Slide 1: Salzer Electronics Limited Results Update Q4 & FY26
Sailzer SALZER ELECTRONICS LIMITED Results update presentation Q4 & FY26
Slide 2: Disclaimer
Ssailzer Disclaimer This presentation has been prepared by Salzer Electronics Limited (the “Company”) solely for information purposes and does not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connectio
Slide 3: Table of Contents
Ssailzer TABLE OF CONTENTS FINANCIAL HIGHLIGHTS COMPANY OVERVIEW © BUSINESS OVERVIEW WAY AHEAD
Slide 4: Financial Highlights
FINANCIAL HIGHLIGHTS
Slide 5: Executive Summary
Salzer ® Executive Summary Z Core Strength & Financial Momentum Strategic Optionality & Expansion Accelerating Growth Trajectory High-Growth Optionalities New Verticals On track for >20% YoY revenue growth in FY26 driven by core switchgear and scaling cable business. Management maintains long-term v
Slide 6: Company Snapshot
Salzer ® Company Snapshot Business Profile Revenue (FY26) EBITDA (FY26) PAT (FY26) Leading player in electrification and automation solutions X 1,758 Cr X 147 Cr X54Cr across Industrial Switchgear, Wire & Cable, Building 4 24.0% YoY Growth 8.4% Margin 3.1% Margin Electrical, Smart Metering, EV Charg
Slide 7: Joint Managing Director's Message
Ssailzer Joint Managing Director’s Message ld We are pleased to report another year of strong operational progress and business expansion despite a challenging macroeconomic environment and continued volatility in commodity prices and global demand conditions. During FY26, we continued to strengthen
Slide 8: Business Segment Mix
Ssailzer Business Segment Mix Q4 FY26 Revenue Split FY26 Revenue Split 51.3% 56.0% Industrial Switchgear Industrial Switchgear 42.8% 5.9% 5.1% 38.9% Wire & Cable Building Segment Building Segment Wire & Cable
Slide 9: Business Geographical Mix
Ssailzer Business Geographical Mix Q4 FY26 Revenue Split FY26 Revenue Split %s Industrial Switchgear Dominance Remains the growth and margin anchor contributing ~56% of revenue. Portfolio mix of ~40% standard and ~60% high-value engineered products supports superior margin profile (targeting ~13.5%)
Slide 10: Q4 FY26 Standalone Financial Highlights
Q4 FY26 Standalone Financial Highlights Salzer ae aie cea Net Revenue 462.09 365.59 26.40% 411.95 Raw Materials 366.15 279.51 317.44 Employee Cost 17.93 15.00 16.16 Other Expenses 48.37 44.89 42.54 Total Expenditure 432.45 339.41 376.14 EBITDA (Excluding other Income) 29.64 26.18 13.22% 35.81 EBITDA
Slide 11: FY26 Standalone Financial Highlights
FY26 Standalone Financial Highlights Salzer FY26 FY25 Net Revenue 1,715.19 1,382.93 24.03% Raw Materials 1,330.14 1,048.65 Employee Cost 65.26 53.89 Other Expenses 178.36 155.45 Total Expenditure 1,573.76 1,257.99 EBITDA (Excluding other Income) 141.43 124.93 13.20% EBITDA Margin (%) 8.25% 9.03% (78
Slide 12: Q4 FY26 Consolidated Financial Highlights
Q4 FY26 Consolidated Financial Highlights Salzer rma ae eemace Net Revenue 474.14 375.73 26.19% 424.20 Raw Materials 372.54 283.30 323.87 Employee Cost 20.01 16.35 17.67 Other Expenses 50.33 46.94 45.20 Total Expenditure 442.88 346.58 386.74 EBITDA (Excluding other Income) 31.26 29.15 7.25% 37.46 EB
Slide 13: FY26 Consolidated Financial Highlights
FY26 Consolidated Financial Highlights Salzer FY26 are Net Revenue 1,758.38 1,418.33 23.98% Raw Materials 1,350.76 1,061.94 Employee Cost 71.75 58.97 Other Expenses 188.81 163.52 Total Expenditure 1,611.32 1,284.43 EBITDA (Excluding other Income) 147.06 133.90 9.83% EBITDA Margin (%) 8.36% 9.44% (10
Slide 14: FY26 Revenue Break Up — Business Vertical
Ssailzer FY26 Revenue Break Up — Business Vertical FY25 FY26 57.6% Industrial Switchgear 56.0% Industrial Switchgear 5.5% 36.9% 5.1% 38.9% Building Segment Building Segment Wire & Cable Wire & Cable = Industrial Switchgear — 56.0% of net revenues =" Wires & Cables — 38.9% of net revenues = Building
Slide 15: FY26 Revenue Break Up — Geographical
. Salzer" FY26 Revenue Break Up — Geographical FY25 FY26 72.6% 78.9% India India Middle East, Middle East, 1.9% 1.4% Asia (Exclu. Asia (Exclu. , 11.4% India), 8.1% 6.0% : o% India), 8.5% 6.1% 5.1% u North & South America North & South America Europe 15
Slide 16: Segment Economics
Ssailzer Segment Economics Business Segment Revenue Mix (FY26) EBITDA Margin Key Drivers & Product Mix Product Mix: ~60% High-Value / ~40% Standard %s Industrial Switchgear ~56% 13.5% Key Products: Wiring ducts, toroidal transformers, rotary Target (Curr ~11%) switches, load break switches. Core Gro
Slide 17: Key Consolidated Financial Highlights — Annual
Ssailzer Key Consolidated Financial Highlights —- ANNUAL I Revenue (Rs. Crore) I I EBITDA (Rs. Crore) / Margins (%) I 1758.4 I 10.2% 9.3% I 10.0%9 9.4% 8.4% I 1418.3 I I 1166.3 1037.2 I I 783.6 : I 605.6 j | I 117. [ tl 95.9 ° ! 61.8 63.8 ! q T 1 T T 1 FY21 FY22 FY23 FY24 FY25 FY26 ! FY21 FY22 FY23
Slide 18: Key Cons. Balance Sheet Highlights — Annual
Key Cons. Balance Sheet Highlights — ANNUAL Salzer I I Return on Capital Employed ( %) I Return on Equity (%) I I I 11.75% 14:°7% 0 44 59% ! 9.30% 3.52% 10.31% 1 9.72% .949 9.94% 9.65% 9.07% ! 6.24% 6.40% I I I I I T T T T T ! | T T T T T FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY23 FY24 FY25 FY26 I
Slide 19: Working Capital & Borrowings
Ssailzer Working Capital & Borrowings Working Capital (Cr.) -— Bar Chart Borrowing (Cr.) Working Capital (Days) — Line Chart 179 167 170 154 147 153 503.36 435.04 242.9 294.88 181.6 235.4 264.77 183.28 16.27 12.41 7.18 12.99 22.32 28.08 FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY23 FY24 FY25 FY26 m™
Slide 20: Company Overview
COMPANY OVERVIEW 20
Slide 21: About Us
Ssailzer About Us Leading player offering total and customized 200+ Reputed and long-term customers electrical solutions = Preferred supplier to GE, Schneider and only approved = Incorporated in 1985 supplier of Nuclear Power Corporation =" Headquartered in Coimbatore, Tamil Nadu = Largest supplier
Slide 22: From A Single Product Company...
Ssailzer From A Single Product Company... 1985 - 1995 2001 - 2014 2015 - 2020 2021 — Till Date = Established to manufacturer of CAM Unit Ill - manufacture modular switches Started commercial production of Forays into EV Business through JVs with Kostad Steuerungsbau operated Rotary Switches Started
Slide 23: Experienced Management Team
Ssailzer Experienced Management Team Oo R. Doraiswamy - Managing Director M Laksminarayana - vP - Operations Qualified Electrical Engineer and Technocrat Entrepreneur with = B.E (Electrical) with over 2 decades of experience over 4 decades of experience = Responsible for Production, Planning, Invent
Slide 24: Overview
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Slide 25: Business Overview
. . Salzer’ Business Overview INDUSTRIAL BUILDING ENERGY SWITCH GEAR PRODUCTS ELECTRICAL PRODUCTS WIRE & CABLE MANAGEMENT PRODUCTS SMART METERS e e e e e e Transformers ¢ Modular Switches e Wires & Cables ° Energy Savers ° Single Phase Meters ¢ Terminal Blocks e Wires & Cables ¢ Flexible Bus Bars ¢
Slide 26: Wide products suite customized for OEMs
Wide products suite customized for OEM’S Salzer COILS / INDUCTORS TERMINAL SOCKETS palit Uu aN es) In-house manufacturing and R&D enables superior customization of products 26
Slide 27: Smart Metering Opportunity
Ssailzer Smart Metering Opportunity Capacity, Technology & Growth Outlook Annual Capacity Technology Stack o RE Mesh FY26 Revenue ie 4 Million eS % 25.45 Cr ~ Fully Integrated Facility ~ Certified Wirepas Platform % Infrastructure & Tech A Current Headwinds @ Growth Outlook Manufacturing Strength Ma
Slide 28: EV Charging & Energy Management
Ssailzer EV Charging & Energy Management Strategic New Growth Engines EV Charging Solutions sa Energy Management Scaling through Strategic Investments Recurring Revenue Platform <8 Cr ~100 ~X 200 Cr Q1 FY27 Strategic Investment Units Sold Project Value Target Commencement 30% Stake in UltraFast Char
Slide 29: Key Strengths
Ssailzer Key Strengths COMPLETE BACKWARD WIDE DISTRIBUTION NETWORK INTEGRATION Wide distribution network — international and domestic In-house manufacturing facilities with process capabilities ensures better product development and customization Tie up with L&T— access to over 350 dealers in India;
Slide 30: Seven Manufacturing Facilities
. ee: Salzer" Seven Manufacturing Facilities... Hosur Plant * Rotary Switch ¢ Wiring Accessories ¢ Wire Harnesses * Contactors & Relays * Toroidal Transformers * Panel Assembly * Lighting Energy Savers * Toroidal Transformers * Automatic Meter Reading ; * Isolators (Dis-connectors) * Three Phase Dry
Slide 31: Capex, Capacity & Operational Excellence
Ssailzer Capex, Capacity & Operational Excellence = FY25 Capex Program @® Capacity Utilization Switchgear Optimal ~2X25 Cr ~X20 Cr <8 Cr Wire & Cable > High Gi. Total Planned Smart Meter Maintenance & EV Charger Teddies Factory Other Capex Strategic Stake Smart Meters INSTALLED 4Mn Units p.a. ss Dis
Slide 32: Innovation, Patents & Partnership
Ssailzer Innovation, Patents & Partnership @ R&D & Intellectual Property PATENT GRANTED 1! Strategic Ecosystem Recent Breakthrough @ Technology Alliances High-Voltage Disconnecting & Earthing Device Collaboration for Transformers Designed specifically for Railway Locomotive applications. Validates S
Slide 33: With In-House Process Capabilities
Ssailzer With In -House Process Capabilities... IN-HOUSE TOOL ROOM Full fledged facility for manufacturing and servicing of Moulds and press tools TYPE TESTING LABORATORY CNC Wire Cut Machines and Spark erosion machines Loads up to 500Amps CNC Machining center, EDM Drilling Environmental test chambe
Slide 34: And A Strong R&D Team
..And A Strong R&D Team Salzer ¢ IN-HOUSE R&D CENTER R&D expenses (Rs crore) - More than 35 engineers - Recognized by Department of Science, Govt of India ¢ PATENTED ROTARY SWITCHES 19.14 * SIX PATENTS IN PROCESS 15.53 - Manual Single-Phase Starter with no voltage tripping, Energy Saver System for S
Slide 35: Wide Distribution Network
Ssailzer Wide Distribution Network International = Direct network across 50 countries Vv 21% of sales from exports (FY26) ¥ AO international distributors = Plans to expand in US, Africa and Middle east Domestic = Tie up with L&T — access to more than 350 dealers in India =# Direct network for Modula
Slide 36: Export Strategy & Global Expansion
. Saizer Export strategy & Global expansion Tariff Resets & Localized Manufacturing Driving Next Leg of Growth Current Export Mix Target Mix Global Reach Key Drivers 21.06% 25%+ 40+ US Tariff Cut FY26 Actual Medium-term Goal International Distributors Saudi Expansion _ UK & Europe i North America (U
Slide 37: Internationally Certified
. es Salzer" Internationally certified (150) qpntation top s NC ry EES %, 5 s 18001 ® 9001 Syem: Tiley Omer Lith CE Certification ISO 18001 UL Certification AGEN, cB rHS QO @ ey was” CB certification by IE COMPLIANT Intertek Is 0 ee CB certification a. ee CSA Certification ISO 18001 ... Across entir
Slide 38: Blue Chip Customers
Ssailzer Blue chip customers Valeo Schneider uropa Marketing Tie-up with L&T for Indian Market Largest supplier of rotary switches to Indian Railways Avner Honeywell SIEMENS cScontrols' YOKOGAWA *. Branding partner to various large OEM's in India Technical Tie-up with American Company C3Controls, to
Slide 39: Way Ahead
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Slide 40: Way Ahead
Ssailzer Way Ahead OPERATIONAL EXCELLENCE Consistently executing business strategy and continued focus on improving operating costs by sourcing quality raw materials and cf O70 efficient manpower FOCUS ON MARGIN IMPROVEMENT ¢ Increase sales of high margin products — existing and new VENTURE INTO NEW
Slide 41: ESG Initiatives
Ssailzer ESG Initiatives Environment Social Governance Committed towards a cleaner, greener Continues to contribute towards skill M/s. Swamy and Ravi, Chartered and healthier environment development among the local population Accountants for statutory audit and M/sDAT & Associates , Chartered Optimi
Slide 42: Thank You
THANK YOU For further information, please contact Salzer Electronics Limited | Adfactors PR Private Limited Mr. Murugesh Ms. Savli Mangle murugesan@salzergroup.com savli.mangle@Adfactorspr.com www.salzergroup.net Mr. Rupesh Rege Rupesh. rege@Adfactorspr.com www.adfactorspr.com t € © in