Synergy Green Industries Ltd. · NSE:SGIL

Synergy Green Industries — Q3 FY2025-26 Earnings Presentation

27 slides from Synergy Green Industries's earnings presentation, Feb 11, 2026

Slide 1: Cover letter to stock exchanges
February 11, 2026 To, To, The BSE Limited, Corporate Communications, Corporate Relationship Department, National Stock Exchange of India Ltd., 1st Floor New Trading Building, Exchange Plaza, Plot No.C/1, G Block, Rotunda Building, Bandra-Kurla Complex, Bandra (E), P.J. Towers, Dalal Street, Mumbai –
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by Synergy Green Industries Ltd (SGIL) solely for informational purposes. The information contained herein does not constitute or form part of any offer or invitation to sell, or any solicitation of an offer to purchase or subscribe for, any securities
Slide 5: Guidelines for the call
Guidelines for the call • All Participants are kept on Listen Only Mode by the Host • All Participants are requested NOT to RECORD the CALL • Questions from the Participants will be addressed in the Q&A Session at the END of the Investor Presentation by the management • During the Q&A, when called o
Slide 8: Panelists for the Session
Panelists for the Session Shirgaokar Brothers Group (Since 1913) Major Businesses: Sugar, Foundry, General Engineering, IT & Hospitality V Srinivasa Reddy, Shreya Shirgaokar Nilesh Mankar Annual Turnover: Rs 2,700 Crores Executive Director Associate Vice President Company Secretary Group Companies E
Slide 11: Energy transition to Renewables
Energy transition to Renewables As of 2025, $113.7 Tn 7% 32% Global GDP (IMF) Energy share Electricity from Renewables (IEA) World Electricity Generation by Power Sources (1980-2050): Renewable Growth Drivers: 70 70% Units: PWh/yr 60 50% 50 25% Energy without Reduces Oil & Coal 40 16% depletion of i
Slide 12: The world is betting on renewables: India Panchamrit at COP26
The world is betting on renewables INDIA “PANCHAMRIT” at COP26 GLOBAL Net zero Paris Agreement India net zero Country-wise goals of Goal of keeping global Achieve net zero by reaching net zero emissions warming within 1.5°C 2070 Climate finance India renewables target Country emissions goal Goal of
Slide 13: India and Global Wind Installations
India and Global Wind Installations Global Wind Installations Global Growth Drivers: Units: GW Offshore 183 194 • By 2030, Installations to exceed 2 TW Onshore 160 167 34 31 140 116.6 117 138 16 24 25 26 • As per GWEC’s this will only reach 77% of required 95.3 6.9 93.6 77.6 10.8 8 capacity by 2030
Slide 14: We are diversified to cater to broader castings market
We are diversified to cater to broader castings market Country wise Total Castings Demand: Sector wise Major Consumers of Castings (India): Casting market 2024 Others Total MT: 110 Mn 48.79 Machine Tools–2% 2% 10% Global: $ 160 bn Earth Moving – 2% Auto 3% India: $ 13.2 bn Electrical Equip - 3% 3% 3
Slide 16: Leadership in Large-Size Critical Castings
Foundry Leadership in Large-Size Critical Castings 45,000 TPA* State of the art facilities 30 MT Single Pce SG (90%), Ci & Steel Facilities Software Quality *In Progress World-class Best in class NABL-certified Quality equipment from IT quality testing Certifications leading global brands capabiliti
Slide 17: Our Products
Our Products Wind Castings Non-Wind Castings Cone Crusher Coal Pulverizer Turbine Casing Wind Castings (70%) + Gear Box Castings (15%) Rotor Hub Main Frame Gear Box PLC Mining Plastic Injection Pumps Machines Copyright © 2024 Synergy Green Industries Ltd 2024 16
Slide 18: Our Customers
Our Customers Trusted by 50% of the World’s Top 10 Wind OEMs Leading Wind OEMs in 2024 Our Customers Goldwind 18.2 1.1 19.3 Envision 14.3 0.1 14.5 Windey 12.2 0.3 12.5 Mingyang 10.4 1.8 12.2 Wind Vestas 8.8 1.4 10.2 Sany 9.4 0 9.4 Dongfang Electric 7.4 0.9 8.4 Siemens Gamesa 4 4 8.0 Nordex 7.8 0 7.8
Slide 19: SWOT Analysis
SWOT Analysis STRENGTH WEAKNESS • Ability to Produce large castings up to 30 MT • Limited Capacity compared to peers (scaling up • Established products with Top Global OEMs from 30,000 TPA to 45,000 TPA) • Ability to build large capacities with capital • Currently 100% machining is outsourced S W ef
Slide 21: Annual Capacity Utilization
Annual Capacity Utilization Capacity utilization continues to be at peak levels 30,000 100% 88% 89% 90% 25,000 80% 76% 80% 72% Total Production & Capacity (MT) 70% 20,000 Capacity Utilization (%) 61% 62% 60% 15,000 50% 40% 10,000 30% 20% 5,000 10% 0 0% FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 FY
Slide 22: Summary of unaudited financial results Q3 FY26
Summary of unaudited financial results Q3 FY26 Income Statement All figures in Rs Crore Year Ended Particulars Quarter Ended 9M Ended (12 Months) Period 31.12.25 30.09.25 31.12.24 31.12.25 31.12.24 31.03.25 Parameters impacting Profitability: -4.8% -4.8% Total Income • Higher outsourcing costs incur
Slide 23: Summary of unaudited financial results Q3 FY26: Balance Sheet
Summary of unaudited financial results Q3 FY26 Balance Sheet All figures in Rs Crore Period 31.12.25 31.03.25 Equity & Liabilities 426.14 307.34 Net Worth 113.55 107.67 Long Term Borrowings 143.24 67.47 Short Term Borrowings 75.89 53.90* Trade Payables 62.85 59.81 Other Non-Current Liabilities 5.89
Slide 24: Brief overview of financials
Brief overview of financials Revenue streams (in Rs Cr) and Estimate PBDIT over the period (in Rs Cr) Executable Orderbook Projection ~5% 31% 11% 53.7 ~380 364 328 38 41.1 -10.2% -5% 24.99 285 290 38.39 73 67 34.48 267 253 42 57 26 15.66 47 44 17.32 7.73 200 31 39 33 15 29 Are 101 50 25.2 25.3 3.14
Slide 25: CAPEX Plan and Status
CAPEX Plan and Status CAPEX Plan ~187 Crore Foundry Expansion Captive Renewable Power In-House Machining Capex Capex Capex in two phases Rs. 60 Crore to Enhance Capacity Rs. 30 Crore to increase I: Rs. 67 Crore | II: Rs. 30 Crore from 30,000 to 45,000 MT from 2 MW to 10 MW To Establish machining fac
Slide 26: The Path Ahead
The Path Ahead FY 2025-26 Performance Outlook Medium Term Capacities (MT/Annum) Revenue growth is projected at 5% in FY26 140,000 over the previous year, impacted by delayed ramp-up of new wind segment products and 120,000 disruptions from ongoing expansion activities 100,000 100,000 80,000 75,000 6

Synergy Green Industries — Q3 FY2025-26 Earnings Presentation on 6ix

Synergy Green Industries — Q3 FY2025-26 Earnings Presentation

Slide 1: Cover letter to stock exchanges

Slide 2: Investor Presentation Q3 FY 2025-2026

Slide 3: Disclaimer

Slide 4: Agenda

Slide 5: Guidelines for the call

Slide 6: Brief Introduction

Slide 7: Synergy Green Industries Ltd

Slide 8: Panelists for the Session

Slide 9: Investor Presentation

Slide 10: Industry Overview, Company Profile, Business Performance

Slide 11: Energy transition to Renewables

Slide 12: The world is betting on renewables: India Panchamrit at COP26

Slide 13: India and Global Wind Installations

Slide 14: We are diversified to cater to broader castings market

Slide 15: Industry Overview, Company Profile, Business Performance

Slide 16: Leadership in Large-Size Critical Castings

Slide 17: Our Products

Slide 18: Our Customers

Slide 19: SWOT Analysis

Slide 20: Industry Overview, Company Profile, Business Performance

Slide 21: Annual Capacity Utilization

Slide 22: Summary of unaudited financial results Q3 FY26

Slide 23: Summary of unaudited financial results Q3 FY26: Balance Sheet

Slide 24: Brief overview of financials

Slide 25: CAPEX Plan and Status

Slide 26: The Path Ahead

Slide 27: Thank You!