Investor Presentation

Ref. No. DOMS/SE/26-27/60 Date: November 02, 2026 The Manager The Manager Corporate Relationship Department Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Bandra (East), Mumbai - 400 001 Mumbai - 400 051 BSE Symbol - DOMS NSE Symbol - DOMS BSE Scrip Code - 544045 Subject: Investor Presentation in relation to the Unaudited (Standalone and Consolidated) Financial Results for the quarter and six months ended September 30, 2026 Dear Sir/ Madam, In continuation to our letter dated October 28, 2026 and pursuant to Regulation 30 read with Para A of Part A of Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended, (‘SEBI LODR Regulations’), please find enclosed herewith the Investor Presentation in relation to Unaudited (Standalone and Consolidated) Financial Results for the quarter and six months ended September 30, 2026. The Investor Presentation is available on the website of the Company at www.domsindia.com. This is for your information and records. Thanking you, Yours faithfully, For DOMS Industries Limited Mitesh Padia Company Secretary and Compliance Officer Membership No.: A58693 Encl.: As above DOMS I L NDUSTRIES IMITED NVESTOR RESENTATION Q2 & H1’FY2027 1 | DOMS INDUSTRIES LIMITED DOMS - Scaling Across a Multi-Category Consumer Platform Established Brand Portfolio Products & Market 9 Product 4,900+ 28 States and 8 UTs 55+ Presence Categories SKUs PAN India Presence Export Countries Manufacturing Infrastructure & 55+ acres/ 18 Facilities 14,900+ 61+ acres 2.00+ mn sq.ft Expertise across 5 Locations Workforce Expansion Area Operations Area Consistent Growth Revenue Growth Sustained Profitability Prudent Leverage Asset Utilization ~20% CAGR 17%+ 0.02 x 2.7 x Trajectory (FY 2016 - 2026) EBITDA Margin* Net Debt to Equity* Gross Fixed Asset Turnover* Note : All the datapoints are as of September 30, 2026 unless mentioned otherwise * Calculated for FY26 / As on March 31, 2026 2 | DOMS INDUSTRIES LIMITED Q2 & H1’FY27 P H ERFORMANCE IGHLIGHTS | DOMS INDUSTRIES LIMITED Q2 & H1’FY27 - Consolidated Key Financial Highlights Revenues EBIDTA PAT ₹ 667.8 Cr ₹ 82.8 Cr ₹ 38.3 Cr Y-o-Y Growth: (16.8%) Y-o-Y Growth: (37.0%) Y-o-Y Growth: 17.6% Margin: 12.4% Margin: 5.7% Revenues EBIDTA PAT H1 ₹ 1,338.3 Cr ₹ 165.3 Cr ₹ 83.6 Cr Y-o-Y Growth: (16.6%) Y-o-Y Growth: (30.3%) Y-o-Y Growth: 18.4% Margin: 12.4% Margin: 6.2% • Sustained Revenue Growth backed by Higher Sales Volume both in Domestic and Export markets - Driven by capacity addition (Y-o-Y) and successful new product launches supported by calibrated pricing actions to partially offset RM inflation - Inventory damage due to exceptionally heavy rainfall and flooding, led to a sales growth loss of estimated 300–350 bps during Q2’FY27 • Sequentially maintained EBITDA Margins amidst Continued Raw Material Volatility Key Highlights - Improvement in consumption margins sequentially, supported by the easing in raw material prices in the earlier part of the quarter before they increased significantly in the second half - Benefit offset by higher manpower costs primarily on account of under-absorption of fixed overheads of Reynolds Team due to transitory impact in commencement of production • One-time Exceptional Loss Impacting PAT: PAT includes a one-time exceptional expense of ₹10.4 Cr towards damages caused by heavy rainfall and flooding. Relevant insurance claims have been lodged and the associated recovery is expected to substantially offset the P&L impact in due course 4 | DOMS INDUSTRIES LIMITED Consolidated P&L Highlights – Q2 & H1’FY27 Particulars (₹ Cr) Q2'FY27 Q2'FY26 Y-o-Y Q1'FY27 H1'FY27 H1'FY26 Y-o-Y FY26 % Change % Change Revenue from operations 667.8 567.9 17.6% 670.5 1,338.3 1,130.2 18.4% 2,326.4 Consumption Expenses 406.8 319.2 414.7 821.5 644.6 1,311.3 Gross Profit 260.9 248.7 4.9% 255.8 516.7 485.6 6.4% 1,015.1 Gross Profit Margins (%) 39.1% 43.8% 38.2% 38.6% 43.0% 43.6% Employee Benefits Expense 101.0 81.6 94.3 195.3 158.0 328.9 Other Expenses 77.1 67.6 78.9 156.1 129.4 283.6 EBITDA 82.8 99.5 -16.8% 82.6 165.3 198.3 -16.6% 402.6 EBITDA Margins (%) 12.4% 17.5% 12.3% 12.4% 17.5% 17.3% Other Income 4.8 6.4 4.0 8.7 10.9 18.6 Depreciation & Amortisation 24.1 22.0 23.4 47.5 42.4 88.1 EBIT 63.4 83.9 -24.5% 63.2 126.5 166.7 -24.1% 333.1 EBIT Margins (%) 9.5% 14.8% 9.4% 9.5% 14.8% 14.3% Finance Costs 2.0 2.1 2.0 4.1 5.6 10.8 Share of Profit / (Loss) of Associates -0.0 -0.0 -0.0 -0.0 -0.0 0.0 Profit Before Exceptional Expense (EE) & Tax 61.4 81.8 -25.0% 61.1 122.5 161.2 -24.0% 322.3 PBT (Before EE) Margins (%) 9.2% 14.4% 9.1% 9.2% 14.3% 13.9% Exceptional Expense* 10.4 - - -10.4 - - Profit Before Tax 51.0 81.8 -37.7% 61.1 112.1 161.2 -30.4% 322.3 Tax expenses 12.6 21.0 15.9 28.5 41.2 82.7 PAT 38.3 60.9 -37.0% 45.3 83.6 120.0 -30.3% 239.6 PAT Margins (%) 5.7% 10.7% 6.8% 6.2% 10.6% 10.3% * Exceptional Expense refers to one-time exceptional loss of ₹10.4 Cr towards damages caused by heavy rainfall and flooding. Relevant insurance claims have been lodged and the associated recovery is expected to substantially offset the P&L impact in due course 5 | DOMS INDUSTRIES LIMITED Operational Highlights – Q2 & H1’FY27 (1/2) Q2’FY27 – Operational Analysis H1’FY27 – Operational Analysis % of Op. Revenue >> 60.9% 15.1% 11.6% 12.4% % of Op. Revenue >> 61.4% 14.6% 11.7% 12.4% 667.8 1,338.3 (406.8) 82.8 (821.5) 165.3 (101.0) (195.3) (77.1) (156.1) Operating Revenue Consumption Employee Expenses Other Expenses EBITDA Operating Revenue Consumption Employee Expenses Other Expenses EBITDA Q2’FY27 - Geographic Sales Break up H1’FY27 - Geographic Sales Break up 13.4% 13.9% 12.7% 14.2% Q2’FY27 Q2’FY26 H1’FY27 H1’FY26 Gross Product Sales Gross Product Sales Gross Product Sales Gross Product Sales ₹ 690.2 Cr ₹ 593.7 Cr ₹ 1,383.4 Cr ₹ 1,175.4 Cr 86.6% 86.1% 87.3% 85.8% 6 | DOMS INDUSTRIES LIMITED Operational Highlights – Q2 & H1’FY27 (2/2) Q2’FY27 - Product Category wise Sales Break up H1’FY27 - Product Category wise Sales Break up Q2'FY27 Q2'FY26 H1'FY27 H1'FY26 32% 33% 30% 31% 20% 18% 21% 20% 16% 17% 8% 10% 7% 7% 9% 9% 9% 10% 8% 9% 8% 8% 3% 3% 1% 1% 0% 0% 1% 1% 3% 3% 1% 1% 1% 0% 1% 2% Scholastic Scholastic Kits & Office Paper Hobby & Fine Art BTS Hygiene Others Scholastic Scholastic Kits & Office Paper Hobby & Fine Art BTS Hygiene Others Stationery Art Combos Supplies Stationery Craft Products Products Products Stationery Art Combos Supplies Stationery Craft Products Products Products Material Material Q2’FY27 - Brand wise Sales Break up H1’FY27 - Brand wise Sales Break up 8.8% 12.4% 8.7% 12.2% 8.3% 7.5% 7.2% 6.3% 1.6% 1.6% 2.1% 2.4% Q2’FY27 Q2’FY26 H1’FY27 H1’FY26 Gross Product Sales Gross Product Sales Gross Product Sales Gross Product Sales ₹ 690.2 CR ₹ 593.7 Cr ₹ 1,383.4 Cr ₹ 1,175.4 Cr 81.3% 78.0% 82.2% 79.4% 7 | DOMS INDUSTRIES LIMITED R P L & M I ECENT RODUCT AUNCHES ARKETING NITIATIVES | DOMS INDUSTRIES LIMITED New Product Launches - Enhancing Portfolio Breadth 9 | DOMS INDUSTRIES LIMITED Marketing Activities - Building Strong Consumer Connect Kidzania Activities Paperworld Delhi 2026 Interactive Activity – Jehangir Art Gallery – Art Plaza 10 | DOMS INDUSTRIES LIMITED Digital Initiatives - Enhancing Consumer Engagement YouTube Link : Click Here 250K+ FOLLOWERS Instagram Link : Click Here 11 | DOMS INDUSTRIES LIMITED OMPANY VERVIEW | DOMS INDUSTRIES LIMITED Our Journey - Built on Trust, Driven by Commitment 2025 2023 2023 2024 2011 Acquisition of 2006 Acquired 30.0% Acquisition of Acquired 51.8% in Acquired businesses 51.0% in Super Incorporation stake in Clapjoy 75.0% in Micro Uniclan Healthcare of R.R. Industries & Treads Pvt. Ltd. of Writefine Innovations Pvt. Wood Pvt. Ltd. Pvt Ltd S. Tech Industries (Paper Stationery) Products Ltd. (Toys) (Tin & Paper (Baby Hygiene) Pvt. Ltd. Packaging Business) 1973 2023 R.R. Industries Successful IPO was founded as a & Listing on p [Showing first 8,000 characters — download PDF for full document]