Isgec Heavy Engineering Ltd. · NSE:ISGEC
Isgec Heavy Engineering — Q4 & FY26 Earnings Presentation
35 slides from Isgec Heavy Engineering's earnings presentation, May 29, 2026
Slide 1: Intimation letter to stock exchanges
~ IS GE C ________1_s _G_E_c_ H_ E_A_v_v_ E_ N _G_1_N_E_ E_ R_ 1N_ G_ L_ _T _D_. ~ A-4. Sector-24, Noida • 201 301 (U.P.) India (GST No.: 09AAACT5540K2Z4) Tel.: +91-120-4085000101 /02 Fax: +91-120-2412250 E-mail· corpcomm@isgec.com www.isgec.com May 29, 2026 To, To, BSE Limited National Stock Exchan
Slide 2: Isgec Heavy Engineering Ltd. Investor Presentation Q4 & FY26
ISGEC ~ ISGEC Heavy Engineering >>> Ltd. ~ Investor Presentation Q4 & FY26 1 One of the world’s largest cement waste heat recovery boilers, generating 34.5 MW of power from a single line
Slide 3: Safe Harbor
Safe Harbor ~ ISGEC ~ This Presentation and the accompanying slides (the “Presentation”), which have been prepared by Isgec Heavy Engineering Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subsc
Slide 4: Table of Contents
Table of Contents 1 2 3 4 5 Company Performance Annual Order Book Annexures Overview Highlights Performance Q4 & FY26 Highlights ~ ISGEC ~ 3
Slide 5: Company Overview
Company Overview 1
Slide 6: ISGEC at a Glance
ISGEC at a Glance 93+ Years and Going Strong - - - - - - - ----- . Global Reach with equipment supply in 93 Countries across 6 continents Diversified Company (Manufacturing of Machinery & Equipment, - - - - ----- • Industrial Projects and Sugar & Ethanol) Serving Marquee Clients ~ - - - ----- •
Slide 7: 93+ Years & Going Strong
93+ Years & Going Strong Incorporated in 1933 as a Sugar Manufacturing Company. Transformed into a Diversified Heavy Engineering Company with 87% Consolidated Revenue* from Engineering Products and Projects 1933 2023 Isgec, then known as Capacity in Ethanol Plant at Saraswati Saraswati Sugar Syndica
Slide 8: Diversified Business Model
Diversified Business Model Process Plant Equipment ri!. rooF Sugar Plants & Distilleries Iron & Steel Castings -•r Air Pollution Control Equipments Industrial Boilers Boiler Tubes & Panels • Manufacturing 37% Industrial Projects Power Plants Presses & Press Brakes Revenue* 50% Revenue* l"1 -=c::::::
Slide 9: Serving Marquee Clientele across Sectors
Serving Marquee Clientele across Sectors bp Technip Jl It It ,.,1,1, ALST(diM e s lndianOil • © ® ♦ • vedanta SIEMENS .. . ,,. transforming for good ADITYA BIRLA GROUP fflahindra • Reliance TOYOTA "' MITSUBISHI .. .. I ; 1iii . . ,_, ••• .. .. .. ~ 0 ~ . thyssenkrupp Bharat Petroleum ~.Ji . N U OCO
Slide 10: Successfully Executed Orders
Successfully Executed Orders 9
Slide 11: Operating Facilities ensuring Pan-India Presence
Operating Facilities ensuring Pan-India Presence 8 Manufacturing Plants located across the world Industrial Projects Offices Manufacturing Facilities Pressure Vessels & Heat Yamunanagar, Exchangers, Presses, Boilers, Haryana Containers, Iron Castings, Noida, Sugar & Other Industrial Uttar Pradesh Ma
Slide 12: Revenue Diversification across Geographies
Revenue Diversification across Geographies Equipment supplied in 93 countries across 6 continents Consolidated Revenue (in Rs. Mn) 64,040 62,193 64,250 67,893 100% 10,762 17% 8,110 13% 8,859 14% 23% 15,952 90% 80% 70% 60% 87% 86% 77% 83% 50% 53,278 54,083 55,391 51,941 40% 30% 20% 10% 0% T FY23 FY24
Slide 13: Strategic Technology Partnerships
Strategic Technology Partnerships • Energy •• e. CB&I. .... •• (I; BabcockPower ENVIRONMENTAL •• 8 1Ei •• TecllnoloM;es for Cl&an air & pure waler • NEM Energy CB&I Babcock Power Thermal Engineering Fuel Tech B.V., Technology Inc., Environmental Inc., International (TEi), Inc., Netherlands USA USA U
Slide 14: Distinguished Board of Directors
Distinguished Board of Directors Mr. Ranjit Puri Mr. Aditya Puri Mr. Kishore Chatnani Mr. Sanjay Gulati Chairman Joint Managing Director Joint Managing Director Managing Director and and Education – B.Sc. Industrial Chief Financial Officer Head – Manufacturing Units Management from MIT, USA Educatio
Slide 15: Distinguished Board of Directors
Distinguished Board of Directors Mr. Arvind Sagar Mrs. Rashi Sikka Mr. Rajiv Roy Chaudhury Mr. Vivek Dhir Independent Director Independent Director Independent Director Independent Director Education – B.Tech. in Education – PGD in Mechanical Engineering from Management (Finance) from Education – MB
Slide 16: Performance Highlights Q4 & FY26
Performance Highlights 2 Q4 & FY26
Slide 17: Q4FY26 Snapshot - Standalone
Q4FY26 Snapshot - Standalone Key Financials Segmental • - ------- -• • - -- - - - - -• • • • • 21% 59% 14% 23% Manufacturing of Industrial Projects Total Income Growth PAT Growth Machinery & Equipment Revenue Growth YoY YoY YoY Revenue Growth YoY 16
Slide 18: Q4FY26 Snapshot - Consolidated
Q4FY26 Snapshot - Consolidated Key Financials Segmental • - ------- -• • - -- - - - - -• • • • • • 21% 361% 35% 23% 20% Total Income PAT Manufacturing of Industrial Projects Sugar & Ethanol Growth YoY Growth YoY Machinery & Equipment Revenue Growth Revenue Growth YoY Revenue Growth YoY YoY 17
Slide 19: FY26 Snapshot - Standalone
FY26 Snapshot - Standalone Key Financials Segmental • - ------- -• • - -- - - - - -• • • • • 7% 18% 4% 7% Manufacturing of Industrial Projects Total Income Growth PAT Growth Machinery & Equipment Revenue Growth YoY YoY YoY Revenue Growth YoY 18
Slide 20: FY26 Snapshot - Consolidated
FY26 Snapshot - Consolidated Key Financials Segmental • - ------- -• • - -- - - - - -• • • • • • 7% 25% 11% 6% 0% Total Income PAT Manufacturing of Industrial Projects Sugar & Ethanol Growth YoY Growth YoY Machinery & Equipment Revenue Growth Revenue Growth YoY Revenue Growth YoY YoY 19
Slide 21: Key Financial Highlights – Q4 & FY26 (in Rs. Mn)
Key Financial Highlights – Q4 & FY26 (in Rs. Mn) Consolidated Financials Total Income PAT & PAT Margin (%) Total Income PAT & PAT Margin (%) 1.1% 2.5% 4.0% 2000 1800 1600 1400 21,110 1200 1000 17,474 17,407 800 600 400 184 850 200 432 r 0 r Q4FY25 Q3FY26 Q4FY26 Q4FY25 Q3FY26 Q4FY26 Total Income PAT
Slide 22: Segmental Highlights – Q4 & FY26 (in Rs. Mn)
Segmental Highlights – Q4 & FY26 (in Rs. Mn) Revenue & EBIT Margin (%) Consolidated Financials Manufacturing of Machinery & Sugar & Ethanol Industrial Projects Equipment (Excludes Ethanol Plant at Philippines) 10.4% 15.4% 11.9% 4.7% 4.9% 4.8% 5000 14,000 4500 9.2% 8.1% 5.5% 10,000 13,000 4000 12,000
Slide 23: Annual Performance Highlights
Annual Performance 3 Highlights
Slide 24: Key Financial Highlights – Annual (in Rs. Mn)
Key Financial Highlights – Annual (in Rs. Mn) Consolidated Financials Total Income EBITDA* & EBITDA Margin (%) PAT & PAT Margin (%) 3.2% 4.6% 3.2% 2.2% 7.3% 8.8% 8.8% 9.7% 69,223 64,117 64,644 62,404 6,713 5,481 5,661 4,673 2,844 2,055 2,044 1,540 T T FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY2
Slide 25: Segmental Highlights – Annual (in Rs. Mn)
Segmental Highlights – Annual (in Rs. Mn) Revenue & EBIT Margin (%) Consolidated Financials Manufacturing of Machinery & Equipment Industrial Projects Sugar & Ethanol (Excludes Ethanol Plant at Philippines) 25000 45000 0.14 11.7% 10.2% 11.7% 13.8% 4.4% 3.9% 4.6% 4.7% 9.2% 9.9% 8.8% 4.5% 35000 0.15 0
Slide 26: Change in Classification of CBPI Philippines
Change in Classification of CBPI* Philippines ~ Reason for Change Financial Implication Current Status of CBPI* Previous Classification Revenue & EBITDA (no impact due to Production Live • Since December 2024 till December change in accounting) • Ethanol production began on 17th 2025, the Philippine
Slide 27: Order Book
Order Book 4
Slide 28: Robust Order Book (Consolidated)
Robust Order Book (Consolidated) Orders Booked during Order Book as at end of the Quarter (in Rs. Mn) Quarter/Financial Year (in Rs. Mn) 22,370 83,210 80,770 79,840 20,740 79,050 17,330 73,220 14,610 12,650 r r r r r Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 FY22 FY23 FY24 FY25 FY26 27
Slide 29: Order Book Composition (Consolidated)
Order Book Composition (Consolidated) Order Book : Rs. 79,840 Mn (as on 31st March 2026) Sector wise Geography wise Segment wise 16% 25% 36% 84% 75% 64% ■ PSU & Government ■ International ■ Industrial Projects ■ Private ■ Domestic ■ Manufacturing of Machinery & Equipment 28
Slide 30: Diversified across Sectors
Diversified across Sectors Consolidated Order Book Rs. 79,840 Mn * Railways Power Fertilizer Cement Mines Ports Oil & Gas Steel T [j ~ - tmtl IIUII I Chemical Space Automobile Defence Sugar Distillery Paper Water Treatment Composition by Industry Steel, Cement Chemicals Refineries Power Sugar Automo
Slide 31: Annexures
Annexures 5
Slide 32: Corporate Structure (Subsidiaries & Joint Ventures)
Corporate Structure (Subsidiaries & Joint Ventures) Isgec Titan Metal Fabricators Pvt. Ltd., India – 2015 Cavite Biofuel Producers Inc., CHITllllflllPIIDICUSIIC. Philippines * - 2019 - - - --- • JV with Titan Metal Fabricators USA, based • ----- - - - - - - in Yamunanagar, India, for manufacturing S
Slide 33: Shareholders Information - Shareholding structure 31st March 2026
Shareholders Information • Shareholding structure – 31st March 2026 r --------------------------------------------------------, Shareholder Information as on 31st March 2026 I I I I I --------------! I I BSE Ticker 533033 I I I I I I I I 23.41% NSE Symbol ISGEC I I I I I I I I I Market Cap (in Rs. M
Slide 34: Driving Sustainable Growth through a Steadfast Commitment to ESG
Driving Sustainable Growth through a Steadfast Commitment to ESG Transitioning to a Utmost importance comparatively clean to the health and fuel (shift from Diesel safety for everyone to RLNG) in our working at the site or factories factory Ensuring no human rights get violated ~ Over the years, inc
Slide 35: Thank You
Thank You Isgec Heavy Engineering Limited, INDIA chatnani@isgec.com | www.isgec.com Registered Office Radaur Road, Yamunanagar - 135001, Haryana, India CIN No.: L23423HR1933PLC000097 For more information contact: Ernst & Young LLP Rohit Anand I Riddhant Kapur rohit.anand4@in.ey.com I riddhant.kapur@
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