Investor presentation Q1FY2026-27

03 August 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 22 July 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., 04 August 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 Q1FY27 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. Q1FY27 OPERATIONAL HIGHLIGHTS Q1FY27 Key Highlights 01 The company reported its highest-ever revenue in Q1FY27outperforming peers in Sales Growth with a 41.3% YoY and 15.9% QoQ, while strong operating and financial leverage drove EBITDA and PAT growth of 50.9% and 63.5%, respectively 02 Gross margins expanded by 127 bps YoY despite ongoing supply chain challenges and elevated raw material costs, underscoring the company's healthy brand recall and operational excellence General Trade recorded 56.2% YoY growth, crossing the 56% mark for the first time in the last three years, while Retail delivered an outstanding 86.3% YoY growth Quarterly Updates 04 The ICT segment delivered exceptional growth of 315.9% YoY and 100.3% QoQ, supported by resilient demand and market conditions that continue to be sustainable and materially better than pre-war levels 05 Net working capital increased to 45 days from 23 days in Q4FY26, reflecting a strategic inventory build- up ahead of the festive season to support anticipated demand 06 ROE at 9.3% and ROCE at 13.9% witnessed significantimprovement during the quarter, reflecting enhanced capital efficiency. The company remains well positioned to sustain this upward trajectory going forward. Q1FY27 Performance (Y-o-Y) Q1FY27 Revenues Q1FY27 Gross Profit Q1FY27 EBITDA Q1FY27 PAT INR 480.6 crores INR 190.4 crores INR 53.8 crores INR 17.1 crores 41.3 % 46.0 % 50.9 % 63.5 % Q1 FY27 growth in Product Category Revenue Breakup: Q1 FY27 Brand Wise Sales (INR Cr) Growth Val Product Category 19% 73.3 CAGR –23.6% (YoY) 14.6 Induction Cooktops 315.9% 26.4 65.7 58.3 38.8 Cooker 41.3% 403.4 CAGR –21.2% Non-stick Cookware 21.8% 21% 270.1 226.8 235.4 Small Appliance -2.2% Gas Cooktops -6.9% Pressure Cookers Nonstick Cookware Q1 FY24 Q1 FY25 Q1 FY26 Q1 FY27 Induction Cooktop Mixers / Small Appliances / Others Small Appliances Others* OEM Pigeon Gas Cooktop Channel-Wise Performance Highlights Q1 FY27 Channel Wise division Channels GT MR ECOM Own Retail OEM Revenue Break Up (%) 28.6% 13.0% 31.8% 8.7% 15.3% Expanded into 9 new cities this quarter, further strengthening our presence across key regions and reinforcing our footprint andbrand presence in emerging markets 346 303,586 ₹ 4.36 140,482 Stores unitssold lakh per store/per month 346 stores operational in 23 states and in 160 cities of Number of new customers added. Pressure cooker & Small appliances contributing 30% Average sale per store stands India. Added 17 new stores in Q1, with 165 under 15% repeat purchase of revenue. Cooktop, Hob & Chimney contributing at ₹ 4.36 Lakhs franchisee model 20% of revenue Pigeon Outlets Q1 FY27 growth in Channel division 296 313 329 346 Channel Wise Revenue Q1 FY 24 Q1 FY 25 Q1 FY 26 Q1 FY27 CAGR % YoY % General Trade 1,244.5 976.0 878.2 1,371.6 3.3% 56.2% 186 182 180 COCO 201 E-commerce 843.6 893.4 1,103.0 1,527.3 21.9% 38.5% Modern Retail 350.1 381.5 411.1 623.3 21.2% 51.6% 79 88 Retails 62.1 150.0 223.0 415.5 88.5% 86.3% COFO 62 OEM –Export 435.7 603.9 690.7 732.6 18.9% 6.1% FOFO 33 52 68 78 Corp Sales (Insti) 62.0 139.8 96.2 128.7 27.6% 33.8% Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q1FY27 FINANCIAL HIGHLIGHTS Financial Snapshots Sales Gross Profit 41.3% 46.0% 480.6 190.4 314.5 340.1 120.1 130.4 Q1 FY25 Q1 FY26 Q1 FY27 Q1 FY25 Q1 FY26 Q1 FY27 EBITDA PAT 50.9% 63.5% 53.8 17.1 35.6 31.7 10.4 Q1 FY25 Q1 FY26 Q1 FY27 Q1 FY25 Q1 FY26 Q1 FY27 Healthy Financial Position Working Capital Cycle Improving ROCE & ROE 64 23 45 15.1% 15.3% 15.4 15.2 15.0 14.8 14.6 13.9% 14.4 158 111 344 ... 802 12.6% 144 13.6 133 136 140 111 333 ... 024 12.8 12.6 113 12.4 12.2 12.0 12.2% 11.8 11.6 11.4 11.2 11.0 10.8 10.6 10.4 10.2 10 9. .80 9.2% 9.3% 33 26 28 8 9999 .... 0246.5% 8.3% FY25 FY26 Q1FY27 77 .. 24 7.5% Inventory Days Receivable Days Payable Days 6.2 a. Working capital days increased sequentially due to a planned inventory 5.2 build-up ahead of the festive season, particularly for long lead-time ICT 4.6 products, to ensure timely demand fulfillment 4.0 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1FY27 b. Despite festive season inventory build-up, inventory days improved to 45 from 69 in Q1FY26, extending the positive working capital trend of Q1 of ROCE ROE last 3 years Q1 FY27 Consolidated Profit & Loss Statement Profit & Loss Statement (Rs. Cr) Q1 FY27 Q1 FY26 Y-o-Y Q4 FY26 Q-o-Q Revenue from Operations 480.6 34 [Showing first 8,000 characters — download PDF for full document]