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Investor Presentaiton

Retail: Q2 2023/24 Supermarket business Q2 Earnings Update: John Keells Group Key performance 2022/23 2023/24 (Rs. mn) indicators (%) Q2 Q3 Q4 Q1 Q2 Q2 2023/24 Q2 2022/23 Same store sales EBITDA 1,983 1,963 73.7 40.6 30.1 22.8 10.4 growth Same store footfall 76.9 11.1 0.1 14.8 10.6 growth Average basket (1.8) 26.5 30.0 7.0 (0.2) value growth EBITDA 1,671 1,987 1,986 1,740 1,750 (Rs. Million) EBITDA margin 6.9 7.7 7.9 6.3 6.4 The Supermarket business recorded a strong performance in revenue during the quarter, with same store sales recording an encouraging growth of 10%, driven by customer footfall growth of 11%. The increase in revenue coupled with the benefits accruing from various productivity and cost efficiency initiatives and supplier negotiations drove the improvement in EBITDA. The Office Automation business recorded an increase in mobile phone sales volumes. One outlet opened during the quarter, increasing the total outlet footprint as at 30 September 2023 to 132 outlets. 16
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