Brand Concepts Limited has informed the exchange about the Investor Presentation for Q2 & H1FY27

BRAND CONCEPTS LIMITED CIN – L51909MP2007PLC066484 4th Floor , UNO Business Park, Indore Bypass Road, Oppo Sahara City, Bicholi Mardana Indore, Madhya Pradesh - 452016 Phone: 91-731-4223000, Fax- 4221222/444 Email: info@brandconcepts.in Date: 06.11.2026 To, To, National Stock Exchange of India Limited BSE Limited Listing & Compliance Department Listing & Compliance Department Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers, Plot No. C/1, G Block, Dalal Street, Bandra Kurla Complex, Mumbai - 400001 Bandra East, Mumbai - 400051 Symbol: BCONCEPTS Scrip Code: 543442 Sub: Investor Presentation for Q2 FY’27. Dear Sir/Madam, In accordance with Regulation 30 read with Schedule III of the Listing Regulations, please find enclosed a copy of ‘Investor Presentation’ for the quarter and half year ended on 30th September, 2026. The aforesaid information is being uploaded on Company’s website at www.brandconcepts.in We request you to kindly take the above information in your records. For Brand Concepts Limited, Swati Gupta Company Secretary & Compliance Officer Mem No. A33016 INVESTOR PRESENTATION Q2 & H1FY27 CORE TOPICS Quarter Performance Way Forward About Us + Key Performance Highlights + New International Brands + Company background + Financial Summary + Leadership team + Key categories + Our approach; Design process Annual Highlights + Business Model Our Brands + Income Statement + Tommy Hilfiger + Balance Sheet + United Colors of Benetton + Juicy Couture + Superdry Strategic Transformation Annexure + Off-White + Building, Scaling, Compounding – + New Office + Aeropostale The Strategic Growth Roadmap + Manufacturing & Warehouse + Building an Integrated Lifestyle & + Social Media Brand Platform + The Operational Shift Is Already Underway INVESTOR PRESENTATION 3 Strategic Transformation A disciplined, phase-driven approach to constructing a platform built for durable growth Building, Scaling, Compounding — The Strategic Growth Roadmap PHASE 1 PHASE 2 PHASE 3 Foundation Platform Operating Building Expansion Leverage Laying the structural groundwork for a Scaling reach, depth, and brand equity across Translating scale and integration into structural scalable, brand-led business channels and categories profitability and shareholder value ▪ Secured exclusive license agreements across 6 ▪ Built omnichannel presence across online, branded EBOs, ▪ Unlock scale efficiencies as manufacturing premium international brands large format stores, and Bagline stores (20K–25K units/month) absorbs a larger revenue share ▪ Built a multi-brand distribution framework spanning ▪ Expanded the lifestyle accessories portfolio through ▪ Drive margin expansion through higher manufacturing trade, institutional, and retail channels broader category depth and premium brand additions integration and better product mix ▪ Invested in warehousing, logistics, and sourcing ▪ Premiumized the brand mix through aspirational marketing ▪ Deliver stronger ROCE as manufacturing and warehousing infrastructure for volume scale in TH, Juicy Couture, Off-white and Superdry investments mature and yield returns ▪ Initiated in-house manufacturing, reducing import ▪ Transition to a self-funded, cash-generative model with an dependency and cost exposure improved balance sheet ESTABLISHED UNDERWAY AHEAD INVESTOR PRESENTATION 5 Building an Integrated Lifestyle & Brand Platform Multi-brand platform Vertically integrated model Brand distributor Exclusive licenses across Multiple End-to-end control from design and international brands spanning travel sourcing to manufacturing, warehousing, gear, handbags, small leather goods, and and retail — reducing cost dependency and lifestyle accessories improving margin quality Bought-out / sourced model Scaling in-house manufacturing Omnichannel presence Trading / Distribution Dedicated facility in Ujjain, MP producing Bagline stores, Tommy Hilfiger Travel Gear Business 20,000–25,000 units/month with 3.5 lakh outlets, large format stores, and digital annual capacity and 8-acre headroom for N commerce platforms operating in tandem expansion Fashion Accessory Reseller Premiumization beneficiary Lifestyle ecosystem Premium brand investments in TH, Juicy Strengthened the lifestyle accessories Brands across limited price Couture, and Superdry commanding portfolio through broader category depth point stronger pricing power and gross margin and premium brand additions expansion Mid Market Player Scalable platform With a 1 lakh sq. ft. warehouse capable of housing 12 lakh units and new manufacturing facility multi-fold volume growth without Linear growth trajectory proportionate capex can be expected in coming years INVESTOR PRESENTATION 6 Q2 & H1FY27 PERFORMANCE HIGHLIGHTS Summary Performance Highlights Revenue / Sales / Topline Financial Highlights — Balance Sheet & Cash Flow Other Key Updates • Revenue was broadly flat at INR 96.21 Cr. vs INR 97.62 Cr. as • Current ratio improved to 1.25x in Sep-26 from 1.14x in Mar- • Off-White: Opened 2 new Off-White exclusive stores this the later onset of the festive season moved some part of the 26, reflecting a better liquidity position. quarter, at DLF Promenade, Delhi and Quest Mall, Kolkata. demand into Q3. The course correction undertaken in existing • Cash flow from operations turned positive at INR 1.12 Cr. in The initial response to the brand is very positive and indicates brands is aimed at long-term brand positioning and H1 FY27, the first time since Sep-24. While modest, it marks a a good outlook for the future. profitability, and is going as per plan. clear turning point as the business transitions from the • Hard Luggage Plant: Started production of PP luggage from investment phase to the returns phase. Sep-26, with a healthy production pipeline for Q3. Q2 also Financial Highlights — Q2 FY27 • Total debt rose by only INR 6.92 Cr. in Sep-26 to INR 142.36 saw strong product development, including front-opening Cr. from INR 135.44 Cr. in Mar-26, even though INR 16.6 Cr. luggage and UV printing capabilities. • Gross margin remained stable at 53.93% in Q2 FY27, against 54.25% of ECLGS came in. Short-term debt reduced by INR 8.69 Cr. • CSD: Acquired the rights for UCB Luggage from Benetton in Q2 FY26. Channel-level margins were steady, and the slight dip of to INR 106.57 Cr. from INR 115.26 Cr., reflecting a conscious India in Q1 this year and immediately started the paperwork 0.32 percentage points is due to a change in sales mix. pause on fresh borrowing. Excluding ECLGS, total debt for the index transfer. We are happy to announce that we have • EBITDA margin remained resilient at 10.91% vs 11.61%, with EBITDA reduced by INR 9.68 Cr. received CSD approval to move forward, and sales are at INR 10.49 Cr. vs INR 11.33 Cr. The marginal dip was mainly due to expected to begin by the end of Q4 this year. a slight reduction in sales. New brand sales come with upfront investment in inventory, stores and marketing. Despite this, and a • PMS (Product Management Services): Started this division course correction in existing brand sales, EBITDA was broadly Focus Areas for Upcoming Quarters to leverage our product development and manufacturing maintained, reflecting the flexibility of the business model in a capabilities. A couple of high-profile customers have been disruptive environment. • Monetizing New Brands: Focus is on monetizing the upfront onboarded, and PMS is seen as a growth driver in the future. • PBT stood at INR 1.35 Cr. vs INR 2.64 Cr. with PBT margin at 1.41% vs marketing investment by scaling sales across new brands. 2.71%, mainly due to a slight reduction in sales and higher finance • Positive Cash Flow from Operating Activities: With the cost on account of inventory funding and new stores INR 5.10 Cr. vs investment phase largely complete, the focus now shifts to INR 4.07 Cr. Finance cost for inventory of new brands also includes delivering consistent positive cash flow from operations. the impact of new stores on a [Showing first 8,000 characters — download PDF for full document]