Investor Presentation

04 November 2026 BSE Limited National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot no. C/1, G Block, Dalal Street, Bandra-Kurla Complex Mumbai- 400 001 Bandra (E), Mumbai - 400 051 Scrip Code: 543260 NSE Symbol: STOVEKRAFT Dear Sir / Madam, Sub: Investor Presentation for Conference Call – Regulation 30(6) This has reference to our letter dated 26 October 2026 informing about conference call being organized by MUFG Intime. Pursuant to Regulation 30(6) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, please find attached a presentation to be made to analysts and the institutional investors at the conference call scheduled tomorrow i.e., 05 November 2026 at 4:00 P.M. After the conference call, a transcript of the discussion shall also be posted on the website of the Company, www.stovekraft.com for information of the investors. Thanking you, Yours faithfully, For Stove Kraft Limited Shrinivas P Harapanahalli Company Secretary & Compliance Officer STOVE KRAFT LIMITED Q2 & H1 FY27 INVESTOR PRESENTATION Safe Harbor ThispresentationhasbeenpreparedbyandisthesoleresponsibilityofStoveKraftLimited(the“Company”).Byaccessingthispresentation,youareagreeingtobeboundbythe trailingrestrictions. This presentation does not constitute or form part of any offer or invitation or inducement to sell or issue, or any solicitation of any offer or recommendation to purchase or subscribe for, any securities of the Company, nor shall it or any part of it or the fact of its distribution form the basis of, or be relied on in connection with, any contract or commitment thereof. In particular, this presentation is not intended to be a prospectus or offer document under the applicable laws of any jurisdiction, including India. No representationorwarranty,expressorimplied,ismadeasto,andnorelianceshouldbeplacedon,thefairness,accuracy,completenessorcorrectnessoftheinformationoropinions containedinthispresentation.Suchinformationandopinionsareinalleventsnotcurrentafterthedateofthispresentation.Thereisnoobligationtoupdate,modifyoramendthis communicationortootherwisenotifytherecipientiftheinformation,opinion,projection,forecastorestimatesetforthherein,changesorsubsequentlybecomesinaccurate. Certain statements contained in this presentation that are not statements of historical fact constitute “forward-looking statements.” You can generally identify forward-looking statementsbyterminologysuchas“aim”,“anticipate”,“believe”,“continue”,“could”,“estimate”,“expect”,“intend”,“may”,“objective”,“goal”,“plan”,“potential”,“project”,“pursue”, “shall”,“should”,“will”,“would”,orotherwordsorphrasesofsimilarimport.Theseforward-lookingstatementsinvolveknownandunknownrisks,uncertainties,assumptionsand otherfactorsthatmaycausetheCompany’sactualresults,performanceorachievementstobemateriallydifferentfromanyfutureresults,performanceorachievementsexpressed or implied by such forward-looking statements or other projections. Important factors that could cause actual results, performance or achievements to differ materially include, among others: (a) our ability to successfully implement our strategy, (b) our growth and expansion plans, (c) changes in regulatory norms applicable to the Company, (d) technologicalchanges,(e)investmentincome,(f)cashflowprojections,and(g)otherrisks. This presentation is for general information purposes only, without regard to any specific objectives, financial situations or informational needs of any particular person. The Companymayalter,modifyorotherwisechangeinanymannerthecontentofthispresentation,withoutobligationtonotifyanypersonofsuchchangeorchanges. Q2 & H1 FY27 OPERATIONAL HIGHLIGHTS Q2 & H1 FY27 Key Highlights 01 The Company recorded highest ever EBIDTA % 12.9%for Q2 FY27. 02 The company reported its highest-ever revenue in Q2FY27registering Sales Growth of 23.2% YoY while strong operating and financial leverage drove EBITDA and PAT growth of 32.7% and 35.7%, respectively. 03 The company reported Revenue of Rs. 1065.2 Cr in H1 FY27 registering Sales Growthof 30.8% YoY while strong operating and financial leverage drove EBITDA and PAT growth of 39.7% and 44.8%, respectively. Key Updates Company recorded HY1 FY27 PAT of Rs. 46.0 Cr against full year PAT of FY26 of Rs. 42 Cr reflecting strong business , Operational & financial performance. Net working capital days improved to 32 days Q2FY27 from 51 days Q2FY26 , driven by better inventory utilization and strong festive season demand, resulting in improved working capital efficiency ROE and ROCE improved to 10.4% and 15.6% from 8.3% and 12.6% respectively in FY26 underscoring the Company's continued progress in strengtheningreturn ratios anddriving higher value creation for stakeholders 07 Q2 & HYwitnessed broad-based growth across all domestic channels, led by Retail delivering strong growth of 57% YoY & 70% in HY1, General Trade (GT) expanding 49% YoY and 52% in HY 1 respectively. Q2FY27 Performance (Y-o-Y)- Consolidated Q2FY27 Revenues Q2FY27 Gross Profit Q2FY27 EBITDA Q2FY27 PAT INR 584.7 crores INR 231.7 crores INR 75.3 crores INR 29.0 crores 23.2 % 26.8 % 32.7 % 35.7% Q2 FY27 growth in Product Category Revenue Breakup: Q2FY27 Brand Wise Sales (INR Cr) Growth Val 46.3 Product Category CAGR : -2.3% (YoY) 24% 7.4 18.8 51.4 21.2 Induction Cooktops 108.0% 47.0 49.6 Cooker 46.8% 533.8 CAGR: 21.0% 18% 415.9 Small Appliance 9.1% 301.2 343.2 Non-stick Cookware -1.6% Pressure Cookers Gas Cooktop Small Appliances Q2 FY24 Q2 FY25 Q2 FY26 Q2 FY27 Gas Cooktops -6.4% Induction Cooktop Nonstick Cookware Others* OEM Pigeon * Others include revenue of LED, Gilma, Black & Decker and Skava H1 FY27 Performance (Y-o-Y)- Consolidated H1FY27 Revenues H1FY27 Gross Profit H1FY27 EBITDA H1FY27 PAT INR 1065.2 crores INR 422.1 crores INR 129.1 crores INR 46.0 crores 30.8 % 34.8 % 39.7 % 44.8% H1FY27 growth in Product Category Revenue Breakup: H1FY27 Brand Wise Sales (INR Cr) Growth Val 119.6 Product Category CAGR –10.6% (YoY) 22% 11.8 33.4 Induction Cooktops 188.9% 47.6 117.1 105.4 88.4 Cooker 44.6% 938.0 CAGR –21.1% 686.0 Non-stick Cookware 9.5% 18% 528.0 578.6 Small Appliance 4.7% Gas Cooktops -6.6% Pressure Cookers Nonstick Cookware H1 FY24 H1 FY25 H1 FY26 H1 FY27 Induction Cooktop Small Appliances Others* OEM Pigeon Gas Cooktop * Others include revenue of LED, Gilma, Black & Decker and Skava Channel-Wise Performance Highlights Q2 FY27 Channel Contribution Channels GT MR ECOM Own Retail Export Corp Sales Revenue Break Up (%) 31.8% 12.4% 38.2% 7.2% 8.1% 2.3% HY1 FY27 Channel Contribution Channels GT MR ECOM Own Retail Export Corp Sales Revenue Break Up (%) 30.4% 12.6% 35.3% 7.9% 11.3% 2.5% Q2 FY27 growth in Channel division (Rs. Cr) HY1 FY27 growth in Channel division (Rs. Cr.) Channel Wise Revenue Q2 FY24 Q2 FY25 Q2 FY26 Q2FY27 CAGR % YoY % Channel Wise Revenue H1 FY24 H1 FY25 H1 FY26 H1 FY27 CAGR % YoY % General Trade 118.1 116.9 124.9 185.8 16.3% 48.9% General Trade 242.5 214.5 212.7 323.7 10.1% 52.2% E-commerce 144.0 166.0 192.5 223.4 15.8% 16.1% E-commerce 228.3 255.4 302.8 376.1 18.1% 24.2% Modern Retail 43.2 55.3 64.6 72.3 18.7% 11.9% Modern Retail 78.2 93.4 105.7 134.6 19.8% 27.3% Retails 11.7 18.4 26.9 42.3 53.4% 57.1% Retails 17.9 33.4 49.2 83.8 67.2% 70.3% Export 47.7 42.1 52.7 47.3 -0.3% -10.3% Export 91.2 102.5 121.8 120.5 9.7% -1.0% Corp Sales (Inst) 13.1 19.6 13.1 13.6 1.1% 3.3% Corp Sales (Inst) 19.3 33.5 22.8 26.4 11.0% 16.2% Retails – Pigeon & GILMA Pigeon: Expanded into 9 new cities this quarter, further strengthening our GILMA: Re-launched Premium Brand in Southern Markets presence across key regions and reinforcing our footprint 17 600 360 141,308 Stores Customers Stores Customers 360 stores opened rational in 22 states and Number of new customers added. 17 stores operational in 3 states and in Number of new in 172 cities of India. Added 16 new stores 15% repeat purchase 10 cities of India. All the Stores Opened customers added in Q2, with 199 under franchise [Showing first 8,000 characters — download PDF for full document]