Investor Presentation of Q1 FY27

VAIBHAV GLOBAL LIMITED Ref: VGL/CS/2026/69 Date: 04th August, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Bandra, Mumbai – 400 051 Mumbai – 400 001 Symbol: VAIBHAVGBL Scrip Code: 532156 Subject: Financial Results – Investor Presentation Dear Sir / Madam, Pursuant to Regulation 30(6) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 please find enclosed Financial Results Presentation of Q1 FY27. This is for your information and record. Yours truly, For Vaibhav Global Limited Yashasvi Pareek Company Secretary & Compliance Officer M. No.: A39220 Encl: as above Registered Office: E-69, EPIP, Sitapura Industrial Area, Jaipur-302022, Rajasthan, India • Phone: +91-141-2770648; +91-141-2771975 CIN: L36911RJ1989PLC004945 • Email: investor_relations@vaibhavglobal.com • Website: www.vaibhavglobal.com Disclaimer This presentation contains “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to Vaibhav Global Limited (VGL) and its group companies’ future business developments and economic performance. While these forward-looking statements indicate our assessment and future expectations concerning the development of our business, a number of risks, uncertainties and other unknown factors could cause actual developments and results to differ materially from our expectations. These factors include, but are not limited to, general market, macro‐economic, government and regulatory trends, movements in currency exchange and interest rates, competitive pressures, technological developments, changes in the financial conditions of third parties dealing with us, legislative developments, and other key factors that could affect our business and financial performance. Vaibhav Global Limited undertakes no obligation to periodically revise any forward-looking statements to reflect future/likely events or circumstances. Table of Contents VGL – At a Glance 4 Structural Growth Drivers 9 Financial & Operational Update 18 Key Strengths 22 Growth Strategy 29 VGL – At a Glance VGL : An Omnichannel Consumer Company with Global Scale A Vertically Integrated Global Consumer Company with End-to-End Capabilities Across Manufacturing, Distribution, brand ownership and omnichannel retail capabilities to serve customers across jewellery, accessories and lifestyle categories in leading international markets Integrated Business Model Omnichannel Customer Reach Product Portfolio • Owned Manufacturing Infrastructure • Digital & E-commerce Platforms • Jewellery • Owned Distribution Network • Television Commerce • Lifestyle Products • Portfolio of Owned Brands • OTT & Social Commerce Channels • Fashion Accessories Global Market Presence Differentiated Growth Platform • Strong Presence in USA and UK • End-to-End Control Across the Value Chain • Operations Across Multiple Global Markets • Consumer-Centric Omnichannel Approach • Established Niche in Global Retail • Scalable Global Retail Ecosystem From Gemstone Trading to Integrated Consumer Ecosystem From a first-generation gemstone trading business to a listed, vertically integrated global business 1980s–89 1996–97 2003–2008 Foundation & Gemstone Trading Forward integration into Jewelry Retail & International Expansion manufacturing ▪ Established as a gemstone sourcing & trading ▪ Entered jewellery manufacturing with ▪ Expanded into B2C retail through TV shopping business serving international markets establishment of a dedicated facility in Jaipur platforms across US, UK and other markets ▪ Incorporated in 1989, laying the foundation ▪ Successfully listed, raising growth capital & ▪ Navigated global financial crisis through strategic for a global growth journey enhancing market credibility. portfolio repositioning with focus on value-led offerings 2010–2012 2013–2021 2023–2026 Balance Sheet Transformation Lifestyle Platform Development Digital & Platform-Led Growth ▪ Undertook Corporate Debt Restructuring (CDR) ▪ Diversified beyond jewellery into lifestyle ▪ Acquired Ideal World & Mindful Souls, strengthening in 2010 products platform capabilities & category expansion ▪ Completed full repayment of obligations ▪ Strengthened D2C capabilities via owned digital ▪ Increased share of digital revenues to ~45% through significantly ahead of schedule, demonstrating channels & customer engagement initiatives. accelerated omnichannel adoption financial resilience & disciplined execution ▪ Re-entered German market in 2021, expanding ▪ Enhanced scalability via AI-led planning tools and international reach migration to a modern commerce technology stack A Multi-Category Consumer Portfolio: Expanding Beyond Jewellery Fashion Jewellery & Gemstones Life-Style Products A well-balanced mix of Jewellery and Lifestyle products ~100 new products introduced daily, ensuring constant freshness and relevance • ~14,000–15,000 new jewellery designs launched annually, with ~30,000+ SKUs available at any given time • In-housetesting lab andmanufacturing • Arichproduct basketof ~5,000 unique SKUs • Covers 7 different metals (Silver, Gold, Platinum, Steel, Brass, • Facilitatedbyinnovation&a globalsourcingbase Copper, Bronze) • Casted, Handmade, Diamond Cut & Beads Jewellery Our Companies TJC, Ideal World & Rachel Galley www.shoplc.com www.tjc.co.uk , www.idealworld.tv, www.rachelgalley.com www.shoplc.de www.stsjewels.com www.mindfulsouls.com Q1 FY27 Performance Update INR 917 Crores INR 398 Crores INR 484 Crores Revenue from Operations Digital Revenue TV Revenue 13% YoY 21% YoY 9% YoY INR 102 Crores INR 56 Crores EBITDA PAT 37% YoY 50% YoY Margin at 11% Margin at 6% VGL certified Vaibhav Global Limited Achieves ‘Responsible Great Place to Work®across the globe Jewellery Council (RJC)’ Certification “ICRA ESG Ratings has improved its Shop LC Named Among USA TODAY’s Most ‘Combined ESG Rating’ to ‘74 (Strong)’’ Trusted Brands of 2026” Numbers are rounded off to nearest figure Structural Growth Drivers Growth Drivers Driving Long-Term Value Creation Vertical Integration Diversified Global Footprint Higher gross margin Profitable presence across End-to-end control US, UK & Europe Capital Discipline Digital-First Omnichannel Growth Platform 24% ROCE and ₹296 Cr net cash Digital share targeted 50%+ position supported by live commerce Vaibhav Global LTD AI-Enabled Commerce Strengthening Brand Equity Proprietary first-party data enabling Brand-led portfolio enhancing AI-led merchandising, forecasting & margins, loyalty and pricing control customer retention Multiple Commerce Channels High-Engagement Customer Ecosystem 127mn+ household reach across High-engagement ecosystem driving channels Direct customer engagement customer lifetime value at scale 111000 As on FY26 Vertical Integration Driving Superior Gross Margins Manufacturing Scale and Design Agility for Western Markets 2,000+ Highly skilled workers Design & Owned Owned Customer (Jewellery) Manufacture Brands Distribution Data 5 units 1,69,000 sq.ft. Mumbai 1,000+ Manufacturing units across Jaipur factory Diamond sourcing Highly skilled workers India, China, USA (Jewellery - Fully integrated) facility (Jaipur) 30+ ~5 mn pieces ~100 ~14–15K Global sourcing Annual production New products New jewellery 250+ countries capacity added daily designs per year Highly skilled workers (Gemstone) Gross Margin: VGL vs. Typical Importer (%) ₹121 Cr VGL (vertically integrated) ~60% 130+ Mfg/Sourcing EBITDA, +33% YoY Highly skilled designers Typical importer / retailer ~40% 1111 As on FY26 Diversified Global Footprint Across Manufacturing, Retail and Sourcing CANADA USA India India China USA In-House Manufacturing 30+ ‘A Global Jewellery Hub’ Strong Global Sourcing Base Making in India for‘WesternMarkets’ Availability of skilled manpower in India Strong Global Revenue Mix with Improving Prof [Showing first 8,000 characters — download PDF for full document]