Kinetic Engineering Ltd · BSE:KINETICENG
Kinetic Engineering — Q3 & 9M FY26 Earnings Presentation
47 slides from Kinetic Engineering's earnings presentation, Feb 12, 2026
Slide 1: Regulation 30 filing cover letter to BSE
KEL:SH:SE Date:12 February 2026 To, The Manager-Corporate Relations Department BSE Limited 1st Floor, P J Towers Fort, Mumbai- 400 001. BSE Scrip Code: 500240 Subject: Investor Presentation Dear Sir/Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regula
Slide 2: Kinetic Engineering Ltd. Investor Presentation Q3 & 9M FY26
KINETIC ENGINEERING LTD. INVESTOR PRESENTATION Q3 & 9M FY26 Refer to Disclaimer
Slide 3: Disclaimer
DISCLAIMER This document has been prepared for information purposes only and is not an offer or invitation or recommendation to buy or sell any securities of Kinetic Engineering Ltd. (“Kinetic Engineering ”, “KEL”, "Company“), nor shall part, or all, of this document form the basis of, or be relied
Slide 4: Table of Content
01. ABOUT US 02. BUSINESS OVERVIEW 03. KEL: VALUE DRIVERS KINETIC ENGINEERING LTD. 04. PERFORMANCE HIGHLIGHTS TABLE OF 05. WAY FORWARD CONTENT 06. ANNUAL FINANCIAL HIGHLIGHTS INVESTOR PRESENTATION 3
Slide 5: About Us
US ABOUT 4 INVESTOR PRESENTATION
Slide 6: Our Journey
OUR JOURNEY 1975 1972 1970 Converted to a public limited The company was established and KEL was founded by H.K. Firodia. company on October 1. began operations with the launch of the Kinetic Luna moped, which achieved significant domestic sales and exports. 1984 1998 2008 Formed a joint venture wit
Slide 7: Management
Late Mr. H.K. Firodia - The Doyen of Indian Automobile Mr. H.K. Firodia, fondly known as the Doyen of the Indian Automobile Industry, played a pivotal role in shaping iconic companies like Bajaj Auto, Force Motors, and Kinetic Honda. He was instrumental in laying the foundation of India’s thriving a
Slide 8: Mission and Vision
"To drive innovation and excellence in the automotive industry by delivering high-quality components, embracing sustainable technologies" MISSION VISION KINETIC ENGINEERING LTD. Innovation and Excellence: KEL emphasizes continuous innovation and To be a global leader in automotive and mobility solut
Slide 9: Kinetic Group Companies
KINETIC GROUP COMPANIES Branding & Digital solution KINETIC ENGINEERING LTD. INVESTOR PRESENTATION 8
Slide 10: Business Overview
BUSINESS OVERVIEW 9 INVESTOR PRESENTATION
Slide 11: Group Structure
GROUP STRUCTURE 1. Kinetic Engineering Ltd (KEL) Transmission Vertical: Gearboxes, Planet Gears, Sun Shafts. Driveline Vertical: Spline Yoke, Stub Shaft. EV Vertical: Rigid Axles, Trans Axles, Chassis Bodies, 2 Wheeler GB Assembly. Customer Base: Supplies to major OEMs such as Tata Motors, Mahindra,
Slide 12: Kinetic Engineering Limited
Kinetic Engineering Limited (KEL) has Over 50 years of legacy in India’s auto industry. Founded by Late Mr. H.K. Firodia. 1. Creator of the iconic: • Kinetic Luna • Kinetic DX - India’s first gearless scooter. Kinetic • Blaze 165 cc - India’s first moto scooter. Engineering Three Key Verticals: • Tr
Slide 13: Business Process
BUSINESS PROCESS Raw Material Procurement Forging & Machining Component Manufacturing Sourcing high-quality raw materials such as steel, Forging & casting of essential components like gears, Production of gearboxes, shafts, differential assemblies, rigid axles, Aluminium, and alloys. shafts, axles,
Slide 14: Transmission Vertical
TRANSMISSION VERTICAL Gears & Gearbox Expertise Shaft & Sleeves Broached Parts & Knuckle With 50+ years of experience, specialize Manufactures high-quality shafts and precision Assembly in custom gears and constant mesh gearboxes, sleeves, ensuring smooth transmission and Kinetic Engineering utilize
Slide 15: Driveline Vertical
Spline Yoke Spline yoke components are designed for exceptional durability and drivetrain efficiency, using advanced materials and manufacturing techniques. Ideal for passenger, commercial, and specialty vehicles, they ensure superior performance and reliability in all driving conditions. DRIVELINE
Slide 16: EV (2W & 3W) Vertical
EV (2W & 3W) Vertical KINETIC ENGINEERING LTD. Rigid Axle Trans Axle Chassis and body parts 2-Wheeler GB Assembly Specialized in high-performance rigid Kinetic Engineering specializes in high- The Electric two Wheelers chassis Kinetic Engineering pioneers innovative axles, engineered for exceptional
Slide 17: Kinetic Communications Ltd.
2. Kinetic Communications Ltd. Group company - (0.3% Equity) Founded in 1995 by Padmashri Dr. Arun Firodia KCL Develops and manufactures complete EV powertrain solutions for electric KINETIC ENGINEERING LTD. 2-wheelers and 3-wheelers. Offers the wide range of customized EV powertrain solutions for 2
Slide 18: Micro Age Instruments Pvt Ltd.
3. Mirco Age Instruments Pvt Ltd. Holding Entity in Kinetic Engineering Ltd. - (24.9% Equity) Micro Age Instruments Pvt. Ltd. established in 1980 Recent Strategic Shift to: EV Battery Manufacturing KINETIC ENGINEERING LTD. RANGE-X Commissioned a battery manufacturing plant Facility: Ahmednagar, Maha
Slide 19: Kinetic Watts & Volts Ltd.
4. Kinetic Watts & Volts Ltd. Subsidiary company - (79.8% Equity) Established - September 2022 A subsidiary of Kinetic Engineering Ltd: KWVL is the group’s dedicated venture into KINETIC ENGINEERING LTD. the electric vehicle (EV) segment acts as Design, Development & manufacturing unit within Kineti
Slide 20: The Re-Incarnation
THE RE-INCARNATION KINETIC DX KINETIC DX+ INVESTOR PRESENTATION 19
Slide 21: Present Business Plan
PRESENT BUSINESS PLAN Who Where we are we are ▪ KWVL builds on the decades- Recognized at Pride of India Conclave 2025 old legacy of Kinetic in the A prestigious honor affirming our leadership in India’s electric mobility revolution. Indian automotive industry Strategic Focus on EV Core Components D
Slide 22: Future Plan
FUTURE PLAN Goal Execution Strategy Market Share ▪ Expansion into Global Markets by 2027. ▪ Scalable Product Strategy ▪ India is the world’s largest two-wheeler ▪ Launch electric scooters and motorcycles, ▪ Robust Supply Chain & Vendor Partnerships market, with ~17 million units sold annually. deliv
Slide 23: Kinetic Re-enters Two-Wheeler Market
KINETIC RE-ENTERS TWO-WHEELER MARKET Introducing the All-New Electric Kinetic DX & DX+ Launched under its Strategic Backing EV subsidiary Kinetic Watts and Volts Ltd., KEL revives its iconic DX ₹ 72 Cr already invested in KWV; scooter in a modern electric avatar. Kinetic DX, a household name from pr
Slide 24: Manufacturing Plant - Ahmednagar
MANUFACTURING PLANT - AHMEDNAGAR 50+ 32+ 460+ Acres Production Sheds Robust Machines Ahmednagar Factory Employs 1,000+ people. Serves Key automation segments: KINETIC ENGINEERING LTD. ▪ Commercial Vehicles ▪ Passenger Car ▪ Tractor ▪ Two-Wheelers IATF 16949 Certified A mark of global quality complia
Slide 25: Infrastructure at the Plant
INFRASTRUCTURE AT THE PLANT FORGINGS GEAR CUTTING PAINTING & PLATING KINETIC ENGINEERING LTD. HEAT TREATMENT PRECISION MACHINING ELECTRIC DIVISION INVESTOR PRESENTATION 24
Slide 26: Our Customers
OUR CUSTOMERS INTERNATIONAL DOMESTIC KINETIC ENGINEERING LTD. INVESTOR PRESENTATION 25
Slide 27: KEL: Value Drivers
KEL: VALUE DRIVERS 26 INVESTOR PRESENTATION
Slide 28: Evolution of KEL
EVOLUTION OF KEL Phase 1 (1972-2010) Phase 2 (2011-2022) Phase 3 (2023 & Beyond) The phase when legacy was built The phase of realignment and strengthening of The phase drive the future of mobility core • Pioneered India’s two-wheeler revolution with • Set up advanced battery manufacturing unit Kine
Slide 29: Why Kinetic Engineering?
WHY KINETIC ENGINEERING? ro St us n g Le Foc gacy & row th Strategic EV G 50+ years of legacy in Backward integrated Expansion into EV components, Dedicated EV subsidiary: KINETIC ENGINEERING LTD. trusted automotive operations ensuring cost battery manufacturing with Kinetic Watts & Volts Ltd to cap
Slide 30: Promoter Confidence & Strategic Commitment
PROMOTER CONFIDENCE & STRATEGIC Promoter Group Shareholding Pattern (%) COMMITMENT 59% 61% 54% 52% 49% KINETIC ENGINEERING LTD. ▪ The consistent increase in promoter shareholding reflects strong confidence in Kinetic Engineering's growth trajectory and the future of the EV and auto component industr
Slide 31: Competitive Strengths
COMPETITIVE STRENGTHS Vertically Integrated Manufacturing Focus on EV Growth & Sustainability ▪ In-house production of forgings, gearboxes, shafts, and ▪ Expanding into EV drivetrain systems, axles, and gear solutions. chassis components. ▪ Strong synergy with Kinetic Watts & Volts and Range-X (EV-f
Slide 32: Performance Highlights
PERFORMANCE INVESTOR PRESENTATION HIGHLIGHTS 31
Slide 33: Key Business Highlights
KEY BUSINESS HIGHLIGHTS Operational Momentum • Kinetic Engineering Ltd. (KEL) continues to build momentum across electric mobility and manufacturing. • Growth driven by rising customer adoption, expanding retail footprint, & improved operational performance. Electric Mobility Progress • Cumulative E
Slide 34: Strategic Technology Partnerships & Expanding Retail Footprint
Strategic Technology Partnerships & Expanding Retail Footprint Kinetic Watts & Volts Joins Hands with Jio Things to Build India’s Next-Gen Connected EVs. Through this association, KWV will introduce a suite of new digital capabilities enabled by Jio’s IoT ecosystem. + Voice-assisted vehicle interact
Slide 35: Launch of Kinetic Lab
Kinetic Watts & Volts Ltd. Launch of “Kinetic Lab” Kinetic Lab – A dedicated Two-Wheeler EV Technical Training Centre – has been inaugurated to upskill technicians, service engineers, & dealer staff for India’s expanding electric mobility ecosystem. Strategic Significance Key Focus Areas Expected Im
Slide 36: Consolidated Quarterly Income Statement
CONSOLIDATED QUARTERLY INCOME STATEMENT Particular (INR Mn) Q3FY26 Q2FY26 Q3FY25 YoY% QoQ% 9MFY26 9MFY25 YoY% Net Sales 383.7 393.0 289.0 32.8% -2.4% 1,130.1 1,039.3 8.7% Total Income 383.7 393.0 289.0 32.8% -2.4% 1,130.1 1,039.3 8.7% Total expenditure 363.5 376.3 304.0 19.6% -3.4% 1,113.5 1,020.4 9
Slide 37: Geographical Presence
GEOGRAPHICAL PRESENCE Geographical Sales Breakup % 3.0% 32.0% 29.0% 30.0% 5.0% KINETIC ENGINEERING LTD. 5.0% 63.0% 66.0% 67.0% FY24 FY25 9MFY26 India US Mexico INVESTOR PRESENTATION 36
Slide 38: Top Customer
TOP CUSTOMER Revenue from Top Customers (%) Segment wise sales Breakup (%) 97.0% 97.0% 95.0% 9.0% 8.0% 11.2% 80.0% 5.0% 8.0% 79.0% 76.0% 6.4% KINETIC ENGINEERING LTD. 37.0% 34.0% 33.0% 49.0% 51.0% 49.3% FY24 FY25 9MFY26 FY24 FY25 9MFY26 Top 5 customers Top 10 Customers Transmission Driveline EV Othe
Slide 39: Consolidated Key Performance Highlights
CONSOLIDATED KEY PERFORMANCE HIGHLIGHTS Total Income (INR Mn) EBITDA (INR Mn) & EBITDA Margin (%) 11.6% 11.2% 11.5% 1,530 1,553 1,375 178 160 171 FY23 FY24 FY25 FY23 FY24 FY25 KINETIC ENGINEERING LTD. Net Profit (INR Mn) & Net Profit Margin (%) Net Debt to Equity (%) 3.4% 4.0% 2.2% 1.7 62 52 31 0.4
Slide 40: Way Forward
WAY FORWARD 39 INVESTOR PRESENTATION
Slide 41: Upcoming Parts of EV: Frames & Other Body Parts
UPCOMING PARTS OF EV KINETIC ENGINEERING LTD. FRAMES & OTHER BODY PARTS KEL makes chassis, frames and body parts such as side stand , rear forks, swing arms, main stands for 2-wheeler and 3-wheelers and supplies them duly welded and painted. INVESTOR PRESENTATION 40
Slide 42: India's Growing Auto Component Market
INDIA'S GROWING AUTO COMPONENT MARKET Indian Auto Component Industry: Current Market Size: • Contributes ~2.3% to India’s GDP and employs 1.5 million+ people directly. In FY24, the industry achieved a turnover of • Industry revenue projected to exceed USD 80.1 billion by FY25 (ACMA). ($74.1 Billion)
Slide 43: Annual Financials
ANNUAL FINANCIALS 42 INVESTOR PRESENTATION
Slide 44: Annual Income Statement
ANNUAL INCOME STATEMENT Standalone Consolidated Particulars (INR Mn) FY21 FY22 FY23 FY24 FY25 Net Sales 838.7 1,215.6 1,353.8 1,439.3 1,424.6 Other Income 31.7 27.9 21.3 90.4 128.1 Total Income 870.3 1,243.5 1,375.1 1,529.7 1,552.7 Cost of Raw material Consumed 445.2 695.5 763.3 837.2 784.1 Changes
Slide 45: Annual Consolidated Balance Sheet
ANNUAL CONSOLIDATED BALANCE SHEET Particulars (INR Mn) FY24 FY25 H1FY26 Particulars (INR Mn) FY24 FY25 H1FY26 Equity & Liabilities Non-Current Assets Equity Property Plant & Equipment 634.7 579.3 608.0 Share Capital 221.6 234.1 238.1 Other Intangible asset 2.0 3.9 1.2 Reserves and surplus 376.4 796.
Slide 46: Awards & Accolades
AWARDS & ACCOLADES ICONIC BRAND MANUFACTURING RENAULT QUALITY TV 9 AWARDS 2021 EEPC AAWARD AWARD TODAY AWARD Company of the Year 2021 (Auto Export excellence award & Auto Components) India’s iconic brand 2025 NEXT GENERATION LEADER Best Supplier Quality PRIDE OF INDIA CONCLAVE (ET NOW) 45
Slide 47: Thank You
THANK YOU KINETIC ENGINEERING LIMITED Kinetic Innovation Park, D-1 Block Plot No. 18/2, MIDC Chinchwad Pune – 411 019 Tel: 020-66142049 Email: kelinvestors@kineticindia.com Website: www.kineticindia.com KAPTIFY® Consulting Strategy & Investor Relation | Consulting Tel: +91 845 288 6099 Email: contac
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