General Updates

Ref. No.: RGL/S&L/2026/182 November 6, 2026 BSE Limited National Stock Exchange of India Ltd. Listing Department Exchange Plaza, Plot no. C/1, Phiroze Jeejeebhoy Towers G Block, Bandra Kurla Complex, Dalal Street, Fort, Mumbai – 400 001 Bandra (East), Mumbai - 400 051 Scrip code: 532923 Symbol: RGL Sub.: Earnings Presentation - Q2 & H1 FY27. Dear Sir We are enclosing herewith Earnings Presentation - Q2 FY27 to highlight the performance of the Company for the Second quarter ended September 30, 2026. We request you to kindly upload the same under the suitable section of your website. Thanking you, Yours faithfully, For Renaissance Global Limited CS Vishal Dhokar Company Secretary & Compliance Officer Encl.: As Above Renaissance Global Limited Earnings Presentation | Q2 & H1FY27 Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Renaissance Global Ltd (the “Company’), solely for information purposes and do not constitute any offer, recommendation, or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties, and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and worldwide, competition, the Company’s ability to successfully implement its strategy, the Company's future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cashflows, the Company's market preferences, and its exposure to market risks, as well as other risks. The Company's actual results, levels of activity, performance, or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections. All Maps used in the Presentation are not to scale. All data, information, and maps are provided "as is" without warranty or any representation of accuracy, timeliness, or completeness. Table of Contents 01 02 03 Strategic Priorities Prioritising High-Growth, Working Capital High-Margin D2C Business Efficiency 04 05 06 Growth Plan Q2 & H1FY27 Company Overview Financial Snapshot Shifting gears towards 2030 Prioritising High-Growth, Improved Working Capital Growth financed entirely High-Margin D2C Business Efficiency​ through internal accruals By FY27 target to expand Jean Focused on Optimising Working Targeting Debt Reduction to 8 180 Days ~₹100 Cr Douseet boutiques to Capital to What we have delivered till H1 FY27 Jean Dousset Scaling the Working Capital Cash flow from operations & Retail Footprint Owned brands Net Debt reduction 4 Operating Stores Revenue +33%, Working capital cycle TTM Cash flow from operations: ₹ 280 Cr EBITDA +57% reduced by 54 days TTM Free Cash Flow: ₹ 204 Cr Net debt reduced by ₹ 144 Cr YoY Prioritising High- Growth, High-Margin D2C Business Our D2C Brand Portfolio STRATEGIC FOCUS | Jean Dousset + WithClarity + Disney License as global growth brands Owned Brands Licenced Brands JEAN DOUSSET WITH CLARITY Enchanted Disney ULTRA-PREMIUM • LAB-GROWN DIAMONDS DIGITAL-FIRST • PERSONALISATION ICONIC CHARACTERS • STORYTELLING-LED FINE JEWELLERY Acquired in 2025 Acquired in 2023 Licensee since2018 Luxury bridal brand founded by Jean Dousset, the New York-founded online fine-jewellery brand focused Combines Disney's iconic characters and Star Wars ABOUT THE great-great-grandson of Louis Cartier; positioned on a transparent, guided and personalised buying storytelling through distinctive fine jewellery BRAND around bespoke craftsmanship and modern luxury. journey. collections. PRODUCT Engagement rings , Necklaces, Bracelet, Wedding Lab-grown & natural diamond rings, Wedding bands, Disney Princess-inspired engagement rings, diamond Bands - refined fine jewellery, Bespoke diamond Necklaces, Earrings and Bracelets jewellery, necklaces, pendants, earrings and PORTFOLIO designs character-inspired collections. 4 US stores; Expansion plan targets 8 by FY27 in Shop in Shop presence within IRASVA Boutique in Retail partnerships and direct-to-consumer channels STORES United States Mumbai PRESENCE Digital + physical boutiques Digital Presence + 1 Store in New York Digital Presence Owned brands Emerging as a High-Growth, High-Value Business Owned-brands revenue, ₹ Cr Q2 FY27 revenue Q2 FY27 EBITDA ₹83.2 Cr ₹12.1 Cr +65.7% p.a. +39% from ₹60.0 cr of Q2 FY26; +67% from ₹7.2 Cr of Q2 FY26; Margin 14.6%, from 12.1% Share of group revenue Share of group EBITDA 13.0% 23.5% 30 92 78 From 11.3% in Q2 FY26 From 16.8% in Q2 FY26; H1: 22.0%, from 16.9% of H1 FY26 FY22 FY23 FY24 FY25 FY26 H1FY27 Owned-brands revenue up 13x from FY22 CAGR H1 Revenue of owned brands Expected Revenue from owned brands Owned brands leads on growth and margins Revenue, ₹ Cr Segment Q2 FY27 Q2 FY26 YoY H1 FY27 H1 FY26 YoY Owned brands 83.2 60.0 38.6% 171.7 128.8 33.4% Licensed brands 45.6 55.0 -17.1% 118.4 123.0 -3.8% Customer brands 510.5 416.5 22.6% 1039.1 810.1 28.3% Revenue excluding bullion 639.3 531.6 20.3% 1329.2 1061.9 25.2% Bullion sales 54.9 14.8 145.5 14.8 Total revenue 694.2 546.4 27.1% 1474.7 1076.7 37.0% EBITDA, ₹ Cr and margin on segment revenue Segment Q2 FY27 Margin Q2 FY26 Margin H1 FY27 Margin H1 FY26 Margin Owned brands 12.1 14.6% 7.2 12.1% 22.3 13.0% 14.2 11.0% Licensed brands 6.9 15.2% 7.7 14.0% 14.8 12.5% 17.0 13.8% Customer brands 32.4 6.4% 28.2 6.8% 64.1 6.2% 52.8 6.5% Total EBITDA, ex-bullion 51.5 8.1% 43.1 8.1% 101.2 7.6% 84.0 7.9% Improved Working Capital Efficiency​ Working-capital cycle 54 days shorter than a year ago Net working-capital days, on trailing twelve-month sales Receivable days 128 → 107 -21 days Sep-25 → Sep-26 Receivables ₹830 Cr, up only 4% on sales up 24% 208 Inventory days -32 days 167 → 134 Inventory ₹1,043 Cr, 7 Cr lower year Sep-25 → Sep-26 on year on sales up 24% Payable days 33 → 33 Supplier credit remained unchanged Sep-25 → Sep-26 What it means: Sep-25 Mar-26 Sep-26 • ₹551 Cr of incremental annual sales achieved with ₹22 Cr lower working capital • At last year’s 72% working capital-to-sales ratio, the same sales growth would have required an additional ₹417 Cr of working capital Note: Days = period-end balance ÷ trailing twelve-month sales × 365. Sep-26 balances. Payables shown as days of sales. Highest ever cash flow from operations Net cash from operating activities by financial year, ₹ Cr TTM Cash from Operations : ₹280 Cr Surpassing the previous peak of ₹229 Cr r [Showing first 8,000 characters — download PDF for full document]