Anup Engineering Ltd. · NSE:ANUP

Anup Engineering — The Anup Engineering — Q2 & H1 FY27 Earnings Presentation

26 slides from Anup Engineering's earnings presentation, Nov 6, 2026

  1. Slide 1: Stock exchange intimation letter

    06th November, 2026 To, To, Department of Corporate Services Listing Department BSE Limited, National Stock Exchange of India Limited, P. J. Towers, Dalal Street, Exchange Plaza, 5th Floor Plot No. C/1, Mumbai - 400 001 G. Block Bandra - Kurla Complex, Bandra (E), Mumbai - 400 051 Security Code: 542

  2. Slide 2: Investor Presentation Q2 & H1 FY27

    The Anup Engineering Ltd. Investor Presentation Q2 & H1 FY27 6 th Nov 2026 | Ahmedabad

  3. Slide 3: Safe Harbor

    SAFE HARBOR Certain statements contained in this document may be statements of future expectations and other forward looking statements that are based on management‘s current view and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or ev

  4. Slide 4: The Lalbhai Group – At a Glance

    INVESTOR PRESENTATION H1 FY27 ABOUT THE GROUP THE LALBHAI GROUP – AT A GLANCE A USD 3 BILLION DIVERSIFIED ENTERPRISE WITH A STRONG PRESENCE ACROSS FOUR KEY GROWTH SECTORS OF THE INDIAN ECONOMY. Fashion and Retail Engineering Real Estate A Legacy of 100 years Powering Fashion in India Creating Tomorr

  5. Slide 5: Contents

    INVESTOR PRESENTATION H1 FY27 CONTENT CONTENTS 1. Operational Highlights 2. Financial Performance – Q2 and H1 FY27 3. Outlook for Full Year FY27 4. Annexures 4

  6. Slide 6: Operational Highlights

    OPERATIONAL 01 HIGHLIGHTS

  7. Slide 7: Highlights for Q2 & H1 FY27

    INVESTOR PRESENTATION H1 FY27 OPERATIONAL HIGHLIGHTS HIGHLIGHTS FOR Q2 & H1 FY27 • Consistent with our commentary during first quarter call, we delivered a strong sequential recovery, with revenue in Q2 growing 46% QoQ and improved EBITDA margins. • Revenue and EBITDA stood at ₹308 crore and ₹27 cro

  8. Slide 8: Financial Performance – Q2 and H1 FY27

    FINANCIAL PERFORMANCE – 02 Q2 AND H1 FY27

  9. Slide 9: Financial Indicators – Consolidated

    INVESTOR PRESENTATION H1 FY27 FINANCIAL PERFORMANCE – Q2 AND H1 FY27 FINANCIAL INDICATORS – CONSOLIDATED QoQ YoY H1 – YoY basis Q2 Q1 Q2 H1 H1 Particulars Change % Change % Change % FY27 FY27 FY26 FY27 FY26 Revenue from operation 182.4 125.2 45.7% 232.3 -21.5% 307.6 407.5 -24.5% EBIDTA 17.5 9.5 84.2

  10. Slide 10: Consolidated Industry Wise Revenue Share in H1 FY27

    INVESTOR PRESENTATION H1 FY27 FINANCIAL PERFORMANCE – Q2 AND H1 FY27 CONSOLIDATED INDUSTRY WISE REVENUE SHARE IN H1 FY27 % Shows share in Business 57% Oil & Gas 12% Power & Energy Petrochemicals 10% 11% Chemicals & Silos 9% Fertilizers 7% Hydrogen 9

  11. Slide 11: Consolidated Revenue Bifurcation H1 FY27

    INVESTOR PRESENTATION H1 FY27 FINANCIAL PERFORMANCE – Q2 AND H1 FY27 CONSOLIDATED REVENUE BIFURCATION H1 FY27 H1 FY27 H1 FY27 Product Market INR in Cr in % INR in Cr in % Heat Exchangers 157 51% Domestic 145 47% Vessels 113 37% Exports 149 49% Towers & Reactors 7 2% DE/SEZ 13 4% Tank & Silos 11 3% T

  12. Slide 12: Balance Sheet as at 30 September 2026

    INVESTOR PRESENTATION H1 FY27 FINANCIAL PERFORMANCE – Q2 AND H1 FY27 BALANCE SHEET AS AT 30 SEPTEMBER 2026 INR in Cr Particulars Sep-26 Mar-26 Net Worth 678 691 Long Term Borrowings 22 34 Short Term Borrowings 53 61 [net of Cash and Liquid Investment] Non Current Liabilities 23 17 Current Liabilitie

  13. Slide 13: Outlook for FY27

    OUTLOOK FOR 03 FY27

  14. Slide 14: Pending Orderbook as on 06th November

    INVESTOR PRESENTATION H1 FY27 OUTLOOK FOR FY27 PENDING ORDERBOOK AS ON 06TH NOVEMBER Product Category INR in Cr in % Market INR in Cr in % Heat Exchangers 553 59% Domestic 630 67% Vessels 258 27% Exports 311 33% Towers & Reactors 40 4% Total 941 100% Storage Tank & Silos 8 1% Centrifuge & Others 82

  15. Slide 15: Outlook for FY27

    INVESTOR PRESENTATION H1 FY27 OUTLOOK FOR FY27 OUTLOOK FOR FY27 • Healthy pending orderbook (including LOI) of ₹941 Cr as on date(of which ~₹390 Cr booked for FY28) • Orderbook between Domestic (67%) and Exports (33%), suggesting pick up in domestic demand. • Encouraging Order inquiry pipeline of ₹1

  16. Slide 16: Annexures

    04 ANNEXURES

  17. Slide 17: Years of Experience (Established in 1962)

    INVESTOR PRESENTATION H1 FY27 ANNEXURES 62 YEARS OF EXPERIENCE (ESTABLISHED IN 1962) Established in 1962 Anup Engineering is engaged in manufacturing an extensive product range, which includes: Heat Industrial A net debt free company Exchangers Centrifuges Listed company on Indian Stock Reactors & E

  18. Slide 18: Industries We Serve

    INVESTOR PRESENTATION H1 FY27 ANNEXURES INDUSTRIES WE SERVE 1 2 3 4 5 6 7 8 10 11 NUCLEAR CLEAN ENERGY STORAGE OIL & FERTILIZER SPECIALTY WATER / REFINERY LNG HYDROGEN PETROCHEMICALS GAS CHEMICALS WASTEWATER 17

  19. Slide 19: Our Manufacturing Locations

    INVESTOR PRESENTATION H1 FY27 ANNEXURES OUR MANUFACTURING LOCATIONS MANUFACTURING ENGINEERING PLANTS CENTRE GUJARAT GUJARAT • Ahmedabad • Vadodara • Kheda KANDLA TAMIL NADU PORT • Chennai (Mabel Engineering, a 100% AHMEDABAD MUNDRA KHEDA VADODARA subsidiary of TAEL) PORT PORTS NAVI MUMBAI NHAVA SHEV

  20. Slide 20: Manufacturing Plant: Ahmedabad

    INVESTOR PRESENTATION H1 FY27 ANNEXURES MANUFACTURING PLANT: AHMEDABAD HIGHLIGHTS • Total shop area: 45,000 m2 • Covered area (under the hook): 23,000 m2 • Under the hook height: up to 15 m • Maximum diameter: 5.5 m (Transportation Limitation) • Production length: up to 50 m • Weight capacity: up to

  21. Slide 21: Manufacturing Plant: Kheda

    INVESTOR PRESENTATION H1 FY27 ANNEXURES MANUFACTURING PLANT: KHEDA HIGHLIGHTS • Total shop area: 125,000 m2 • Covered area (under the hook): 10,000 m2 PHASE 1+ • Under the hook height: up to 17 m • Maximum diameter: 8.5 m (Transportation Limitation) • Production length: up to 100 m • Weight capacity

  22. Slide 22: Manufacturing Plant: Mabel

    INVESTOR PRESENTATION H1 FY27 ANNEXURES MANUFACTURING PLANT: MABEL HIGHLIGHTS • Total shop area: 20,000 m2 • Covered area (under the hook): 5,100 m2 • Under the hook height: up to 10 m • Maximum diameter: 5.0 m (Larger dimensions Site fab) • Weight capacity: up to 75 MT • U Stamp Certified • Manufac

  23. Slide 23: Licenses & Collaborations

    INVESTOR PRESENTATION H1 FY27 ANNEXURES LICENSES & COLLABORATIONS GERMANY POLYMARIZATION REACTORS (Licensee) ITALY: EM BAFFLE HEAT EXCHANGERS (Licensee) NETHERLANDS: HELIXCHANGERS (Licensee) 22

  24. Slide 24: Our Engineering Capabilities

    INVESTOR PRESENTATION H1 FY27 ANNEXURES OUR ENGINEERING CAPABILITIES At The Anup Engineering Limited, we CODES AND STANDARDS pride ourselves on our commitment to • ASME Sec I • CRN (Canada) excellence and adherence to global standards. As a leading engineering • ASME Sec VIII Div. I & II • ARH (Alge

  25. Slide 25: Our Designing Capabilities

    INVESTOR PRESENTATION H1 FY27 ANNEXURES OUR DESIGNING CAPABILITIES Our team of experts boasts specialized SOFTWARE skills in Thermal & Mechanical Design, • HTRI (Xist & X Vib; Version 8 SP3) Vibration Analysis, Finite Element Analysis (FEA), and 3D Modelling. This • ANSYS 18 & NozzlePRO diverse rang

  26. Slide 26: Thank You

    THANK YOU !! The Anup Engineering Limited Behind 66 KV Electric Sub station, Odhav Road, Ahmedabad – 382415, Gujarat India Investor Relations Team: Mr. Satya Prakash Mishra Head of Investor Relations Email: satyaprakash.mishra@arvind.in Mr. Himanshu Suthar Sr. Manager - Investor Relations Email: him

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