Remsons Industries Limited · NSE:REMSONSIND
Remsons Industries — Q2 FY27 Earnings Presentation
48 slides from Remsons Industries's earnings presentation, Nov 7, 2026
Slide 1: Stock exchange cover letter for investor presentation
7th November, 2026 To, To, The Manager The Manager – Listing Department of Corporate Services National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, ‘G’ Block, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Mumbai - 400 001 Bandra (East), Mumbai – 400 051 Scr
Slide 2: Earnings Q2FY27 & H1FY27 Results
I N D U S T R I E S L I M I T E D E A R N I N G S Q2FY27 & H1FY27 Results. Six decades. One mission. Engineering the future of mobility.
Slide 3: Earnings Presentation Q2FY27 & H1FY27
Earnings Presentation Q2FY27 & H1FY27
Slide 4: Table of Contents
O V E R V I E W Table of Contents 01 Business Overview & Financials Five decades of excellence, key highlights and financial performance 02 Product Portfolio & Strategy Segments, products, partnerships and the strategic roadmap to FY29 03 Annexure Management profile, certifications and recognitions
Slide 5: Safe Harbor Statement
D I S C L A I M E R Safe Harbor Statement This presentation and the accompanying slides (the "Presentation"), which have been prepared by Remsons Industries Ltd (the "Company") are for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any
Slide 6: Remembering the visionary behind Remsons 2.0
Remembering the visionary behind Remsons 2.0 MR RAHUL KEJRIWAL R E M S O N S I N D U S T R I E S L I M I T E D · E A R N I N G S · Q 2 & 1 H F Y 2 7
Slide 7: The Remsons Story
S E C T I O N · 0 1 The Remsons Story. From a cable workshop in 1959 to a global mobility partner. 60+ 20+ 8 Y E A R S C O U N T R I E S P L A N T S B u s i n e s s O v e r v i e w & F i n a n c i a l s
Slide 8: Five Decades of Excellence
A T A G L A N C E Five Decades of Excellence E V R E A D Y G L O B A L E X P O R T S H E R I T A G E D I S T R I B U T I O N D I V E R S I F I C A T I O N EV 20+ 60+ Yrs 250+ 4 Of experience in the automotive All-new products · EV & fuel agnostic Countries served worldwide Dealers across India Senso
Slide 9: Key Highlights of H1FY27
R E S U L T S U M M A R Y Key Highlights of H1FY27 Preferred supplier of high-precision components to two, three and four-wheeler vehicles, commercial vehicles and off-highway vehicles. REVENUE NET DEBT / EQUI T Y EBI T DA EBI T DA MARGI N NET PAT NET PAT MARGI N Rs 2,552 Mn 0.44 x Rs 227 Mn 9% Rs 7
Slide 10: Management Commentary
F R O M T H E C H A I R M A N ' S D E S K Management Commentary “For H1FY27 our Revenue grew 19% yoy to ₹2,552 million. EBITDA stood at ₹227 million, with margins at 9%, while Net PAT came in at ₹76 million. The half year reflects continued momentum in our core business and sustained demand across o
Slide 11: From Cable Manufacturer to Mobility Solutions Partner
T R A N S F O R M A T I O N From Cable Manufacturer to Mobility Solutions Partner S N A P S H O T · 2 0 1 9 S N A P S H O T · 2 0 2 6 O U R J O U R N E Y → E B I T D A M A R G I N E B I T D A M A R G I N 6% 11% P R O D U C T P O R T F O L I O P R O D U C T P O R T F O L I O Mechanical only Mechanica
Slide 12: Established Base · High Growth Trajectory
G R O W T H T R A J E C T O R Y Established Base · High Growth Trajectory 3X jump in revenue projected over the next three years. H I S T O R I C A L L Y 9,500 Established a strong cable business Built a loyal customer base with OEMs Diversified organic portfolio across vehicle categories Survived m
Slide 13: Global & Diversified Business Model
B U S I N E S S M O D E L Global & Diversified Business Model R E V E N U E B Y G E O G R A P H Y R E V E N U E B Y S E G M E N T R E V E N U E B Y D E L I V E R Y 7% 2% 6% 31% 34% 19% Q2FY27 Q2FY27 Q2FY27 69% 38% 94% India Rest of World 2/3 Wheeler Passenger Car Commercial Vehicles Farm Others OEM
Slide 14: Largely EV-Agnostic Product Portfolio
P R O D U C T P L A T F O R M Largely EV-Agnostic Product Portfolio One integrated platform. Three engineering disciplines. From precision cables and pedal boxes to embedded sensors and high-performance lighting — engineered, validated and delivered under one roof. 01 02 03 C A B L E · P E D A L · L
Slide 15: Segments We Serve
M A R K E T R E A C H Segments We Serve At the heart of every mobility segment. 2W 3W PC CV Two-Wheeler Three-Wheeler Passenger Car Commercial Vehicle OR RW AG DE Off-Roader Railway Agriculture Defense R E M S O N S I N D U S T R I E S L I M I T E D · E A R N I N G S · Q 2 & 1 H F Y 2 7 14
Slide 16: Strong Balance Sheet to Support Future Growth
F I N A N C I A L S T R E N G T H Strong Balance Sheet to Support Future Growth R O C E & R O E ( % ) N E T D E B T T O E Q U I T Y ( x ) D I V I D E N D S P A I D ( I N R ) 1.50 1.50 2.10 1.91 24 23 22 21 1.00 1.00 20 1.46 17 17 17 16 16 16 1.19 15 1.11 14 13 12 0.63 0.59 7 0.30 0.30 0.30 0.11 FY19
Slide 17: Maintaining Resilience · Strong Position Amid Headwinds
I N D U S T R Y C O N T E X T Maintaining Resilience · Strong Position Amid Headwinds The automotive industry continues to face several challenges in the recent years… 01 02 03 Geopolitical Issues High Inflation EV Transition Russia–Ukraine, Middle East tensions Margin pressure across the value chai
Slide 18: Remsons' Approach to Staying Resilient
S T R A T E G I C R E S P O N S E Remsons' Approach to Staying Resilient G E O G R A P H I C A L R E V E N U E S T R U C T U R E · I N R M n 01 Expansion into new technology products 1795 1325 308 318 02 Presence across all sectors of the auto industry 1002 270 876 210 248 2557 2810 2441 2892 03 For
Slide 19: Our Rapid Growth Milestone
M U L T I - Y E A R P E R F O R M A N C E Our Rapid Growth Milestone N E T R E V E N U E · R s M n E B I T D A · R s M n 4,687 CAGR 17% CAGR 27% 495 3,766 3,128 3,123 374 2,865 2,552 312 260 227 202 FY22 FY23 FY24 FY25 FY26 H1FY27 FY22 FY23 FY24 FY25 FY26 H1FY27 N E T P A T · R s M n N E T W O R T H
Slide 20: Consolidated H1FY27 Financial Performance
Q U A R T E R L Y & F U L L Y E A R · C O N S O L I D A T E D Consolidated H1FY27 Financial Performance Particulars · Rs Mn 2QFY27 2QFY26 YoY% 1QFY27 QoQ% H1FY27 H1FY26 YoY% Revenue from Operations 1,355 1,156 17% 1,197 13% 2,552 2,152 19% EBITDA 122 133 (8%) 104 17% 227 239 (5%) EBITDA Margin % 9%
Slide 21: Standalone H1FY27 Financial Performance
Q U A R T E R L Y & F U L L Y E A R · S T A N D A L O N E Standalone H1FY27 Financial Performance Particulars · Rs Mn 2QFY27 2QFY26 YoY% 1QFY27 QoQ% H1FY27 H1FY26 YoY% Revenue from Operations 1,056 819 29% 875 21% 1,931 1,481 30% EBITDA 101 70 43% 75 34% 176 122 44% EBITDA Margin % 10% 9% 95 bps 9%
Slide 22: Consolidated Historical Income Statement
M U L T I - Y E A R · C O N S O L I D A T E D Consolidated Historical Income Statement FYE March · Rs Mn FY21 FY22 FY23 FY24 FY25 FY26 H1FY27 Revenue from Operations 2,262 2,865 3,128 3,123 3,766 4,687 2,552 EBITDA 102 202 260 310 374 495 227 EBITDA Margin 4% 7% 8% 10% 10% 11% 9% Depreciation 44 79
Slide 23: Consolidated Balance Sheet
M U L T I - Y E A R · C O N S O L I D A T E D Consolidated Balance Sheet FYE March · Rs Mn FY23 FY24 FY25 FY26 H1FY27 FYE March · Rs Mn FY23 FY24 FY25 FY26 H1FY27 Assets Equity & Liabilities Shareholders' Funds Non-Current Assets Share Capital 57 70 70 70 70 Fixed Assets 407 424 679 852 843 Reserves
Slide 24: Product Portfolio & Strategy
S E C T I O N · 0 2 Product Portfolio & Strategy. Segments · Products · Partnerships · Roadmap to FY30.
Slide 25: Strong Global Footprint
O P E R A T I O N A L F O O T P R I N T Strong Global Footprint S T R A T E G I C A L L Y L O C A T E D M A N U F A C T U R I N G C A P A B I L I T I E S Gurugram, Haryana Pune, Chakan Shirwal Pardi, Gujarat Expanding presence in future-ready, sustainable transportation solutions. R E M S O N S I N
Slide 26: Expanding Manufacturing Footprint · Magal Cables
I N O R G A N I C G R O W T H · U K Expanding Manufacturing Footprint · Magal Cables A C Q U I S I T I O N · 2 0 2 0 Magal Cables, UK Acquired Magal Cables Ltd to extend our existing client base. Unit specialises in production of control cables, pedal boxes, winches, jacks and gear shifters. Magal C
Slide 27: Remsons Scales New Heights
R E C O R D - B R E A K I N G D E A L Remsons Scales New Heights. S T E L L A N T I S N . V . · N O R T H A M E R I C A O R D E R S I Z E D U R A T I O N Rs 300 Cr+ 7 years G E O G R A P H Y P R O D U C T North America Auto Control Cables Supply of Auto Control Cables for Stellantis Smart Cars, Jeep
Slide 28: Acquisition of BEE Lighting
I N O R G A N I C G R O W T H · U K L I G H T I N G Acquisition of BEE Lighting S P E C I A L I S E D L I G H T I N G F O R P E R M I U M A N D P E R F O R M A N C E O E M ’ S Lighting Solutions CAPABILITIES BEE LIGHTING · UK · ACQUIRED 2024 (51%) A specialist UK design and manufacturing house for p
Slide 29: Shift in Industry Trends
M A R K E T D Y N A M I C S Shift in Industry Trends 01 02 03 04 05 Premiumisation & Young India & Electrification Government Policies Green Mobility Feature-Laden Rising HNIs R E M S O N S I N D U S T R I E S L I M I T E D · E A R N I N G S · Q 2 & 1 H F Y 2 7 28
Slide 30: We Are Observing · Enhancing Our Product Portfolio
G R O U P S T R U C T U R E We Are Observing · Enhancing Our Product Portfolio REMSONS INDUSTRIES LTD Remsons Holding UK Remsons India Remsons Automotive - UK Remsons India Cables, winches, pedal systems, jacks Cables, push-pull cables, gear shifters, winches, pedals, CBS BEE Lighting - UK Remsons E
Slide 31: Acquisition of Uni Automation Sensors & Embedded Technologies
B A C K W A R D I N T E G R A T I O N · S E N S O R S Acquisition of Uni Automation Sensors & Embedded Technologies M A J O R I T Y A C Q U I S I T I O N · 2 0 2 4 Uni Automation Majority shareholding in Uni Automation, a Sensor manufacturing company established since 1985. In-house design, manufact
Slide 32: Cables
F L A G S H I P P R O D U C T · C A B L E S Cables Our diverse cable portfolio offers an eco-friendly alternative for elevated passenger travel. Harnessing innovative technology, these cables pave the way for sustainable and efficient means of commuting above ground. Parking Brake Cable · Clutch Cab
Slide 33: Push Pull Cables
P R O D U C T · C O N T R O L S Y S T E M S Push Pull Cables In-house validation ensures the excellence of our push-pull cables. We specialise in crafting these cables, offering swift solutions with quick-fix end fittings. Integrated Design & Manufacture capability spanning Conduit Dia 3 MM to Dia 1
Slide 34: Brake Mechanism
P R O D U C T · S A F E T Y S Y S T E M S Brake Mechanism Comprehensive range of brake-system actuation covering all vehicle classes — designed for reliability, safety and stopping precision. Parking Brake Mechanism · Designed to meet customer's mechanical needs and ensure good braking performance a
Slide 35: Gear Shift Systems
P R O D U C T · D R I V E L I N E Gear Shift Systems We offer comprehensive shifter systems, encompassing style elements (bezel, boot, knobs) to gearbox components (levers, cables and brackets), tailored to customer specifications and inputs. Complete assembly with cables. From the style bezel, boot
Slide 36: Winches
P R O D U C T · E N G I N E E R I N G Winches Develop and supply innovative winches that help to solve the problem of lifting the under-floor spare wheel. It requires minimal effort to stow or lift heavy wheels with these winches. One of the first companies to solve the problem of under-floor spare
Slide 37: Jack Kit
P R O D U C T · T O O L K I T S Jack Kit A comprehensive product available in traditional steel and aluminium with lightweight plastic components, designed for non-automotive applications and beyond. Lifting components for many non-automotive applications. Wide-ranging product management equipment i
Slide 38: Pedal Box Assembly
P R O D U C T · C A B I N C O N T R O L S Pedal Box Assembly We design, develop and supply Accelerator, Brake and Clutch pedals, either as individual components or as combined assemblies. This product proves to be very efficient and easy to use. Capability to design, develop & supply Accelerator, Br
Slide 39: Leading Partnerships Fueling Our Growth
T R U S T E D B Y T H E W O R L D ' S B E S T Leading Partnerships Fueling Our Growth Trusted by the world's leading mobility brands. Tier-I supplier across five vehicle segments — from mass-market passenger cars to hyper-cars, commercial fleets, two & three-wheelers, agriculture and locomotive. 30+
Slide 40: Way Forward · Path to FY29
S T R A T E G I C R O A D M A P Way Forward · Path to FY29 With a robust action plan, a diversified portfolio and strategic partnerships, Remsons is confident in accelerating its growth and reaching new heights of success. P L A N N E D C A P E X R E V E N U E T A R G E T · B Y F Y 2 0 3 0 Rs 100 Cr
Slide 41: Annexure
S E C T I O N · 0 3 Annexure. Management profile · Certifications · Recognitions · Sustainability.
Slide 42: Our Milestone
O U R J O U R N E Y Our Milestone 1959-73 2001-20 2021-23 2024-25 1959 2001 2022 2024 Remsons Ltd was formed as a trading company. Indigenous manufacturing of gear-shift with cables New state-of-the-art facility started at Chakan, Pune. Acquired Uni-Automation (Sensors, Pune) and BEE started in Indi
Slide 43: Management Profile
L E A D E R S H I P Management Profile Krishna Kejriwal Shivani Kejriwal Rahul Prabhakar Desai Chairman & MD Additional Whole-time Director CEO Science Graduate from University of Bangalore with ~43 years of Engineering graduate from Pune University with a management ~30 years in automotive manufact
Slide 44: Remsons Quality Certifications
Q U A L I T Y & C O M P L I A N C E Remsons Quality Certifications Globally accredited quality, environmental and information-security standards. C E R T I F I E D C E R T I F I E D C E R T I F I E D C E R T I F I E D C E R T I F I E D IATF 16949 ISO 9001 ISO 14001 TISAX EcoVadis Automotive quality
Slide 45: Recognitions and Honors · Celebrating Our Wins
A W A R D S & A C H I E V E M E N T S Recognitions and Honors · Celebrating Our Wins 2020 2022 2023 2024 2025 QUALITY AWARDS GREAT PLACE TO FORD ASHOK LEYLAND ACMA INDIA WORK World Excellence Award Gold Quality Award · 1st Place in HR Competition Quality Forum India - GOLD Award Certified · Among In
Slide 46: Sustainability
O U R C O M M I T M E N T Sustainability Building a cleaner, fairer and more inclusive future for the next generation. Corporate Social Gold Rating of Sustainability UN Global Compact 500 kVA Solar · On-Site Responsibility EcoVadis Gold-rated. Recognised in the top Member of the UN Global Compact. W
Slide 47: Great Place to Work · Top 25
P E O P L E & C U L T U R E Great Place to Work · Certified R A N K I N G Top 25 India's Best Workplaces in Manufacturing · Building a Culture of Innovation by All 01 02 03 Best Workplaces Culture of Great Place in Manufacturing Innovation by All to Work Certified R E M S O N S I N D U S T R I E S L
Slide 48: Thank you.
Thank you. Questions · Discussion · Engagement F O R F U R T H E R I N F O R M A T I O N , P L E A S E C O N T A C T Saloni Ajmera Selina Sheikh Aaryan Gussain +91 99305 77801 +91 84338 18768 +91 91675 92905 saloni@goindiaadvisors.com selina@goindiaadvisors.com aaryan@goindiaadvisors.com I N D U S T