Apar Industries Limited · NSE:APARINDS
Apar Industries — Investor Presentation (July 2026)
26 slides from Apar Industries's investor presentation, Jul 27, 2026
Slide 1: Intimation of Corporate Presentation to Stock Exchanges
SEC/2707/2026 By E-Filing July 27, 2026 National Stock Exchange of India Limited BSE Limited “Exchange Plaza”, Corporate Relations Department, C-1, Block G, Phiroze Jeejeebhoy Towers, Bandra- Kurla Complex, Dalal Street, Bandra (E), Fort, Mumbai – 400 051. Mumbai - 400 001. Scrip Symbol : APARINDS S
Slide 2: APAR Industries Limited Corporate Presentation July 2026
APAR INDUSTRIES LIMITED Corporate Presentation July 2026
Slide 3: Disclaimer
DISCLAIMER IMPORTANT: You must read the following before continuing. The following applies to this document, the oral presentation of the information in this document by APAR Industries Limited (the “Company”) or any person on behalf of the Company, and any question-and-answer session that follows t
Slide 4: Company Overview
COMPANY OVERVIEW 3 Corporate Presentation – July 2026
Slide 5: APAR Industries Ltd: Tomorrow's Solutions Today
APAR INDUSTRIES LTD: TOMORROW’S SOLUTIONS TODAY #1 India’s largest player in terms of sales of conductors in FY26 Carrying Electricity Engineered Performance Supporting the building Increasing ampacity, reducing #1 blocks for energy losses and improving safety India’s largest private sector infrastr
Slide 6: APAR: A Scaled Platform Built for Structural Growth
APAR: A SCALED PLATFORM BUILT FOR STRUCTURAL GROWTH APAR Industries Limited is ~$ 2.4 bn1 manufacturing company that holds leadership FINANCIAL HIGHLIGHTS positions across key business segments FY 24 FY 26 PILLARS OF STRENGTH Revenue 16,152.98 Rs crores 22,902.12 68 11 ~2,200 Export Rs crores 7,301.
Slide 7: APAR's State-of-the-Art Facilities
APAR’S STATE-OF-THE-ART FACILITIES Al Hamriyah Sharjah, UAE Gujarat Transformer & Power / Telecom Cable Specialty Oils • Khatalwada (PSF) • Umbergaon • Al Hamriyah, Sharjah Dadra and Nagar Haveli and Daman and Diu 6 Countries with Corporate presence Conductors (India, UAE, Saudi • Athola Unit-III Ar
Slide 8: Conductors: One of the Largest Players in India
1 CONDUCTORS ONE OF THE LARGEST PLAYER IN INDIA Key Highlights: FY26 revenue of INR 12,711.95 crore 3 • One of the leading Global aluminum and alloy conductor manufacturer as of FY 26 Conventional HTLS Railway • Technology tie-ups with a US based company for ACCC2 conductors Conductors Conductors Co
Slide 9: Transformer and Specialty Oils – India's Largest Private Sector Manufacturer
TRANSFORMER AND SPECIALTY OILS – INDIA’S LARGEST PRIVATE SECTOR MANUFACTURER 1 Key Highlights: FY26 revenue of INR 5,373.07 crore 2 • India's largest private sector manufacturer of specialty oils in terms of Transformer Oil White Oils manufacturing capacity as of March 26 • Wide range of products in
Slide 10: Cables – One of the Largest Players in Domestic Renewable Segment
CABLES – ONE OF THE LARGEST PLAYERS IN DOMESTIC RENEWABLE SEGMENT1 Key Highlights: FY26 revenue of INR 6,219.51 crore 3 • One of the largest cable manufacturers for renewables in India1 Power Cables House Wire • 5 E-beam Irradiation machine • Supplier of cables to defence and railways • Supplier of
Slide 11: Growth Drivers
GROWTH DRIVERS 10 Corporate Presentation – July 2026
Slide 12: Business Verticals - Our Growth Drivers Remain Intact
BUSINESS VERTICALS - FUNDAMENTALLY, OUR GROWTH DRIVERS REMAIN INTACT NEW GROWTH DRIVERS ESTABLISHED GROWTH DRIVERS WITNESSED IN LAST 2 YEARS Transmission Infrastructure Data Centre Renewable Buildout Expansion Development Buildout Public Transportation Manufacturing, Energy storage Telecom (incl Mob
Slide 13: Limited Right of Way Is Driving Demand for HTLS Conductors
LIMITED RIGHT OF WAY (ROW) IS DRIVING DEMAND FOR HTLS CONDUCTORS New Voltage Upgrade Update • RoW constraints are driving utilities to Indicators Transmission Conventional Higher - Reconductoring maximize capacity within existing Line Rated Conductors transmission corridors. • New transmission lines
Slide 14: We Are APAR
WE ARE APAR 13 Corporate Presentation – July 2026
Slide 15: Unlocking the Bottleneck: Convergence of Four Global Capital Cycles
UNLOCKING THE BOTTLENECK: CAPITALISING ON CONVERGENCE OF FOUR GLOBAL CAPITAL CYCLE 2.3x growth in Data 2x growth in RE 1.7x 500k 4w EV centre capacity capacity 2027 CY30 projected global data Global renewable power Growth in global Annual electric car sales are center capacity is 226 GW capacity add
Slide 16: Global Total Final Energy Consumption Mix: Increasing Electricity Mix by 2050
THE GLOBAL TOTAL FINAL ENERGY CONSUMPTION MIX: INCREASING ELECTRICITY MIX BY 2050 • Total final energy consumption is Share of global total final consumption by selected fuel and scenario, 2024-2050 projected to increase from 453 EJ in CY2024 to 599 EJ (+32.2%) in the STEPS scenario and 541 EJ (+19.
Slide 17: Global Investments in Solar, Wind and Nuclear Power to See Robust Growth
GLOBAL INVESTMENTS IN SOLAR, WIND AND NUCLEAR POWER TO SEE ROBUST GROWTH Capacity additions in renewable power expected to post robust growth Note: the data is presented on a calendar-year basis (CY) | Source: IEA, Crisil Intelligence • As per the International Energy Agency (IEA), global renewable
Slide 18: Emergence of Data Centre
EMERGENCE OF DATA CENTRE The global data center ecosystem is witnessing an extraordinary phase Nature of Data center workloads is undergoing a of capacity expansion meaningful shift 226 CAGR(CY24-30P) 5 16.5% 92 15-20% 16.9% 45-50% 80-85% CY24 50-55% CY30P 97 27 2 9.1% 36 16 102 AI Workload Non AI w
Slide 19: Financial Performance Over the Years
FINANCIAL PERFORMANCE OVER THE YEARS Export Mix (%) EBITDA Post forex * (₹ crore) Revenue from operations (₹ crores) 22,902.12 45.20% 32.82% 29.77% 27.48% Exports 2,067.65 16,084.16 Domestic 18,581.21 1,631.57 1,680.70 16,152.98 12,482.86 8,851.83 814.30 7,301.15 6,817.96 6,098.35 6,591.06 4,779.63
Slide 20: Financial Performance Over the Years
FINANCIAL PERFORMANCE OVER THE YEARS Capex Expenditure (₹ crores) Net Fixed Asset Turn (x) Debt/Equity Ratio Conductor Oil Cable Others 16.18 8.64 0.16 36.90 12.28 11.12 186.83 10.15 167.60 400.98 0.10 0.10 80.20 3.69 103.91 143.20 205.76 223.12 FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 Working c
Slide 21: Segmental Performance: Conductors
SEGMENTAL PERFORMANCE: CONDUCTORS 1 Product Mix (%) Volume (MT) Segment Revenue (₹ crores) Premium Conventional 12,711.95 45.82% 50.26% 2,41,788 44.80% 2,22,709 2,06,633 9,582.01 40.58% 8,030.98 6,887.34 4,433.10 5,693.41 53,279 3,338.13 1,660.25 3,597.88 3,888.60 5,824.61 1,677.88 FY24 FY25 FY26 Q1
Slide 22: Segmental Performance: Oils
SEGMENTAL PERFORMANCE: OILS Volume (KL) 1 Segment Revenue (₹ crores) 6,31,985 5,79,642 5,373.07 5,37,862 4,836.93 5,086.40 1,700.87 1,29,085 FY24 FY25 FY26 Q1 FY27 FY24 FY25 FY26 Q1 FY27 Export Mix * Export Revenue EBITDA EBITDA Trend Export Mix 25,481.78 45.77% 43.98% 40.29% 36.45% 5,755.36 6,145.1
Slide 23: Segmental Performance: Cables
SEGMENTAL PERFORMANCE: CABLES 1 Segment Revenue (₹ crores) Export Mix Export 38.30% Export Mix 31.02% 32.52% 27.55% 3,858.88 4,944.70 6,219.51 1,838.06 51% FY24 FY25 FY26 Q1 FY27 1,477.95 1,533.88 2,022.43 506.40 FY24 FY25 FY26 Q1 FY27 * EBITDA EBITDA Trend EBITDA Mix 11.35% 10.56% 10.07% 10.18% 437
Slide 24: Customer Mix and Quality of Receivables for FY26
CUSTOMER MIX AND QUALITY OF RECEIVABLES FOR FY26 Customer mix profile – FY 26 Quality of receivables – FY26 Particulars Range Particulars % of Total Exports 29% - 30% Secured under various means 50.40% Industries/Corporate 18%-19% Government Transmission and sector 25.40% specific companies EPC Tran
Slide 25: ESG
ESG 24 Corporate Presentation – July 2026
Slide 26: ESG
ESG CareEdge ESG Leadership Recognition: Received a ‘CareEdge-ESG 1’ rating, placing the Company in the leadership category for effective ESG risk management supported by robust disclosures, policies, and performance. Human Rights Excellence: APAR set a new benchmark by securing 4-Star Platinum rati