India Nippon Electricals Limited · NSE:INDNIPPON
India Nippon Electricals — Q4 FY26 Earnings Presentation
22 slides from India Nippon Electricals's earnings presentation, Jun 1, 2026
Slide 1: Exchange filing cover letter for investor presentation
INEL/SE/2026-27/08 June 01, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, Plot no C 1, Phiroze Jeejeebhoy Towers G Block, IFB Centre, Bandra Kurla Complex, Dalal Street Bandra (East), Mumbai - 400051 Mumbai - 400 001 Scrip: INDNIPPON Scrip: 532240 Dear Sir/ Mad
Slide 2: Earnings Presentation Q4-FY26/FY26
E AR N I N G S P R E SE N TAT IO N Q4-FY26/FY26
Slide 3: Snapshot
SNAPSH OT 40+ Years 3 1 Tier 1 1,605+ Of State-of-art Supplier to Major Employees Experience Manufacturing Auto OEM’s Plants Research Center INR 30%+ 17.64% 15,433 Mn Consistent Debt Free 3 Year Revenue CAGR Market Cap Dividend Payout track record 2 EARNINGS PRESENTATION
Slide 4: Company Overview
C OMPAN Y O VERV IEW ▪ India Nippon Electricals Limited (INEL) was incorporated in 1984 and owned by Lucas Indian Service Limited, a wholly- Revenue (INR Mn) & EBITDA Margins (%) owned subsidiary of Lucas-TVS Limited to manufacture electronic ignition systems for two-wheelers, three-wheelers and por
Slide 5: Geographical Presence
G EOG RA PH ICA L PRE SEN CE INDIA ▪ USA ▪ ITALY FY26 Revenue Split ▪ CHINA 8% ▪ SLOVENIA ▪ TURKEY ▪ VIETNAM ▪ THAILAND ▪ JAPAN ▪ NEPAL ▪ SRI LANKA 92% ▪ BANGLADESH ▪ AFRICA Domestic Export 4 EARNINGS PRESENTATION
Slide 6: Key Clientele
KE Y C LIEN TE LE *Logos are meant for representative purposes only 5 EARNINGS PRESENTATION
Slide 7: Product Portfolio
PROD UC T PORTFO LIO Electronic Ignition Controllers Sensors Electric Vehicles Aftermarket System It is a modern automotive It refers to the various It is the collection of various Recently established world-class A dedicated team is focusing on ignition system that replaces the electronic control u
Slide 8: 2W Electric Vehicles Products
2W ELEC TRI C V EHI CLES PRO DU CTS Traction Motor Traction motors are powered by electricity and generate the power to rotate the wheels. Traction motors are typically mounted in the trucks where the wheels are housed. Cluster Motor Controller It refers to the instrument cluster or dashboard panel
Slide 9: Strategic Overview
Strategic Overview
Slide 10: Key Strengths
KE Y S TRENG TH S Strong Client base Thrust On Technology Organizational Agility Offers wide range of Strong Customer Focus Stringent Manufacturing Practices Value Addition products 9 EARNINGS PRESENTATION
Slide 11: Future Growth Strategies
FU TURE GROW TH S TRATEG IES Capitalizing on Core Business Advancing Aftermarket Business Focused on exploiting the opportunities presented within core A dedicated team and several measures are taken to strengthen product business by introducing new products for two & three-wheelers. range and distr
Slide 12: Financial Overview
Financial Overview
Slide 13: Q4-FY26/FY26 Financial Highlights
Q4 -FY 26 /FY 26 FINA NC IA L HI GH LIGH TS Q4-FY26 Consolidated Financial Performance FY26 Consolidated Financial Performance INR 2,995 Mn INR 383 Mn 12.79% INR 10,685 Mn INR 1,222 Mn 11.44% Revenue from EBITDA EBITDA Margin Revenue from EBITDA EBITDA Margin Operations Operations INR 398 Mn 13.29%
Slide 14: Operational Highlights
OPE RA TION AL HIG HLI GH TS • Rural demand continued to strengthen during Q4, supported by the positive impact of GST reforms. • Retained the No. 1 market position in the Fly Wheel Magneto segment. • Achieved a significant milestone with sales crossing INR 1,000 crore during FY26. • Q4 sales grew 2
Slide 15: Quarterly Consolidated Financial Performance
QUARTE RL Y CONSOL ID ATED FINANC IAL PE RFORMANC E Particulars (INR Mn) Q4-FY26 Q4-FY25 Y-o-Y Q3-FY26 Q-o-Q Revenue from Operations 2,995 2,338 28.1% 2,718 10.2% Operating Expenses 2,612 2,058 26.9% 2,420 7.9% EBITDA 383 280 36.8% 298 28.5% EBITDA Margins (%) 12.79% 11.98% 81 Bps 10.96% 183 Bps Dep
Slide 16: Annual Consolidated Financial Performance
ANNUAL CO NSOLID ATED F INANCIAL PERFORMANCE Particulars (INR Mn) FY26 FY25 Y-o-Y Revenue from Operations 10,685 8,448 26.5% Operating Expenses 9,463 7,496 26.2% EBITDA 1,222 952 28.4% EBITDA Margins (%) 11.44% 11.27% 17 Bps Depreciation 179 206 (13.1)% Finance Cost 5 4 25.0% Other Income 269 287 (6
Slide 17: Consolidated Income Statement
C ONS OLID A TE D INC OM E STA TEM ENT Particulars (INR Mn) FY23 FY24 FY25 FY26 Revenue from Operations 6,563 7,241 8,448 10,685 Operating Expenses 6,035 6,577 7,496 9,463 EBITDA 528 664 952 1,222 EBITDA Margins (%) 8.05% 9.17% 11.27% 11.44% Depreciation 146 151 206 179 Finance Cost 4 4 4 5 Other In
Slide 18: Consolidated Balance Sheet
C ONS OLID A TE D BA LA NC E S H EET Particulars (INR Mn) FY24 FY25 FY26 Particulars (INR Mn) FY24 FY25 FY26 EQUITY AND LIABILITIES ASSETS Equity Share Capital 113 113 113 Non-Current Assets Other Equity 6,120 6,999 8,100 Property, Plant and Equipment 1,312 1,437 1,630 Shareholders Fund 6,233 Right-
Slide 19: Financial Graphs
FIN AN CIAL G RAPHS Revenue (INR Mn) EBITDA (INR Mn) & EBITDA Margin (%) PAT (INR Mn) & PAT Margin (%) 1,112 10,685 1,222 8,448 952 823 7,241 6,563 664 593 528 482 11.27% 11.44% 9.74% 10.41% 9.17% 8.05% 7.34% 8.19% FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 Net Worth (INR Mn) ROCE &
Slide 20: Capital Market Data
C APITAL MARKET D ATA 1 Year Stock Performance (up to 31 st March, 2026) Dividend Per Share 100% 15.50 80% 12.50 60% 10.25 40% 9.25 20% 0% -20% Apr/25 May/25 Jun/25 Jul/25 Aug/25 Sep/25 Oct/25 Nov/25 Dec/25 Jan/26 Feb/26 Mar/26 India Nippon Electricals Limited Sensex FY23 FY24 FY25 FY26 Market Data
Slide 21: Disclaimer
DI SC LAIME R India Nippon Electricals Limited (INEL Disclaimer) 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 the information or opinions contained in this presentation. Such information
Slide 22: Thank You
Thank You
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