Analysts/Institutional Investor Meet/Con. Call Updates

FC/SE/2026-27/37 August 20, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, C – 1, Block G, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex, Bandra (E), Dalal Street, Mumbai-400051 Mumbai-400001 Symbol: FIRSTCRY Scrip Code: 544226 Sub: Transcript of the Earnings Call on the Un-audited financial results for quarter ended June 30, 2026 Ref: Intimation under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended (“Listing Regulations”) and our earlier intimation dated August 10, 2026 bearing reference no. FC/SE/2026-27/31 Dear Sir/Ma’am, In terms of Regulation 30 and Regulation 46 read with Part A of Schedule III of the Listing Regulations, please see enclosed herewith transcript of the Earnings Call with the Analysts/Investors held on Thursday, August 13, 2026 post announcement of Un-audited Financial Results (Standalone and Consolidated) of the Company for the quarter ended June 30, 2026. The audio-video recording of the Earnings Call along with the Transcript has been uploaded on the Company’s website and the same can be accessed from the link provided below: https://www.firstcry.com/investor-relations/quarterly-results We request you to kindly take the aforesaid information on record. Thanking you, Yours sincerely, For Brainbees Solutions Limited Gautam Sharma Group Chief Financial Officer Encl: As above Brainbees Solutions Limited CIN: L51100PN2010PLC136340 Corporate/Registered Office:- Rajashree Business Park, Plot No. 114, Survey No. 338, Tadiwala Road, Nr. Sohrab Hall, Pune – 411001 Contact: +91-8482989157 Email Id:legal@firstcry.com Website: www.firstcry.com “Brainbees Solutions Limited (FirstCry) - Earnings Call Q1 and FY27 Results” August 13, 2026, 6:00 p.m. (IST) Management: Mr. Supam Maheshwari Managing Director & CEO Mr. Gautam Sharma Group Chief Financial Officer Mr. Vivek Goel Chief Business Officer Mr. Abhinav Sharma Country Head, Middle East Business Mr. Anuj Jain CEO, Globalbees Mr. Harsh Kabra Investor Relations Mr. Harsh Kabra Good evening, everyone. Welcome to Brainbees Solutions Limited Q1 of the financial year 2027 earnings call. This is Harsh. Mr. Supam Maheshwari You're not audible Mr. Harsh Kabra Hello Mr. Supam Maheshwari Yeah, please Mr. Harsh Kabra So good evening everyone. Welcome to Brainbees Solutions Limited Q1 of FY2027 earnings call. This is Harsh Kabra, and I have with me, Mr. Supam Maheshwari - Managing Director and CEO of the Company, Mr. Gautam Sharma - Group Chief Financial Officer, Mr. Vivek Goel - Chief Business Officer of the Company, and Mr. Abhinav Sharma - Country Head of Middle East Business Operation. We also have Mr. Anuj Jain - the Chief Executive Officer of GlobalBees. Kindly note that this call is meant for analysts and investors of the company. We wish to highlight that the call is being recorded, and by participating in this event, you consent to such recording, distribution, and publication. All participants have been muted as per the default mode, and participants will be unmuted once we open the Q&A forum for the members to ask questions, and after the presentation from the management concludes. We will be covering the presentation in the beginning of the call, and we will thereafter open for the Q&A forum. We would like to point out that some of the statement made in today's call may be forward- looking in nature, and the disclaimer to this effect has been included in the presentation shared with you. With this, I request Mr. Supam Maheshwari to take it over. Mr. Supam Maheshwari Good evening, everyone. Welcome once again to our first quarter of FY27 performance. Thank you for joining this call. I request if you can put up the presentation, Harsh. At least we can't see it. Mr. Harsh Kabra Yes, sir. I'm presenting it. Sir, let me know once it is visible. Mr. Supam Maheshwari Yes, okay. Mr. Gautam Sharma Go to the first slide. Mr. Harsh Kabra Yes. Mr. Supam Maheshwari Perfect, Thank you. Mr. Supam Maheshwari Welcome once again. I think We'll begin with our vision and mission, as you are all very familiar with that. So, I won't repeat it, but Baby's FirstCry is a special moment for parents. And at FirstCry, we continue to work towards an aim to make this very moment as well as all such moments of parenting journey filled with joy and happiness for all young parents. So that's our mission so far, and we continue to drive that going forward as well. We'll be covering today some of these points, and we'll begin with the first overall performance. Key highlights for the Quarter 1 FY27 performance from a consolidated business perspective, which is consolidating our India multi-channel our international business, GlobalBees, and other segments, which is primarily our pre-school business. Overall business has grown 13% year on year. This is the strongest revenue growth in the last five years, that we have demonstrated on a consolidated basis and we have also demonstrated 34% improvement year on year basis on a consolidated basis on loss reduction after tax. Now we’ll go into the segmental updates. On India multi-channel, which is our core business segment reflecting the highest ever, you know the highest growth rates that we have been focusing on. So, you can see on the right-hand side the quarterly, year-on-year sequential growth and now in this quarter, we have demonstrated around 17.7% revenue growth rate, the strongest again in last seven quarters. And these are all some of our initiatives that have been at play in FY26 and even in FY27 that we have been sharing with you, for last many quarters. With some of our initiatives in the offline channel as well, the GMV of offline continues to, again, grow in the mid-teens in Q1 of FY27 and with all our current initiatives, which we'll speak in subsequent slide as well, both in online and offline business, we believe that the structural growth rate will remain elevated in the subsequent quarters as well. It’s not just a one-off phenomenon is what we believe very strongly, given what all we have done as a homework, as an input, to our business structurally, both from an online and offline business perspective. Overall, India multi-channel business continues to be PAT positive for Q1 FY27. Now moving to international business, the revenue of international business grew by 12% year-on-year for Q1. And as we have mentioned earlier, we continue to focus on a sustainable growth while reducing our adjusted EBITDA, adjusted EBITDA for ESOP Cost has reduced by 22.3% year-on-year basis in Q1 over Q1 - last year. With respect to GlobalBees, we have delivered a flat-ish growth. However, we have demonstrated a very significant improvement in growth of adjusted EBITDA by a factor of 308% from Q1 year-on-year basis. So overall, a very strong performance from a India multi- channel view, and a strong growth rate, powered by both online- offline structural improvement through our initiatives that we have undertaken. International business continue to demonstrate, a sustainable growth and very laser sharp focus on improvement of adjusted EBITDA from a losses perspective. Objective is to solve for becoming an EBITDA neutral business as soon as possible and then GlobalBees continue to demonstrate a improvement in adjusted EBITDA. We'll go into a little more detail as we go forward. Overall snapshot, in terms of some more numerical data points, overall consolidated business AUTC grew by 10% to 11.8 million. And the GMV grew by 12% to 2,807 crores. Overall revenue from operations grew by 13% to 2,106 crores. And consolidated EBITDA- adjusted EBITDA grew to 4.24% versus 4.98%. At 289.3 crores, consolidated gross margin likewise to 36.5 from 38.5. And cash after profit to 2.4% to 50.8 crores at a consolidated level for Q1 for the business. Moving further, we'll first focus on India Multi-Channel on the key initiatives that we have been sharing with you for the last [Showing first 8,000 characters — download PDF for full document]