Remsons Industries Limited · NSE:REMSONSIND
Remsons Industries — Q4 FY26 Earnings Presentation
51 slides from Remsons Industries's earnings presentation, May 22, 2026
Slide 1: Exchange cover letter for investor presentation
22nd May, 2026 To, To, The Manager The Manager – Listing Department of Corporate Services National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, ‘G’ Block, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Mumbai - 400 001 Bandra (East), Mumbai – 400 051 Scrip C
Slide 2: 4Q & FY26 Results
F Y 2 0 2 5 — 2 6 I N D U S T R I E S L I M I T E D E A R N I N G S 4Q & FY26 Results. Six decades. One mission. Engineering the future of mobility. B S E / N S E L I S T E D · M A Y 2 0 2 6
Slide 3: Table of Contents
O V E R V I E W Table of Contents 01 Business Overview & Financials Five decades of excellence, key highlights and financial performance 02 Product Portfolio & Strategy Segments, products, partnerships and the strategic roadmap to FY29 03 Annexure Management profile, certifications and recognitions
Slide 4: Safe Harbor Statement
D I S C L A I M E R Safe Harbor Statement This presentation and the accompanying slides (the "Presentation"), which have been prepared by Remsons Industries Ltd (the "Company") are for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any
Slide 5: The Remsons Story
S E C T I O N · 0 1 The Remsons Story. From a cable workshop in 1959 to a global mobility partner. 60+ 20+ 8 Y E A R S C O U N T R I E S P L A N T S B u s i n e s s O v e r v i e w & F i n a n c i a l s
Slide 6: Five Decades of Excellence
A T A G L A N C E Five Decades of Excellence E V R E A D Y G L O B A L E X P O R T S H E R I T A G E D I S T R I B U T I O N D I V E R S I F I C A T I O N EV 20+ 60+ Yrs 250+ 4 Of experience in the automotive All-new products · EV & fuel agnostic Countries served worldwide Dealers across India Senso
Slide 7: Key Highlights of FY26
F Y 2 6 R E S U L T S U M M A R Y Key Highlights of FY26 Preferred supplier of high-precision components to two, three and four-wheeler vehicles, commercial vehicles and off-highway vehicles. R E V E N U E E B I T D A N E T P A T S T R A T E G I C O R D E R W I N S & M I L E S T O N E S Stellantis ·
Slide 8: Management Commentary · 4Q & FY26
F R O M T H E C H A I R M A N ' S D E S K Management Commentary · 4Q & FY26 “ We are pleased to report a strong performance for 4QFY26. Revenue grew 23% YoY to Rs 1,304 million. EBITDA stood at Rs 110 million, with margins remaining healthy at 8.4%. Net PAT increased 15% to Rs 52 million, reflecting
Slide 9: From Cable Manufacturer to Mobility Solutions Partner
T R A N S F O R M A T I O N From Cable Manufacturer to Mobility Solutions Partner S N A P S H O T · 2 0 1 9 S N A P S H O T · 2 0 2 6 O U R J O U R N E Y → E B I T D A M A R G I N E B I T D A M A R G I N 6% 11% P R O D U C T P O R T F O L I O P R O D U C T P O R T F O L I O Mechanical only Mechanica
Slide 10: Established Base · High Growth Trajectory
G R O W T H T R A J E C T O R Y Established Base · High Growth Trajectory 3X jump in revenue projected over the next three years. H I S T O R I C A L L Y 9,500 Established a strong cable business Built a loyal customer base with OEMs Diversified organic portfolio across vehicle categories Survived m
Slide 11: Global & Diversified Business Model
B U S I N E S S M O D E L Global & Diversified Business Model R E V E N U E B Y G E O G R A P H Y R E V E N U E B Y S E G M E N T R E V E N U E B Y D E L I V E R Y 4%1% 8% 19% 34% 38% 62% 42% 92% 2/3 Wheeler Passenger Car Commercial Vehicles Off-Highway India Rest of World Others OEM Aftermarket Glo
Slide 12: Largely EV-Agnostic Product Portfolio
P R O D U C T P L A T F O R M Largely EV-Agnostic Product Portfolio One integrated platform. Three engineering disciplines. From precision cables and pedal boxes to embedded sensors and high-performance lighting — engineered, validated and delivered under one roof. 01 02 03 C A B L E · P E D A L · L
Slide 13: Segments We Serve
M A R K E T R E A C H Segments We Serve At the heart of every mobility segment. 2W 3W PC CV Two-Wheeler Three-Wheeler Passenger Car Commercial Vehicle OR RW AG DE Off-Roader Railway Agriculture Defense R E M S O N S I N D U S T R I E S L I M I T E D · E A R N I N G S · 4 Q & F Y 2 6 12
Slide 14: Strong Balance Sheet to Support Future Growth
F I N A N C I A L S T R E N G T H Strong Balance Sheet to Support Future Growth R O C E & R O E ( % ) N E T D E B T T O E Q U I T Y ( x ) D I V I D E N D S P A I D 2.10 0.30 0.30 0.30 0.30 24 23 22 1.91 21 20 17 17 17 16 16 16 1.46 0.20 0.20 15 14 13 1.19 12 1.11 7 0.10 0.63 0.63 0.11 FY19 FY20 FY21
Slide 15: Maintaining Resilience · Strong Position Amid Headwinds
I N D U S T R Y C O N T E X T Maintaining Resilience · Strong Position Amid Headwinds The automotive industry continues to face several challenges in the recent years… 01 02 03 Geopolitical Issues High Inflation EV Transition Russia–Ukraine, Middle East tensions Margin pressure across the value chai
Slide 16: Remsons' Approach to Staying Resilient
S T R A T E G I C R E S P O N S E Remsons' Approach to Staying Resilient G E O G R A P H I C A L R E V E N U E S T R U C T U R E · I N R M n 01 Expansion into new technology products 1,795 1,325 308 318 02 Presence across all sectors of the auto industry 1,002 270 210 248 2,557 2,810 2,441 2,892 03
Slide 17: FY26 Key Result Highlights
C O N S O L I D A T E D · Y E A R O N Y E A R FY26 Key Result Highlights R E V E N U E · R s M n E B I T D A · R s M n F Y 2 5 F Y 2 6 F Y 2 5 F Y 2 6 3,766 4687 374 496 +24% YoY +33% YoY P R O F I T B E F O R E T A X · R s M n N E T P R O F I T A F T E R T A X · R s M n F Y 2 5 F Y 2 6 F Y 2 5 F Y
Slide 18: Our Rapid Growth Milestone
M U L T I - Y E A R P E R F O R M A N C E Our Rapid Growth Milestone N E T R E V E N U E · R s M n E B I T D A · R s M n 4,687 CAGR 17% CAGR 27% 495 3,766 3,128 3,123 374 2,865 312 2,262 260 1,592 202 1,494 114 102 88 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 N
Slide 19: Consolidated 4QFY26 Financial Performance
Q U A R T E R L Y & F U L L Y E A R · C O N S O L I D A T E D Consolidated 4QFY26 Financial Performance Particulars · Rs Mn 4QFY26 4QFY25 YoY% 3QFY26 QoQ% FY26 FY25 YoY% Revenue from Operations 1304 1,062 +23% 1,231 +6% 4,687 3,766 +24% EBITDA 110 110 +0.1% 147 -25% 495 374 +33% EBITDA Margin % 8% 1
Slide 20: Standalone 4QFY26 Financial Performance
Q U A R T E R L Y & F U L L Y E A R · S T A N D A L O N E Standalone 4QFY26 Financial Performance Particulars · Rs Mn 4QFY26 4QFY25 YoY% 3QFY26 QoQ% FY26 FY25 YoY% Revenue from Operations 903 674 +34% 929 -3% 3314 2,783 +19% EBITDA 77 46 +67% 88 -12% 286 244 +17% EBITDA Margin % 9% 7% +170 bps 9% +9
Slide 21: Consolidated Historical Income Statement
M U L T I - Y E A R · C O N S O L I D A T E D Consolidated Historical Income Statement FYE March · Rs Mn FY21 FY22 FY23 FY24 FY25 FY26 Revenue from Operations 2,262 2,865 3,128 3,123 3,766 4,687 EBITDA 102 202 260 310 374 495 EBITDA Margin 4% 7% 8% 10% 10% 11% Depreciation 44 79 91 110 117 178 EBIT
Slide 22: Consolidated Balance Sheet
M U L T I - Y E A R · C O N S O L I D A T E D Consolidated Balance Sheet FYE March · Rs Mn FY21 FY22 FY23 FY24 FY25 FY26 FYE March · Rs Mn FY21 FY22 FY23 FY24 FY25 FY26 Assets Equity & Liabilities Shareholders' Funds Non-Current Assets Share Capital 57 57 57 70 70 70 Fixed Assets 317 344 407 424 679
Slide 23: Product Portfolio & Strategy
S E C T I O N · 0 2 Product Portfolio & Strategy. Segments · Products · Partnerships · Roadmap to FY30.
Slide 24: Strong Global Footprint
O P E R A T I O N A L F O O T P R I N T Strong Global Footprint S T R A T E G I C A L L Y L O C A T E D M A N U F A C T U R I N G C A P A B I L I T I E S Gurugram, Haryana Pune, Chakan Shirwal Pardi, Gujarat Expanding presence in future-ready, sustainable transportation solutions. R E M S O N S I N
Slide 25: Expanding Manufacturing Footprint · Magal Cables
I N O R G A N I C G R O W T H · U K Expanding Manufacturing Footprint · Magal Cables A C Q U I S I T I O N · 2 0 2 0 Magal Cables, UK Acquired Magal Cables Ltd to extend our existing client base. Unit specialises in production of control cables, pedal boxes, winches, jacks and gear shifters. Magal C
Slide 26: Capacity Expansion to Aid Long-Term Growth Plan
O R G A N I C G R O W T H · I N D I A Capacity Expansion to Aid Long-Term Growth Plan Multi-Dimensional Thinking · Unified Direction C H A K A N G R E E N F I E L D E X P A N S I O N C A P A C I T Y 30,000 sq ft · Pune Chakan Rs ~50 Cr Revenue Capacity of this facility Key Highlights of the Facility
Slide 27: Strategic Foray into the Railway Sector
N E W V E R T I C A L · R A I L W A Y S Strategic Foray into the Railway Sector. New 30,000 sq ft facility at Chakan · high-margin opportunity in Indian Railways' modernisation push. P R O D U C T P O R T F O L I O F O R R A I L W A Y S E G M E N T PRESSURE REDUCING FLEXIBLE CABLE POTENTIOMETER PUSH
Slide 28: Remsons Scales New Heights
R E C O R D - B R E A K I N G D E A L Remsons Scales New Heights. S T E L L A N T I S N . V . · N O R T H A M E R I C A O R D E R S I Z E D U R A T I O N Rs 300 Cr+ 7 years G E O G R A P H Y P R O D U C T North America Auto Control Cables Supply of Auto Control Cables for Stellantis Smart Cars, Jeep
Slide 29: Acquisition of BEE Lighting
I N O R G A N I C G R O W T H · U K L I G H T I N G Acquisition of BEE Lighting S P E C I A L I S E D L I G H T I N G F O R P E R M I U M A N D P E R F O R M A N C E O E M ’ S Lighting Solutions CAPABILITIES BEE LIGHTING · UK · ACQUIRED 2024 (51%) A specialist UK design and manufacturing house for p
Slide 30: Shift in Industry Trends
M A R K E T D Y N A M I C S Shift in Industry Trends 01 02 03 04 05 Premiumisation & Young India & Electrification Government Policies Green Mobility Feature-Laden Rising HNIs R E M S O N S I N D U S T R I E S L I M I T E D · E A R N I N G S · 4 Q & F Y 2 6 29
Slide 31: We Are Observing · Enhancing Our Product Portfolio
G R O U P S T R U C T U R E We Are Observing · Enhancing Our Product Portfolio REMSONS INDUSTRIES LTD Remsons Holding UK Remsons India Remsons Automotive - UK Remsons India Cables, winches, pedal systems, jacks Cables, push-pull cables, gear shifters, winches, pedals, CBS BEE Lighting - UK Aircom Re
Slide 32: Why the Inorganic Path?
S T R A T E G I C R A T I O N A L E Why the Inorganic Path? From India's leading control cable manufacturer · we have diversified. J V s & A C Q U I S I T I O N S Tyre Mobility Locomotive & Defense Sensors Lighting W H Y · K E Y R E A S O N S 01 02 03 04 05 Cash Flow Management Improved Margins Glob
Slide 33: Our Foray into Tire Mobility Kit
J V · T Y R E M O B I L I T Y Our Foray into Tire Mobility Kit J O I N T V E N T U R E · A I R C O M AIRCOM Group · Poland Entered into an exclusive JV with Aircom Group · Poland · wherein Remsons has a 26% stake. A further journey could be continued for ~1,000 kilometres with a maximum speed of 80
Slide 34: Acquisition of Uni Automation Sensors & Embedded Technologies
B A C K W A R D I N T E G R A T I O N · S E N S O R S Acquisition of Uni Automation Sensors & Embedded Technologies M A J O R I T Y A C Q U I S I T I O N · 2 0 2 4 Uni Automation Majority shareholding in Uni Automation, a Sensor manufacturing company established since 1985. In-house design, manufact
Slide 35: Cables
F L A G S H I P P R O D U C T · C A B L E S Cables Our diverse cable portfolio offers an eco-friendly alternative for elevated passenger travel. Harnessing innovative technology, these cables pave the way for sustainable and efficient means of commuting above ground. Parking Brake Cable · Clutch Cab
Slide 36: Push Pull Cables
P R O D U C T · C O N T R O L S Y S T E M S Push Pull Cables In-house validation ensures the excellence of our push-pull cables. We specialise in crafting these cables, offering swift solutions with quick-fix end fittings. Integrated Design & Manufacture capability spanning Conduit Dia 3 MM to Dia 1
Slide 37: Brake Mechanism
P R O D U C T · S A F E T Y S Y S T E M S Brake Mechanism Comprehensive range of brake-system actuation covering all vehicle classes — designed for reliability, safety and stopping precision. Parking Brake Mechanism · Designed to meet customer's mechanical needs and ensure good braking performance a
Slide 38: Gear Shift Systems
P R O D U C T · D R I V E L I N E Gear Shift Systems We offer comprehensive shifter systems, encompassing style elements (bezel, boot, knobs) to gearbox components (levers, cables and brackets), tailored to customer specifications and inputs. Complete assembly with cables. From the style bezel, boot
Slide 39: Winches
P R O D U C T · E N G I N E E R I N G Winches Develop and supply innovative winches that help to solve the problem of lifting the under-floor spare wheel. It requires minimal effort to stow or lift heavy wheels with these winches. One of the first companies to solve the problem of under-floor spare
Slide 40: Jack Kit
P R O D U C T · T O O L K I T S Jack Kit A comprehensive product available in traditional steel and aluminium with lightweight plastic components, designed for non-automotive applications and beyond. Lifting components for many non-automotive applications. Wide-ranging product management equipment i
Slide 41: Pedal Box Assembly
P R O D U C T · C A B I N C O N T R O L S Pedal Box Assembly We design, develop and supply Accelerator, Brake and Clutch pedals, either as individual components or as combined assemblies. This product proves to be very efficient and easy to use. Capability to design, develop & supply Accelerator, Br
Slide 42: Leading Partnerships Fueling Our Growth
T R U S T E D B Y T H E W O R L D ' S B E S T Leading Partnerships Fueling Our Growth Trusted by the world's leading mobility brands. Tier-I supplier across five vehicle segments — from mass-market passenger cars to hyper-cars, commercial fleets, two & three-wheelers, agriculture and locomotive. 30+
Slide 43: Way Forward · Path to FY29
S T R A T E G I C R O A D M A P Way Forward · Path to FY29 With a robust action plan, a diversified portfolio and strategic partnerships, Remsons is confident in accelerating its growth and reaching new heights of success. P L A N N E D C A P E X R E V E N U E T A R G E T · B Y F Y 2 0 3 0 Rs 100 Cr
Slide 44: Annexure
S E C T I O N · 0 3 Annexure. Management profile · Certifications · Recognitions · Sustainability.
Slide 45: Our Milestone
O U R J O U R N E Y Our Milestone 1959-73 2001-20 2021-23 2024-25 1959 2001 2022 2024 Remsons Ltd was formed as a trading company. Indigenous manufacturing of gear-shift with cables New state-of-the-art facility started at Chakan, Pune. Acquired Uni-Automation (Sensors, Pune) and BEE started in Indi
Slide 46: Management Profile
L E A D E R S H I P Management Profile Krishna Kejriwal Rahul Kejriwal Amit Srivastava Chairman & MD Whole-Time Director CEO Science Graduate from University of Bangalore with ~43 years of ~20 years of experience in management and key strategic ~30 years with reputed corporates · Essar Group, Aditya
Slide 47: Remsons Quality Certifications
Q U A L I T Y & C O M P L I A N C E Remsons Quality Certifications Globally accredited quality, environmental and information-security standards. C E R T I F I E D C E R T I F I E D C E R T I F I E D C E R T I F I E D C E R T I F I E D IATF 16949 ISO 9001 ISO 14001 TISAX EcoVadis Automotive quality
Slide 48: Recognitions and Honors · Celebrating Our Wins
A W A R D S & A C H I E V E M E N T S Recognitions and Honors · Celebrating Our Wins 2020 2022 2023 2024 2025 QUALITY AWARDS GREAT PLACE TO FORD ASHOK LEYLAND ACMA INDIA WORK World Excellence Award Gold Quality Award · 1st Place in HR Competition Quality Forum India - GOLD Award Certified · Among In
Slide 49: Sustainability
O U R C O M M I T M E N T Sustainability Building a cleaner, fairer and more inclusive future for the next generation. Corporate Social Gold Rating of Sustainability UN Global Compact 500 kVA Solar · On-Site Responsibility EcoVadis Gold-rated. Recognised in the top Member of the UN Global Compact. W
Slide 50: Top 25 India's Best Workplaces in Manufacturing
P E O P L E & C U L T U R E Great Place to Work · Certified R A N K I N G Top 25 India's Best Workplaces in Manufacturing · Building a Culture of Innovation by All 01 02 03 Best Workplaces Culture of Great Place in Manufacturing Innovation by All to Work Certified R E M S O N S I N D U S T R I E S L
Slide 51: Thank you.
Thank you. Questions · Discussion · Engagement F O R F U R T H E R I N F O R M A T I O N , P L E A S E C O N T A C T Saloni Ajmera Selina Sheikh +91 99305 77801 +91 84338 18768 saloni@gainifoadvisors.com saloni@gainifoadvisors.com I N D U S T R I E S L I M I T E D · w w w . r e m s o n s . c o m