC Shirting leadership sharein FOFO model Transitioning towards high-value Wool, Poly- wool blends, and pure Linen • Pricing Power: Wedding/celebration • 1,600 + Stores: Active network • Launching Premium Products wear driving strong EBITDA margins optimization toward high-yielding Accelerating premium product introductions >18%. premium retail locations across collections • Casualization Expansion • Fully vertically integrated business Accelerated growth in core casual brands model ColorPlus& Parx; increasing casual mix within formal brands Park Avenue & Raymond RTW Efficiency & Profitability Fortified Balance Sheet Strategic Growth Levers • Manufacturing Excellence: First Time • Working Capital: NWCcycle reduced • FY27 Roadmap: Focused on Right (FTR) > 95%, Capacity Utilization > from 87 to 77 days in FY26 Premiumization, Casualization & 90% Geographical Diversification • SustainedNet-Debt Free entity status • FY26 Performance:23% EBITDA growth • International Growth: Expanding into EU (₹804 Cr) and a massive 63% surge in • Disciplined working capital management & UK markets via trade agreements yielding robust Free Cash Flow (FTAs) • FY27 Target: Double digit top line & higher double digit EBITDA growth Our Business Portfolio High Value Cotton Branded Textiles Branded Apparel Garmenting Emerging Business Shirting Premium Suiting & Serving marquee brands Maintaining market Shirting fabrics. across the US, UK & leadershipthrough end- Europethrough a to-end integrated scalable B2B export manufacturing. platform. Supply premium cotton Leveraging a vertically & linen shirting fabrics integrated modelfrom to domestic & global "fabric-to-garment“. markets. Segment Reclassification Note:Emerging Business (New Segment):Comprises Raymond Home(reclassified from Branded Textiles), Ethnixby Raymondand Park Avenue Inner Wear(reclassified from Branded Apparel), Sexual Wellness (reclassified from Others) and 7 the newly launched Chairman’s Collection HIGHLIGHTS Q2FY27 & H1FY27- Performance Snapshot (₹ Cr.) FINANCIAL PERFORMANCE TOTAL INCOME EBITDA PBT YoY YoY YoY Q2FY27 ₹ 2,125 Cr. 14% ₹ 270 Cr. 4.0% ₹ 91 Cr. (16%) Margin 12.7% Margin 4.3% H1FY27 ₹ 3,685 Cr. 10% ₹ 404 Cr. 6.0% ₹ 53 Cr. (37%) Margin 11.0% Margin 1.4% OPERATING HIGHLIGHTS STORE COUNT NET CASH YoY 1,663 29 SEP ’26 1,634 ₹ 69 Cr. QoQ 1,627 7 International momentum and domestic premiumization fuel solid performance Note: Data as of Sept’’26 Q2FY27 & H1FY27 Performance Trends TOTAL INCOME EBITDA & MARGINS (%) PBT & MARGINS (%) (₹ Cr.) (₹ Cr.) (₹ Cr.) Y-o-Y Growth Y-o-Y Growth 10% 6% Y-o-Y Growth Y-o-Y Growth 14% 4% • Total Income growth of 14% Y-o-Y was on account of: o Strong performance by the garmenting segment, driven by order book execution, following the US-India Tariff rationalization, & onboarding of new global clients o Robust performance within Branded Apparel led by casualization o Successful premiumization across Branded Textile • Margin were at 12.7%, reduced by 120 bps on account of increased marketing investments and significant increase in raw material prices & freight costs • Robust cash flow with net cash position at ₹ 69 Cr in Sep’26 from (₹ 246) Cr in Sept’25, representing a cash generation of ₹ 300+ Cr • Network Optimization: 53 underperforming stores exited; strategic expansion with 24 new locations, net closures of 29 stores since Sep’25 5 .8 % 1 0 8 Q 2F Y 2 6 4 .3 .5 % H 1Y H 1Y 7.0% 6.0% 5.0% 4.0% 3.0% 2.0% 1.0% 0.0% 4,000 450 16.0% 3,500 400 14.0% 3,000 12.0% 300 11.4% 11.0% 2,500 10.0% 2,000 3,340 3,685 200 13.9% 12.7% 381 404 8.0% 1,500 6.0% 150 259 270 2,125 1,000 1,865 100 4.0% 500 50 2.0% 0 0 0.0% Q2 Q2 H1 H1 Q2 Q2 H1 H1 FY26 FY27 FY26 FY27 FY26 FY27 FY26 FY27 Q2FY27 Performance Highlights Net Working Capital* (₹ Cr.) No. of Days 105 1,870 1,622 • NWC improved by 23 days, stood at 82 days in Sept’26 v/s 105 days in Sep’25, Sept'25 Sept'26 mainly due to better collections and inventory management * NWC Days calculated based on Trailing Twelve Month Revenue Unrivalled Presence & Distribution Depth Europe North America Asia Middle East India Ethiopia South America Manufacturing Capacity Mumbai Hindupur •Vapi, Chindwara& Jalgaon (43 Mn sq. meters fabri [Showing first 8,000 characters — download PDF for full document]