Brainbees Solutions Limited

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a-Kurla Complex, Bandra (E), Mumbai-400051 Symbol: FIRSTCRY BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai-400001 Scrip Code: 544226 Sub: Transcript of the Audio-Video Earnings Call

51%

for ESOP cost in Q2 as well as H1’FY26. Also happy to report that Adjusted EBITDA increased by 51%, in quarter 2 of FY26, led by improvement across all our business segments. And we continue to re

52%

ll. And this comes with a significant improvement in the Adjusted EBITDA, which has been around 52% on a year-on-year basis for quarter 2 of FY26. On the Globalbees front, we delivered another stro

14%

o different business segments, we can see India Multi-Channel Business EBITDA has improved by 14% year-on-year. International business, as Supam mentioned and we have talked about this on our p

INR 39.4 crore

ignificant reduction of losses in our 3 International business, from a loss of INR 39.4 crore in Q2 of FY25, we have reduced this by more than half to INR 18.9 crore rupees in Q2 of FY26. G

INR 18.9 crore

business, from a loss of INR 39.4 crore in Q2 of FY25, we have reduced this by more than half to INR 18.9 crore rupees in Q2 of FY26. Globalbees EBITDA continue to improve, an increase of 23% year-on-year in Q

23%

f to INR 18.9 crore rupees in Q2 of FY26. Globalbees EBITDA continue to improve, an increase of 23% year-on-year in Q2’FY26 over Q2‘FY25. Others, which is a preschool business, continue to delive

55%

. Others, which is a preschool business, continue to deliver a strong EBITDA, it's an increase of 55% year-on-year in Q2’FY26. This is a snapshot of Q2 performance for the consol business. Annual

11 million

sol business. Annual Unique Transacting Customers, this is for trailing 12- months, stands to be 11 million. It's an increase of 11% year- on-year. This is for the India Multi-Channel business and the Int

11%

ansacting Customers, this is for trailing 12- months, stands to be 11 million. It's an increase of 11% year- on-year. This is for the India Multi-Channel business and the International business. Simi

10%

International Business put together. Revenue from operations, on a consol basis, has increased by 10% year- on-year. Similarly, the consol Adjusted EBITDA, which we talked about on the previous slid

INR 71.6 crore

in Q2’FY26 over Q2’FY25. And we continue to improve the Cash Profit After Tax, which stands at INR 71.6 crore, with an improvement of 157% over Q2’FY25. Now I hand over to Vivek to take you through the p

“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 after the presentation from the management concludes.”

“We will be covering the presentation in the beginning of the call and we will there after open for the Q&A forum.”

“Thanks for joining our Q2 and H1’FY26 earnings presentation.”

“On the consolidated basis, 2 we have been PBT positive, adjusted for ESOP cost in Q2 as well as H1’FY26.”

“Also happy to report that Adjusted EBITDA increased by 51%, in quarter 2 of FY26, led by improvement across all our business segments.”

“And this comes with a significant improvement in the Adjusted EBITDA, which has been around 52% on a year-on-year basis for quarter 2 of FY26.”

“You can see a significant reduction of losses in our 3 International business, from a loss of INR 39.4 crore in Q2 of FY25, we have reduced this by more than half to INR 18.9 crore rupees in Q2 of FY26.”

“Globalbees EBITDA continue to improve, an increase of 23% year-on-year in Q2’FY26 over Q2‘FY25.”

“Others, which is a preschool business, continue to deliver a strong EBITDA, it's an increase of 55% year-on-year in Q2’FY26.”

“Talking about the India multi-channel business EBITDA, it has increased by 14% in Q2’FY26 over Q2’FY25.”

Management

1

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. Anish Arora Investor Relations 1 Mr. Anish Arora Good evening, everyone. Welcome to Brainbees Solutions Limited Q2 and H1’FY26 earnings call. This is Anish Arora, and I have with me, Mr. Supam Maheshwari, Managing Director and CEO of the Company, Mr. Gautam Sharma, Group CFO, Mr. Vivek Goel, Chief Business Officer of the Company, Mr. Abhinav Sharma, Country Head of Middle East Business Operations and Mr. Anuj Jain, CEO 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 for