Brillia (BRIA) Investor presentation summary

Business overview

• Provides integrated design, sourcing, and manufacturing solutions for over 30 global lingerie brands, operating with an asset-light model and a comprehensive supply chain approach.

• Generates 100% of revenue from exports, with 82% from North America, 10% from Europe, and 7% from Asia Pacific.

• Offers a broad product portfolio, including brassieres (76% of FY2026 revenue), panties, bodysuits, menswear, swimwear, sleepwear, and uniforms.

• Maintains strong, long-term relationships with major international brands and emphasizes ethical, compliant manufacturing.

Strategic priorities and growth initiatives

• Focuses on deepening brand partnerships, expanding in the ASEAN lingerie market, and scaling the DIANA direct-to-consumer brand.

• Pursues manufacturing capacity expansion, supplier localization for EU duty advantages, and digital/B2B platform investments.

• Engages in brand licensing (e.g., Jockey® Indonesia), brand acquisitions, and digital retail expansion to drive growth.

• Collaborates with Ai Sakura to enter the Japanese athleisure market, leveraging design and supply chain strengths.

Market opportunity and trends

• Operates in a global lingerie market valued at $88.32B, expected to grow at a 5.7% CAGR through 2030.

• Southeast Asia's lingerie market is projected to reach $5.2B by 2030, with growth driven by e-commerce, inclusivity, and body positivity trends.

• Increasing focus on sustainability and ethical practices provides a competitive edge.