Slides
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Q2 FY27 Investors Presentation Bata India Limited November 2026
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DISCLAIMER This presentation may contain statements which reflect Management’s current views and estimates and could be construed as forward-looking statements. The future involves risks and uncertainties that could cause actual results to differ materially from the current views being expressed. Potential risks and uncertainties include various internal and external factors such as general economic conditions, raw material prices, industrial relations and regulatory developments.
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3 Retail Footprint Expansion 01 Digital Scale-Up 02 Distribution Reach 03 Progressive Inventory Decluttering 04 Story Focused Marketing 05 Our Strategic Commitment to make Unreasonably good shoes
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Retail Footprint Expansion 4 880 Cities across India 2,043 DOS + Franchise Stores 15.8 Mn Customers transacted a year Retail Distribution Inventory MarketingDigitization 850 (80% contribution) ZBM Stores 4 Store density Low High Presence in major cities
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5 Campaigns • eCommerce grew by 5.4% vs LY. • Myntra’s MNow live through 300+ stores • Bata.com grew by 26% vs LY • Bata Mobile App: 450k+ downloads with ~14% of Bata. com business contribution eCommerce (Marketplaces + Bata.com) • E.Com Digital 13.3% of BIL turnover • 55% orders of Home Delivery delivered within 48hrs • Overall ~1800 serviceable pin codes for 3- hrs delivery model Digital Sales Contribution % OMNI (Home Delivery) 57.6% 32.3% 10.1% B2B B2C Bata.in Digital channel continues to expand. Retail Distribution Inventory MarketingDigitization
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Driving expansion through KRO & MBO. 1635 1643 1660 1678 1690 Sep'25 Dec'25 Mar'26 June'26 Sep'26 Towns Coverage - I&D 1478 2210 2674 3472 3895 Sep'25 Dec'25 Mar'26 June'26 Sep'26 KRO Count +2417 6 Retail Distribution Inventory MarketingDigitization • I&D channel with Double digit growth YoY • Secondary Sales growth in mid-twenties | FSR Count ~200 • Expanded to 17000+ MBO’s • KRO Count grew by 2.6X. Aiming to cross 5000+ by Q3’27 • Men’s Open & Men’s Closed continue driving growth
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Decluttering & Availability improvements continue. 7 Q2'26 Q2'27 X 1.33X Q2'25 Q2'26 Q2'27 0.75X 0.71X X Reduced clutter at store Overall Availability Retail Distribution Inventory MarketingDigitization Availability improved by +18%
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Q2'24 Q2'25 Q2'26 Q2'27 Q2'25 Q2'26 Q2'27 X 1.12X1.08X 1.9 1.9 2.2 Q2'24 Q2'25 Q2'26 Q2'27 Progress on Inventory agility. 8 Stock Turns Freshness (6 months) Inventory (INR Mn) -26% ❑ Inventory efficiencies both in terms of quantity and quality continued to show strong progress – Turns improvement ~21% YoY | ❑ Improved Demand Planning 0.74X 0.91X X 0.80X 2.6 77% 77% 86% Q2'25 Q2'26 Q2'27 Full price sales Retail Distribution Inventory MarketingDigitization
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99 L a d i e s M o v i e T i e- in K e r a l a Make Yourself Comfortable The Ultimate judges of comfort, Cats! Bata × Spider-Man The wait is over — artist collabs, social contest and kids' highlight zones drove family footfall and buzz. Onam: Comfort is the Occasion Kerala's festive moment, fronted by Anishma Anil Kumar. 1.5 Mn+ print circulation Focused campaigns, measurable impact. Retail Distribution Inventory MarketingDigitization 20 OOH · 6 cities OOH footprint
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1010 Beyond the store. C o n c e r t M u r a l A r t L e a d e r s h ip S h o w c a s e Lenny Pearce Sponsoring India's first kids' concert by global icon Lenny Pearce. 3 Mn+ reach cross-channel 799K views organic & paid Promoted across Bata’s digital, in-store and social partnership-led organic buzz. Cat Murals: The Ultimate Judges of Comfort Shutter murals hand-painted, photographed and amplified through city discovery pages and socials. Bata Technology Showcase Design and innovation shaping the 2027 launch with stylists, fashion & lifestyle creators and design minds. Retail Distribution Inventory MarketingDigitization On the cover of Grazia!
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Financials
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Q2 FY27: Financial Highlights 12 Gross Margin 4,780 +8 bps (Channel mix -58 bps) PBT* 4.2% +76 bps Cash Operating Profit 1,588 +9.3% Growth YoY Gross Margin Margin Change YoY 32% underlying growth INR Mio * Before Exceptional items Particulars Q2FY26 Q2FY27 Reported PBT 191 245 VRS 83 FX loss on license fees 30 Interest Income (lower surplus) 46 Onetime FA write-off 39 Adjusted PBT 274 360 Revenue 8,618 +7.5% Value Growth YoY Revenue from Operations
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Thank You Unreasonably good shoes BATA INDIA LIMITED (CIN: L19201WB1931PLC007261) Corporate Office: Bata House, Milestone Experion Centre,2nd Floor,Sector 15,Part – II,Gurugram, Haryana 122001,Telephone: (0124) 3990100 |Fax: (0124) 3990116/118 | E-mail: in-customer.service@bata.com Registered Office: 27B, Camac Street, 1st Floor, Kolkata – 700016, West Bengal Telephone: (033) 22895796 |E-mail: share.dept@bata.com | Website: www.bata.in