Stanley Lifestyles Limited has informed the Exchange about Investor Presentation
Date: 11.11.2025 Ref no. SLL/SE/102-2025
To, National Stock Exchange of India Limited (“NSE”) Listing Department Exchange Plaza, C-1 Block G, Bandra Kurla Complex Bandra [E], Mumbai – 400051 NSE Scrip Symbol: STANLEY ISIN: INE01A001028
To, BSE Limited (“BSE”) Listing Department Corporate Relationship Department Phiroze Jeejeebhoy Towers, Dalal Street, Fort, Mumbai - 400 001 BSE Scrip Code: 544202 ISIN: INE01A001028
Dear Sir/Ma’am,
SUB: EARNINGS CALL PRESENTATION ON THE FINANCIAL RESULTS OF Q2 - FY 2025-26
Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith a copy of the Earnings Call Presentation of the financial results of the Company for the quarter ended September 30th, 2025, that will be circulated to the Investors/Analysts for the Earnings Call scheduled on November 12th, 2025.
We request you to kindly take this on your record.
Thanking You,
For Stanley Lifestyles Limited
Rasmi Ranjan Naik Company Secretary & Compliance Officer M No.: F7599
Enclosed as above
Stanley Lifestyles Limited
Registered O(cid:431)ice: SY No. 16/2 and 16/3 Part, Hosur Road, Veerasandra Village, Attibele Hobli, Anekal Taluk, Bangalore, Karnataka-560100
CIN: L19116KA2007PLC044090 | Phone: 080 6895 7200 | E-mail: compliance@stanleylifestyles.com | Website: www.stanleylifestyles.com
(BSE: 544202; NSE: STANLEY)
Earnings Presentation Q2 & H1 FY26
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Disclaimer
This presentation has been prepared by Stanley Lifestyles Ltd, solely to provide information about the Company to its stakeholders. No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such information or opinions contained herein. None of the Company nor any of its respective affiliates, advisers or representatives, shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection with this presentation.
The information contained in this presentation is only current as of its date. The Company may alter, modify or otherwise change in any manner the content of this presentation, without obligation to notify any person of such revision or changes. Certain statements made in this presentation may not be based on historical information or facts and may be "forward-looking statements", including those relating to the Company’s general business plans and strategy, its future financial condition and growth prospects, and future developments in its industry and its competitive and regulatory environment. Actual results may differ materially from these forward-looking statements due to number of factors, including future changes or developments in the Company’s business, its competitive environment, information technology and political, economic, legal and social conditions in India.
Please note that this presentation is based on the publicly available information including but not limited to Company’s website and Annual Reports.
This communication is for general information purposes only, without regard to specific objectives, financial situations and needs of any particular person. Please note that investments in securities are subject to risks including loss of principal amount.
This presentation does not constitute an offer or invitation to purchase or subscribe for any shares in the company and neither any part of it shall form the basis of or be relied upon in connection with any contract or commitment whatsoever
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Aspiring to transform every Customer to become a Loyal Brand Ambassador
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Table of Contents
01
Q2 & H1 FY26 Result Highlights
02
Historical Financials
03
Company Overview
04
Business Overview
05
Future Outlook
4
Q2 & H1 FY26 Result Highlights
ASMI — a limited edition commemorating 75 years of Independence, showcasing the unity of 28 states and 8 union territories of India, guided by four handcrafted tassels symbolizing North, South, East, and West.
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“We are pleased to report growth in both Q2 and H1 FY26, supported by strong execution and continued consumer demand. Revenue from Operations stood at ₹2,141 mn in H1FY26. Gross Profit Margin improved 330 bps YoY and is around 58%, EBITDA margin expanded by 320 bps in H1 FY26 to 22.1%.
We continued to elevate the Stanley retail experience by adding 7 COCO and 2 FOFO stores in H1FY26 with the retail business contributing 70% of total revenue during H1 FY26.
‘Stanley Boutique Homes’ (SBH) has been launched as a sub-brand under the ‘Stanley Boutique’ umbrella, expanding our footprint in the luxury living segment. SBH offers a complete home solution under the luxury segment. The first-ever ‘Stanley Boutique Homes’ store was recently inaugurated in Kanakapura road, Bengaluru.”
As global consumer preferences increasingly shift towards premium and experiential luxury, our brand’s focus on craftsmanship and exclusivity positions us strongly for sustained relevance and growth in the future. We also strengthened our leadership in the luxury lifestyle retail space by expanding internationally into Colombo, Sri Lanka.
Mr. Sunil Suresh Founder and Managing Director
As we progress, we are on course to add more new stores in FY26, prioritizing high-affluence metros and emerging urban clusters. Our focus remains on deepening the COCO network and curating timeless collections that reflect evolving luxury sensibilities”
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6
Kanakapura Road, Bengaluru
Location
10,000 Sq. Ft.
Area
7
Stanley Boutique 3,000 Sq. Ft.
Area
Sofas & More 7,000 Sq. Ft.
Area
8
Stanley Boutique 2,550 Sq. Ft.
Area
Sofas & More 5,940 Sq. Ft.
Area
9
Stanley Boutique 2,800 Sq. Ft.
Area
Sofas & More 1,200 Sq. Ft.
Area
10
Total No. of Stores
Stanley Level Next
Stanley Boutique
Sofas & More
11
11
19
16
14
13
10
10
8
6
5
3
43
40
29
24
16
10
FY21
FY22
FY23
FY24
FY25
H1 FY26
FY21
FY22
FY23
FY24
FY25 H1 FY26
FY21
FY22
FY23
FY24
FY25 H1 FY26
Note: As of September 30, 2025, excludes one Stanley Personnel Store
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Revenue (Rs. Mn)
2,037
2,141
Gross Profit (Rs. Mn)/Gross Profit Margin(%)
55.9
58.3
54.5
57.8
1,111
1,238
Revenue increased by 5.1% in H1 FY26 compared to H1 FY25, driven by growth in led by a higher the contribution from COCO stores
retail business,
1,030
1,054
576
614
Q2FY25
Q2FY26
H1FY25
H1FY26
Q2FY25
Q2FY26
H1FY25
H1FY26
Gross Profit margin improved by 330 bps to procurement YoY in H1FY26, due of efficiencies, manufacturing processes and enhanced product mix
localization,
insourcing
EBITDA (Rs. Mn)/ EBITDA Margin(%)
PAT (Rs. Mn)/ PAT Margin(%)
18.0
23.5
18.9
22.1
473
386
5.5
5.7
4.6
6.4
138
95
248
185
57
60
EBITDA margin improved significantly by reflecting the 320 bps during H1 FY26, benefits of cost optimization and operating leverage.
Lease agreements for new stores in H1FY26 led to an increase in amortization and finance expense by Rs 72 mn
Q2FY25
Q2FY26
H1FY25
H1FY26
Q2FY25
Q2FY26
H1FY25
H1FY26
Gross Profit Margin & EBITDA Margin expanded by 240 bps and 550 bps YoY, respectively, in Q2 FY26
12
By Product Category
By Store Format
Rs Mn
3% 5% 6%
4% 5%
11%
15%
61%
8%
14%
17%
53%
H1FY26
H1FY25
Sofa/Seatings Leather Automotive Interiors Beds & Mattress
Case Goods Kichen & Cabinetry Automotive & Others
Others , 30%
FOFO, 10%
2,141
COCO, 60%
Others , 27%
FOFO, 15%
2,037
COCO, 58%
H1FY26
H1FY25
• Strong momentum in “Stanley Level Next “ and “Sofas & More” led to an increase in the seating's category’s revenue contribution
• Case goods segment is transitioning from imported raw materials to in-house manufacturing. This is expected to drive margin improvements.
The segment has grown by 3.7% in Q2FY26 compared to Q2FY25
• COCO stores continue to be the key revenue driver
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Particulars (Rs. Mn)
Q2 FY26
Q2 FY25
Y-o-Y (%)
Q1 FY26
H1 FY26
H1 FY25
Y-o-Y (%)
Revenue from Operations
1,054
1,030
2.3%
1,087
COGS
Gross Profit
Employee Cost
Other Expenses
EBITDA
Other Income
Depreciation/Amortisation
Finance Cost
PBT
Tax
PAT
440
614
143
223
248
51
143
75
81
21
60
454
576
156
235
185
56
107
46
88
31
57
6.6%
34.1%
-8.0%
5.3%
463
624
159
240
225
46
118
49
104
26
78
2,141
903
1,238
302
463
473
97
261
124
185
47
138
2,037
926
1,111
297
428
386
73
214
99
146
51
95
5.1%
11.4%
22.5%
26.7%
45.3%
Basic EPS
0.98
1.08
1.38
2.36
1.83
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Equity & Liabilities (Rs in Mn)
As on Sept’25
As on Mar’25
Assets (Rs in Mn)
As on Sept’25
As on Mar’25
Share Capital
Other Equity
Non-Controlling Interest
Shareholders Funds
Long Term Borrowings
Lease Liabilities
Asset retirement obligations
Provisions
114
4,554
54
4,722
6
3,043
66
11
114
4,529
112
4,755
7
1,633
53
12
Non Current Liabilities
3,126
1,705
Short term Borrowings
Lease Liabilities
Trade Payable
Other Current Liabilities
Current Liabilities
Total liabilities
Total Equity & Liabilities
2
252
399
437
1,090
4,216
8,938
16
235
344
394
989
2,694
7,449
Property, plant & Equipment
Right of use assets
Capital work-in-progress
Goodwill and Intangible assets
Financial Assets
Other non-current Assets
Non Current Assets
Inventories
Trade Receivables
Cash & Bank Balances
Investment in Mutual Funds
Other Financial Assets
Other Current Assets
Current Assets
Total Assets
906
3,232
54
475
1,493
334
6,494
1,368
183
399
281
98
115
2,444
8,938
893
1,603
376
88
919
259
4,138
1,404
240
1401
-
130
136
3,311
7,449
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15
Historical Performance
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Revenue (Rs. Mn)
Gross profit (Rs. Mn)/ Margin (%)
4,190
4,325
4,262
2,922
1,958
2,333
2,400
2,147
1,482
982
50%
51%
51%
54%
56%
160.00%
140.00%
120.00%
100.00%
80.00%
60.00%
40.00%
20.00%
0.00%
3000
2500
2000
1500
1000
500
0
FY21
FY22
FY23
FY24
FY25
FY21
FY22
FY23
FY24
FY25
EBITDA (Rs. Mn)/ Margin(%)
PAT (Rs. Mn)/ Margin (%)
900
800
700
600
500
400
300
200
100
0
298
15.2%
827
849
818
30.00%
590
20.2%
19.7% 19.6%
19.2%
25.00%
20.00%
15.00%
10.00%
FY21
FY22
FY23
FY24
FY25
385 335 285 235 185 135 85 35 -15
350
291
292
232
7.9%
8.3%
6.7%
6.8%
19
1.0%
FY21
FY22
FY23
FY24
FY25
14%
12%
10%
8%
6%
4%
2%
0%
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Company Overview
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End-to end Home Solutions • Among the few home-grown super-premium
and luxury consumer brands in India
• Solutions ranging from sofas, recliners to kitchens, cabinetry, dining table & beds while Elegant & Comfort in design
• Present across various price points through
various brands
Vertically Integrated Luxury Furniture Brand
• Combine
craftsmanship,
innovation
and
customer insight to create refined living spaces
•
Integrated model provides ability to control the entire value chain of manufacturing that maintain quality scale and speed.
26+ Years A leading home- grown luxury brand
Multiple Store formats catering to a different segment of the market
24/73 Cities / Stores across exclusive brands
49 New stores added in across last 5 years
brands
Profitable Growth with Long Term Resilience
3 Lakh + Manufacturing Area
5.8 Lakh Sq. ft. Retail Area
A Strong & Growing Footprint
•
Largest network of luxury/ super-premium furniture industry
retail outlets in the
• Multiple store formats enables to grow India and in select footprint across international markets by leveraging the equity of the Stanley brand
• Pan-India network of COCO & FOFO
stores
• Consistently profitable over the last
10 years
• Only
company
in the segment operating at a significant scale while maintaining such a high level of profitability
Rs 2,141 Mn
1,549
Revenue in H1FY26
No. of employees
19
2005
Rapid expansion across India with partner owned and operated stores
2012
Onboarded Toyota as a B2B customer
2017
Opened anchor store in Electronic City, Bengaluru
2016
Partnered with IKEA for sofa manufacturin g and exports
2019
• Secured
funding from OIJIF
• Launch of ‘Sofas & More by Stanley’
2020
Launch of Full Home solution
2024
Listed on BSE and NSE
2001
Launched Stanley’s first furniture store
1999
Started manufacturing automotive leather seat at a garage in Bengaluru
2025
First International Store in Sri Lanka
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Brand Luxury Largest and the fastest growing multi brand company in the luxury/super- premium furniture segment
Comprehensive Offerings Complete home solutions provider with offerings across categories and price points
Strategic presence Pan-India presence with strategically located stores
Manu-Retail Vertically integrated in-house manufacturing with skilled & experienced craftsmanship capabilities
Innovation India’s only luxury brand introducing trend-forward designs every month across categories
Luxury meets Comfort Finely curated, personalized products for ultimate comfort
Performance track record Efficient business model with track record of delivering financial growth.
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Business Overview
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Ultra Luxury
Luxury
Stanley Level Next
Stanley Boutique
Super Premium
Sofas & More
Premium, Masstige and Mass
Contract Manufacturing
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Seating
Kitchen & Cabinetry
Case Goods
Beds & Mattress
Sofa-cum-Bed
Bar Stools
Kitchens
Wardrobes
Coffee Tables
Dining Tables
Beds
Mattresses
Pouffes
Recliners
Laundry/ Utility
Bar Units
Consoles
Wardrobe
Coordinated Pillows
Sofa cum Bed
Comprehensive home solutions provider with offerings across categories and price points
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Plant 1: Electronic City
1,97,643 Sq. Ft. #"
Area
1,63,200
Installed Capacity
707
Employees
25
Plant 2: Jigani
1,03,243 Sq. Ft.
Area
1,44,000
Installed Capacity
349
Employees
26
27
New Delhi
Ahemdabad
Mumbai
Pune
• The most exclusive format, crafted for connoisseurs of artistic
detail, bespoke design, and modern luxury
• Functions as an immersive interior experience center, where clients co-create personalized living spaces with Stanley’s design experts
• Collections showcase contemporary aesthetics, innovative
craftsmanship, and functional elegance
Hyderabad
and personal expression
• Each creation is thoughtfully designed to reflect individual lifestyles
Bengaluru (4)
Cochin
Coimbatore
• Offers end-to-end home interior solutions, including:
Modular kitchens & wardrobes Sofas & beds Cabinetry and other premium furnishings
No. of Stores
11 (COCO: 8, FOFO:3)
Positioning Ultra Luxury
Average Square Feet 11,121
Ticket Size Rs. 0.50 Million and above
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29
New Delhi
• Offers refined luxury through ready-to-buy collections that blend
craftsmanship and versatility
• Ideal for discerning customers seeking high-end furniture with
shorter lead times
• Showcases pieces that balance timeless elegance with everyday
Kolkata (2)
practicality
Mumbai (3)
Pune(2)
Bengaluru (5)
Hyderabad (2)
Chennai (4)
• Each product is crafted in-house with meticulous attention to detail
• Designed to elevate living spaces while preserving warmth and
personal expression
• Offers end-to-end home interior solutions, including:
Sofas, recliners & beds Curated statement pieces
No. of Stores 19 (COCO: 17, FOFO:2)
Positioning Luxury
Average Square Feet 5,630
Ticket Size
Rs. 0.30 – 0.50 Million
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31
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New Delhi
Lucknow
Ahemdabad
Pune (3) Bhiwandi Surat
Bengaluru (15) Mysore Mangalore
Cochin (2) Trivandrum
Raipur
Hyderabad (3)
Vizag Vijayawada Guntur Nellore
Chennai (3) Coimbatore Salem Madurai Tirunelveli
• Stanley’s most accessible format, offering thoughtfully designed
furniture at approachable price points
• Addresses the growing demand for affordable luxury among
urban consumers
• Blends Stanley’s core values of quality, comfort, and style into
value-driven offerings
• Features trend-aligned collections with efficient delivery cycles
• High-footfall showrooms designed for quick navigation and easy
product discovery
• Serves as the gateway to the Stanley experience, reaching a
broader customer base
• Offers a curated range of sofas, recliners, mattresses, beds,
accessories, and essential home furniture
No. of Stores 43 (COCO: 25, FOFO: 18)
Positioning Super Premium
Average Square Feet 6,410
Ticket Size Rs. 0.15 – 0.30 Million
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Future Outlook
33
Geographical Growth
Digital Transformation
New Product Categories
Full Home Solution
Expand Product Portfolio
Localization & Backward Integration
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Marketing Campaigns
3 5
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3 7
Thank You Registered Office SY No. 16/2 and 16/3 Part, Hosur Road, Veerasandra village, Attibele Hobli, Anekal Taluk, Bengaluru, Karnataka - 560100
For further information, please contact:
Company Stanley Lifestyles Ltd.
J. K. Sharath, Group CFO jk.sharath@stanleylifestyles.com
Investors Relation AdfactorPR
Priyanka Bhagat/Shrusti Jain priyanka.bhagat@adfactorspr.com/ shrusti.jain@adfactorspr.com
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