Sharda Motor Industries Ltd. · NSE:SHARDAMOTR
Sharda Motor Industries — Q4 FY26 Earnings Presentation
38 slides from Sharda Motor Industries's earnings presentation, May 22, 2026
Slide 1: Exchange filing cover letter for investor presentation
SMIL: LISTING/26-27/2205/01 May 22, 2026 BSE Limited National Stock Exchange of India Limited Department of Corporate Services Exchange Plaza, 5th Floor Pheroze Jeejeebhoy Towers Plot No. C/1, G Block Dalal Street, Mumbai - 400 001 Bandra - Kurla Complex, Mumbai - 400 051 (SCRIP CODE - 535602) (Symb
Slide 2: Investor Presentation Q4 & FY26
Investor Presentation Q4 & FY26 www.shardamotor.com
Slide 3: Safe Harbour
Safe Harbour This presentation and the accompanying slides (the “Presentation”) have been prepared by Sharda Motor Industries Limited (the “Company”), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall
Slide 4: Contents
Contents 0 5 1. Company Overview 2. Emission Business Vertical 3. Lightweighting Business Vertical 4. Global Business Vertical 5. Board & Management Details 6. Financials and CSR 3 Privileged & Confidential, © 2025, All Rights Reserved.
Slide 5: Company Overview
Company Overview
Slide 6: Company Overview
Company Overview 0 5 Business Verticals 09 Manufacturing Facilities Head office in Delhi, India Emission Business Chennai– 2, Pune– 3, Nashik – 2, Lightweighting Business Sanand - 1, Uttarakhand - 1 Global Business 1000+ On-Roll Employees Strategic Supply Chain Management Collaborations Q4FY26 Reven
Slide 7: Sharda Motor | The journey so far
6 Sharda Motor | The journey so far 0 5 1994 1998 2002 1986 1987 Foray into Exhaust Ventured into Inception of Sharda IPO & Listing at Delhi Launch of 1ˢᵗ large scale 2007 production unit & entry Systems business with the Suspension assembly Motor Industries Stock Exchange Investment in into Trim bu
Slide 8: Sharda Motor | Product Portfolio
Sharda Motor | Product Portfolio Soft-top Canopies Independent Front Suspension Emission Control Systems Assembly Upper & Lower Control Arms Front Axle Assembly 7 Privileged & Confidential, © 2025, All Rights Reserved.
Slide 9: Strategically located best-in-class manufacturing facilities
Strategically located best-in-class manufacturing facilities State-of-the-art manufacturing facilities located at the heart of India’s automotive clusters Uttarakhand Delhi ● Emission Control Systems ● Corporate Office Sanand Corporate Office ● Emission Control Systems Manufacturing facility Nashik
Slide 10: Overview | Emission Business Vertical
Overview | Emission Business Vertical From an idea to its manufacturing, Sharda Motor leads the market in this category ~30% Value Market Share in India for the passenger vehicle & Comprehensive Customer Base: Catering to both domestic Light Commercial Vehicle segment. and international markets. Ser
Slide 11: State-of-the art Research and Development set up
State-of-the art Research and Development set up State-of-the-art R&D facility at Chennai Design&DevelopmentCentre at Namyang, South Korea Established in 2011 , working with Established R&D unit for emission system in 2002 and Strategic Customers and Sharda emission control system in 2010 at Mahindr
Slide 12: R&D focused approach has yielded tremendous results for Sharda Motor
R&D focused approach has yielded tremendous results for Sharda Motor 0 5 Sharda Motor has filed 22 IPs in last 4 years and 4 patents granted Capital steadily invested over the years to build competencies in R&D IP - 01 Exhaust Micro- perforated Patch Patent Granted Documented IP - 02 Standard, Testi
Slide 13: State-of-the-art, future-ready capabilities
State-of-the-art, future-ready capabilities Sharda Motor has invested in its units Fully-backward integrated manufacturing facilities ready for incremental growth without capex Gross Tangible Assets (INR crores) Tube Mill Manufacturing - ( Backward Integration ) ● Wide product range of ERW tubes in
Slide 14: Overview | Lightweighting Business Vertical
Overview | Lightweighting Business Vertical From an idea to its manufacturing, Sharda Motor is one of the fastest growing player in this product category ~14% value market share for Passenger vehicle & Light Commercial Vehicle Control Arms & Links in India Comprehensive Services from design to valid
Slide 15: Lightweighting emerges as one of the key megatrends for Auto OEMs globally
Lightweighting emerges as one of the key megatrends for Auto OEMs globally Drivers of Lightweighting • To reduce fuel consumption by lowering fleet-level CO2 emissions CAFÉ Norms • Serves twin purpose of Govt- Reducing oil imports and controlling pollution (CO2 emission CAFÉ Norms CO2 target roadmap
Slide 16: Enhancing Lightweighting Portfolio - TLA Signed With Donghee Industrial
Enhancing Lightweighting Portfolio-TLA Signed With Donghee Industrial Co. Ltd., Republic of Korea. Control Arm Links Subframe Torsion Beam • Strengthening existing control arms and links business • Global player specialising in chassis, with cutting edge technology. Lightweighting, body-in-white, fu
Slide 17: Targeting the biggest markets with our core capabilities
Targeting the biggest markets with our core capabilities Key Markets Key Segments USA EUROPE Commercial Genset CEV Tractor Vehicle (Under 100 HP) Select Target Products Tractor Components (DOC, Genset Hot End SCR Outlet Assembly Exhaust Pipe DPF, SCR) CEV Components Heat Shield Temperature Controlle
Slide 18: Capitalizing on emerging theme of 'China+1' to grow revenues from overseas customers
Capitalizing on emerging theme of ‘China+1’ to grow revenues from overseas customers Over the last few years, on the back of supply chain issues led by the COVID-19 pandemic and trade war shocks, trade relations between US, EU and China have been disrupted. In addition, new emission norms have also
Slide 19: Sharda Motor has deep-rooted relationships with marquee OEMs
Sharda Motor has deep-rooted relationships with marquee OEMs 0 5 Catering to customers across vehicle segments Sharda Motor is well recognized for its quality and reliability FY26 Consolidated Revenue from Operations split 2026 2025 2025 2025 by end-user vehicle segment (%) Gold Award – Safety, Safe
Slide 20: FY'25 Announced New Significant Orders updates
FY’25 Announced New Significant Orders updates 0 5 Emission Control Arms Control Arms CEV Adjacencies Components Lightweighting Global Business Lightweighting Emission Business Business Vertical Vertical Business Vertical Vertical One of the fastest North American largest One of the fastest One of t
Slide 21: Significant New Order Updates in FY26 in New Verticals (1/2)
Significant New Order Updates in FY26 in New Verticals (1/2) 0 5 Lightweighting Control Lightweighting Links Emission Components Control Arms & Links Arms Lightweighting Business Lightweighting Business Lightweighting Business Global Business Vertical Vertical Vertical Vertical North American Larges
Slide 22: Significant New Order Updates in FY26 in New Verticals (2/2)
Significant New Order Updates in FY26 in New Verticals (2/2) 0 5 Order received in Q4’FY26 Emission Adjacencies Lightweighting Emission Components Emission Adjacencies Control Arms Lightweighting Business Global Business Vertical Global Business Vertical Global Business Vertical Vertical Large Heavy
Slide 23: Key favourable Market Trends shaping our Growth Strategy
Key favourable Market Trends shaping our Growth Strategy Lightweighting Trend Strong requirement for Lightweighting due to Multi powertrains, upcoming CAFÉIII norms & Safety requirements ▪ Consolidating market for high tensile control arms ▪ Few local players with new-age lightweighting technology C
Slide 24: Key Future Growth Areas
Key Future Growth Areas Scaling up the Growing revenue from Capturing opportunities in M&A in Powertrain Lightweighting Business exports with focus on increasing domestic Agnostic Products & entry Vertical Europe & USA Markets addressable Market & into adjacent exponential Adjacencies markets ▪ Incr
Slide 25: Operations overseen by well-experienced board
Operations overseen by well-experienced board… Mr. Navin Paul Mr. Kishan Parikh Mr. Ajay Relan Chairman, Non- Mr. Nitin Vishnoi Independent Non- Managing Director Executive Director Executive Director and Executive Non- Company Secretary Independent Director ● Has over 23 years of work experience ●
Slide 26: complimented by experienced senior management
…complimented by experienced senior management Mr. Aashim Relan Mr. Ashwani Mr. G D Takkar Mr. Nitin Vishnoi Mr. Ajay Relan Group CFO Executive Director Managing Group Chief Executive Maheshwari and Company Director Officer Deputy Managing Director Secretary ● Responsible for managing ● 30+ years of
Slide 27: Consolidated Key Financial Highlights Q4 FY26
Consolidated Key Financial Highlights Q4 FY26 Revenue from Operations (INR Crores) EBITDA (INR Crores) PAT (INR Crores) 972 113 89 84 81 882 106 101 750 Q4FY25 Q3FY26 Q4FY26 Q4FY25 Q3FY26 Q4FY26 Q4FY25 Q3FY26 Q4FY26 26 Privileged & Confidential, © 2025, All Rights Reserved.
Slide 28: Consolidated Key Financial Highlights FY26
Consolidated Key Financial Highlights FY26 Revenue from Operations (INR Crores) EBITDA (INR Crores) PAT (INR Crores) 345 419 3,397 396 315 2,837 FY25 FY26 FY25 FY26 FY25 FY26 27 Privileged & Confidential, © 2025, All Rights Reserved.
Slide 29: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement Particulars (Rs. Crores) Q4FY26 Q4FY25 YoY Q3FY26 QoQ FY26 FY25 YoY Revenue from Operations 971.8 749.9 30% 881.6 10% 3,396.8 2,836.6 20% Cost of Goods Sold 755.6 558.7 679.3 2,594.0 2,096.3 Gross Profit 216.1 191.2 13% 202.3 7% 802.8 740.3 8% Gross Profit Margin
Slide 30: Consolidated Balance Sheet
Consolidated Balance Sheet Equity & Liabilities (Rs. Crores) Mar-26 Mar-25 Assets (Rs. Crores) Mar-26 Mar-25 Non - Current Assets 552.9 337.0 Total Equity 1,313.0 1,061.8 Property Plant & Equipments 220.4 195.2 Share Capital 11.5 5.7 Capital Work In Progress 0.0 8.5 Reserves & Surplus 1,301.5 1,056.
Slide 31: Consolidated Cash Flow Statement
Consolidated Cash Flow Statement Consolidated Particulars (Rs. Crores) Mar-26 Mar-25 Net Profit Before Tax 459.0 420.0 Adjustments for: Non -Cash Items / Other Investment or Financial Items -39.8 -22.4 Operating profit before working capital changes 419.1 397.6 Changes in working capital 56.4 -25.4
Slide 32: Historical Consolidated Key Financial Highlights
Historical Consolidated Key Financial Highlights Revenue from Operations (INR Crores) EBITDA (INR Crores) PAT (INR Crores) CAGR: 10.8% CAGR: 16.4% CAGR: 23.4% 345 419 3,397 396 315 300 361 2,809 2,837 2,700 282 2,255 208 228 149 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 F
Slide 33: Historical Consolidated Key Financial Highlights
Historical Consolidated Key Financial Highlights Return on Equity % Return on Capital Employed (%) 39% 38% 37% 34% 35% 31% 32% 30% 30% 26% FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 32 Privileged & Confidential, © 2025, All Rights Reserved. Note : Return on Equity = Net Profit After Tax/Total
Slide 34: Standalone Profit & Loss Statement
Standalone Profit & Loss Statement Particulars (Rs. Crores) Q4FY26 Q4FY25 YoY Q3FY26 QoQ FY26 FY25 YoY Revenue from Operations 971.8 749.9 30% 881.6 10% 3,396.8 2,836.6 20% Cost of Goods Sold 755.6 558.7 679.3 2,594.0 2,096.3 Gross Profit 216.1 191.2 13% 202.3 7% 802.8 740.3 8% Gross Profit Margin 2
Slide 35: Standalone Balance Sheet
Standalone Balance Sheet Equity & Liabilities (Rs. Crores) Mar-26 Mar-25 Assets (Rs. Crores) Mar-26 Mar-25 Non - Current Assets 565.8 353.8 Total Equity 1,326.0 1,078.7 Property Plant & Equipments 220.4 195.2 Share Capital 11.5 5.7 Capital Work In Progress 0.0 8.5 Reserves & Surplus 1,314.5 1,072.9
Slide 36: Standalone Cash Flow Statement
Standalone Cash Flow Statement Standalone Particulars (Rs. Crores) Mar-26 Mar-25 Net Profit Before Tax 455.1 417.5 Adjustments for: Non -Cash Items / Other Investment or Financial Items -35.1 -19.9 Operating profit before working capital changes 420.0 397.6 Changes in working capital 55.6 -25.5 Cash
Slide 37: Corporate Social Responsibility – Sharda Unnati CSR Programmes
Corporate Social Responsibility – Sharda Unnati CSR Programmes Sharda - Green India Campaign Sharda Educate Blood Donation Drives Sharda Motor believes in promoting Infrastructure development, learning Organized regular voluntary blood donation environmental sustainability through regular tree mater
Slide 38: Contact Us
Contact Us Sharda Motor Industries Ltd. Investor Relations Advisors Mr. G D Takkar Mr. Kanav/ Mr. Salman Mohammed Shiras/ Group CFO Mahalakshmi Venkatachalam Investor Relations Practice 011-47334100 +91 9910036240 / +91 9654552746 / 8655697598 gd.takkar@shardamotor.com kanav.Khanna@in.ey.com/ salman
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