Slide 1: Systematic Industries Limited - Regulation 30 Disclosure Letter
SYSTEMATIC INDUSTRIES LIMITED (Formerly Known as SYSTEMATIC INDUSTRIES PRIVATE LIMITED) REGISTERED OFFICE: 418, NIRMAL CORPORATE CENTRE, L.B.S. MARG, MULUND (W), MUMBAI ‐ 400 080. CIN L27320MH2000PLC125313; TEL: 022‐41383900; FAX: 25684711 Website: www.systematicindustries.com Email: finance@systema
Slide 2: Systematic Industries Limited (SIL) Investor Presentation FY26
Systematic Industries Limited (SIL) Powering India's Grid and Digital Backbone Investor Presentation FY26 March 2026 1
Slide 3: Table Of Contents
Table Of Contents 01 Company Overview 02 Competitive Moats 03 Growth Strategy 04 Financial Highlights 05 Annexures 2
Slide 4: Disclaimer
Disclaimer This presentation has been prepared by Systematic Industries Limited solely to provide information about the Company. 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 such informati
Slide 5: Company Overview
Company Overview 4
Slide 6: Why Systematic Industries
Why Systematic Industries Fully • SIL demonstrates deep vertical integration across the steel wire, OPGW, and optical fibre cable value chain Integrated • Only Integrated OPGW Manufacturer in India Platform • Vertical integration delivers superior control over cost, quality, and on-ground execution
Slide 7: SIL At a Glance
SIL At a Glance India’s 3rd Largest Steel Wires & Cables Manufacturer & Pioneer of Zinc Aluminium Wires Strategic Key Highlights Strengths ▪ Only Integrated OPGW Player (Steel to Cable) Manufacturing Installed Capacity Market Leader Established Exports Units 1,00,000 MTPA 50% Share in Cable 30+ Coun
Slide 8: Where Systematic Fits in India's Growth Cycle
Where Systematic Fits in India’s Growth Cycle Systematic is positioned as the Power intersection Transmission Emerging Trends Boom & Growth drivers ▪ One of the few in Steel & Wire companies whose Digital India & ▪ According to the Cables Industry product portfolio Fiberization Union Ministry of dir
Slide 9: Market Opportunity
Market Opportunity Infrastructure Spending Trends in the Union Budget Indian Broadband services Market (in INR Lakh crores) Series 1 (in USD Billion) 37.7 12.2 11.1 11.2 10.0 7.5 17.8 2022-23 2023-24 2024-25 2025-26 2026-27 FY25 FY34E ▪ Government remain committed to infrastructure ▪ The Indian gove
Slide 10: Competitive Moats
<< be YSTEMATIC Competitive Moats
Slide 11: Systematic's Moat Framework
Systematic’ s Moat Framework Full Vertical Regulatory & Technical Scale & Execution Integration Approvals Capability ▪ Deep vertical integration across steel ▪ 20+ BIS Licenses, ISI 3975, IS 280, IS 6006 & ▪ Steel Wire Capacity: 1,00,000 MT in FY25 wire, OPGW, and Optical Fibre cable value More ▪ Fo
Slide 12: Manufacturing & Quality Backbone
Manufacturing & Quality Backbone In – House R&D & Advanced Testing Lab Certifications & Accreditations: • ISO 9001:2015 – Quality Management System • ISO 14001:2015 – Environmental Management System • ISO 45001:2018 – Occupational Health & Safety Management System Quality Control System: • Membershi
Slide 13: Product Portfolio (1/2)
Product Portfolio (1/2) Legacy Product Portfolio & Leadership in Cable, Wire & GI Segment Galvanized Iron Annealed Wire Heavy Coated (GI) Wire (HC) Wire Cable Armour Wire PVC Coated Wire ACSR Core Wire DECADES OF INDUSTRY LEADERSHIP & RELIABILITY Power & Transmission | Telecom | Infrastructure | Agr
Slide 14: Product Portfolio (2/2)
Product Portfolio (2/2) New Age Portfolio Introduction Optical Fibre Cable Optical Ground Wires Aluminium Clad Steel (OFC) (OPGW) (ACS) Wire High Conductivity High – Speed Data Corrosion Resistant 5G & FTTH Networks ADVANCED SOLUTION FOR NEXT – GEN CONNECTIVITY Systematic is well-positioned to capit
Slide 15: Brand Portfolio
Brand Portfolio • A high-strength galvanized wire specially designed for agricultural trellising and crop support • Offers superior corrosion resistance and long-lasting durability • Lightweight, eco-friendly, and easy to install • It provides a cost-effective solution for modern horticulture applic
Slide 16: Order Book Strength
Order Book Strength Latest Order Update Latest Order Update EPC • First EPC contract from Power Grid Corporation of India INR 18.8 Mn from\ PGCIL Limited (PGCIL). OPGW Orders • This contract involves end-to-end execution including the INR 4.1 Mn from a Power Utility supply and installation of Optica
Slide 17: Leadership & Management Expertise
Leadership & Management Expertise Sidharth Rajendra Agarwal - Chairman & Managing Director Vikas Navin Hegde – Whole Time Director He has an overall experience of 24 years in steel wire and cable He has an overall experience of 14 years. He is currently involved industry. He is playing vital role in
Slide 18: Growth Strategy
“<q Be TYSTEMATIC Growth Strategy SYSTEMATIC
Slide 19: Strategic Levers for Future Expansion
Strategic Levers for Future Expansion Scaling towards Margin EPC & Turnkey Export Accretive Products Expansion Growth ▪ Secured its first EPC contract from Foray into: ▪ SIL exports to 30+ countries which Power Grid Corporation of India includes Sri Lanka, Japan, Bhutan, Limited (PGCIL). Canada, Bra
Slide 20: Financial Highlights
C Me stematic Financial Highlights
Slide 21: Management Commentary
Management Commentary “We are pleased to report a strong performance for FY26, with total revenues growing by 23.9% YoY to INR 5,563 Mn, driven by sustained demand across our core segments. Our PAT grew by 16.4% YoY to INR 210 Mn, reflecting our continued focus on disciplined execution and profitabi
Slide 22: Profit & Loss Statement – H2 & FY26
Profit & Loss Statement – H2 & FY26 Particulars (in INR) H2FY26 H2FY25 YoY FY26 FY25 YoY Net sales 2,988 2,818 6.0% 5,525 4,465 23.7% Other Income 17 17 (1.4%) 38 27 42.4% Total Revenue 3,006 2,836 6.0% 5,563 4,492 23.9% Revenue: The Revenue for FY26 Cost of revenue 2,467 2,306 7.0% 4,532 3,575 26.8
Slide 23: Balance Sheet – As on 31st March 2026
Balance Sheet – As on 31st March 2026 Equity and Liabilities (INR) 31st March 2026 31st March 2025 Assets (INR) 31st March 2026 31st March 2025 Share Capital 223 168 Non-Current Assets Other Equity 1,791 643 Plant, Property and Equipment 578 606 Total Equity 2,014 811 Capital Work in Progress 19 9 B
Slide 24: Financial Snapshot – FY26
Financial Snapshot – FY26 Total Revenues (in INR Mn) EBITDA & EBITDA Margin 5,563 7.3% 8.2% 4,492 400 10. 0% 395 8.0 % 390 6.0 % 385 4.0 % 380 2.0 % 375 0.0 % 370 -2.0% 365 -4.0% 360 355 369 405 -6.0% 350 -8.0% FY25 FY26 FY25 FY26 PAT & PAT Margin EPS (in INR) 3.8% 200 4.0% 6.0 % 10.75 4.0 % 10.74 1
Slide 25: Historical Financial Snapshot
Historical Financial Snapshot Revenue (in INR Mn) EBITDA & EBITDA Margin 5,563 7.3% 400 7.2% 8.2% 10. 0% 4,492 350 4.6% 8.0 % 3,726 6.0 % 300 3,219 250 4.0 % 2.0 % 200 0.0 % 150 -2.0% 100 -4.0% 50 147 268 369 405 -6.0% 0 -8.0% FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 PAT & PAT Margin EPS (in INR) 3.8
Slide 26: Key Valuation Metrics
Key Valuation Metrics Return on Capital Employed (ROCE) Return on Equity (ROE) 22.3% 30.0% 19.9% 28.4% 19.2% 12.7% 16.4% 10.4% FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 Net Worth (in INR Mn) Return on Assets (ROA) 2,014 10.0% 9.7% 8.5% 4.8% 811 624 496 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 25
Slide 27: Revenue Mix – FY26
Revenue Mix – FY26 Segment Mix Geographical Mix 1.7% 7.8% 98.3% 92.2% Legacy Business New Age Business DomestIc Exports 26
Slide 28: Annexures
C Me stematic Annexures
Slide 29: Awards
Awards Top 10 Steel Wire & Wire Rope Indian Achievers Award “Best Organisations to Work” Manufacturers for Promising Company certified by ET NOW by Industry Outlook 2021 2022 2022 2025 2025 28
Slide 30: Glossary
Glossary Abbreviation Description Abbreviation Description ACS Aluminium Clad Steel ISO International Organization for Standardization BIS Bureau of Indian Standards OFC Optical Fibre Cable CPRI Central Power Research Institute OPGW Optical Ground Wire DRDO Defence Research and Development Organisat
Slide 31: Thank You
Thank You Systematic Industries Limited: Ms. Dimple Lalwani : cs@systematicindustries.com Investor Relations Advisors : Mr. Vikash Verma : vikash.verma1@in.ey.com Mr. Hiral Keniya : hiral.keniya@in.ey.com Ms. Yashvi Jain : yashvi.jain1@in.ey.com 30