Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, Bata India Limited has informed about transcript of Post Earnings Call

August 17, 2026 The Manager, CRD The Manager, Listing Department The Secretary BSE Limited National Stock Exchange of India Limited The Calcutta Stock Exchange P J Towers, Dalal Street, Fort, Exchange Plaza, 5th Floor, Limited Mumbai - 400001 Plot No. C-1, Block G, BKC, Bandra (E), 7, Lyons Range, Mumbai - 400051 Kolkata - 700001 BSE Security Code: 500043 NSE Symbol: BATAINDIA CSE Scrip Code: 10000003 Dear Sir/Madam, Subject: Post Earnings Call This is further to our letters dated August 4, 2026, August 12, 2026 and August 13, 2026, on the captioned subject. Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith the transcript of the Post Earnings Call (Group Call) held on Thursday, August 13, 2026. The above information shall also be made available on Company’s website viz., www.bata.in This is for your information and records. Thanking you, Yours faithfully, For BATA INDIA LIMITED NITIN BAGARIA AVP – Company Secretary & Compliance Officer Encl.: As above BATA INDIA LIMITED CIN: L19201WB1931PLC007261 Registered Office: 27B, Camac Street, 1st Floor, Kolkata-700016, West Bengal II Tel.: (033) 22895796 E-mail: in-customer.service@bata.com II Website: www.bata.in “Bata India Limited 1QFY27 Earnings Conference Call” August 13, 2026 MANAGEMENT: MR. GUNJAN SHAH – MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER – BATA INDIA LIMITED MR. AMIT AGGARWAL – DIRECTOR FINANCE AND CHIEF FINANCIAL OFFICER – BATA INDIA LIMITED MR. NITIN BAGARIA – AVP, COMPANY SECRETARY – BATA INDIA LIMITED MODERATOR: MR. ARYAN GARODIA – AMBIT CAPITAL PRIVATE LIMITED Page 1 of 11 Bata India Limited August 13, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Bata India Limited 1QFY27 Earnings Conference Call hosted by Ambit Capital Private Limited. As a reminder, all participant lines will be in listen-only mode, and you will have an opportunity to ask questions at the end of today's presentation. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I would like to hand the conference over to Mr. Aryan Garodia from Ambit Capital Private Limited. Thank you, and over to you, sir. Aryan Garodia: Hi. Good evening, everyone. And on behalf of Ambit Capital, I thank the management of Bata India for the opportunity to host their 1Q FY27 earnings conference call. Joining us from the management today, we have Mr. Gunjan Shah, MD and CEO; Mr. Amit Aggarwal, CFO; and Mr. Nitin Bagaria, AVP and Company Secretary. I would like to hand over the call to Nitin for the opening remarks, post which the forum will be open for the question-and-answer session. Thank you, and over to you, Nitin. Nitin Bagaria: Thank you, and good evening, everyone. Welcome to the Q1 FY27 earnings conference call of Bata India Limited. We have shared the presentation as a pre-read to the stock exchanges. I hope you had time to go through the same. We have also shared the disclaimer, which is part of the presentation. I now request Gunjan to take you through the performance summary. Thanks a lot. Gunjan Shah: Thank you. Thank you, Nitin. Hi, everyone. Welcome to our quarter 1 conference call. We have already uploaded the presentation a while back. And therefore, I hope you all have had a chance to glance through it. So I will limit my comments to the first slide, which is the key highlights. We recorded obviously INR979 crores, right, of turnover, which was about a 4% growth and backed by volume growth, which was also both volume and value equally split, price growth. The underlying PBT growth, as we have mentioned in the press release, was at about 22% as well, as substantiated by a table in the presentation. We also crossed the landmark of 2,000 EBO stores, the first obviously, brand or a banner in the country to cross 2,000. And we now obviously have desire to move towards 3,000 in the coming future. The ad spend was up by about 25%. We did see broad-based growth across channels. ZBM expanded to almost now 80% business contributing stores, close to 800. Franchise expanded to 750. We saw healthy growth across all e-commerce channels and our multi-brand distribution outlets. Inventory progress continued year-on-year now for 2 years running. Stock turns are at industry best at about 2.5 plus. In fact, now edging towards 2.7. And this was -- despite that, our availability is at its highest levels. Our full-price sales were very close to 90%, with a continuous uptick over the last 4 or 5 quarters. Page 2 of 11 Bata India Limited August 13, 2026 And we have also reimagined this entire product funnel, which has now started flowing into the stores, and we should see more and more impact from it, backed by marketing campaigns. We did invest behind a couple of key campaigns. This was also backed by a very strong upshift in the Google My Business scores of our stores, which is like an external, outside-in NPS, now standing at almost 4.9 for the quarter. With that, I'll end my comments and hand it back over to open questions. Thank you. Moderator: Thank you very much, sir. We will now begin the question-and-answer session. We have our first question from the line of Prerna Jhunjhunwala from Elara Securities. Prerna Jhunjhunwala: Just wanted to understand the cost inflation that you faced in this quarter and how are you mitigating the same? Gunjan Shah: Okay. So we did mention that even last time, right? There are obviously elevated raw material prices, largely for synthetics being imported, which are crude oil derivatives. We have also taken commensurate price increases to make sure that this is mitigated for both new and existing products. We are reasonably confident that we should be able to neutralise it, but I'll let Amit expand a little more on it. Yes. Amit Aggarwal: So broadly, the cost push what we have witnessed is in the range of about 5% to 6%. And as Gunjan mentioned that we have taken a similar price increase to ensure our margins are protected. In the existing quarter, the cost push was not witnessed given that we hold inventory greater than, let's say, about 140, 150 days. So the impact of cost push would be more visible from the current quarter. But as I said, with the cost push, we have also corrected the pricing. So, largely, we expect that even in the subsequent quarter, we should not have margin dilution on account of cost push. Prerna Jhunjhunwala: I also wanted to understand the competitive intensity in the market, whether unorganised players not being able to handle this kind of cost push or labour unavailability, how have we benefited, if at all we have, from that phenomenon, especially in the lower price product? And has there been any major change in the contribution from those price point products? Gunjan Shah: Okay. So that's 2 different questions, Prerna, that you have, right? One is that how are the price points behaving? The second one is on competitive intensity. The latter part -- latter question is easier to answer, right? We did say even last quarter that there are some signs, and I think it was also an impact of some of the initiatives that the company has taken, but also I think the GST rationalisation, etc., about 3 quarters back, which has shown up in terms of the lower price points showing some resurgency. However, we still see higher growth on the premium side of our products, right? So ASP has gone up, right? So I think while the drag has come down on lower price points, premium and premiumization will remain an agenda for us. The second piece on competitive intensity is the lower price point. Page 3 of 11 Bata India Limited August 13, 2026 I think it's too early to comment on it. As Amit mentioned, I think this whole piece, just like us, many others have still not got the full brunt of the raw material price increase; therefore, the pressure on basically realised pri [Showing first 8,000 characters — download PDF for full document]