Bhagyanagar India Limited · NSE:BHAGYANGR
Bhagyanagar India — Investor Presentation (June 2026)
30 slides from Bhagyanagar India's investor presentation, Jun 1, 2026
Slide 1: Investor Presentation Submission Letter to Exchanges
BHAGYANAGAR INDIA LIMITED d 1SO-9001-2008 Certified Company Registered Off egistere ice : Surana Group Plot No. 9/13/1 & P-9/14, 1.D.A. Nacharam), Hyderabad -500 076. Telangana, India. Tel. : +91 40 27152861, 27151278 Fax : +91 40 27172140, 27818868 Email : bil@surana.com Website : www.bhagyanagarin
Slide 2: Bhagyanagar India Ltd. Corporate Presentation June 2026
AT w Bhagyanagar India Ltd. Corporate Presentation June 2026
Slide 3: Table of Contents
Table of Contents 01 Executive Summary 02 Industry Overview BHAGYANAGAR INDIA LIMITED 03 Competitive Strengths Our Strategies Y Bhagyanagarindia.com
Slide 4: Executive Summary
n Executive Summary
Slide 5: Value added copper solutions provider
Bhagyanagar India Limited — Value added copper solutions provider e of the largest secondary copper player in India Established in 1985 by Product Portfolio Late Shri G.M. Surana Copper solutions 62% for P"_WE' Share of Value Industrials & P— added products Renewable Energy Copper Wires Sw’itch . Mo
Slide 6: Journey of Growth, Integration & Future Readiness
Journey of Growth, Integration & Future Readiness 1985—1992 1994—2007 Al - 35K MT Silver-plated bus bars; Solar and Switchgear capacity 35,000 MT Products Pipes + Solar Transformers Copper pipes & solar Transformer windings collectors production Auto OEMs Auto components launched 10K MTA CC Rod tech
Slide 7: Transaction overview
Before Struct After Structuring Transaction overview (%) BHAGYANAGAR INDIA LIMITED Shareholders of erstwhile BIL Wholly owned Subsidiary Amalgamation () BHAGYANAGAR INDIA LIMITED Tieramet Limited BPCL into BIL Businesses under BIL Copper Business 1. Wind mill Demerger Bhagyanagar Copper 2. land Parc
Slide 8: Industry Overview
n Industry Overview
Slide 9: Global Non ferrous Recycling Market
Global Non ferrous Recycling Market Global Copper Recycling Market Size (2024) Advantages Supportive provisions on metal recycling % of recycled Non-Ferrous Recycling meta QOD A National Critical Mineral Mission & LPolicy (2025) Recycling copper is an energy-efficient % Extended Producer Responsibil
Slide 10: Copper Recycling Market
Copper Recycling Market The overall copper demand in India has witnessed significant growth India’s Copper Demand (Kilo Tonnes) Share of Secondary Copper Industry Secondary Copper demand (Kilo Tonnes) w Primary Copper m Secondary Copper CAGR: 5.0%-5.9% CAGR: ~11-12% 2,398- 1,312- o 1,410 CAGR: 18% 2
Slide 11: Unlocking Next Phase of Growth
Unlocking Next Phase of Growth - N/ N/ N/ ~ N Power & Automotive Renewable Energy Electronics & Consumer Infrastructure & EVs (Solar & Wind) Durables fi U(} Sl . _T e =k l FTIG 220 Pipes, tubes, and copper strips Transmission, distribution, and Wires, harnesses, charging infra, Solar ribbons, connect
Slide 12: Competitive Strengths
3] Competitive Strengths
Slide 13: Bhagyanagar India at a Glance
Bhagyanagar India at a Glance Diversified copper products portfolio with increasing focus on high-margin value-added products, driving margin expansion and differentiation Diversified exposure to multiple high-growth industrial sectors Strong domestic footprint complemented by a growing internationa
Slide 14: Building a balanced and resilient business portfolio
Building a balanced and resilient business portfolio > =) T o T Ce S g — opper Power, automotive Scrap and & £ £ 3 s U=t electronic pplications applicati ingot Segment Wise g Revenue e Y H s i - 22% 38% i 57% | Silver-Plated Copper Enamelled Copper Tubes Interconnect PV i Bus Bars Wires/Strips Ribbo
Slide 15: Mastering the complexities of the value added products
Mastering the complexities of the value added products Copper Bus Bars & Flats Copper Tapes Paper Insulated Copper Conductors Copper Nuggets Copper Foils & Sheets « Conductivity, cross-sectional « Dimensional precision and * Insulation integrity and conductor Contamination renders the product . T.hr
Slide 16: New product introductions expanding the value-added product portfolio
New product introductions expanding the company’s value-added product portfolio FY20-21 FY23-24 / A - \ L4 Paper Insulated Enamel Enamel Tin Plated CTC (Continuously Silver Plated Copper Conductors (PICC) Wire Strip Busbar Transposed Conductor) Busbar Round or rectangular copper Round copper wire co
Slide 17: Strengthening revenue quality through diversification
Strengthening revenue quality through diversification 14% i 15% fi Focusing on Value added segments = Commodity (Cu rod & billet) = Busbar Motor & Transformer Auto & Switchgear = Other VAP e —— . . Electricals Power Transmission Automotive ‘ Engineering ‘ Serving high- growth end-user industries N N
Slide 18: Market Reach across Domestic & International Geographies
Market Reach across Domestic & International Geographies Catering to customers across the world Geographical Revenue Split 10% UK USA ) China 90% Saudi B Arabi Y o S0 ] Oman Fy24 FY25 FY26 m Domestic m Export Top 5 Countries Export Revenue Contribution % China Switzerland Oman Also has well-establis
Slide 19: Preferred Supplier to Leading Companies
Preferred Supplier to Leading Companies ® & HBL ) ] LARSEN & TOUBRO Your comfort your way Am‘sfi% PETE - Hammond Transformative Synergy _ W Lucas TVS <& STERLING & wuson%y (5’ ReGen POWERTECH MEDHA v-Gum IREIL TOSHIBA Powering reliabe soktons for you Long-standing relationships with reputed customers
Slide 20: Strong sourcing network across the Globe
Strong sourcing network across the Globe Strong sourcing capabilities across the world Geographical Sourcing Split 25% . Sweder w @ ) oo o@ 75% [) @china @ Ceribbeans @ ruwat Saudi Arabia FY24 FY25 FY26 () Singapore i Import ® Domestic . Brazil Top 5 Sourcing cou s contribution of overall imports @
Slide 21: Infrastructure details and Capabilities
Infrastructure details Capabilities 35,000+ MTPA K) Operational Capacity Q One of first in India (FY26) " p 9 2 1SO-Certified ®m High-precision profiles Manufacturing Units == @) p 9 60 Acre %o g Integrated Manufacturing Reduces energy cost Facility, Hyderabad INR 25 Cr £ = o Precision & consistency
Slide 22: Quality Standards & Certifications
Quality Standards & Certifications Quality control Pt 3 WA W T s 1SO Integrated QMS & EMS BUREAU OF INDIAN STANDARDS Wity of Gonsamar Ao, Food snd Pulic Ditibton o0}, Aligned with ISO 9001:2015 Govormmint o s Advanced testing facilities With global experts Our Ref: HYBO/CM/L- 6300109596 Date 05 June
Slide 23: Strong leadership team with deep execution experience
Strong leadership team with deep execution experience 2 AL y i Shri Devendra Surana Shri Advait Surana I Shri Surendra Bhutoria I Managing Director I Business Development Manager Group Chief Financial Officer > - ~ £ 30+ years across metals, telecom, and renewable energy = Industrial Engineer, PG-IS
Slide 24: Strong financial performance
Strong financial performance Revenue growing at a healthy pace over the years... ...translating into increasing margins INR Mn 2.1% CAGR:29% ——> 3.1% 23,778 = EBITDA = PAT 3 =) INR Mn 16,253 14,283 s 2 3 @ ~N ~ 2] a FY24 Fy25 FY26 Fy24 FY25 FY26 Working capital management... ...maximizing returns fo
Slide 25: Strong operational performance
Strong operational performance Sales Volume (MT) Realisation per Kg (INR) Operating EBITDA per Kg (INR) Move toward value 24,655 added products at same scale 18,382 18,339 I Fy24 FY26 FY26 EBITDA/kg more than tripled over Sales volume uptick in FY26 followed FY24-FY26, reflecting focus on value by a
Slide 26: Our Strategies
n Our Strategies
Slide 27: Strategy for Sustainable Growth
Strategy for Sustainable Growth Product Mix Transformation ° Emerging Sectors Geographic Expansion Sustainability & Circularity Higher share of value-added Entry into EV infrastructure, solar Targeting East Asia, Middle East, Scaling EPR initiatives and offerings to strengthen PV systems, and high-e
Slide 28: Annexures
. Annexures
Slide 29: Comprehensive manufacturing ecosystem from scrap processing to finished products
Comprehensive manufacturing ecosystem from scrap processing to finished products Core & conductor products Strip volume products () wire route (@ strip / conductor route Shared step / output Scrap procurement 1 Scrap segregation A Copper strip Byproduct Granulation & from flow A Plastic granules oth
Slide 30: Thank You
Thank You
Bhagyanagar India — Investor Presentation (June 2026) on 6ix