WELSPUNLIVNSE25 October 2023

Welspun India Limited has informed the Exchange about Investor Presentation

Welspun Living Limited

WLL/SEC/2023

October 25, 2023

Bombay Stock Exchange Limited Department of Corporate Services, SP. J. Towers, Dalal Street, Mumbai – 400 001 (Scrip Code-514162)

National Stock Exchange of India Limited ListingCompliance Department Exchange Plaza, Bandra-Kurla Complex, Bandra (E), Mumbai – 400 051 (Symbol: WELSPUNIND)

Dear Sirs/ Madam,

Subject: Disclosure of information pursuant to Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

In compliance with Regulation 30 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 and the Company’s Code of Practices and Procedure for Fair Disclosure of Unpublished Price Sensitive Information, kindly find attached Earnings Presentation, inter alia, on unaudited financial results of the Company for the quarter ended September 30, 2023.

Please take the same on record.

Thank you,

For Welspun Living Limited (Formerly known as Welspun India Limited)

Shashikant Thorat Company Secretary ICSI Membership No. : FCS-6505

Enclosed: Earnings Presentation as mentioned above

Earnings Presentation Welspun Living Limited

H o m e T e x t i l e | A d v a n c e T e x t i l e | F l o o r i n g

Q2 FY24 2023

NSE/BSE: WELSPUNIND Bloomberg: WLSI:IN Reuters: WLSP.NS

Inside this Presentation

Executive Summary

Management Commentary

Awards & Recognition

Global Presence

Key Highlights

Quarterly summary

Half Yearly summary

Operational Highlights

Quarterly Segment Results

Profit & Loss Summary

Financial Statements Summary

ESG at Welspun

Share Holding Summary

Annexures

WELSPUN LIVING - GLOBAL HOME TEXTILES LEADER

Diversified Brand & License Portfolio

Multipronged E-Commerce Strategy to accelerate growth & capture larger share of the fast-growing market

ESG Focused organization with well-defined principles, roadmap and targets

Welspun Living Ltd (WLL), part of $3 bn Welspun Group, is a global leader in the Home Textiles landscape. With a strong global distribution network and world- class vertically-integrated manufacturing facilities located in India, Welspun is strategic partners with top global retailers.

Strong Emerging Businesses:  Flooring Solutions

disrupting the world of flooring

 Advanced Textiles dealing with innovative product applications

Thought leader

Tamper-proof Blockchain platform for state-of-the- art transparency for All Fibers & All Product Categories

A certified woman owned business with >25% women in a 24,000+ strong workforce

WLL is differentiated by its strategy based on Branding, Innovation and Sustainability.

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MANAGEMENT COMMENTARY

“We are happy to share that the company has recorded its highest ever quarterly revenues in Q2FY24 at ₹ 25,424 mn growing 19% YoY. All our home textile plants ran at higher capacities utilisation as we saw increased order flows from US due to festive demand, aided by a relatively larger market share of our home textile in US. Export revenues for Welspun saw a growth of 22% YoY, with our innovation products driving the sales with a growth of 67% YoY.

This growth also comes with a sustainable EBITDA, which stood at ₹3,913 mn with margin of 15.4%, growing by 158% YoY . Annualised ROCE has improved substantially to 14.6% from 5.7% last year.

Despite the challenging Retail environment, Welspun’s Domestic Consumer business continued strengthening its leadership position with expansion in newer areas adding more outlets to reach 15,500+ outlets across India.

I am also delighted to share that our flooring business achieved record revenues of ₹2,426 mn, growing by a momentous 52% YoY. The plant reached a capacity utilization of 63% during the quarter. EBITDA also continued to grow reaching 8.3% in Q2FY24 on the back of increased revenues and better operating leverage”.

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Ms. Dipali Goenka Managing Director & CEO , Welspun Living Limited

AWARDS & RECOGNITION

Feathers in our cap

Won Gold in Hometech category and Silver in Meditech category in SRTEPC award for exceptional export performance in FY23 for Flooring and Advance Textile Business

Won 19th IACE awards by IACC in ‘Excellence & Leadership in Skilling and Education’ category

Clinched "India's Most Trusted Company of the Year" Title by Brandscouncil Rating for Flooring Business

'Most Promising Business Leaders of Asia 2023' by the Economic Times

'Business Leader of the Year' (Individual Women’s Category) by IACC

Domestic - Business Excellence 2023 Award by Outlook Business

Brand Welspun wins Prestigious Brand of Asia award (textile) out of 50 brands selected from various domains

WLL as the 'Most Preferred Workplace of 2023-24' by Team Marksmen Network

Women supported by WSSW breaking barriers

Rhythm Sangwan: 25m Pistol Shooting Gold in Asian Games 2023

Excellent Supplier Award, 2023: Excellence in Product Development by Nitori

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WLL has been reckoned as one of the best managed companies 2022 by Deloitte

Highest Exports 2010- 2021

Platinum award for Highest global exports. Winning for 11 years in a row

Rupa Bayor: Raking World:25; Asia:8; India:1 India's 1st gold at World Taekwondo President Cup Europe

and many more…

STRONG GLOBAL PRESENCE

KEY CUSTOMER PARTNERSHIP

North America

UK & Europe

India

Over50

Countries Presence

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ROW

IKEA

KEY HIGHLIGHTS

Brands

ESG

Innovation

 Total Income  Q2  ₹ 25,424 mn grew 19% YoY (Highest ever

 EBITDA  Q2  ₹ 3,913 mn @ 15.4% grew 158% YoY

C lick the Ico ns to k no w m o re

quarterly Revenue)

 H1  ₹ 47,545 mn grew 16% YOY

 H1  ₹ 7,327 mn @ 15.4% grew 125% YOY

 Overall Branded Business grew by 15% YoY and

 Flooring Business

stood at ₹ 3,810 mn in Q2 FY 24

 Recorded highest ever Revenue of ₹ 2,426 mn

grew by 52% YoY

 Emerging Business grew by 28% YoY in Q2 FY 24

 EBITDA of Flooring Business at Margin of 8.3%

of ₹ 201 Mn grew by 5x.

 Innovation business grew by 67% YoY and stood

 Net Debt stood at ₹ 15,734 mn vs. ₹ 18,153

at ₹ 5,314 mn in Q2FY24

(June 2023) down by 2,491 mn

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QUARTERLY HIGHLIGHTS

Growth (YoY)

Growth (QoQ)

Margin (%)

Margin Expansion (Y-o-Y)

Margin Expansion (Q-o-Q)

EPS/CEPS

(₹ Million)

Revenue

EBITDA

PBT

PAT

Cash Profit

25,424

3,913

2,590

1,967

2,833

19.0%

158.0%

1784.6%

2170.0%

139.3%

14.8%

14.6%

15.4%

19.8%

10.2%

21.7%

7.7%

12.3%

829 bps

954 bps

733 bps

42 bps

44 bps

2.04

2.92

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HALF YEARLY HIGHLIGHTS

Revenue

EBITDA

PBT

PAT

Cash Profit

47,545

7,327

4,752

3,583

5,356

(₹ Million)

Growth (YoY)

Margin (%)

15.5%

125.3%

849.4%

1053.8%

114.1%

15.4%

10.0%

7.5%

Margin Expansion (Y-o-Y)

751 bps

878 bps

678 bps

EPS/CEPS

3.70

5.51

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QUARTERLY HIGHLIGHTS

Particulars

Net Worth

Short Term Loans

Long Term Loans

Gross Debt

Cash & Cash Equiv.

Net Debt

of which Net Flooring Debt

Net Debt excl. Flooring debt

Total Assets

30-Sept-23

30-Sept-22

30-June-23

(₹ Million)

41,975

13,266

10,167

23,433

7,698

15,734

8,222

7,512

90,303

39,348

17,557

12,375

29,931

9,952

19,980

8,986

10,994

92,297

40,302

13,803

10,469

24,272

6,119

18,153

8,160

9,993

88,698

Net Debt / Equity (x)

1.00

0.80

0.60

0.40

0.20

0.00

0 3 7

0 4 5

0 5 1

Q2FY24

Q1FY24

Q2FY23

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SALES HIGHLIGHTS – CHANNEL WISE

Revenue

Q2 FY24 Sales Contribution (%) Q1 FY24 Sales Contribution (%) Q2 FY23 Sales Contribution (%)

Growth YoY (%)

H1 FY24 Sales Contribution (%) H1 FY23 Sales Contribution (%)

Growth YoY (%)

Note: *Non-Domestic #Includes Innovation Revenue excludes Other Operating Income

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B2B

Global*

Innovation

Others

5,314 24% 5,653 29% 3,185 17%

67%

10,968 26% 5,582 16%

96%

11,609 52% 8,832 46% 10,821 58%

20,441 49% 20,510 57%

67 % YoY Growth in innovation Business

(₹ Million)

Branded#

Domestic

Global*

Domestic

Online

Offline

Online

Offline

1,527 7% 1,464 8% 1,249 7%

22%

2,991 7% 2,380 7%

26%

685 3% 775 4% 982 5%

(30%)

1,461 4% 1,793 5%

(19%)

1,788 8% 1,594 8% 971 5%

84%

3,382 8% 3,261 9%

30 0% 34 0% 42 0%

(29%)

64 0% 69 0%

(7%)

1,306 6% 1,037 5% 1,313 7%

(1%)

2,343 6% 2,399 7%

(2%)

22% YoY Growth in Global business

SALES HIGHLIGHTS – BUSINESS WISE

Revenue

Home Textile Business

(₹ Million)

Flooring Business

HT - B2B

HT – Branded

HT - E-Com

Advanced Textiles

Flooring – B2B

Flooring – Branded

Q2 FY24 Sales Contribution (%) Q1 FY24 Sales Contribution (%)

Q2 FY23 Sales Contribution (%) Growth YoY (%) H1 FY24 Sales Contribution (%) H1 FY23 Sales Contribution (%) Growth YoY (%)

15,353 69% 13,370 69%

13,147 71%

17% 28,723 67% 24,113 67% 19%

2,814 12% 2,350 12%

1,987 11%

42% 5,164 14% 5,143 14% 0%

715 3% 810 4%

1,024 6%

(30%) 1,524 5% 1,863 5% (18%)

1,105 5% 937 5%

975 5%

13% 2,043 5% 1,873 5% 9%

1,993 9% 1,642 8%

1,132 6%

76% 3,635 7% 2,485 7% 46%

281 1% 281 1%

298 2%

(6%) 562 1% 517 1% 9%

Note: HT - Home Textile HT-Branded includes sales from licensed brands Revenue excludes Other Operating Income

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59% YoY

Growth in Flooring Business

17% YoY

Growth in Home Textiles

OPERATIONAL HIGHLIGHTS

Manufacturing Capacity & Utilization

Particulars

UOM

Annual Capacity

Q2FY24

Utilization (%)

90,000

21,012

Bath Linen

Bed Linen

Mn mtrs

Home Textile

Rugs & Carpets Mn sq mtrs

Advanced Textile

Spunlace

Needle Punch

Wet Wipes

Mn Packs

108

12.0

21.8

2.9

27,729

4,452

3,026

100

389

4.0

93%

81%

98%

64%

51%

16%

Q1FY24

18,181

15.4

2.7

3,509

305

7.2

Utilization (%)

81%

57%

90%

51%

40%

29%

Q2FY23

13,538

13.9

1.7

2,438

316

6.0

Utilization (%)

60%

51%

58%

35%

42%

24%

Flooring

Particulars

UOM

Annual Capacity

Installed

Effective

Q2FY24

Utilisation (%)

Q1FY24

Utilisation (%)

Q2FY23

Utilisation (%)

Flooring Mn sq mtrs

2.8

63%

2.3

50%

1.4

31%

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OPERATIONAL HIGHLIGHTS

Manufacturing Capacity & Utilization

Particulars

UOM

Annual Capacity

H1FY24

Utilization (%)

90,000

39,193

Bath Linen

Bed Linen

Mn mtrs

Home Textile

Rugs & Carpets Mn sq mtrs

Advanced Textile

Spunlace

Needle Punch

Wet Wipes

Mn Packs

108

12.0

37.2

5.6

27,729

7,960

3,026

100

694

11.0

87%

69%

94%

57%

46%

22%

H1FY23

25,170

27.9

3.5

4,824

562

11.0

Utilization (%)

57%

52%

59%

35%

37%

22%

Flooring

Particulars

UOM

Annual Capacity

Installed

Effective

H1FY24

Utilisation (%)

H1FY23

Utilisation (%)

Flooring Mn sq mtrs

5.1

56%

2.9

32%

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QUARTERLY PROFIT & LOSS

Particulars

Total Income

EBITDA

EBITDA Margin (%)

Finance Cost

Depreciation

PBT

PAT (After Minority Interest)

PAT Margin

Cash Profit^

EPS (₹) (Not Annualised)

(₹ Million)

Q2 FY24

Q2 FY23

YoY Change

Q1FY24

QoQ Change

25,424

3,913

15.4%

338

985

2,590

1,967

7.7%

2,833

2.04

21,366

1,517

7.1%

284

1,095

137

0.4%

1,184

0.08

19.0%

158.0%

829 bps

19.2%

(10.1%)

1784.6%

2170.0%

733 bps

139.3%

2346.2%

22,149

3,415

15.4%

258

994

2,162

1,616

7.3%

2,522

1.66

14.8%

14.6%

31.0%

(0.9%)

19.8%

21.7%

44 bps

12.3%

22.9%

Note: 1. ^Cash Profit = PBDT less Current Tax

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QUARTERLY SEGMENT RESULTS

Particulars

Q2 FY24 Q2 FY23

YoY Change

Q1 FY24

QoQ Change

H1 FY 24 H1 FY 23

(₹ Million)

YoY Change

Revenue Segmentation (%)

Q2 FY24

Home Textile

Revenue

EBITDA

EBITDA Margin (%)

Flooring

Revenue

EBITDA

EBITDA Margin (%)

23,523

20,114

16.9%

20,376

15.4%

43,899

38,635

13.6%

3,594

1,276

181.7%

3,123

15.1%

6,717

2,992

124.5%

15.3%

6.3%

893 Bps

15.3%

7.7%

756 Bps

2,426

1,596

52.0%

2,251

7.8%

4,677

3,290

42.2%

201

375.8%

183

9.8%

384

506.2%

8.3%

2.6%

563 Bps

8.1%

15 Bps

8.2%

1.9%

628 bps

Legend

91%

09%

H1 FY24

90%

10%

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Home Textile

Flooring

Summary of Financial Statements

W e l s p u n E x p e r i e n c e C e n t r e , H y d e r a b a d

Profit & Loss Summary

Particulars

Total Income

Growth YoY* %

EBITDA

EBITDA Margin

Depreciation

Finance cost

PBT

PAT (After Minority Interest)

Cash Profit^

EPS (₹) (Not Annualised)

FY20

68,362

3.4%

13,098

19.2%

4,811

1,777

6,944

5,074

9,702

5.05

FY21

74,080

8.4%

14,198

19.2%

4,536

1,975

7,686

5,397

10,197

5.37

FY22

93,773

26.6%

14,246

15.2%

4,205

1,313

8,728

6,012

10,703

6.06

Note: * FY 22 numbers adjusted for ROSCTL of Q4 FY 21 of Rs.1050 Mn ^ Cash Profit = PBDT less Current Tax

(₹ Million)

FY 23

H1 FY 24

82,151

(11.4%)

8,739

10.6%

4,421

1,299

3,019

1,988

6,760

2.02

47,545

15.5%

7,327

15.4%

1,979

597

4,752

3,583

5,356

3.70

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31-Mar-20

31-Mar-21

31-Mar-22

31-Mar-23

30-Sept-23

(₹ Million)

Balance Sheet Summary

Particulars

Net Worth

Short Term Loans

Long Term Loans

Gross Debt

Cash & Cash Equiv.

Net Debt

29,721

17,717

16,704

34,421

4,803

29,618

36,447

17,452

10,962

28,414

5,087

23,327

of which Net Flooring Debt

6,526

6,959

Net Debt excluding Flooring debt

Capital Employed*

Net Fixed Assets (incl CWIP)^

Net Current Assets

Total Assets

23,092

68,825

38,105

21,828

83,103

16,368

71,305

38,042

24,536

86,778

39,717

19,742

12,142

31,884

9,595

22,289

8,300

13,989

79,053

39,881

24,839

94,368

40,878

12,342

11,162

23,504

8,161

15,343

7,878

7,465

72,389

37,777

23,135

86,501

41,975

13,266

10,167

23,433

7,698

15,734

8,222

7,512

73,895

37,395

23,988

90,303

Note: *Capital Employed = Net worth + Gross Debt + Other long term liabilities | ^Net current assets does not include Cash & cash equivalents

Net Debt reduced by 48% in last 3 Years (FY20 to FY23)

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Ratios Summary

Solvency ratios

Operational ratios

Return ratios

Net Debt/Equity

Net Debt/EBITDA

EBIT/Interest

Current ratio

Fixed asset turnover

Total asset turnover

Inventory days

Debtor days

Payable days

Cash conversion cycle

ROE

ROCE (Pre-tax) (TTM)

ROCE (Pre-tax) (Annualised)

FY20

1.00

2.26

4.66

1.19

1.77

0.81

16.1%

12.3%

FY21

0.64

1.64

4.89

1.33

1.93

0.85

16.3%

13.8%

FY22

FY23

H1 FY24

0.56

1.56

7.65

1.37

2.33

0.99

15.8%

13.4%

0.38

1.76

3.32

1.66

2.14

0.94

4.9%

5.7%

0.37

1.23

6.64

1.58

2.33

0.97

12.7%

11.7%

14.6%

Improving Key Ratios, Continuous Reduction in Net Debt

Note:  ROCE = EBIT / Average Capital Employed & ROE = Net Profit / Average Net

worth

 Total asset turnover = Sales/ (Fixed assets + Gross current assets)

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WELSPUN ESG WAY: ENCOMPASSING ALL STAKEHOLDERS

Welspun is going through a major transformation where we are embedding sustainability and circularity in every realm of our value chain.

We are striving to be the absolute benchmark and global leader in the use of ESG framework and compliance to sustainable practices. Our social and philanthropic initiatives are run through Welspun Foundation and are centered around 3E’s – Environment & Health, Education, Empowerment.

We have built a roadmap on Sustainability for WLL that enlists our goals under Sustainability till 2030.

Transparent Reporting of Welspun Living's performance across 170+ ESG (Environmental, Social & Governance) parameters

Click here for more details

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Environmental

Social

 Implemented ISO 14001

Environmental Management Systems at both manufacturing sites

 Flagship facility is fresh water positive: 30 MLD sewage treatment plant enables use of treated sewage

 Utilizing waste heat and blast furnace waste gas for power and steam generation

 Renewable power from

CleanMax has started at Vapi from June’23.

 Building up 27 MW solar power plant at Anjar

 95% of critical Suppliers on- boarded on Sedex for a transparent supply chain

 Engaged with Cotton Farmers to grow sustainable Cotton (Better Cotton Initiative and Organic Cotton) in an initiative spread over 350 villages, impacting 26,000 farmers.

 Also initiated special program for ELS (Extra long staple) cotton with over 4000 framers enrolled.

 Focus on inclusion and gender diversity – large segment of women workers in Cut-&-Sew operations

 “SPUN” initiative: empowering women in rural communities earn livelihood by making handicraft goods from Factory textile scrap

 CSV programs aims to impact 1

Mn lives by 2030. In FY 23, reached over 5 lacs community members.

Governance

 Board Committee on ESG

 Executive remuneration linked to ESG

goals

 Initiated a broad Enterprise Risk

Management framework

 ACCESS module in SAP to enable

access of relevant data to authorized users

 Launched ESG Compass- an

integrated ESG digital platform with automated data dashboards extended to all sites, locations and subsidiaries in India

 Robust Ethics framework in place

 Compliance management tool in

place

 Innovation & intellectual property oriented culture reflected in 36 patents filled globally

SUSTAINABILITY INITIATIVES – GROWING BUSINESS RESPONSIBLY

 Welspun Living’s Sustain a bili t y case study is no w a part o f a curric ul u m acro ss universi ti es in US, Canada, France, Europe and Taiwan.”

 Welspun Living is am o ngst the to p 5% textile co m pani es glo bally as per D JSI C SA fo r 2022 , sco re im pro ved fro m 48 to 59

 Welspun Living’s endea vo u r to k eep ESG at the co re o f all o peratio ns has im pro ved its sustaina bili t y rating to 11.3. The rating elevat e d WLL into TOP 10 of the 202 participa ti n g companies worldwide in the Sustainalytics rating.

Q2’ FY24 – Environmental Impact

Sustainalytics

DJSI ratings

Crisil ratings

Score improved from 14.4 to 11.3 (June ’23)

Score improved from 48 to 59 (Apr’23)

Score 63 – Strong (May’22)

2,51,913 + acres

Landbank of sustainable cotton farming

Social Impact – Q2’ FY 24

 Students reached ~108 K

 FY24 Target: ~ 50 K

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1,053 million

42,373GJ Energy

Liters of recycled water used in process this quarter

Saved through energy conservation this quarter

77%

1,394 tons

Of cotton used from sustainable sources this quarter

Recycled cotton reused in process this quarter

Livelihood Impact –

 Total benefited ~ 16 K

Health Impact –  Total beneficiaries ~32.4 K

 17 athletes supported

 Medals: 26

SUSTAINABILITY – PROGRESS AGAINST TARGETS

Aspects

Q2 FY 24 Goal 2025

Goal 2030

Carbon Neutral (measured as % RE)

WIP 20% RE

100% RE

100% Sustainable Cotton

77%

50%

100%

Fresh Water Positive in Production operations

10.2 KL/MT 5 KL/MT

0 KL/MT

Zero hazardous waste to Landfill (ETP chemical sludge)

10.8 MT

0 MT

Impacting 1 million lives in CSV (YTD)

5,31,025 5,00,000

10,00,000

Farmers in Welspun sustainable farming project (YTD)

26,720

20,000

50,000

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SHARE HOLDING SUMMARY

Shareholding Pattern (Sept 2023)

Promoter Group

FPIs

Mutual Funds/AIF

Insurance Co’s

Public

Other

70.5%

6.4%

2.1%

3.7%

16.3%

1.0%

Top Institutional Shareholders

LIC of India

HSBC Mutual Fund

Aditya Birla Sunlife MF

Nippon Mutual Fund

Tata Mutual Fund

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DISCLAIMER

The information contained in this presentation is provided by Welspun Living Limited (the “Company”), although care has been taken to ensure that the information in this presentation is accurate, and that the opinions expressed are fair and reasonable, the information is subject to change without notice, its accuracy, fairness or completeness is not guaranteed and has not been independently verified and no express or implied warranty is made thereto. You must make your own assessment of the relevance, accuracy and adequacy of the information contained in this presentation and must make such independent investigation as you may consider necessary or appropriate for such purpose. Neither the Company nor any of its directors assume any responsibility or liability for, the accuracy or completeness of, or any errors or omissions in, any information or opinions contained herein. Neither the Company nor any of its directors, officers, employees or affiliates nor any other person accepts any liability (in negligence, or otherwise) whatsoever for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection therewith.

The statements contained in this document speak only as at the date as of which they are made, and the Company expressly disclaims any obligation or undertaking to supplement, amend or disseminate any updates or revisions to any statements contained herein to reflect any change in events, conditions or circumstances on which any such statements are based. By preparing this presentation, none of the Company, its management, and their respective advisers undertakes any obligation to provide the recipient with access to any additional information or to update this presentation or any additional information or to correct any inaccuracies in any such information which may become apparent. This document is for informational purposes and does not constitute or form part of a prospectus, a statement in lieu of a prospectus, an offering circular, offering memorandum, an advertisement, and should not be construed as an offer to sell or issue or the solicitation of an offer or an offer document to buy or acquire or sell securities of the Company or any of its subsidiaries or affiliates under the Companies Act, 2013, the Securities and Exchange Board of India (Issue of Capital and Disclosure Requirements) Regulations, 2009, both as amended, or any applicable law in India or as an inducement to enter into investment activity. No part of this document should be considered as a recommendation that any investor should subscribe to or purchase securities of the Company or any of its subsidiaries or affiliates and should not form the basis of, or be relied on in connection with, any contract or commitment or investment decision whatsoever. This document is not financial, legal, tax, investment or other product advice.

This presentation contains statements of future expectations and other forward-looking statements which involve risks and uncertainties. These statements include descriptions regarding the intent, belief or current expectations of the Company or its officers with respect to the consolidated results of operations and financial condition, and future events and plans of the Company. These statements can be recognized by the use of words such as “expects,” “plans,” “will,” “estimates,” or words of similar meaning. Such forward-looking statements are not guarantees of future performance and actual results, performances or events may differ from those in the forward-looking statements as a result of various factors and assumptions. You are cautioned not to place undue reliance on these forward looking statements, which are based on the current view of the management of the Company on future events. No assurance can be given that future events will occur, or that assumptions are correct. The Company does not assume any responsibility to amend, modify or revise any forward-looking statements, on the basis of any subsequent developments, information or events, or otherwise.

Any reference herein to "the Company" shall mean Welspun Living Limited, together with its consolidated subsidiaries.

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Let’s connect

For further details please contact

Mr. Sanjay Gupta President (Finance) & CFO Welspun Living Limited sanjay_gupta1@welspun.com

Mr. Salil Bawa Group Head – Investor Relations Salil_bawa@welspun.com

Connect with us:

/TheWelspunworld

/WelspunWorld

/welspungroup

/company/welspunworld

Annexure:

OWNED BRANDS – DOMESTIC

Diversified Product Portfolio

BED LINEN

B e d s h e e t s

C o m f o r t e r s

D o h a r s P i l l o w c o v e r s

BATH LINEN

T o w e l s

B a t h m a t s

B a t h r o b e s

 Mass

RUGS

FLOORING SOLUTIONS

 15,511+ outlets (2,246+ in Q2 24)

 600+ towns

 125 Distributors

D o o r m a t s

Y o g a m a t s

B e d s i d e r u n n e r

G r a s s m a t s

C l i c k & L o c k t i l e s

C a r p e t T i l e s

W 2 W c a r p e t s

G r e e n s

Brand Positioning

 Premium

 Thoughtfulness

Presence

 2,400+ outlets

 380 towns

 240 Shop in Shop locations

Early Success

 Leading brand on Myntra in

 #1 distributed Brand of

home category

 Improved brand awareness

 Foray in mattress category with Yours’n’mine range

HT in Home Linen in the country*

 Significant improvement

in brand awareness

CURTAINS & UPHOLSTERY

MATTRESSES

C u s h i o n c o v e r

C u r t a i n s

B l i n d s

W a l l p a p e r

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Note: * As per 3rd party research

RETAIL JOURNEY

 Launched Spaces brand

 Reached Rs 100 Cr

Turnover

 CSO Campaign launched for consumer engagement (SPACES)

 Campaign with Akshay Kumar

 Brand Welspun - most distributed brand,

 Re-launch of EBO

2004

2008

2016

2018

2019 3%

2022 5%

2023 7%

 Launched Welhome Stores

 Launched Welspun Brand

 Welspun Brand crosses 100

 Campaign with Amitabh

Bachchan

 Scaled up visibility of SPACES

 Launch of Rangana & Hygro

 HT: 350 Cr+; Flooring: 50

Cr+

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DOMESTIC CONSUMER BUSINESS BUILDUP

n u p s l e W d n a r B

Highest Distributed Brand in HT Share of shelf: >=15% MBO; >= 40% Large format

Presence: 15.5k+ Outlets FY26 (e): 50,000 outlets

75% Districts Presence in ~500/640

Most Visible Brand of Home Textile Branding in ~7k stores.

Innovation: • 2-in-1 Sheet • Quik Dry Towel • Wonderful sheet

Make in India: Highest Scale up in commercial & hospitality segment

Last mile technology implementation: SFA & DMS

High pitch campaigns with celebrities

Spontaneous awareness

Awards

Welspun’s Quik Dry Towel ad wins Kantar’s Global Creative Effectiveness Awards for its Messaging & relevance

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30%

100%

Brand Welspun wins Prestigious Brand of Asia award (textile) out of 50 brands selected from various domains

INNOVATION – OUR STRONG SUITE

36 Patented Technologies

Filed globally

Key Innovations

HYGROCOTTON

Patented spinning technology makes towel softer loftier and sheet temperature regulating

Thought leader Collaboration With Tamper-proof Blockchain platform for state-of-the-art transparency for All Fibers & All Product Categories

Softer

Fluffier after wash

Temperature regulating

Building Trust

Digital Verification

Enhancing Transparency

Other Innovations

ORGANIC

NANOCORE

DRYLON

CHARCOAL

 Wrinkle resist properties

 Prevent Allergy

 Ultra soft

 Odor-control

& Asthma

 Chemical-free

 Dries super fast

 Hygienic & Detoxifying

 Better Moisture Management

 Wrinkle-resistant

WINNER 2 n d tim e in a ro w C L A R I V A TE S O U TH A N D S O U TH E A S T A S I A I N N O V A T I O N A WA R D 2 0 2 1

Welspun Living has been recently recognized as the most 'Influential Innovators' at the Clarivate South and South East Asia Innovation Award 2021 Global Collaborations with Top Universities, Technology Partners and Industry Associations

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