Stanley Lifestyles Limited has informed the Exchange about Transcript

Date: 19.08.2026 Ref no. SLL/SE/58-2026 To, To, National Stock Exchange of India Limited BSE Limited (“BSE”) (“NSE”) Listing Department Listing Department Corporate Relationship Department Exchange Plaza, C-1 Block G, Bandra Kurla Phiroze Jeejeebhoy Towers, Complex Bandra [E], Mumbai – 400051 Dalal Street, Fort, Mumbai - 400 001 NSE Scrip Symbol: STANLEY BSE Scrip Code: 544202 ISIN: INE01A001028 ISIN: INE01A001028 Dear Sir/Ma’am, SUB: TRANSCRIPT OF THE EARNINGS CALL FOR THE QUARTER AND THREE MONTHS ENDED 30TH JUNE 2026. Pursuant to Regulation 30 read with Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a copy of transcript of the earnings call held on 14th August 2026 on the Unaudited financial results (standalone and consolidated) of the Company for the quarter and three months ended 30th June 2026. The transcript of the earnings conference call is also available on the website of the Company at: https://www.stanleylifestyles.com/storage/Investor/August2026/5XmCY-Transcript.pdf We request you to kindly take this on your record. Thanking You, For Stanley Lifestyles Limited Sunil Suresh Chairman and Whole Time Director DIN:01421517 Enclosed: As above Stanley Lifestyles Limited Registered O(cid:431)ice: SY No. 16/2 and 16/3 Part, Hosur Road, Veerasandra village, Attibele Hobli, Anekal Taluk, Bangalore, Karnataka-560100 CIN: L19116KA2007PLC044090 | Phone: 080 6895 7200 | E-mail: compliance@stanleylifestyles.com | Website: www.stanleylifestyles.com “Stanley Lifestyles Limited Q1 FY '27 Earnings Conference Call” August 14, 2026 MANAGEMENT: MR. SUNIL SURESH – CHAIRMAN AND FOUNDER MRS. SHUBHA SUNIL – WHOLE-TIME DIRECTOR MR. VENKATARAMANA SESHAGIRIRAO GORTI – MANAGING DIRECTOR MR. SUDHIR IYER – GROUP CHIEF FINANCIAL OFFICER MODERATOR: MS. DEEPALI KUMARI – ARIHANT CAPITAL MARKETS LIMITED Page 1 of 15 Stanley Lifestyles Limited August 14, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Stanley Lifestyles Limited Q1 FY '27 Earnings Conference Call hosted by Arihant Capital Markets Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Deepali Kumari from Arihant Capital Markets Limited. Thank you, and over to you, ma'am. Deepali Kumari: Thank you. Hello, and good afternoon to everyone. On behalf of Arihant Capital Markets Limited, I thank you all for joining into the Q1 FY27 Earnings Conference Call of Stanley Lifestyle Limited. Today from the management, we have Mr. Sunil Suresh, Chairman and Founder; Mrs. Shubha Sunil, Whole-Time Director; Mr. Venkataramana Seshagirirao Gorti, Managing Director; and Mr. Sudhir Iyer, Group CFO. So without any further delay, I will hand over the call to management for their opening remarks. Over to you, sir. Sunil Suresh: Good afternoon everyone, and thank you for joining us for the Stanley Lifestyles Q1 FY27 Earnings Call. As we begin the new financial year, I would like to share some important updates on our business and the developments we have undertaken during and after the quarter. Store expansion and network rationalization: I would like to begin with the developments across our store network. At the retail level, our focus remained on expanding our presence in the right markets while also reviewing the financial prospects of our existing network. During the quarter, we opened 3 new stores, all in Bangalore, 2 stores were opened in Varthur and 1 store was opened in Mysore Road. At the same time, we accessed the relevance of each location and relocated resources strategically. The residential development cycles in certain catchments had largely matured. So we closed 4 stores, 3 in Bangalore and 1 in Mumbai. Our approach is not only about adding stores, it's about having the right stores in the right markets and ensuring that the network remains productive as the surrounding markets evolve. The selective approach also positions us in areas with higher customer acquisition potential. Expansion into New Markets: Beyond managing current operations, we are executing a deliberate growth strategy. We entered our first international market in July, opening Stanley Boutique in Colombo, Sri Lanka. This was achieved through a strategic joint venture with Singer Sri Lanka PLC, one of the country's leading retail companies. The partnership provides access to local market knowledge and a platform to deepen our understanding of customer preferences as we establish our international presence. We have also expanded our presence in India with the opening of our new Sofas & More by Stanley store in Jaipur. This marks our entry into Rajasthan. Jaipur has developed into an Page 2 of 15 Stanley Lifestyles Limited August 14, 2026 important market for the premium housing and lifestyle products, and the new store begins our furniture portfolio closer to customers in the region. Stanley Superlative Living: looking beyond our existing format, we are also preparing to introduce Stanley Superlative Living in the mature markets where there will be one large Stanley store. This will be positioned at the high end of the luxury segment and being developed at par with global luxury retail standard. The format is intended to bring complete home solutions together under one roof with a focus on design, product presentation, and customer experience. We believe this format can further strengthen Stanley's positioning in the luxury home segment and support our longer-term ambition of building a global footprint. With that, I would now like to hand over the call to our Managing Director, who will take you through the financial performance and some of the other key initiatives during the quarter. Thank you. Venkataramana Gorti: Thank you, Sunil. Let me begin with the financial performance and business environment during the quarter. The revenue from the operations was at INR 9,935 lakhs in Q1FY27, down from INR 10,861 lakhs in Q1 FY'26. Majorly 2 factors impacted the dip in the revenue. The first one is our B2B business. It faced challenges with respect to the Middle East war where it was disrupted because of the freight movement issues. While we have a healthy order book from that, the products have been produced, they are with us, but the logistics is the challenge what we are facing as of now. Second, our retail business operated in a short-term challenging environment. Stanley's customers are primarily new home buyers in the premium and the luxury residential segment, representing 80% to 85% of our base. Residential project handovers have been delayed by 12 to 18 months in several cases. Supply chain disruptions in West Asia have also constrained the availability of construction materials. As a result, while customer inquiries and store footfall remains encouraging, conversions are slower as customers await possession of their homes. Despite the lower revenue, we have maintained our gross margin during the quarter. This has been supported by the restructuring initiatives undertaken by the company as well as our continued localization efforts. This disciplined approach resulted in an EBITDA of INR 1,722 lakhs with a margin of 17.3%. PAT was at INR 65 lakhs in Q1 FY27. I would also like to talk about an important initiative for us, which is the proposed amalgamation of our subsidiaries and step-down subsidiaries into Stanley Lifestyles Limited. The objective of the amalgamation is to create a simpler and more integrated corporate structure. This will reduce the number of legal entities within the group and make management, governance, and reporting more efficient. At the same time, a unified structure wil [Showing first 8,000 characters — download PDF for full document]