Shankara Building Products Ltd. · NSE:SHANKARA
Shankara Building Products — Q1 FY2026 Earnings Presentation
25 slides from Shankara Building Products's earnings presentation, Jul 28, 2025
Slide 1: Cover letter to stock exchanges for Q1FY26 investor presentation
Shanlkora Shank«aro Building Products Products Limited Date: July 28, 2025 To To Department of Corporate services Listing Department BSE Limited National Stock Exchange of India Limited 1st Floor, New Trading Ring, Exchange Plaza, Plot No. C-1, Rotunda Building, Phiroze Jeejeebhoy G Block, Bandra Ku
Slide 2: Q1FY26 Investor Presentation
Shanlkora Building Products limited SHANKARA BUILDING PRODUCTS LIMITED Q1FY26 INVESTOR PRESENTATION NSE: SHANKARA BSE: 540425 BLOOMBERG: SHANKARA:IN
Slide 3: Contents
02 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED shonloro Builpro Q1FY26 COMPANY STRATEGIC RESULTS OV ERV IEW DIRECTION 0 3- 1 2 Q1FY26 Robust Growth Continues 8 04 1 3- 1 9 Shankara at a Glance e 14 2 0- 2 3 Evolving Revenue Mix e 21 Quarterly Updates 05 Shankara Footprint 15 Growth St
Slide 4: Q1FY26 Results
03 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED shonloro 6 4if Buildpro Q1FY26 RESULTS 04-12
Slide 5: Q1FY26 Robust Growth Continues
04 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED Q1FY26 ROBUST GROWTH CONTINUES OPERATIONAL HIGHLIGHTS FINANCIAL HIGHLIGHTS 27% 2.38 ₹1,500 ₹144 ₹1,644 Q1 TOPLINE G ROWTH (YOY) Lakh Tonne Crore Crore Crore VOLUMES – STEEL HIGHEST SALES – STEEL SALES – NON-STEEL HIGHEST SALES 43% Q1 EBIT
Slide 6: Quarterly Updates
05 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED QUARTERLY UPDATES STRATEGIC UPDATES Robust 2.38 lakh tonne steel Robust PAT growth in Q1, Working capital at 29 days Moderation in finance cost volume delivered in Q1. On up 14% QoQ and 102% in Q1FY26, vs 30 days in despite growing scale,
Slide 7: Volume Thrust Continues in Steel Marketplace
06 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED VOLUME THRUST CONTINUES IN STEEL MARKETPLACE Volumes - Steel ( I N LA KH T ON N E ) Revenue - Steel ( I N ₹ C RO RE) e (8%) QoQ e 35%YoY e 2% QoQ o 30% YoY Robust volume growth continues in Q1FY26, aided by some increase in realizations u
Slide 8: Industry Headwinds in Non-Steel Marketplace
07 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED . ··11111 INDUSTRY HEADWINDS IN NON-STEEL MARKETPLACE Revenue – Non-Steel ( I N ₹ C RO RE) o (13%) QoQ e 5% YoY Macro headwinds impeding non- steel revenue growth in Q1, in continuation to H2FY25 164 16 0 Moderate YOY growth despite the t
Slide 9: Q1FY26 Robust Performance
08 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED Q1FY26 ROBUST PERFORMANCE Revenue ( I N ₹ C RO RE) EBITDA Margin (IN % ) PAT ( I N ₹ C RO RE) Revenue growth (YOY) on o 0% QoQ o 27% YoY C) 14% QoQ C) 102% YoY account of robust 35% growth in volumes 4.00% 4.00% 1,750 1,750 35 .0 35 .0 1,
Slide 10: Consolidated P&L Statement
9 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED CONSOLIDATED P&L STATEMENT PARTICULARS (₹ CRORE) Q1 FY25 Q4 FY25 Q1 FY26 CHANGE YOY Revenue from Operations 1,291 1,639 1,644 27% Other Income 1 1 0 (26%) Cost of Materials Consumed 1,216 1,547 1,545 27% Employee Expenses 14 14 15 14% Othe
Slide 11: Demerger Implementation Timeline
10 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED DEMERGER IMPLEMENTATION TIMELINE Demerger Implementation Schedule DEC-23 Q4FY24 Q1FY25 Q2FY25 Q4FY25 Q3FY26 Board Approval Filing of Application with Stock Exchanges NOC from SEBI Filing with NCLT Received creditors affidavit Shareholders
Slide 12: Current Corporate Structure
11 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED CURRENT CORPORATE STRUCTURE SHANKARA BUILDING PRODUCTS LIMITED Marketplaces 0 Manufacturing 0 0 r Vishal Precision Centurywells Taurus Value Steel Non-Steel Steel Tubes & Roofing India Steel & Pipes Strips (100% SUBSIDIARY) (100% SUBSIDIA
Slide 13: Post-Demerger Corporate Structure
12 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED POST-DEMERGER CORPORATE STRUCTURE Already Listed To Be Listed Objectives of Demerger Shonkaro Building Products Limited ~~ilas»ro morcp Ru•ldi"3 Ma�I• �nd 1. 2. Two distinct entities as per Create a dedicated building Entire manufacturing
Slide 14: Company Overview
13 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED COMPANY OVERVIEW 1 4- 1 9
Slide 15: Shankara at a Glance
14 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED SHANKARA AT A GLANCE 126 5.2+ 93 OPERATIONAL LAKH SQ.FT. OF RETAIL STORES & 33 SPACE FULFILMENT CENTER India’s leading One stop- building solution for all materials building materials marketplace Demerging marketplaces 43% Building margin
Slide 16: Shankara Footprint
15 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED SHANKARA • Warehouses FOOTPRINT • Processing Units • Buildpro Stores Strategy South-India stronghold: Karnataka, Tamil Nadu, Kerala, Telangana, Andhra Pradesh, Pondicherry & Goa New markets: Maharashtra, Madhya Pradesh, Gujarat 10 States/
Slide 17: Key Stores Store Footprint
16 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED KEY STORES STORE FOOTPRINT 5.1 5.2 e@ea«, • +Hi1 7 4.3 4.6 4.6 o col - :1 ai»at » • Store Count (#) DA SA NPU RA , BANGA LORE · +zi MYLA PORE, CHENNAI YELAHA NKA, BE NGALURU 90 FY22 91 FY23 91 FY24 92 93 FY25 Q1FY26 Retail Area (Lakh Sq.F
Slide 18: Diversified Product Profile
17 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED DIVERSIFIED PRODUCT PROFILE 1 Lakh+ SKU’s across Steel Non-Steel 75 product categories Pipes & Tubes Long Flat MS Angle MS Square Rod CP & Sanitaryware Tiles & PVC Pipes & Surfaces Fittings ERW Pipes HR/MS Tubes MS Sheet GC Sheet MS Round
Slide 19: Key Supplier Partnerships
18 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED KEY SUPPLIER PARTNERSHIPS Steel Plumbing & Tiles & Surfaces Lighting & Electricals Sanitaryware AM/NS INDIA Gao 0 L A Art1ze fOIA Kajaria .. HAVELLS E ANCHOR , Panasonic - TILES • BATH Hi-TCH =STEEL PIPES= I.My eww (ashirva) LEISE2 (I Nei
Slide 20: Buildpro.store
19 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED shonloro Builpro BUILDPRO.STORE Shankara’s online Objective to e-com presence touch-base offering thrust to with customers offline channels across different channels and ultimately drive store footfalls Buildpro.store enabling online disc
Slide 21: Strategic Direction
20 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED STRATEGIC DIRECTION 2 1- 2 3
Slide 22: Evolving Revenue Mix
21 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED EVOLVING REVENUE MIX Product Categories: Steel & Non-Steel Verticals: Retail & Non-Retail • Consistent volume driven growth in • Building non-steel marketplace • Overall revenue mix has shifted towards Non-Retail, driven by Non-Retail led
Slide 23: Growth Strategies: Marketplaces
22 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED septa_] @uill@pro/ GROWTH STRATEGIES: MARKETPLACES Continued Building New Desired thrust on non-steel Opportunities Goal steel volumes business Addition of Flats portfolio, Build on initial success in Fittings, Building on brand “Fotia” i
Slide 24: Growth Strategies: Manufacturing
23 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED GROWTH STRATEGIES: MANUFACTURING A dedicated management Optimize team to lead the margin business profile Attain higher overall capacity Selective CAPEX to strengthen Pursuing utilization business profile its independent (50%+ currently)
Slide 25: Disclaimer and Contact Information
24 INVESTOR PRESENTATION SH ANKARA BUILDING PRODUCTS LIM ITED Shonkoro 6 4if uilpro FOR MORE INFORMATION CONTACT US DI SCLAI MER This document which have been prepared by Sha nkara Building Products Limited (the “C ompany”), have been prepared solely for information purposes. This document has been
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