Brand Concepts Ltd. · NSE:BCONCEPTS
Brand Concepts — Q2 FY27 Earnings Presentation
36 slides from Brand Concepts's earnings presentation, Nov 6, 2026
Slide 1: Brand Concepts Limited exchange filing cover letter
BRAND CONCEPTS LIMITED CIN – L51909MP2007PLC066484 4th Floor , UNO Business Park, Indore Bypass Road, Oppo Sahara City, Bicholi Mardana Indore, Madhya Pradesh - 452016 Phone: 91-731-4223000, Fax- 4221222/444 Email: [email protected] Date: 06.11.2026 To, To, National Stock Exchange of India Limit
Slide 2: Investor Presentation Q2 & H1FY27
INVESTOR PRESENTATION Q2 & H1FY27
Slide 3: Off-White
Off-White™ ‘ed
Slide 4: Core Topics
CORE TOPICS Quarter Performance Way Forward About Us + Key Performance Highlights + New International Brands + Company background + Financial Summary + Leadership team + Key categories + Our approach; Design process Annual Highlights + Business Model Our Brands + Income Statement + Tommy Hilfiger +
Slide 5: Strategic Transformation
re Strategic Transformation
Slide 6: Building, Scaling, Compounding — The Strategic Growth Roadmap
A disciplined, phase-driven approach to constructing a platform built for durable growth Building, Scaling, Compounding — The Strategic Growth Roadmap PHASE 1 PHASE 2 PHASE 3 Foundation Platform Operating Building Expansion Leverage Laying the structural groundwork for a Scaling reach, depth, and br
Slide 7: Building an Integrated Lifestyle & Brand Platform
Building an Integrated Lifestyle & Brand Platform NOW Multi-brand platform Vertically integrated model v Brand distributor Exclusive licenses across Multiple End-to-end control from design and international brands spanning travel sourcing to manufacturing, warehousing, gear, handbags, small leather
Slide 8: Q2 & H1FY27 Performance Highlights
Q2 & H1FY27 PERFORMANCE HIGHLIGHTS 7
Slide 9: Summary Performance Highlights
Summary Performance Highlights Revenue / Sales / Topline Financial Highlights — Balance Sheet & Cash Flow Other Key Updates • Revenue was broadly flat at INR 96.21 Cr. vs INR 97.62 Cr. as • Current ratio improved to 1.25x in Sep-26 from 1.14x in Mar- • Off-White: Opened 2 new Off-White exclusive sto
Slide 10: Q2 & H1FY27 Income Statement (Standalone)
Q2 & H1FY27 INCOME STATEMENT (Standalone) Particulars (INR Mn) Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Revenue from Operations 962.1 795.7 976.2 1,757.7 1,693.1 Other Income 7.4 11.4 3.4 18.9 9.0 Total Income from operation 969.5 807.0 979.6 1,776.6 1,702.2 Total Expenditure 864.6 753.7 866.2 1,618.3 1,5
Slide 11: New Store - Off-White (New Delhi)
NEW STORE - Off–White (New Delhi) Expanded Off-White’s retail presence with the launch of a new store at DLF Promenade, New Delhi, strengthening the brand’s footprint in key premium retail markets. INVESTOR PRESENTATION 10
Slide 12: New Store - Off-White (Kolkata)
NEW STORE - Off–White (Kolkata) Further strengthened Off-White’s retail presence with the launch of a new store in Kolkata, expanding the brand’s footprint in the Indian market. INVESTOR PRESENTATION 11
Slide 13: New Store (Mumbai Airport)
NEW STORE - (Mumbai) This new store at Chhatrapati Shivaji Maharaj International Airport marks our continued strategic expansion efforts aimed at enhanced customer accessibility and services. INVESTOR PRESENTATION 12
Slide 14: Manufacturing Unit
MANUFACTURING UNIT PP Production started from September 2026 INVESTOR PRESENTATION 13
Slide 15: Way Forward
WAY FORWARD 14
Slide 16: Way Forward
Channel-Brand Fit Our approach is to align each brand with the channels where it fits best some brands Tommy Hilfiger, United Colors of Benetton are positioned across all channels given their broad appeal, while others Juicy Couture, Superdry, Off-White are WAY LICENSEES being scaled selectively thr
Slide 17: About Us
ABOUT US 16
Slide 18: About Us
ABOUT US 2007 2018 Indore Year of Incorporation IPO Based + Brand Concepts is a premier resource for licensed fashion and lifestyle brands in category: MISSION + Travel Gear: Luggage Trolleys, Backpacks, To become the greatest company in + Small Leather Goods: Belts & Wallets for both Men & Women, f
Slide 19: Leadership Team
LEADERSHIP TEAM + Mr. Prateek Maheshwari holds the degree of MBA from S.P. Jain Institute, Mumbai. + He possesses vast experience in the field of Brand Licensing and Fashion Gear Prateek Maheshwari manufacturing. Managing Director + He is new age marketer, spear heading the Brand Licensing Business
Slide 20: Key Categories
KEY CATEGORIES BACKPACKS + We design and manufacture trendy and sturdy backpacks. We make laptop bags, duffle & gym bags, rucksacks and school backpacks. LUGGAGE + Based on individual taste and preference, we meticulously design our travel gear. We create luggage both hard & soft, that is loaded wit
Slide 21: Our Approach
OUR APPROACH Brand Concepts is built on the thinking of our Founders. They believe that brand and lifestyle licensing is mutually beneficial to both the licensor and the licensee. While the brand owner/licensor benefits from generating a new revenue stream, increasing their brand awareness, and expa
Slide 22: Design Process
DESIGN PROCESS EMPATHISE DEFINE IDEATE PROTOTYPE TEST IMPLEMENT Conduct Combine all our Brainstorm and Build a real Return to our Put the vision research to research and generate a tactile users for into effect develop an observe where range of crazy representation feedback understanding our user an
Slide 23: Business Model
BUSINESS MODEL 1 LICENSED BRANDS 2 PRODUCT DESIGN + Partner with top international and domestic + The product team analyses the brand, competitive landscape & brands as an exclusive licensee in key prepares a product brief for the design team product categories. + The design team prepares the design
Slide 24: Our Brands
OUR BRANDS 23
Slide 25: Tommy Hilfiger
Tommy Hilfiger (TH) is one of the most successful fashion brands in the world. Background Retail Network Licensed Categories Other Licensed Categories + 100+ TH Exclusive Brand Small Leather Goods (SLG): Stores in India + Present in 90+ countries + Belts + Multi-brand Stores + One of the most popula
Slide 26: United Colors of Benetton
UCB is an ambassador of contemporary casual chic style. It is one of the world’s most popular & loved Brand. Background Retail Network Licensed Categories + Present in 120+ countries + 300+ UCB Exclusive Brand + Small Leather Goods (SLG) Stores + UCB has a network of 6500+ + Travel Gear stores acros
Slide 27: Off-White
Off-White is a globally acclaimed streetwear label blending high fashion with urban edge. Background Retail Network Categories + Presence in 40+ countries + Exclusive Brand Stores + Small Leather Goods (SLG) + Off-White is a luxury fashion + Multi-brand Stores + Women Handbags and urban streetwear b
Slide 28: Superdry
Superdry is renowned worldwide for its unique fusion of Americana, Japanese graphics, and modern British fashion Background Retail Network Licensed Categories + Present in 65+ countries. + Exclusive Brand Stores + Women Handbags + 768 stores operated globally + Multi-brand Stores + Travel Gear + Maj
Slide 29: Juicy Couture
Juicy Couture is a LA lifestyle brand infused with casual glamor and an irreverent attitude, Identified as a casual luxury brand. Background Retail Network Licensed Categories + Present in 90+ countries. + Exclusive Brand Stores + Women Handbags + 225+ stores operated globally + Multi-brand Stores +
Slide 30: Annual Financial Highlights
ANNUAL FINANCIAL HIGHLIGHTS 29
Slide 31: Annual Income Statement (Standalone)
ANNUAL INCOME STATEMENT (Standalone) Particulars (INR Mn) FY21 FY22 FY23 FY24 FY25 FY26 Net Sales 427.9 861.7 1,632.2 2,901.5 2,919.2 3,480.7 Other Income 1.0 6.1 3.8 24.8 11.0 18.8 Total Income 428.9 867.7 1,636.0 2,926.3 2,930.2 3,499.5 Total Expenditure 458.6 784.2 1,419.8 2,576.6 2,588.5 3,186.0
Slide 32: Balance Sheet (Standalone)
BALANCE SHEET (Standalone) Particulars (INR Mn) FY26 H1FY27 Particulars (INR Mn) FY26 H1FY27 Equity & Liabilities Non-Current Assets Equity Property Plant & Equipment 1047.6 1017.7 Equity Share Capital 124.8 124.8 Capital Work-in-progress Other Equity 705.8 762.1 Investment Property 3.5 3.5 Total Eq
Slide 33: Bagline on Social Media
BAGLINE ON SOCIAL MEDIA https://www.instagram.com/baglineindia/ https://www.facebook.com/baglineindia www.bagline.com INVESTOR PRESENTATION 32
Slide 34: Juicy Couture on Social Media
JUICY COUTURE ON SOCIAL MEDIA https://https://www.instagram.com/juicycouture.india/ https://www.facebook.com/profile.php?id=61572422587112 http://www.juicycoutureindia.in/ INVESTOR 37 PRESENTATION
Slide 35: Disclaimer
DISCLAIMER This document has been prepared for information purposes only and is not an offer or invitation or recommendation to buy or sell any securities of Brand Concepts Ltd (“BCL”, "Company“), nor shall part, or all, of this document form the basis of, or be relied on in connection with, any con
Slide 36: Thank You!
Optional Section Title THANK YOU! Brand Concepts Ltd KAPTIFY Consulting Abhinav Kumar Investor Relations Strategy & Consulting Whole Time Director Tel: +91-845 288 6099 [email protected] [email protected] www.brandconcepts.in www.kaptify.in INVESTOR PRESENTATION 35