Investor Presentation

WLL/SEC/2026 October 30, 2026 BSE Limited National Stock Exchange of India Limited Department of Corporate Services, Listing Compliance Department SP. J. Towers, Dalal Street, Exchange Plaza, Bandra-Kurla Complex, Mumbai – 400 001 Bandra (E), Mumbai – 400 051 (Scrip Code-514162) (Symbol: WELSPUNLIV) Dear Sirs/Madam, Subject: Disclosure of information pursuant to Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. In compliance with Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and the Company’s Code of Practices and Procedure for Fair Disclosure of Unpublished Price Sensitive Information, kindly find attached Earnings Presentation, inter alia, on unaudited financial results of the Company for the period ended September 30, 2026. Please take the same on record. Thank you, For Welspun Living Limited Shraddha Popat Company Secretary ACS: 54561 Enclosed: Earnings Presentation as mentioned above Earnings Presentation Q2FY27 Date: 30thOctober, 2026 DISCLAIMER The information contained in this presentation is provided by Welspun Living Limited (the “Company”). Although care has been taken to ensure that the information is accurate, and that the opinions expressed are fair and reasonable, the information is subject to change without notice, its accuracy, fairness or completeness is not guaranteed and has not been independently verified. No express or implied warranty is made thereto. Neither the Company nor any of its directors assume any responsibility or liability for the accuracy or completeness of, or any errors or omissions in, any information or opinions contained herein. This document contains forward-looking statements which involve risks and uncertainties. Such forward-looking statements are notguarantees of future performance and actual results may differ. This document is for informational purposes only and does not constitute an offer, recommendation or invitation to purchase or subscribe for any securities. Any reference to “the Company” shall mean Welspun Living Limited, together with its consolidated subsidiaries. welspunliving.com COMPANY OVERVIEW Welspun Living —Global Home Textiles Leader Business Segments Welspun Living Ltd (WLL) Part of the $9 bn+ Welspun Group, WLL is a global leader in the Home Bath Solutions Textiles landscape with world-class vertically-integrated manufacturing Bath Towels, Bath Robes, Bath Rugs facilities in India and strategic partnerships with top global retailers. Differentiated by Branding, Innovation and Sustainability. Sleep Solutions Sheets –Flat & Fitted, Pillows, Utility Bedding US Market Rank 1 Top 2 Position in Towels & Bath Rugs in Sheets ESG 90/100 1 Flooring Solutions Leadership S&P Global ESG Score Global Rank Wall to Wall, Carpet Tiles, Area Rugs, Click & Lock Innovation patents globally Advanced Textiles Certified 24,000+ 28% Workforce Woman Spunlace, Needle punch and Wet wipes employees women Owned welspunliving.com STRATEGIC PRIORITIES & MEDIUM-TERM TARGETS Building a resilient, diversified, sustainability-led home solutions company Margin Recovery & Innovation & ESG – Leadership in Core Portfolio Diversification Improvement Competitive Moat TODAY: S&P Global ESG: TODAY: #1 in Towels & Rugs in US TODAY: EBITDA Margin: 90/100 —#1 Globally TODAY: Branded Businesses #1 in Towels in UK and EU from India 12.7% (H1FY27) 50 Patents | ~25% Innovation ~22% of revenue revenues ASPIRATION: ASPIRATION: ASPIRATION: ASPIRATION: #1 in Bath globally Normalized Target: Most Innovative Home textile Branded Businesses: Double digit Leadership in Sleep ecosystem 15%+ EBITDA company growth Strategic Partnership & Serviceability Premiumization, cost optimization, Preferred supplier with top retailers, Product Mix, Brand expansion, Category Leadership & Expansion utilization improvement long standing relationship Category expansion welspunliving.com MANAGEMENT COMMENTARY We have achieved a significant milestone in strengthening our balance sheet, moving to a net-cash position. This reflects our continued focus on cash generation, working capital efficiency and disciplined capital allocation, enhancing our financial flexibility and capacity to invest in strategic growth opportunities. Building on a strong start to FY27, we delivered another quarter of robust performance, with revenues growing 16.9% YoY and EBITDA margins expanding to 12.9%. Our broad-based growth reflects the resilience of our business model and our ability to deliver profitable growth through disciplined execution amidanevolving globaloperating environment. Growth remained broad-based across businesses, with Home Textiles exports growing 18.3% YoY and the Domestic business delivering robust growth of 28.2% YoY. Our Flooring business also continued to strengthen, with margins improving to 10.8%, reflecting the benefits of strategic realignment, operational improvements andasharperfocus onprofitable growth. Ms. Dipali Goenka As we progress through FY27, our priorities remain clear: sustaining double-digit revenue growth, Managing Director & CEO, maintaining EBITDA margins in the low teens, improving returns on capital and generating strong cash Welspun Living Limited flows. Supported by our integrated manufacturing capabilities, diversified customer and market base, and stronger balance sheet, we are well positioned to capitalize on evolving global sourcing opportunities and structural industry tailwinds, while remaining disciplined in capital deployment and focused on long-term value creation forourstakeholders. welspunliving.com QUARTER AT A GLANCE Performance Summary Q2FY27 CONTEXT TOTAL INCOME EBITDA PAT ₹2,870 Crs ₹370 Crs ₹169 Crs ▲16.9% growth YoY Margin: 12.9% Margin: 5.9% ▲1.5% growth QoQ ▲604 bps YoY ▲536bps YoY HOME TEXTILE REV. FLOORING REV. OVERALL BRANDED ₹2,689 Crs ₹216 Crs +32% YoY ▲15.8% YoY ▲19.3% YoY 22% revenue contribution EBITDA Margin: 12.0%; ▲546 bps YoY EBITDA Margin: 10.8%; ▲876 bps YoY DOMESTIC BUSINESS PILLOW BUSINESS INNOVATION +28.2% YoY 2.4X YoY 50 Patents ▲Home Textile +26.3% YoY; On track to achieve double digit 25% revenue contribution ▲Flooring +33.4% YoY revenue growth ▲46% growth YoY welspunliving.com QUARTERLY PROFIT & LOSS (₹ Crores) Particulars Q2 FY27 Q2 FY26 YoY Q1 FY27 QoQ Total Income 2,870 2,456 16.9% 2,828 1.5% EBITDA 370 168 120% 354 4.5% EBITDA Margin (%) 12.9% 6.8% +604 bps 12.5% +37 bps Finance Cost 34 43 (21.8%) 34 (1.4%) Depreciation 103 101 1.8% 100 2.3% PBT (after exceptional)* 226 24 - 219 3.2% PAT (after MI & exceptional)* 169 13 - 161 5.2% PAT Margin 5.9% 0.5% +536 bps 5.7% +21 bps Cash Profit 273 110 148% 253 7.6% EPS (₹) (Not Annualised) 1.80 0.13 - 1.69 10.0% Note: Cash Profit = PBDT less Current Tax *Exceptional item 7.2crores welspunliving.com SEGMENT RESULTS Q2 FY27 (₹ Crores) Q2FY27 REVENUE SPLIT Q2FY27 Home Textile Q2FY27 Flooring ₹2,689 ₹323 12.0% ₹216 ₹23 10.8% Revenue EBITDA Margin Revenue EBITDA Margin Detailed segment financials Q2 FY27 Q2 FY26 YoY Q1 FY27 QoQ H1FY27 H1FY26 YoY Home Textile Flooring HOME TEXTILE Revenue 2,689 2,322 +15.8% 2,680 +0.3% 5,369 4,445 +20.8% EBITDA 323 152 +112.2% 314 +2.8% 637 375 +69.8% Home textile: strong double-digit growth with EBITDA Margin 12.0% 6.6% +546 bps 11.7% +29 bps 11.9% 8.4% +343 bps margin improvement FLOORING Revenue 216 181 +19.3% 188 +15.3% 404 375 +7.7% Flooring: Margins expanded to 10.8% (+876 bps YoY) EBITDA 23 4 +524.5% 20 +20.0% 43 20 +115.3% EBITDA Margin 10.8% 2.1% +876 bps 10.4% +43 bps 10.6% 5.3% +531 bps welspunliving.com REVENUE MIX — QUARTERLY Q2FY27 Business Breakdown Channel-wise Revenue (₹ Crores) Business-wise Revenue (₹ Crores) Mix YoY Mix YoY Global B2B Innovation 639 25% ▲46% HT –B2B 1,744 67% ▲12% Global B2B Others 1,213 47% ▼1% HT –Branded 516 20% ▲31% Domestic B2B 165 6% ▲42% Adv. Textiles 104 4% ▼7% Global Branded 383 15% ▲33% Flooring –B2B 170 7% ▲45% [Showing first 8,000 characters — download PDF for full document]