Transformers And Rectifiers (india) Limited · NSE:TARIL

Transformers And Rectifiers (india) — Q2 FY26 Earnings Presentation

18 slides from Transformers And Rectifiers (india)'s earnings presentation, Nov 9, 2025

1. Slide 1: Exchange filing cover letter - revised investor presentation Q2 FY26

   Date: 09th November, 2025 Ref: TARIL/SECT/2025-26/NSE-BSE/COMPL/047 To, To, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra - Kurla Complex, Mumbai - 400 001 Bandra (E), Mumbai - 400 051 Security Code : 532928 Trading

2. Slide 2: Investor Presentation

   1 Transformers & RectifiersInvestor Presentation – 8th November 2025 (India) Limited Investor Presentation Q4 FY25 8th April, 2025

3. Slide 3: Corporate Snapshot

   Corporate Snapshot 2

4. Slide 4: Brief Overview

   Brief Overview Company Overview Financial Highlights  Headquartered in Ahmedabad, TARIL is a prominent player in the manufacturing of transformers & reactors in India  Its diverse product range includes : Particulars (₹ crores) FY23 FY24 FY25 o Single phase power transformers up to 500MVA & 1200kV

5. Slide 5: Charting the Course for Continued Success

   Charting the Course for Continued Success  Raised ₹120 Cr by way of  Successfully preferential issue on  Mr. Jitendra Mamtora,  Listed on NSE & BSE commissioned 1150 kV private placement basis in began his journey from raising ₹ 139 Cr at price of transformer October 2023 repairing to ₹ 465/shar

6. Slide 6: Financial Overview Q2

   Financial Overview Q2 5

7. Slide 7: Financial Highlights - Consolidated

   Financial Highlights - Consolidated (Figures in Crores) Particulars Q2 FY26 Q2 FY25 YoY Q1 FY26 H1 FY26 H1 FY25 Revenue from Operations 460.03 461.54 0% 529.33 989.36 783.54 Other Income 13.92 11.77 20.31 34.23 15.80 Total Income 473.95 473.31 549.64 1,023.59 799.34 Cost of materials consumed 315.20

8. Slide 8: Quarterly Financial Highlights (Consolidated)

   Quarterly Financial Highlights(Consolidated) H1 FY26 Highlights (₹ crores except for EPS) Revenue from operations Operational EBITDA & EBITDA % 989.36 ₹173.94 783.54 ₹127.19 H1 FY25 H1 FY26 H1 FY25 H1 FY26 PAT & PAT Margins 10.26% EPS 8.37% ₹ 3.37 ₹ 2.22 H1 FY25 H1 FY26 H1 FY25 H1 FY26 7

9. Slide 9: Financial Highlights - Standalone

   Financial Highlights - Standalone (Figures in Crores) Particulars Q2 FY26 Q2 FY25 % Q1 FY26 H1 FY26 H1 FY25 Revenue from Operations 428.42 445.93 -4% 510.53 938.95 757.52 Other Income 12.39 11.78 16.38 28.77 15.79 Total Income 440.81 457.71 526.91 967.72 773.31 Cost of materials consumed 310.59 316.

10. Slide 10: Quarterly Financial Highlights (Standalone)

    Quarterly Financial Highlights (Standalone) H1 FY26 Highlights (₹ crores except for EPS) Revenue from operations Operational EBITDA & EBITDA % ₹938.95 ₹139.06 ₹757.52 ₹118.18 H1 FY25 H1 FY26 H1 FY25 H1 FY26 PAT & PAT Margins 7.97% 3.0 EPS ₹ 2.19 ₹ 2.06 7.83% H1 FY25 H1 FY26 H1 FY25 H1 FY26 9

11. Slide 11: Key Operational Highlights – Q2

    Key Operational Highlights – Q2 ₹5,472 crore Unexecuted Order Book ₹592 crore New Order Inflow Operational ₹18,700+ crore Highlights Inquiries under Negotiation 10

12. Slide 12: Drivers That Transcended TARIL's Growth Story Over the Years

    DRIVERS THAT TRANSCENDED TARIL’S GROWTH STORY OVER THE YEARS 11

13. Slide 13: Growth Drivers: Niche Transformers

    Growth Drivers Niche Transformers 12

14. Slide 14: Product Portfolio

    Product Portfolio Power Transformers Distribution Transformers  Designed for high voltage transmission & distribution  These transformers are tailored for low networks, ensuring efficient power flow and voltage applications and are vital for local reliability. distribution networks, ensuring smoot

15. Slide 15: Transformers application in varied Industries

    Transformers application in varied Industries Distribution Petrochemical Pharmaceutical Power Transmission Metal Processing Cement Green Energy Railways Paper and Pulp Mining 14

16. Slide 16: Driving Growth Through Strong Relationships

    Driving Growth Through Strong Relationships Domestic Customer Base 15

17. Slide 17: Safe Harbor

    Safe Harbor This presentation has been prepared by Transformers and Rectifiers (India) Limited solely to provide information about the Company to its stakeholders. No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completene

18. Slide 18: Thank You

    Thank You

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