Brillia (BRIA) investor relations material

Integrated model and market

• Singapore-based, asset-light lingerie solutions provider with 200+ associates, serving 30+ international brands across high- and fast-fashion; services span R&D, sourcing, design, fitting, production and logistics.

• FY2026 revenue was ~$49 million; operations combine Indonesian subsidiaries with a network of sewing partners.

• Intimate apparel market cited at $97 billion in 2005, with expected 5.7% growth through 2035; sourcing priorities are shifting toward resilience, agility, speed, compliance and traceability.

• Indonesia offers established lingerie manufacturing, a growing localized supplier base and labor pool; cited U.S. Section 301 tariff is 10%, versus 12.5% for Vietnam, Thailand and China.

• Indonesia-EU CEPA was targeted to take effect from 2027, with most apparel duties to Europe expected to be removed.

Growth priorities and products

• Priorities include deepening brand partnerships, expanding in ASEAN, growing DIANA and Neubodi direct-to-consumer reach across ASEAN and Europe, and investing in digital and B2B infrastructure.

• Lingerie remains core; shapewear, swimwear, sleepwear and athleisure add growth opportunities with minimal investment.

• Existing-customer volume is recovering through new styles and cost-saving initiatives; new customers are diversifying sourcing, with Indonesian manufacturing a selling point.

• Branding is targeted to reach 10% of overall portfolio in three years, while B2B remains a focus.

• Management expects a better year beginning in FY2027, citing multiple initiatives and projects in the pipeline.

Brand and channel expansion

• An exclusive five-year Jockey license covers sourcing, design, manufacturing and sales in Indonesia; the strategy starts with premium products and later adds essential products for the mass market.

• Jockey e-commerce is intended to build awareness; own retail stores may follow in 2027, with wholesalers and third-party distribution planned for broader reach, including eastern Indonesia.

• DIANA targets younger consumers with active lifestyles and fashion-led products; it also serves as a showcase for brand-building capabilities.

• Neubodi, acquired in August 2026, has 11 Malaysian stores and strong e-commerce; sourcing expertise may support margins, while its retail channels can enable cross-selling and expansion across Asia.