Slide 1: Regulation 30 intimation letter to NSE
CIN: L24105TN2023PLC161105 GST: 33AAKCT1984F1Z7 Date :-29 May 2026 To, The Manager, National Stock Exchange of India Ltd. Exchange Plaza, Bandra Kurla Complex, Bandra (East), Mumbai – 400 051 Scrip Symbol: TCL Subject: Intimation under Regulation 30 of the SEBI (Listing Obligations and Disclosure Re
Slide 2: Thaai Casting Limited H2 FY26 & FY26 Investor Presentation
Thaai Casting Limited H2 FY26 & FY26 Investor Presentation
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by Thaai Casting Limited, solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities and shall not form the basis or
Slide 4: H2 FY26 & FY26 Consolidated Result Highlights
Casting Excellence: A Glimpse Of Production Equipments H2 FY26 & FY26 Consolidated Result Highlights H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 3
Slide 5: Consolidated Performance Scorecard
Consolidated Performance Scorecard H2 FY26 Total Income EBITDA EBITDA Margin Net Profit NPM EPS ₹ 83.88 Crores ₹ 20.15 Crores ₹ 6.58 Crores ₹ 2.70 24.03% 7.84 % 29.97% 25.34% 15.68% 9.76 % YoY YoY YoY YoY FY26 Total Income EBITDA EBITDA Margin Net Profit NPM EPS ₹ 146.36 Crores ₹ 36.48 Crores ₹ 12.7
Slide 6: Precision-driven, Technology-powered, Industry-trusted
Thaai Casting Limited: Precision-driven, Technology-powered, Industry-trusted Established in 2011, Thaai Casting Limited has grown from a specialized die-casting unit into a comprehensive engineering solutions partner. The company’s expertise spans High Pressure Die Casting (HPDC), Induction Hardeni
Slide 7: Thaai Casting Limited At a Glance
Thaai Casting Limited At a Glance Vision Mission 15 ISO/IATF To set benchmarks in quality leadership, delivering precision- Deliver world-class die-cast and machined products with shorter lead Years of Operations 16949:2016 Certified engineered solutions that power times. mobility, sustainability &
Slide 8: Journey of Transformation & Triumph
Journey of Transformation & Triumph • Entered into the Heavy Machining and Gear Segment With the installation of one of India’s largest Gleason Gear Shaping • Achieved ISO • Converted into a Machines 9001:2008 • Expanded to a Public Limited • Current order book Certification 9,000 sq.m. Company stan
Slide 9: From the Chairman's Desk: Crafting Components That Power Progress
From the Chairman’s Desk: Crafting Components That Power Progress Commenting on the H2 FY26 & FY26 audited financial performance, Mr. Anandan Sriramulu, Chairman and Managing Director of Thaai Casting Limited said, “At Thaai Casting, we are not just manufacturing components; we are building long-ter
Slide 10: Organization Structure
ORGANIZATION STRUCTURE DIRECTOR DIRECTOR COMPANY IMPROVEMENTS BUSINESS HEAD NPD & COMMERCIAL ADMIN & FINANCE Mr.S.RAJASEKAR Mr.H.RAMESH C.VENKAT S.A.SHEEVANI EXP : More than 30 Years EXP : More than 24 Years EXP : More than 25 Years EXP : More than 5 Years MANAGER MANAGER MANAGER CFO DESIGN / DEVELO
Slide 11: Organization Structure
ORGANIZATION STRUCTURE DIRECTOR HEAD – HT HEAD OPERATIONS HT / STEEL M/C / EXPO IQT / GAS NITRIDING R.PRAVEEN RAJ S.R.RAMAKRISHNAN KANNAN EXP : More than 22 Years EXP : More than 5 Years EXP : More than 25 Years MANAGER MANAGER MANAGER MACHINE SHOP STEEL MACHINING IQT MANAGER MANAGER QUALITY – PDC /
Slide 12: Seal Of Excellence: Global Standards & Certifications
Seal Of Excellence: Global Standards & Certifications Type Of Certificate Number Issue Date Valid Up to Certifying Agency Certification TUV SUV South Asia Private ISO 14001:2015 99 104 01820 08-08-2024 07-08-2027 Limited TUV SUV South Asia Private ISO 45001:2018 99 117 01255 08-08-2024 07-08-2027 Li
Slide 13: Honors & Accolades: Recognizing Excellence
Honors & Accolades: Recognizing Excellence WOOSU STANADYNE TRIN - Best QCD HANON SYSTEMS Appreciation Award Appreciation Award [Quality, Cost &Delivery] Award Best Quality Award 2021 Best Vendor Business Innovation Summit Business Innovation Summit RSB - Key Partner Award Award 2022 2023 2023 2023 H
Slide 14: Business Verticals
BUSINESS VERTICALS
Slide 15: High Pressure Die Casting
High Pressure Die Casting 20+ HPDC Machines Ranging from 125T to 1300T o HPDC Process: Molten metal injected at high pressure into molds o Benefits: High accuracy, fine finish, complex shapes o Mass Production: Consistent quality at scale o Edge: Fast R&D-to-production transition o Strengths: Strong
Slide 16: Machining Of Non-Ferrous
Machining Of Non - Ferrous 80+ CNC/VMC Machines Planning To Increase The Machines By Dec’25 CNC Machining for Non-Ferrous Parts o CNC lathes used for precision turning, ideal for cylindrical parts. o Facing operations create flat and accurate surfaces. o Drilling operations ensure precise and consis
Slide 17: Machining Of Ferrous
Machining Of Ferrous Dedicated lines for Aluminum & Ferrous Machining Ferrous Machining Capabilities Vertical Turning Lathe (VTL) Setup: • Heavy-duty turning, facing, contouring, boring; high precision for substantial components. Horizontal Machining Center (HMC) with Pallet Changeover: • Milling, d
Slide 18: Induction Heating & Quenching: Precision Heat Treatment
Induction Heating & Quenching: Precision Heat Treatment o Process: Controlled heat treatment using frequency, inductor design, and quenching. o Outcome: Optimized hardness, strength, and microstructure. Applications Across Industries o Value: Extends component life and ensures consistent performance
Slide 19: Advanced Gear Shaping & Surface Hardening Excellence
Advanced Gear Shaping & Surface Hardening Excellence Gear Shaping o Vital Role: Used for manufacturing high-precision gears with synchronized cutting and rotation. o Industries Served: Automotive, aerospace, heavy machinery. o Rising Demand: Driven by EVs, wind energy, and robotics. o Competitive Ed
Slide 20: Advanced Gear Shaping & Surface Hardening Excellence
Advanced Gear Shaping & Surface Hardening Excellence 1. 4 Zone Heating with Safety Zone 2. Furnace capacity – 10tons (Part) + 3tons (Fixture) 3. SCADA Monitoring system 4. Integrated precise motorized control valve 5. 24/7 Live monitoring system 6. Alarm handling and logging 7. Paperless flexible ch
Slide 21: Specialty Of The Manufacturing Facility
Specialty Of The Manufacturing Facility 4,500 TPA 13-Ton Batch Size 6+ Acre HPDC Facility Gas Nitriding Furnace Campus at Sriperumbudur, (One of India’s Largest) Tamil Nadu Advanced CNC & 4-Axis Direct On Line Rigorous Self- Machining Centers (DOL) Supply Model Certification for Reliability H2 FY26
Slide 22: New Heavy Machining Facility
New Heavy Machining Facility WFL MILLTURN CENTER M50 (Ø670 X 4500 MM) STARRAG-DORRIES UPTO 2800MM X - 3000mm Y - 4500mm Z - 2500mm GLEASON GEAR SHAPING MACHINE ZEISS BRIDGE TYPE – CMM H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ah
Slide 23: Lab Facilities
Lab Facilities Microvickers Hardness Tester Polishing Machine Specimen Mounting press Microscope Portable hardness Tester H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 23
Slide 24: Casting Excellence: A Glimpse Of Production Equipments
Casting Excellence: A Glimpse Of Production Equipments High Pressure Die Casting Trimming / Deburring Shot Blasting VIBRO Cylindrical Grinding HMC H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 24
Slide 25: Casting Excellence: A Glimpse Of Production Equipments
Casting Excellence: A Glimpse Of Production Equipments VTL Machining Machining VMC / CNC Induction Heat Treatment Gas Nitriding Tempering Specialized Testing General Testing Gear shaping H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path
Slide 26: Quality In Every Detail: Cutting-edge Inspection Tools
Quality In Every Detail: Cutting-edge Inspection Tools X-Ray Machine – 160 KVA UTM Universal Testing Machine CNC Contour Spectro Meter Microvickers Hardness Tester Roughness Tester H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead
Slide 27: Quality In Every Detail: Cutting-edge Inspection Tools
Quality In Every Detail: Cutting-edge Inspection Tools Microscope CNC CMM ZEISS VMS Density Analyser CNC CMM ACCURATE Thermal Camera H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 27
Slide 28: Automotive Segment
AUTOMOTIVE SEGMENT
Slide 29: Steering Components
STEERING COMPONENTS ARMATURE RACK HOUSING Model : HMI & KIA, SP3i / KY / QU2i / SP2i / QXi / BN7i - FG - PSA H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 29
Slide 30: Engine Mounting Brackets
DAMPER COMPONENTS ENGINE MOUNTING BRACKETS Model: HYUNDAI/KIA - SP2i/KY/SU2i/i10, i20, AH2, Ai3& AC3 H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 30
Slide 31: ORVM Mirrors
ORVM MIRRORS Model: MARUTHI - YFG H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 31
Slide 32: ORVM & IRVM Mirrors
ORVM & IRVM MIRRORS Model: HYUNDAI H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 32
Slide 33: Lamp Components
LAMP - COMPONENTS Model: HMI / KIA H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 33
Slide 34: Gear Box Housing
GEAR BOX - HOUSING Model: W502 / SW – M&M [ THAR ] H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 34
Slide 35: Transmission Parts
TRANSMISSION PARTS Model: ASHOK LEYLAND - TRUCK H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 35
Slide 36: Cooling Systems
COOLING SYSTEMS Model: HYUNDAI : GS, HA, BA, AH2, SP2i, Su2i / MARUTHI H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 36
Slide 37: Wireless Charger
WIRELESS CHARGER BASE PLATE MODEL: HYUNDAI / KIA / ASHOK LEYLAND H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 37
Slide 38: Clutch Boosters
CLUTCH BOOSTERS MODEL: TATA MOTORS - Heavy Vehicles H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 38
Slide 39: Non-Automotive Segment
NON-AUTOMOTIVE SEGMENT H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 39
Slide 40: Engine Assembly
ENGINE ASSEMBLY TIMING CASE COVER H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 40
Slide 41: Gear Box Assembly
GEAR BOX ASSEMBLY H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 41
Slide 42: Elevator & Escalator
ELIVATOR & ESCALATOR GUIDE SHOE H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 42
Slide 43: Electrical Connectors
ELECTRICAL CONNECTORS HOUSING 24B HOUSING 16B HOUSING 6B UIC HOUSING ASSEMBLY HOOD 16B & 24B H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 43
Slide 44: EV Segment
EV - SEGMENT H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 44
Slide 45: Battery Case
BATTERY CASE EV SEGMENT Model: Nissan Motors H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 45
Slide 46: Trusted By Top Brands
Trusted By Top Brands End Customers GLIMPSE OF DIRECT CUSTOMERS H2 FY26 Result Highlights Company Overview Business Overview Industry Overview FY26 Financial Highlights The Path Ahead 46
Slide 47: Global and Indian Die Casting Market Outlook
Global and Indian Die Casting Market Outlook Global High-Pressure Die Casting market is valued at USD 41.04 billion in The India die casting market reached USD 3.77 billion in 2024 and is 2025 and is projected to reach USD 55.34 billion by 2030, growing at a projected to grow to USD 6.13 billion by
Slide 48: Consolidated Key Financial Highlights
Consolidated Key Financial Highlights Total Income EBITDA Net Profit EBITDA % Net Profit % 146.30 36.48 123.10 29.21 30.58 24.84 24.93 26.49 90.69 15.11 13.70 12.75 11.06 8.98 8.71 FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 All Amounts in ₹ Cr & Margins in % H2 FY26 Result Highlights Company Overv
Slide 49: Consolidated Profit & Loss Statement
Consolidated Profit & Loss Statement In ₹ Cr Particulars FY26 FY25 FY24 Net Sales 145.57 122.21 90.55 Other Income 0.78 0.89 0.14 Total Income 146.36 123.10 90.69 Raw Material costs 83.92 67.83 45.52 Employee Cost 10.33 11.03 5.24 Other Expenses 15.63 13.65 13.44 Total Expenditure 109.88 92.52 64.20
Slide 50: Consolidated Balance Sheet
Consolidated Balance Sheet In ₹ Cr Equities & Liabilities FY26 FY25 FY24 Assets FY26 FY25 FY24 Equity 24.34 23.13 23.13 Non-Current Assets Reserves 83.01 60.17 49.11 Fixed Assets 178.53 103.10 65.28 Money Received Against Share Warrants 3.79 0.00 0.00 Long-Term Loans and Advances 2.32 2.06 0.00 Net
Slide 51: Future Business Strategies
Future Business Strategies Capacity Expansion: • Acquired additional land near current facilities (S27 & S28) spanning 45,000 sq. ft., projected to reach 100% utilization by mid-2025 through advanced Gas Nitriding and Steel Machining capabilities. • Purchased 3 acres (1,30,680 sq. ft.) near Plant S5
Slide 52: Investment Rational
Investment Rational Strong Market Leadership in Precision Engineering • 15 years of expertise in high-pressure die casting, machining, gear shaping, and nitriding. • Trusted partner for leading automotive OEMs (Hyundai, Kia, Maruti Suzuki, Tata Motors) and Tier-1 suppliers. Diversified & Future-Read
Slide 53: Group Structure
Group Structure Wholly Owned Subsidiary Thaai Induction & Nitriding Pvt. Ltd. S-27, Sipcot Industrial Park, 7th Cross Street, Pillaipakkam, Sriperumbudur, Tamil Nadu – 602 105 Thaai Induction and Nitriding Pvt Ltd specializes in induction hardening and gas nitriding heat treatment technologies, deli
Slide 54: Thank You
THANK YOU Thaai Casting Limited AKMIL Strategic Advisors Private Limited Address: A-20,Sipcot Industrial Park, Address: Office No. 1011, 10th Floor, Opal Square, Road No. 16, 7th Cross Street, Pillaipakkam, Sriperumbudur, Wagle Estate, Thane (w)-400 604, Maharashtra, India Tamil Nadu - 602 105 Phone