Analysts/Institutional Investor Meet/Con. Call Updates

BRAND CONCEPTS LIMITED CIN – L51909MP2007PLC066484 4th Floor UNO Business Park, Indore Bypass Road, Opposite Sahara City, Bicholi Mardana, Indore, Madhya Pradesh, India, 452016 Phone: 91-731-422300, Fax- 4221222/444 Email: info@brandconcepts.in Date: 21.08.2026 To, To, National Stock Exchange of India Limited BSE Limited Listing & Compliance Department Listing & Compliance Department Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers, Plot No. C/1, G Block, Dalal Street, Bandra Kurla Complex, Mumbai - 400001 Bandra East, Mumbai - 400051 Symbol: BCONCEPTS Scrip Code: 543442 Sub: Transcript of Investor Call held on 19th August, 2026. Dear Sir/Madam, Pursuant to Regulation 30 of the Listing Regulations, copy of transcript of the Investor call held on August 19, 2026 at 02:00 P.M. (Indian Standard Time) to discuss Company’s performance for the Q1 & 3M FY27 ended on 30th June, 2026 for the FY27 is enclosed. The aforesaid information is being uploaded on the Company’s website at www.brandconcepts.in This is for your information and records. Yours Sincerely, For Brand Concepts Limited, Swati Gupta Company Secretary and Compliance Officer Mem No. A33016 Brand Concepts Limited Q1 FY27 POST EARNINGS CONFERENCE CALL August 19, 2026 2.00 PM IST Management Team Mr. Abhinav Kumar - Whole Time Director and CEO Mr. Manish Peshwani - VP, Commercial Mr. Kalyan Maheshwari - President, Finance Call Coordinator Strategy & Investor Relations Consulting Brand Concepts Limited Q1 FY27 Post Earnings Conference Call August 19, 2026 2:00 PM IST Presentation Moderator: Ladies and gentlemen, on behalf of Kaptify Consulting Investor Relations team, I welcome you all to the Q1 FY27 Post Earning Conference Call of Brand Concepts Limited. Today on the call from the management, we have with us Mr. Abhinav Kumar, Whole Time Director and CEO and the management team. As a disclaimer, I would like to inform all of you that this call may contain forward-looking statements which may involve risks and uncertainties. Also, this is a reminder that this call is being recorded. I would now request the management to detail us about the business performance highlights for the period ended June 2026, the growth perspective and the vision for the coming years, post which we will open the floor for Q&A. Over to the management team. Abhinav Kumar: Hi, am I audible? Vinay Pandit: Yes, yes. You are audible. Abhinav Kumar: Vinay, I am actually joining from another system. There is some system problem. So, we will just log out and we are joining again from another. Sorry. Sorry for the initial glitch here. Okay. Hi. Good afternoon, everyone. Just a lot of introductions. I am Abhinav, Abhinav Kumar. I am the Whole Time Director and CEO of Brand Concepts. And I am joined with on my left, Mr. Kalyan Maheshwari. He is President, Finance and Accounts. Ms. Swati Gupta, she is the Company Secretary. And on my right is Mr. Manish Peshwani. He is Vice President, Commercial. So, welcome, everyone, for the FY27, Q1 post earnings call. And thank you all for taking your time and joining the call. So just giving a summary, in terms of the revenue, we have grown by almost 11%. Our EBITDA growth is also very good, according to the revenue. And also, reduction in certain expenses that I had informed earlier also that we are working on reducing certain overheads, certain expenses, optimizing our resources. So all that has led to a healthy EBITDA growth as well. The bottom line, the PBT loss has widened marginally. It's again, continued pressure from higher depreciation interest costs and other operating investments. Giving an outlook of the -- from the sales perspective, we have been consolidating most of the channels, focusing on the sustainable, better margin growth rather than just chasing a higher top line. So there are certain consolidation exercises that we have undertaken and very happy Page 2 of 22 Brand Concepts Limited Q1 FY27 Post Earnings Conference Call August 19, 2026 2:00 PM IST to share where things are going as per plans. One major restructuring that we have done is in our e-commerce, where certain high volume SKUs were realigned to certain channels. This is pertaining to a long- term strategy of sustainable growth. And hence, momentarily in this quarter, we have probably suffered some dent on our primary billing. However, our secondary continue to be strong. So very confident that we should be able to bridge this gap in the coming quarters. Even in terms of modern trade, our focus is more on focusing on high-throughput counters, where we are healthy at the bottom line. There still seems to be a lot of challenges in terms of pricing pressures and new incumbent players coming into our category, specifically when it comes to the travel wear category. The pricing pressure still remains to be there. External conditions are not very, very bright. At the same time, it is further fuelled with war situations, which have escalated the cost of raw material to go up. At the same time, curbing travel or reduction in travel is being seen. However, in spite of all of this, we are very, very happy and proud to share that we have not lost market share. On any basis, we have not lost market share. There are a lot of bigger companies in the premium space who have lost actually market share to new incumbent players. But thankfully, our company has not lost any market share. So, this is a very silver lining in the thing. Another thing is we have been consolidating our BAGLINE. Last time also, I mentioned that we feel that single monogram stores are going to be more healthy for us. So, we have been consolidating on the BAGLINE. We have closed down certain stores, which were not profit- making, which were the bottom end of the thing. So long story short, in retail, every now and then, you need to clip your tail. And we have successfully undertaken that whole activity of clipping down the tail so that we remain profitable. Our focus is on optimizing the balance sheet, optimizing our resources, and we are very confident that we are able to do that. So with this, we can open the session for Q&A. Question-and-Answer Moderator: Thank you. All those who wish to ask the question may use the option of raise hand. In case you are unable to raise your hand, just drop your question in Q&A box and we'll ask on your behalf. We'll take the first question from Ankit. Ankit, you can go ahead. Page 3 of 22 Brand Concepts Limited Q1 FY27 Post Earnings Conference Call August 19, 2026 2:00 PM IST Ankit Kanodia: Yeah, thank you for taking my question. This is Ankit Kanodia from Zen Nivesh. So, I really admire your philosophy of not going with what the general D2C players are doing in the market. Just wanted to understand, given that they have the financial muscle power and the way we have shared in our presentation about expanding to categories where probably we are entering into those categories where these guys are not there because they are majorly into -- I've been to some of their stores, they are majorly into luggage, and most of their luggages are sold through e-commerce at hefty discount. So, is it right to assume that increasingly our revenue will have more share of non-luggage items going forward? Abhinav Kumar: See, I believe it's not that our luggage will not grow. We foresee that or we are very, very optimistic that even our luggage business will grow. In fact, as a matter of fact, from Q1 to -- from the last Q1 to this Q1, we have in fact grown in luggage, right? But the growth is probably low single digits, growth in luggage. Overall, travel care, we are sort of in negative, but not because of luggage, because of backpacks where certain SKUs, we needed to consolidate certain high volume, but low throughput or low margin items were sort of -- we had to take a call and discontinue a few of them. But otherwise, luggage has been growing. But to answer the question in a broad way, luggage will keep on growing. I don't see a rhyme [Showing first 8,000 characters — download PDF for full document]