Bhagyanagar India Limited · NSE:BHAGYANGR

Bhagyanagar India — Q1 FY27 Earnings Presentation

22 slides from Bhagyanagar India's earnings presentation, Jul 27, 2026

  1. Slide 1: Exchange cover letter for investor presentation

    BHAGYANAGAR INDIA LIMITED .0 1SO-9001-2008 Certified Company Registered Office : Plot No. 9/13/1 & P-9/14, I.D.A. Nacharam, Hyderabad -500 076. Telangana, India. Tel. : +91 40 27152861, 27151278 Fax : +91 40 27172140, 27818868 Email : bil@surana.com Website : www.bhagyanagarindia.com CIN No. : L2720

  2. Slide 2: Investor Presentation Q1FY27

    P BHAGYANAGAR INDIA LIMITED Value Added Copper Solutions Provider Investor Presentation Q1FY27

  3. Slide 3: Bhagyanagar India Limited - Company Overview

    Bhagyanagar India Limited Value Added Copper Solutions Provider -l e Operational Parameters ™ Company Overview &y &y &y &y &y ¥ 500+Y ¥ 2 % Yss, °°°+“' Y 30+ Y Y 50+ Y Y, v Y v Y, MTPA Y v Y v Established in 1985 by % & % & ) & <% g <% g Late Shri G.M. Surana Number of ISO-certified Operational Coun

  4. Slide 4: Journey of Growth, Integration & Future Readiness

    Journey of Growth, Integration & Future Readiness S 30K MTPA: Operational Transformers: capacity reached Transformer windings Pipes + Solar: production 2026 10K MTPA: : CC ena e Rl 2020 Dat centre t Rod technology Auto components N p:‘oZucts: Silver- from Finland Sl 2007 plated bus bars 2023 ; 1988

  5. Slide 5: Business Structure — Before & After the Scheme

    Business Structure — Before & After the Scheme ® BEFORE STRUCTURING TRANSACTION OVERVIEW AFTER STRUCTURING Bhagyanagar India Ltd Shareholders of (Listed on NSE & BSE) PART 1 erstwhile BIL Amalgamation: BCPL merges into BIL; dissolved without winding up BCPL Tieramet Ltd BIL (Listed) Tieramet Ltd Cop

  6. Slide 6: Composite Scheme of Arrangement - Significant Highlights

    Composite Scheme of Arrangement - Significant Highlights S ==] STRUCTURE OF THE SCHEME KEY DATES & CONDITIONS Three linked steps, one composite (non-severable) scheme under Sections Appointed Date: 01 April 2025 230-232 read with Section 66, Companies Act 2013: Board Approval: 20.09.2025 NCLT order

  7. Slide 7: Preferential Issue of Rs. 52.25 Crores (Non-Promoters)

    Preferential Issue of Rs. 52.25 Crores (Non-Promoters) S « In-Principle Approval: In Process from Stock Issue Summary ( Exchanges (NSE & BSE) Use of Proceeds Particulars Details o Board Approval Date: 30 June 2026 Total Shares to be 15,01,434 equity shares of T2 Rs. In Crores ¢ Route: Preferential A

  8. Slide 8: Industry Overview

    Industry Overview ® Global Non-Ferrous Recycling Market Supportive Provisions on Metal Recycling @ National Critical Mineral Mission (2025) Recycling copper is an energy Global Copper Recycling Market Size (2024) efficient process - saves up to ~ Extended Producer Responsibility (EPR) 85% of the ene

  9. Slide 9: Industry Overview - Copper Recycling Market India

    Industry Overview ® Copper Recycling Market - India INDIA’S COPPER DEMAND SHARE OF SECONDARY SECONDARY COPPER DEMAND (KILO TONNES) COPPER INDUSTRY (KILO TONNES) In % CAGR @ Primary Copper CAGR (FY25-FY30P): (FY25-FY30P): 5% @ Secondary Copper ~11-12% CAGR i ..................... (FY21-FY25): | 2,398

  10. Slide 10: Competitive Strengths

    Competitive Strengths Bhagyanagar India at a Glance Diversified copper products portfolio with increasing focus on high-margin value- Global sourcing platform enabling the added products, driving margin expansion company to serve a broad customer base and differentiation Consistent financial perform

  11. Slide 11: Building a Balanced and Resilient Business Portfolio

    Building a Balanced and Resilient Business Portfolio N Value Added Product [[ — g The shift is deliberate: value- Copper Bus Bars & Copper Tapes Paper Insulated Copper Copper Nuggets Copper Foils & Sheets Flats Dimensional precision and Conductors Contamination renders the product Thickness uniformi

  12. Slide 12: Serving Diverse Industries Across Global Markets

    Serving Diverse Industries Across Global Markets P POWER TRANSMISSION AUTOMOTIVE ELECTRICAL REFRIGERATION INFRASTRUCTURE Australia . ¥ » Evolving product mix reflects a v 4 SOLAR deliberate focus on higher-growth and ) L Sourcing Presence across future-oriented applications. ) 30+ Countries with 50+

  13. Slide 13: Profit & Loss - Consolidated

    Profit & Loss - Consolidated Rs. In lakhs Particulars Q1FY27 Q4FY26 QoQ% Q1FY26 YoY% FY26 Revenue from Operation 70507.54 73,453.06 -4.01% 48,560.29 45.20% 237,782.83 Other Income 79.01 53.65 47.26% 297.61 -73.45% 471.51 EBITDA (Excluding Other Income) 3829.20 3,615.32 5.92% 1,619.17 136.49% 10,613.

  14. Slide 14: Quarterly Performance Trend

    Quarterly Performance Trend REVENUE FROM OPERATIONS EBITDA & EBITDA MARGIN PAT & PAT MARGIN A A A A -4.01% 45.20% 5. 92A 13649% 9.52% 167.38% QoQ YoY QoQ YoY QoQ YoY 2.87 5.43 73,453.06 3,829.19 70,507.53 3.3 2,024.52 1.56 1,848.6 48,560.29 1,619.17 75717 Q1IFY26 Q4FY26 QIFY27 Q1FY26 Q4FY26 QIFY27 Q

  15. Slide 15: Strengthening Revenue Quality Through Diversification

    Strengthening Revenue Quality Through Diversification S Segment-Wise Revenue Geographical Revenue Split OFv7 g gQs@ Other Biflzroducts Other Bifl/pflroducts Export Q1FY 27 Q1FY26 E):fi;:rt Motor & Transformers 18% Motor & Transformers 12% 1% Auto & Switchgear = Commodity Auto & Switchgear o Commodity 16

  16. Slide 16: Preferred Supplier to Leading Companies (500+ Customers)

    Preferred Supplier to Leading Companies (500+ Customers) S N @ LARSEN & TOUBRO D Racold |4 B I \/))\ AMARA RAJA m Your comfort your way s PETE - Hammond Transformative Synergy J A ( ({j’ ReGen c; \/\/_j\ STERLING & wusonéé@ POWERTECH V‘GUARD MMcron OoBO TMC AT&:HA BETTERMANN J “ Long-standing relati

  17. Slide 17: Manufacturing Infrastructure & Operational Excellence

    Manufacturing Infrastructure & Operational Excellence $ INFRASTRUCTURE DETAILS - 70% 2 Outokumpu Upcast Conform Continuous Capacity Utilisation ISO-certified (Finland Technology) - Extrusion Process - manufacturing units one of the first in India high-precision profiles 60-acre & INR 40 Cr @, § Heat

  18. Slide 18: Quality Standards & Certifications

    Quality Standards & Certifications 2 NVT QUALITY CERTIFICATION INTERNATIONAL Q NVT QUALITY CERTIFICATION INTERNATIONAL fi e A i i s, s 1 s e e CERTIFICATE CERTIFICATE BUREAL OF IDIAK STAMDARDS Certficate Namber: 177025 - 1 Certificate Number : 177025 M 6 Conmnr A Ve oo e it hree “This s o certiy that

  19. Slide 19: Strong Leadership Team with Deep Execution Experience

    Strong Leadership Team with Deep Execution Experience ® Shri Advait Surana Shri Surendra Bhutoria Shri Devendra Surana Business Development Group Chief Financial Managing Director w | Manager Officer 30+ years across metals, telecom, and ¢ Industrial Engineer, PG-ISB Hyderabad e 27 years of experien

  20. Slide 20: Our Strategies

    Our Strategies S Strategy for Sustainable Growth - Roadmap Capacity Expansion Digital Transformation Phased investments over 3-5 End-to-end digitisation of years for value-added products production, QC and supply chain Product Mix Transformation Sustainability & Circularity Higher share of value-add

  21. Slide 21: Disclaimer

    Disclaimer This presentation and the accompanying slides (the "Presentation"), which have been prepared by Bhagyanagar India Ltd (the "Company”), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities and shall not fo

  22. Slide 22: Thank You

    THANK YOU @ BHAGYANAGAR INDIA LIMITED & bhagyanagarindia.com N 8 Abhishek Bhutra | Himanshu Jain +9140271 52861 +9180006 85556 | +9189051 81853 W4 investorservices_bil@surana.com W4 ir@finportalin.com ®

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