Corporate Presentation April 2010

S.Kumars Nationwide Limited Corporate Presentation April 2010

1 SKNL Overview 2 4 Pillars Brands, Professional Management, Distribution & Manufacturing 3 Future Growth Building Scale & Creating Synergy Organically and Inorganically 4 Key Financials 1

SKNL is a multinational textile major with Estimated Revenues in excess of US $1 billion for FY 2010 Legend Export Markets Hartmarx, USA Coppley,Canada SKNL UK Leggiuno, Italy SKNL & RTIL SKNL North American Operations* SKNL European Operations SKNL Indian Operations Revenues: Rs.1169 Rs.852 Crs 2028 %% Revenues: Rs. 175 Crs 4% Revenues: Rs. 3151 Crs 75 % * Only for a part of the year ** Not included in the revenues, Business Plan being worked out 2

SKNL Group Structure Promoters 49.83% SKNL Listed on Indian Stock Exchanges 100 % subsidiary 74.4% subsidiary SKNL International Operations Unlisted Entities Consumer Textiles Ready-towear garments Home Textiles HVFC Future SBUs Reid & Taylor (India) Limited GIC invested Rs.900 crs to own 25.6% Leggiuno Italy HMX USA Menswear Business of DKNY Brand 55.73% Luxury Textiles Premium Ready-towear garments Brandhouse Retails Limited Listed on Indian Stock Exchanges EBO SKNL/RTIL/ Foreign Brands JV with Oviesse 3

Company Overview Strength through Diversity TheonlycompanyinIndiatooperateacrossall3segmentsoftheindustry - Fabrics - Apparels - Home Textiles Branded presence in all socio-economic segments Operates in all fibre segments 2008 09 Consolidated Sales Rs 2,276 cr (US$467m) PBIDT Rs 488 cr (US$100m ) PBIDT Margin 21.4 % PAT 2 Rs 176 cr (US$ 36.30m ) ROCE : 20% D/E Ratio 1:1 Reid& Taylor Consumer Textiles HVFC Home Textiles(THE) Ready to Wear(TWS) Reid & Taylor Belmonte 100% Natural Benetton Stephens Brothers Super Premium Luxury Suitings Daily Wear Fiber Shirtings Super Premium Balmoral/ KRUGER Reid & Taylor Uniformity Carmichael House Premium / Casual Premium Natural Uniform fabrics Premium Premium Fiber Suitings Reid & Taylor S.Kumars New Brand Ready to wear Premium Work Wear Mid-Premium Belmonte Mid-Premium World Player Economy International Business Leggiuno Hartmarx SKNL UK Sales: Rs.540Crs EBITDA: Rs. 209 Crs Sales: Rs. 1,087 Crs EBITDA:Rs.179Crs Partly Commissioned Sales: Rs.340Crs EBITDA:Rs.59Crs Sales: Rs.250Crs EBITDA:Rs.41Crs Sales(1): Rs.59 Crs EBITDA: Rs.-0.7 Crs EBITDA Margin: 38.6% EBITDA Margin: 16.5% EBITDA Margin: 17.4% EBITDA Margin: 16.6% EBITDA Margin:(1.1%) Contribution Sales: 23% Contribution Sales: 48% Contribution Sales: 15% Contribution Sales: 11% Contribution Sales: 3% (1) Only includes revenue of one quarter ending 31/12/08 of Leggiuno. Does not include Hartmarx or SKNL UK revenues. (2) After Minority Interest US$ = INR 48.69 4

Presence in all branded Socio-Economic Segments Present across diverse categories and in different socio-economic segments PREMIUM Reid & Taylor MID-PRICE Belmonte ECONOMY S.Kumars LUXURY (To be launched) SUPER PREMIUM Stephens Brothers PREMIUM Reid & Taylor CASUAL PREMIUM KRUGER MID-PRICE Belmonte Economy World Player Not Catered to by SKNL Un-branded Not Catered to by SKNL Un-branded FABRIC LUXURY Benetton READY TO WEAR Premium Carmichael House ECONOMY New Brand (to be launched) Not Catered to by SKNL Un-branded HOME TEXTILES 5

Presence in all Product and Fibre Categories SKNL Product Segments SUPER PREMIUM PREMIUM MID PREMIUM ECONOMY LUXURY APPAREL & SUITINGS SUITING, APPAREL & HOME TEXTILES SUITINGS, APPAREL & HOME TEXTILES SUITINGS, APPAREL & HOME TEXTILES 25mn people 75mn people 160mn people 250mn people Un-branded 450mn people Only Textile Major in All Fiber and Product categories Market Position Home Textiles 16% Apparel 10% Natural Fibers Blended Fibers Man Made Fibers Wool Poly-Wool Polyester Cotton Poly-Viscose Viscose Linen Wool-Linen Nylon Market Leader in Uniforms with 30% market share # 2 in Worsted Suitings Largest Institutional Supplier of Textiles Worsted Suiting 23% Consumer Textiles 51% 6

Structure of Indian Menswear Market Louis Vuitton, Chanel, Gucci, Zegna, Dunhill Nautica, Lacoste, Manzoni, Gant, Espirit, Tommy, Stephens Brothers Luxury (5000+) Super Premium (3000-5000) 1,500 Cr. (YOY 36%) Louis Philippe, Wills Lifestyle, Van Heusen, Raymond, Zodiac, Reid & Taylor, Kruger Premium (1200-3000) 6800 Cr. (YOY 24%) Peter England, Koutons, Excalibre, John Player, Belmonte Mid Price (600-1200) 8800 Cr.. (YOY 25 %) Regional Brands Economy (250-600) 8100 Cr.. (YOY 11 %) Unbranded Lower Mass Market (Upto 500) 18100 Cr. (YOY 7 %) Note: Prices in INR. Price range refers to Shirts 7

1 SKNL Overview 2 4 Pillars Brands, Professional Management, Distribution & Manufacturing 3 Future Growth Building Scale & Creating Synergy Organically and Inorganically 4 Key Financials 9

SKNL Key Strengths Brands Extraordinary portfolio of domestic and foreign brands Brands at all price points capturing all segments of the organized market in India Foreign brands have deep legacy and brand recall capturing mid to upper end of the market Ability to leverage our several brands to across several geographies Management Professionally managed by industry leading management team Nitin S. Kasliwal MD & Vice Chairman Anil Channa Deputy MD Anees Fazalbhoy Director, Business Strategy Dara Avari Director, Corporate Affairs Micheal Morris President SKNL UK Doug Williams President, HMX Ashley Potter Director, SKNL International Jagadeesh Shetty President - Finance & CFO Distribution Deep distribution model penetrating all addressable markets for SKNL products Multi brand Outlets 60 Agents 400 Pan-India Wholesalers 30,000+ Pan-India Retailers Large Format Stores Institutional Sales Export Sales Exclusive Brand Outlets through Brandhouse Retails Company owned retail stores Franchised retail stores Indian Franchise Operations for International Brands Pan-USA wholesale distribution to all leading US department stores and men s speciality stores through Hartmarx Manufacturing State of the art manufacturing plants producing to the highest quality standards in the industry 1. Mysore, Karnataka, India 2. Dewas, Madhya Pradesh, India 3. Bangalore, Karnataka, India 4. Jhagadia, Gujarat, India 5. Leggiuno, Italy 6. Des Plaines, Illinois, USA 7. Rochester, New York, USA 8. Hamilton, Ontario, Canada 10

Well Entrenched Domestic Brands The only company in the world to operate 45 globally well established textile brands Diversified portfolio of well recognized brands Strength through celebrity endorsements Advertising campaign across India using different media in several languages Brand Products Achievements - Worsted fabrics - Ready-to-wear - Blended fabrics - Workwear - Ready-to-wear - School Uniform - Bed Linen & Bath Linen - Table & Kitchen Linen - Ready-to-wear for men and women One of the leading players in Luxury Suitings One of the leading player in uniforms Development of home textiles as strategic business unit A brand with British heritage for India - Bed Linen Targeting the premium range customers with great success 11

And Globally Well Established Brands Men s tailored clothing, furnishings and sportswear Men s tailored clothing, furnishings and sportswear Knitwear Career apparel and sportswear Denim and sportswear Sportswear and golfwear Men s tailored clothing and furnishings Men s denim and sportswear Denim and sportswear Men s tailored clothing sold exclusively at Kohl s 12

Strong Brand Visibility- within India Contemporary in design and customer friendly stores 13

Strong Brand Visibility - Internationally 14

Professional Management Board of Directors Nitin Kasliwal Vice Chairman & Managing Director CORPORATE FUNCTIONS Anil Channa Dy. Managing Director & COO STRATEGIC BUSINESS UNITS (SBUs) D.D. Avari Corp. Affairs Luxury Suitings Consumer Textiles High Value Fine Cotton Home Textiles Ready-to- Wear (TWS) Exports Business Leggiuno Hartmarx Men s Wear Business of a Global Brand International Business Integration Anees Fazalbhoy Business Strategy Arvind Gupta COO Rajan K. Garg COO Anupam Dikshit COO Dinesh Sharma CEO Vijay Bakshi President Paolo Ingegnoli CEO Doug Williams CEO Michael Morris President Ashesh Amin Director Col. S. K. Raje Group Admin & HRD J. S. Shetty President- Finance & CFO Janak Dave COO Reid & Taylor Predeep Mukim COO - Belmonte Johnny John COO Mass brand Nimesh Shah Company Secretary Each SBU is headed by a Segment Specialist 15

Multi-format pan-india Distribution Network Luxury Textiles Consumer Textiles HVFC Home Textiles Ready to Wear (TWS) Reid & Taylor Luxury Suitings Reid & Taylor Premium Natural Fibre Suitings S.Kumars Work Wear Belmonte Daily Wear Uniformity Uniform fabrics 100% Natural Fibre Shirtings Benetton Super Premium Carmichael House Premium New Brand (To be launched) Mid-Premium Stephens Brothers Super Premium Reid & Taylor Premium Kruger (to be launched) Casual Premium Belmonte Mid-Premium FY 2010 Sales Estimates Multi Brand Outlets Large Format Stores Institutional Sales Export Sales 56% 6% 15% 3% 20% Exclusive Brand Outlets(726 outlets) 60 + Agents 400 + Wholesale Dealers Company operated stores for SKNL / RTIL Brands 375 stores Company Operated Franchisee Model 30,000 + Retailers Master Franchisee for SKNL/ RTIL Brands 348 stores BRANDHOUSE RETAILS LTD. India Franchisee for International Brands 3 stores 16

State-of-the-art Manufacturing Facilities Sno Major Plants Location Products Manufactured 1. Reid & Taylor Worsted Suiting Unit Mysore, Karnataka Worsted Suiting, Premium P/V Blended Suiting 2. S.Kumars Suiting Unit Dewas,Madhya Pradesh Uniforms, Work Wear Fabrics, Polyester and Polyester-Viscose Blended Suitings 3. Home Textile Chamunda Standard Mills Dewas, Madhya Pradesh Polyester Blended Yarn, Grey Fabrics (PV, PC, 100% Cotton), Medium Value Cotton 4. Total Wardrobe Solutions Bengaluru, Karnataka Shirts, Trousers, Blazers, Suits and Other Accessories 5. Home Textiles (Under -Implementation) Jhagadia,Gujarat Home Textiles 6. HVFC Jhagadia,Gujarat High Value Fine Cotton 7. Leggiuno Milano, Italy High value Fine Cotton Shirting 8. Hartmarx Illinois, USA Tailored Products 9. Hartmarx New York, USA Tailored Products 10. Hartmarx Ontario, Canada Tailored Products 17

1 SKNL Overview 2 4 Pillars Brands, Professional Management, Distribution & Manufacturing 3 Future Growth Building Scale & Creating Synergy Organically and Inorganically 4 Key Financials 18

Growth Initiatives Building Scale & Creating Synergy Organically and Inorganically Segment Initiative Status Luxury Textiles Growth Initiatives Across Different Segments Weaving capacity expansion to cater to the domestic and international markets Completed Leggiuno Italy One of the top three Shirt Fabric manufacturers in the world. Produces dyed yarn, piece dyed and digitally printed linen fabrics for high end shirt brands Completed Hartmarx USA US Premier tailored clothing manufacturer Completed High Value Fine Cotton (HVFC) Home Textiles Luxury Textiles Consumer Textiles Ready-to-Wear (TWS) Setting up capacity to cater to the international as well as domestic markets Capacity expansion to cater to high demand in the post quota regime Weaving & Spinning capacity expansion along with balancing equipment to cater to the domestic and international markets Increased value addition by scaling up premium blended suitings and adding capacity for spinning, weaving and processing of premium blended fabrics Introducing new brands to increase market share in the segment Casual premium brand Mass brand Luxury brand Setting up a suits factory at Bangalore Setting up a stitching unit at Jhagadia Commissioned Under installation Under implementation Under implementation Under implementation HVFC spinning unit Setting up cotton spinning capacity backward integration to HVFC Under implementation 19

Acquired Leggiuno in October 2008 Business Overview One of the leading shirt fabric manufacturers in the world Produces dyed yarn SKNL gets access to leading, piece dyed and digitally printed linen fabrics for high end shirt brands Synergy International brands like - Prada, Hugo Boss, Faconnable, Hermes, Kenzo etc are some of the prestigious customers addressing the high end market Half of Leggiuno s fabric are processed at other plants in Italy. The new HVFC Plant at Jhagadia, Gujarat would cater to substantial requirements of Leggiuno Move up the value chain providing access to international brands leading to comparatively better sales price resulting in higher margins Strengths High Design Value - Enjoys reputation for its fabric designs for its relevance to the fashion trends Quality finished products - Fabric quality and finished products are comparable with the best of the shirting fabrics out of Italy High End Worldwide Customer Base - Leggiuno has an premium customer base across the world 20

High Value Fine Cotton Set to enter High Value Fine Cotton in the International as well as domestic markets Growth Strategy State-of-the-art manufacturing facility at Jhagadia partly commissioned Setting up a cotton spinning capacity backward integration with HVFC Front-end back-end synergy with Leggiuno Domestic target market Manufacturers making shirts for international brands Indian brands offering premium shirts to Indian customers International target market Global market for HVFC shirting Primarily European manufacturers Access customers outside India through Leggiuno, Reid & Taylor (Scotland) and International labels coming to India through SKNL Investment Plan Backward integration by adding cotton spinning capacity High Value Fine Cotton Shirting Fabric Product Profile 21

Acquired Hartmarx Assets in August 2009 Business Overview One of the leading US premium tailored clothing manufacturer Portfolio of 34 brands (23 owned and 11 licensed) Manufactures and wholesales some of the most highly recognized brands in the men s tailored clothing market including Hickey Freeman and Hart Schaffner Marx Supplier to the department and specialty stores in the U.S. including Dillards, Kohls, Macy s, Barneys Over 100 years of legacy with high brand loyalty and recall Higher price point men s clothing is produced at 3 company facilities in North America Key brands of Hartmarx 22

Hartmarx Future Strategy Growth Strategy Fabric Outsourcing and Gross Margin Improvement Back end-front end synergy allowing SKNL/RTIL to supply fabric and garments from India generating telescopic margins across the supply chain from India to the US Hartmarx is currently sourcing fabrics predominantly from Europe at high cost basis Potential to source Hartmarx branded products from Leggiuno/HVFC Will enable SKNL to develop relationships with major US wholesalers and retailers Operating Expense Reduction Right Sizing business to meet current requirements Headcount reductions in selling, distribution and administration Synergies derived from supply chain and logistics improvements Shut down of unprofitable brands and licenses Renegotiations and terminations of leases Overall cost curtailment measures across Hartmarx Wholesale & Retail Development in EU, China & India Develop a wholesale and retail channel in Europe,Asia Opportunity to leverage legacy brands and licenses and product extensions 23

Global Menswear License of DKNY Brand SKNL has signed an agreement with LVMH group for the award of the Global Menswear License for the DKNY brand License acquired at 0 value Business Overview The business potential is US$200 mn globally - SKNL s target would be to exceed this The Worldwide exclusive License entails Design, Manufacture and Distribution The License is exclusive except Japan The License also allows SKNL to open its own boutiques for retailing the brand The License will be vested in a UK based co. SKNL (UK) Ltd. for this purpose has already been established 24 24

1 SKNL Overview 2 4 Pillars Brands, Professional Management, Distribution & Manufacturing 3 Future Growth Building Scale & Creating Synergy Organically and Inorganically 4 Key Financials 25

Key Financials for 9 Months of Year Ended 30.12.2009 SKNL - Consolidated Particulars Nine months Ended Nine months Ended Change Rs in Crore For the year ended 31.12.2009 31.12.2008 YOY 31.03.2009 Net Sales 2,860.50 1,698.72 68.4% 2,260.36 Other Income 15.32 12.57 15.85 Total Income 2,875.82 1,711.29 68.0% 2,276.21 Total Expenditure 2,313.17 1,335.80 73.2% 1,788.13 Consumption of Raw Materials 1,726.97 1,083.37 59.4% 1,461.02 Other Expenditure 586.20 252.43 132.2% 327.11 PBIDTA 562.65 375.49 49.8% 488.08 PBIDTA Margin 19.6% 21.9% -10.8% 21.4% Depreciation 48.84 40.22 21.4% 44.21 Misc. Exp. Written Off 20.56 6.96 195.4% 13.71 PBIT 493.25 328.31 50.2% 430.16 Interest 178.39 89.41 99.5% 138.81 PBT 314.86 238.90 31.8% 291.35 Tax 103.08 78.88 30.7% 91.90 PAT (before extraordinary items) 211.78 160.02 32.3% 199.45 PAT Margin (Before Extraordinary Items) 7.4% 9.4% -21.2% 8.8% Extra-ordinary items - - 57.20 Tax on Extra-ordinary items - - 61.51 Net Extra-ordinary items - - (4.31) PAT 211.78 160.02 32.3% 195.14 PAT Margin 7.4% 9.4% 47.5% 8.6% Less: - Minority Interest 34.66 9.21 18.55 PAT After Minority Interest 177.12 150.81 17.4% 176.59 Paid-up Equity Share Capital 236.51 223.39 223.39 EPS (in Rs.) (not annualised) Basic 7.49 6.93 8.06 Diluted 7.23 6.18 7.23 26

Thank you.. 27