Systematic Industries Ltd. · BSE:SYSTEMATIC
Systematic Industries — Arihant Capital – Bharat Connect Conference – September 2026
35 slides from Systematic Industries's conference presentation, Sep 25, 2026
Slide 1: BSE Regulation 30 disclosure cover letter
Date: September 25, 2026 To, The Manager, Listing Department BSE Limited Phiroze Jeejeeboy Towers, Dalal Street, Mumbai – 400001 Reference: Systematic Industries Limited (“the Company”) Scrip Code: 544541 ISIN: INE1KLZ01011 Subject: Disclosure under Regulation 30 of SEBI (Listing Obligations and Dis
Slide 2: Systematic Industries Limited Investor Presentation
Systematic Industries Limited (SIL) Powering the Next Generation of Grid and Digital Infrastructure Investor Presentation FY26 September 2026
Slide 3: Table of Contents
Table of Contents 01 Company Overview 02 Business Segments 03 Industry Tailwinds 04 Competitive Moats 05 Financial Highlights 06 Annexures 2
Slide 4: Disclaimer
Disclaimer This presentation has been prepared by Systematic Industries Limited solely to provide information about the Company. No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such informati
Slide 5: Company Overview
< Kh stematic Company Overview
Slide 6: SIL At A Glance
SIL At A Glance Scale. Integration. Leadership. India’s 3rd-largest steel wires & cables manufacturer • Pioneer of zinc-aluminium wires MANUFACTURING SCALE MARKET POSITION #3 30+ 1,72,000 * in India countries MTPA INSTALLED CAPACITY steel wires & cables** served Steel-wire manufacturing capacity STR
Slide 7: Why Systematic Industries
Why Systematic Industries 01 02 03 04 05 Scaled Steel – Integrated New – Capacity & Exposure to Strong Financials Wire Platform Age Product Structural & Capabilities Expansion Growth Themes Execution Focus * 1,72,000 Only integrated OPGW 7,200 MTPA POWERGRID + Power Utility FY23–FY26 CAGR MTPA steel
Slide 8: From Core Wires To An Integrated Infrastructure Platform
From Core Wires To An Integrated Infrastructure Platform MARCH 2000 FY23–FY24 FY25 JAN 2026 SEP 2026 Business Steel Wire Got Listed on EPC & Execution Foundation Scale Up Exchange New Orders Scaled Up 01 02 03 04 05 2002 60k MT→ 80k MT 100k MT steel INR 847.1 Mn 172k MT Commercial MT steel-wire wire
Slide 9: Business Segments
< Kh stematic Business Segments
Slide 10: Legacy Business Product Portfolio
Legacy Business Product Portfolio Legacy Product Portfolio & Leadership in Cable, Legacy Business: Steel Wires Wire & GI Segment Our Focus Sectors & Key Applications • Power - Cables, Conductors, Transmission Lines • Infrastructure - Gabions , Binding wires , Fencing Galvanized Iron Annealed Wire He
Slide 11: New Age Products
New Age Products 01 ALUMINIUM CLAD STEEL (ACS) WIRE 02 OPTICAL FIBRE CABLE (OFC) 03 OPTICAL GROUND WIRES (OPGW) High conductivity High-speed data Advanced solution Corrosion resistant 5G & FTTH networks Next-gen connectivity DEMAND POSITIONING India's fiberization push • Smart-grid expansion • Indus
Slide 12: New Age Business – Order Momentum
New Age Business – Order Momentum FIRST EPC CONTRACT TOTAL ORDER WINS 400 kV • OPGW scope 847.1 INR Mn Agra–Kumher SEGMENT ORDER VALUE COUNTERPARTY End-to-end supply and installation OPGW INR 824.2 Mn Powergrid Corporation of India Ltd. on the Sikar–Agra corridor, up to (PGCIL) the LILO point at Kum
Slide 13: Industry Tailwinds
<¢ Ki stematic Industry Tailwinds
Slide 14: Why Systematic Fits in India's Growth Cycle
Why Systematic Fits in India’s Growth Cycle 01 INFRASTRUCTURE 02 FIBERIZATION 03 POWER TRANSMISSION INR 12.2T 19.35 → 42.36 495K → 650K FY27 infrastructure capex lakh route km circuit km vs INR 11.2T in FY26 2019 → latest disclosed FY25 → FY32 target Government-led build-out 214,843 Gram Panchayats
Slide 15: Large Addressable Opportunities Across Power, Telecom & Railways
Large Addressable Opportunities Across Power, Telecom & Railways 01 POWER 02 TELECOM 03 MULTI-SECTOR Transmission Digital Infrastructure build-out connectivity modernisation ~INR 9.16 lakh cr INR 1.40 lakh cr Railways • Utilities Industrial networks NEP 2022–32 estimated outlay Amended BharatNet out
Slide 16: Market Opportunity
Market Opportunity Infrastructure Spending Trends in the Union Budget Indian Broadband services Market (in INR Lakh crores) Series 1 (in USD Billion) 37.7 12.2 11.1 11.2 10.0 7.5 17.8 2022-23 2023-24 2024-25 2025-26 2026-27 FY25 FY34E ▪ Government remain committed to infrastructure ▪ The Indian gove
Slide 17: Competitive Moats
< Why stemati Cc Competitive Moats
Slide 18: Systematic's Moat Framework
Systematic’ s Moat Framework Full Vertical Regulatory & Technical Scale & Execution Integration Approvals Capability ▪ Deep vertical integration across steel ▪ 20+ BIS Licenses, ISI 3975, IS 280, IS 6006 & ▪ Steel Wire Capacity: 1,72,000* MT in Q1FY27 wire, OPGW, and Optical Fibre cable value More ▪
Slide 19: Building a PAN India Growth Platform through Acquisitions
Building a PAN India Growth Platform through Acquisitions SILTARA • CHHATTISGARH Steel Wire Capacity Growth over the years 1 GI Wire Facility Capacity (in MTPA) 48,000 MTPA 1,72,000 * WHY IT MATTERS • Central India access 1,00,000 • Faster fulfilment 80,000 • Aligned to Power T&D and infrastructure
Slide 20: Manufacturing & Quality Backbone
Manufacturing & Quality Backbone 6 In – House R&D & Advanced Testing Lab Key Manufacturing Facilities Certifications & Accreditations: PAN India Operations • ISO 9001:2015 – Quality Management System • ISO 14001:2015 – Environmental Management System • ISO 45001:2018 – Occupational Health & Safety M
Slide 21: Brand Portfolio
Brand Portfolio • A high-strength galvanized wire specially designed for agricultural trellising and crop support • Offers superior corrosion resistance and long-lasting durability • Lightweight, eco-friendly, and easy to install • It provides a cost-effective solution for modern horticulture applic
Slide 22: Leadership & Management Expertise
Leadership & Management Expertise Sidharth Rajendra Agarwal - Chairman & Managing Director Vikas Navin Hegde – Whole Time Director He has an overall experience of 24 years in steel wire and cable He has an overall experience of 14 years. He is currently involved industry. He is playing vital role in
Slide 23: Strategic Levers for Future Expansion
Strategic Levers for Future Expansion Scaling towards Margin EPC & Turnkey Export Accretive Products Expansion Growth ▪ Secured its first EPC contract from Foray into: ▪ SIL exports to 30+ countries which Power Grid Corporation of India includes Sri Lanka, Japan, Bhutan, Limited (PGCIL). Canada, Bra
Slide 24: Financial Highlights
&j Ki stematic Financial Highlights
Slide 25: Management Commentary
Management Commentary “We are pleased to report a strong performance for FY26, with total revenues growing by 23.9% YoY to INR 5,563 Mn, driven by sustained demand across our core segments. Our PAT grew by 16.4% YoY to INR 210 Mn, reflecting our continued focus on disciplined execution and profitabi
Slide 26: Profit & Loss Statement – FY26
Profit & Loss Statement – FY26 Particulars (in INR) H2FY26 H2FY25 YoY FY26 FY25 YoY Net sales 2,988 2,818 6.0% 5,525 4,465 23.7% Other Income 17 17 (1.4%) 38 27 42.4% Total Revenue 3,006 2,836 6.0% 5,563 4,492 23.9% Revenue: The Revenue for FY26 Cost of revenue 2,467 2,306 7.0% 4,532 3,575 26.8% sto
Slide 27: Balance Sheet - As on 31st March 2026
Balance Sheet - As on 31st March 2026 Equity and Liabilities (INR) 31st March 2026 31st March 2025 Assets (INR) 31st March 2026 31st March 2025 Share Capital 223 168 Non-Current Assets Other Equity 1,791 643 Plant, Property and Equipment 578 606 Total Equity 2,014 811 Capital Work in Progress 19 9 B
Slide 28: Financial Snapshot – FY26
Financial Snapshot – FY26 Total Revenues (in INR Mn) EBITDA & EBITDA Margin 5,563 7.3% 8.2% 4,492 400 10. 0% 395 8.0 % 390 6.0 % 385 4.0 % 380 2.0 % 375 0.0 % 370 -2.0% 365 -4.0% 360 355 369 405 -6.0% 350 -8.0% FY25 FY26 FY25 FY26 PAT & PAT Margin EPS (in INR) 3.8% 200 4.0% 6.0 % 10.75 4.0 % 10.74 1
Slide 29: Historical Financial Snapshot
Historical Financial Snapshot Revenue (in INR Mn) EBITDA & EBITDA Margin 5,563 7.3% 400 7.2% 8.2% 10. 0% 4,492 350 4.6% 8.0 % 3,726 6.0 % 300 3,219 250 4.0 % 2.0 % 200 0.0 % 150 -2.0% 100 -4.0% 50 147 268 369 405 -6.0% 0 -8.0% FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 PAT & PAT Margin EPS (in INR) 3.8
Slide 30: Key Valuation Metrics
Key Valuation Metrics Return on Capital Employed (ROCE) Return on Equity (ROE) 22.3% 30.0% 19.9% 28.4% 19.2% 12.7% 16.4% 10.4% FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 Net Worth (in INR Mn) Return on Assets (ROA) 2,014 10.0% 9.7% 8.5% 4.8% 811 624 496 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 29
Slide 31: Revenue Mix – FY26
Revenue Mix – FY26 Segment Mix Geographical Mix 1.7% 7.8% 98.3% 92.2% Legacy Business New Age Business DomestIc Exports 30
Slide 32: Annexures
&j Ki stematic Annexures
Slide 33: Awards
Awards Top 10 Steel Wire & Wire Rope Indian Achievers Award “Best Organisations to Work” Manufacturers for Promising Company certified by ET NOW by Industry Outlook 2021 2022 2022 2026 2025 32
Slide 34: Glossary
Glossary Abbreviation Description Abbreviation Description ACS Aluminium Clad Steel ISO International Organization for Standardization BIS Bureau of Indian Standards OFC Optical Fibre Cable CPRI Central Power Research Institute OPGW Optical Ground Wire DRDO Defence Research and Development Organisat
Slide 35: Thank you
Thank you Systematic Industries Limited: Ms. Dimple Lalwani : cs@systematicindustries.com Investor Relations Advisors : Mr. Vikash Verma : vikash.verma1@in.ey.com Mr. Hiral Keniya : hiral.keniya@in.ey.com Ms. Yashvi Jain : yashvi.jain1@in.ey.com
Systematic Industries — Arihant Capital – Bharat Connect Conference – September 2026 on 6ix