Standard Engineering Technology Ltd · NSE:SETL

Standard Engineering Technology — Q3 FY26 Earnings Presentation

33 slides from Standard Engineering Technology's earnings presentation, Feb 5, 2026

  1. Slide 1: Cover letter to stock exchanges

    Date: February 05, 2026 To, Listing Compliance Department Listing Compliance Department BSE Limited National Stock Exchange of India Phiroze Jeejeebhoy Towers Limited Dalal Street, Exchange Plaza, C-1 Block G, Mumbai - 400 001 Bandra - Kurla Complex, Bandra (East) Mumbai - 400 051 SCRIP CODE: 544333

  2. Slide 2: Standard Engineering Technology Limited Investor Presentation February 2026

    Standard Engineering Technology Limited Investor Presentation / February 2026

  3. Slide 3: Disclaimer

    Disclaimer This presentation and the accompanying slides (the “Presentation”), have been prepared by Standard Engineering Technology Limited (the “Company”) solely for information purposes and do not constitute any offer, recommendation, or invitation to purchase or subscribe for any securities and

  4. Slide 4: Table of Content

    Table of Content 01 Quarter Performance 9M & Q3FY26 02 Business Overview 03 Annexure

  5. Slide 5: New Name and Purpose Change- Standard Engineering Technology Ltd.

    New Name and Purpose Change- Standard Engineering Technology Ltd. Expanded business scope to high-precision engineering, advanced process 1 technology, and equipment manufacturing across India and global markets. End-to-end capabilities covering design, detailed engineering, fabrication,, 2 commissi

  6. Slide 6: Strategic and Business Updates

    Strategic and Business Updates 01 02 03 Standard C2C Scigenics (India) Pvt. Ltd. ESOP Engineering pvt Ltd. Transaction Closed Equity Acquisition Executed Received in principle approval from Stock exchanges Entry into Bioprocess Systems Strengthening Design-to- Building Long-Term Execution Acquisitio

  7. Slide 7: Research and Development Updates

    Research and Development Updates Dedicated 10 experienced engineers & technologists in- Experts in materials, design, automation & Integrated with manufacturing, quality & technologists in-house & process innovation & execution teams R&D Team Key Objectives of R&D Strategic Pillars New Product Produ

  8. Slide 8: Earnings at Glance: 9M & Q3 FY26

    Earnings at Glance : 9M & Q3 FY26 Total Income EBITDA PBT PAT ₹ 562.2 Cr ₹ 102.2 Cr ₹ 82.7 Cr ₹ 62.0 Cr 9MFY26 ▲ 23.6% YoY ▲ 11.9% YoY ▲ 15.9% YoY ▲ 18.8% YoY ₹ 195.9 Cr ₹ 33.5 Cr ₹ 26.5 Cr ₹ 20.4 Cr Q3FY26 ▲ 37.1% YoY ▲ 17.0% YoY ▲ 22.7% YoY ▲ 28.3% YoY 1 Revenue growth was underpinned by strong ex

  9. Slide 9: Financial Highlights

    Financial Highlights Total Income (In Cr.) EBITDA & Margins (%) PAT & Margins (%) 20.1 % 18.2 % 11.5 % 11.0 % 23.6 % 11.9% 18.8 % 9MFY26 562 455 62 102 52 91 9MFY25 9MFY26 9MFY25 9MFY26 9MFY25 9MFY26 37.1 % 20.1 % 17.1 % 11.1 % 10.4 % 17.0% 28.3 % 196 Q3FY26 143 34 20 29 16 Q3FY25 Q3FY26 Q3FY25 Q3FY

  10. Slide 10: 9M & Q3 FY26 Financial Performance

    9M & Q3 FY26 Financial Performance Particulars (Rs Cr) Q3FY26 Q2FY26 QoQ Q3FY25 YoY 9MFY26 9MFY25 YoY Revenue from Operations 191.6 182.8 4.8% 140.1 36.7% 547.4 447.3 22.4% Other Income 4.3 5.4 -20.9% 2.7 59.2% 14.8 7.6 94.9% Total Income 195.9 188.2 4.1% 142.8 37.1% 562.2 454.9 23.6% Total Expendit

  11. Slide 11: Revenue By Segment

    Revenue By Segment Rs Cr Q3FY26 Q2FY26 Q3FY25 18.9% Reaction Systems 39.4% 36.8% 35.3% 39.0% Line of 192 45.9% Storage, Separation & 183 140 Drying Systems Business 35.3% Plant, Engineering Services 23.8% 25.7% 18.9% 7.3% 15.4% 11.8% Pharmaceuticals End Users 192 183 16.8% 140 Chemicals 56.1% Indust

  12. Slide 12: Revenue By Segment

    Revenue By Segment Rs Cr 9MFY26 9MFY25 15.0% Reaction Systems 33.3% Line of 547 39.9% Storage, Separation & Business 447 51.3% Drying Systems 33.7% Plant, Engineering Services 6.8% 12.3% 12.9% 15.7% Pharmaceuticals End Users 547 14.3% 447 Chemicals Industries 72.0% Others 72.8% 4.3% 7.0% 547 Domesti

  13. Slide 13: Business Overview

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  14. Slide 14: Business Model built on Multiple USPs

    Business Model built on Multiple USPs Customized And Innovative Product Offering Well Invested Manufacturing Facilities Deep Relationship with Marquee Clients Investing in Projects to Drive Future Growth Strategic Partnership, Aiding in Strengthening the Business model Profitable and Scalable Busine

  15. Slide 15: Customized and Innovative Product Offering

    1 a. Customized and Innovative Product Offering Capabilities Contributing to its leadership position One of the few companies in India offering end-to-end customized “Key Supplier” 1 solutions Acquired Of GMP-compliant Scigenics (India) Private Limited and accessories for stainless C2C Engineering P

  16. Slide 16: Customised and Innovative Product Offering: Core Offerings

    1 b. Customised and Innovative Product Offering Core Offerings Completed Projects Vacuum / Pressure Project 1 Project 2 RM Storage Reaction Filtration Drying Collection of Heat Exchanger filtrate Collection of distillate or separate layers Heating / Cooling Water/Steam Single fluid Other multifluid

  17. Slide 17: Well Invested Manufacturing Facilities

    2. Well Invested Manufacturing Facilities Sales Offices and agents Manufacturing Facilities USA Japan *(IPPE) Iran *(GL Hakko) Turkey Bangladesh Dubai Egypt Malaysia *(Biocon) Nigeria Sri Lanka Singapore *(Biocon) * - strategic alliances Worldwide Presence 8 Manufacturing Facilities - SGL Unit, S2 9

  18. Slide 18: Deep Relationship with Marquee Clients

    3. Deep Relationship with Marquee Clients add more customers 72% 58% 59% Enjoying long-standing relationships in excess of 54% 54% 3 years with 13 of our top 20 customers 45% 41% 38% Revenue Contribution from Top 10 & Top 20 Customers Long-term relationships and ongoing FY23 FY24 FY25 9MFY26 engagem

  19. Slide 19: Investing in Projects to Drive Future Growth

    4. Investing in Projects to Drive Future Growth Planned Capex: ₹130 Crores over the next 2-3 Years; Total expansion of 5.5 lakh sq. ft. | Phase 1 will be operational in 12 months We have invested significant capex in the past to expand our manufacturing capacities Capex (INR Cr) % of Capex to revenu

  20. Slide 20: Strategic Partnership

    5. Strategic Partnership Grow inorganically through strategic acquisitions and alliances Agreement with HHV Pumps for supply of vacuum pumps with a private label arrangement M/s S2 Engineering C.P.K Engineers Private Acquisition of C2C Engineering Private Growth aided by other M/s Stanpumps Engineer

  21. Slide 21: Profitable and Scalable Business Model

    6. Profitable and Scalable Business Model ROE/Adjusted ROE* ROCE/Adjusted ROCE* Total debt / Equity and Net debt / Equity 56.2% 50.0% 1.01 54.9% 0.98 42.5% 44.1% 47.6% 43.4% 42.0% 28.5% 29.4% 0.53 23.8% 0.47 25.5% 20.8% 18.2% 20.7% 16.7% 0.32 19.0% 15.9% 0.16 11.6% 10.9% 0.10 0.0 0.0 0 FY22 FY23 FY2

  22. Slide 22: Improving Working Capital and Strong Asset TO

    Improving Working Capital and Strong Asset TO Working Capital Days Fixed Asset Turnover Ratio (x) 176 10.9 127 122 8.4 7.4 6.0 73 5.0 9MFY26 FY22 FY23 FY24 FY25 9MFY26 Receivable Days Inventory Days Payables Days WC Days FY22 FY23 FY24 FY25 9MFY26 21

  23. Slide 23: Annexure

    ANNEXURE

  24. Slide 24: From Vision to Reality: Our Company's Journey

    From Vision to Reality : Our Company's Journey Successful IPO; Launch of Glass Lined Shell and Tube Heat Exchangers, Operation Commenced at Unit 5, Supply and Purchase agreement with Gale Process Solutions LLP, USA Incorporation of wholly owned subsidiary- Standard Engineering Inc. ; Long-term agree

  25. Slide 25: Global Industry Growth Driving Expansion

    Global Industry Growth Driving Expansion The Global Market Opportunity –Sizing (Values in USD Bn) and CAGR (2023 – 2028E), unless specified otherwise Reactors (Pressure Vessels) & Storage Tanks Market Glass Lined Equipment Market Filter & Dryers Market Overview Pressure Vessels Storage Tanks CAGR 7.

  26. Slide 26: India's Expanding Industry Creating Massive Growth Opportunities

    India's Expanding Industry Creating Massive Growth Opportunities for the Company The India Market Opportunity –Sizing (Values in INR Billion) and CAGR (FY24 –FY29E), unless specified otherwise Glass Lined Equipment Market Reactors (Pressure Vessels and Storage tanks) Market Overview Filter & Dryers

  27. Slide 27: A Glimpse of our Plant

    § Standard Engineering A Glimpse of our Plant a> 26

  28. Slide 28: Well Diversified Product Portfolio

    Well Diversified Product Portfolio Reaction Systems (heat transfer systems, Separation and Drying Systems Plant Engineering and Services pipes & fittings, pumps, reactors) (Filtration & Drying, Storage, Vessels) (Services, utility systems, others) AE Reactor BE Reactor CE Reactor Receivers Heat Exch

  29. Slide 29: Introducing our Leadership Team

    Introducing our Leadership Team Senior Management Personnel Kandula Nageswara Kandula Krishna Kandula Venkata Mohana Rao Yasuyuki Ikeda Kallam Hima Anjaneyulu Rao Veni Ramakrishna Katragadda Priya Pathuri Non-Executive Director Promoter and Promoter and Promoter and Promoter and (Nominee of AGI Comp

  30. Slide 30: Introducing our Leadership Team

    Introducing our Leadership Team Senior Management Personnel Somanchi Datta Phani Kudaravalli Punna Rao Palayil Nanda Kumar Bhanu Prakash Kandula Vara Prasad Prabhakar Executive Vice President, Chief Marketing Officer – Vice President, Vice President -Operations Manufacturing Manufacturing General Ma

  31. Slide 31: Historical Profit and Loss Statement

    Historical Profit and Loss Statement Particulars (All amounts are in INR Cr. except otherwise stated) FY23 FY24 FY25 9MFY26 Revenue from Operations 497.6 543.7 613.7 547.4 Other Income 2.5 6.0 12.3 14.8 Total Income 500.1 549.7 626.0 562.2 COGS 285.5 317.7 344.3 279.5 Gross Profit 214.6 232.0 281.7

  32. Slide 32: Historical Balance Sheet

    Historical Balance Sheet Particulars FY23 FY24 FY25 9MFY26 Particulars FY23 FY24 FY25 9MFY26 Equity Non-Current Assets Property plant and equipment 54.7 82.2 101.0 117.5 Equity share capital 15.8 18.2 199.5 199.5 Capital work-in-progress 3.3 4.5 8.5 12.1 Other equity 139.9 389.2 507.3 568.6 Right-of

  33. Slide 33: Thank You

    Thank You Investor Relations Contact : Go India Advisors LLP Monali Jain Prayasi Patel Go India Advisors Go India Advisors monali@GoIndiaAdvisors.com prayasi@GoIndiaAdvisors.com M: +91 8078675682 M: +91 9653602085 Company Contact : Anjaneyulu Pathuri Hima Priya Kallam Company’s Chief Financial Offic

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