Remsons Industries Limited · NSE:REMSONSIND
Remsons Industries — Q3 FY26 Earnings Presentation
50 slides from Remsons Industries's earnings presentation, Feb 12, 2026
Slide 1: Stock exchange cover letter
12th February, 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 Sc
Slide 2: Earnings Presentation 3Q & 9M FY26
REMSONS Industries Limited Earnings Presentation 3Q & 9M FY26
Slide 3: Table of Content
01 Business Overview & Financials Table of Content 02 Product Portfolio and Strategy 03 Annexure
Slide 4: Safe Harbor
This presentation and the accompanying slides (the “Presentation”), which have been prepared by Remsons Industries Ltd (the “Company”) solely for information purposes and do not constitute any offer, recommendation, or invitation to purchase or subscribe for any securities and shall not form the bas
Slide 5: Remsons: Decades of Excellence
Remsons: 5 Decades of Excellence Initially founded by Mr. V Harlalka as a cable manufacturing company, Remsons has diversified into high-tech fuel agnostic products. As an OEM manufacturer Remsons supplies to two, three and four-wheeler vehicles, commercial vehicles and off highway vehicles across I
Slide 6: Key Highlights of 9M FY26
Key Highlights of 9M FY26 Preferred supplier of high precision components to two, three, and •CV Shifter Order Win four - wheeler vehicles, commercial vehicles, and off - highway vehicles Received business award from a leading Commercial Vehicle Indian OEM Manufacturer for Gear Shifter with Push Pul
Slide 7: Management Commentary on 3Q & 9M FY26 Results
Management Commentary on 3Q & 9M FY26 Results “ We are pleased to report a strong performance for 3QFY26. Revenue grew 20% year-on-year to ₹1,231 million. EBITDA stood at ₹147 million, up 18% YoY, with margins remaining healthy at 12%. Net PAT increased 29% YoY to ₹51 million, reflecting improved op
Slide 8: Established Base; High Growth Trajectory
Established Base; High Growth Trajectory Net Revenue (Rs Mn) Historically Hereafter 3X jump in Revenue over the next three years • Established a strong cable business. • Expanding products offering units to Next Gen. • Built Loyal Customer Base with OEM’s. • Change management, Complete restructuring
Slide 9: Global and Diversified Business Model
Global and Diversified Business Model Revenue Split by Geography Revenue Split by Segments Revenue Split by Delivery others Aftermarket Rest of World Off Highway 1% 6% 33% 5% 2/3 Wheeler 37% Sales Sales Sales 3QFY26 Passenger Car 3QFY26 3QFY26 39% India 67% Commercial OEM Vehicles 94% 18% • A global
Slide 10: Largely EV Agnostic Product Portfolio
Largely EV Agnostic Product Portfolio Mobility Mechanical Electronics Lighting • Cables • Sensors • Head Lamp • Gear Shifters • Rear View Camera • Tail Lamp • Winches • Sound System • Day Light Lamp • Pedal Box • Shark Fin Antenna • Signal Lamp • Parking Brake System • Wireless Charger • Active Spoi
Slide 11: Segments
Segments Two Wheeler Three Wheeler Railway Off Roader Four Wheeler Commercial Vehicle At the heart of every Mobility Segment Agriculture 10
Slide 12: Strong Balance Sheet to support future growth
Strong Balance Sheet to support future growth ROCE & ROE Net Debt to Equity (x) Dividends Paid 24% 2.10 23% 22% 1.91 21% 20% 1.5 1.5 17% 17% 17% 16% 1.46 16% 15% 14% 1.19 1.11 1 1 12% 7% 0.63 0.3 0.3 0.11 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY20 FY21 FY22 FY23 FY24
Slide 13: Maintaining Resilience: Strong Position Amid Market Headwinds
Maintaining Resilience: Strong Position Amid Market Headwinds The Automotive Industry continues to face several challenges in the recent years…. 01 Geopolitical issues 02 High Inflation 03 Transition into EV has its own challenges 04 High Labor Cost Increase & Shortage 05 Trade Wars 06 Rising Input
Slide 14: Remsons Approach to Staying Resilient
Remsons Approach to Staying Resilient Geographical Revenue Structure (INR mn) 01 Expansion into New Technology Products. 2,810 2,557 2,441 2,120 2095.5 02 Our presence across all sectors of the auto industry. 1,992 1,284 1,344 1,325 1287.6 1,002 Foray into HCV Segment with Expanded Product 03 Range.
Slide 15: 9M FY26 Consolidated Key Result Highlights
9M FY26 Consolidated Key Result Highlights Revenue (Rs Mn) EBITDA (Rs Mn) 25% YoY 46% YoY 3383 2,704 386 264 9M FY25 9M FY26 9M FY25 9M FY26 Profit Before Tax (Rs Mn) Net Profit After Tax (Rs Mn) 56% YoY 31% YoY 128 223 98 143 9M FY25 9M FY26 9M FY25 9M FY26 EBIT and EBITDA margin exclude Other Inco
Slide 16: Our Rapid Growth Milestone
Our Rapid Growth Milestone Net Revenue (Rs Mn) EBITDA (Rs Mn) & EBITDA Margin % CAGR CAGR 11% 17% 3,766 27% 10% 3,383 10% 3,128 3,123 2,865 8% 7% 7% 2,262 6% 1,494 1,592 4% 88 114 102 202 260 312 374 386 FY19 FY20 FY21 FY22 FY23 FY24 FY25 9M FY26 FY19 FY20 FY21 FY22 FY23 FY24 FY25 9M FY26 Net PAT (R
Slide 17: Consolidated 3QFY26 Financial Performance
Consolidated 3QFY26 Financial Performance Particulars (Rs in Mn) 3QFY26 3QFY25 YoY% 2QFY26 QoQ% 9M FY26 9M FY25 YoY% Revenue from Operations 1231 1026 20% 1156 6% 3383 2704 25% EBITDA 147 124 18% 133 10% 386 264 46% EBITDA Margin % 12% 12% (18 bps) 12% 38 bps 11% 10% 164 bps Depreciation 44 38 18% 3
Slide 18: Standalone 3QFY26 Financial Performance
Standalone 3QFY26 Financial Performance Particulars (Rs in Mn) 3QFY26 3QFY25 YoY% 2QFY26 QoQ% 9M FY26 9M FY25 YoY% Revenue from Operations 929 766 21% 819 14% 2411 2109 14% EBITDA 88 82 7% 70 25% 209 198 6% EBITDA Margin % 9% 11% (129 bps) 9% 83 bps 9% 9% (71 bps) Depreciation 28 23 18% 23 17% 73 67
Slide 19: Consolidated Historical Income Statement
Consolidated Historical Income Statement FYE March (Rs Mn) FY21 FY22 FY23 FY24 FY25 9M FY26 Revenue from Operations 2,262 2,865 3,128 3,123 3,766 3383 EBITDA 102 202 260 310 374 386 EBITDA Margin 4% 7% 8% 10% 10% 11% Depreciation 44 79 91 110 117 120 EBIT 58 123 168 200 257 266 EBIT Margin 3% 4% 5%
Slide 20: Consolidated Balance Sheet
Consolidated Balance Sheet FYE March (Rs Mn) FY21 FY22 FY23 FY24 FY25 1HFY26 FYE March (Rs Mn) FY21 FY22 FY23 FY24 FY25 1HFY26 Assets Equity and Liabilities Non ‐ Current Assets Shareholders funds Fixed Assets 317 344 407 424 679 719 Share Capital 57 57 57 70 70 70 Right to use assets 88 69 49 70 43
Slide 21: Strong Global Footprint
Strong Global Footprint Strategically located manufacturing capabilities Gurugram, Haryana Pune, Chakan Shirwal Pardi, Gujarat Stourport (UK) Redditch (UK) 20
Slide 22: Expanding Manufacturing Footprint - Magal Cables
Expanding Manufacturing Footprint - Magal Cables Acquired Magal Cables, UK in 2020 which was our existing client. The unit specializes in the production of Control Cables, Pedal Boxes, Winches, Jacks and Gear Shifters. Magal Cables Ltd has been renamed to Remsons Automotive UK Ltd. Got an access to
Slide 23: Capacity Expansion to aid long-term growth plan
Capacity Expansion to aid long-term growth plan 30,000 sq. ft. brownfield expansion at the Pune Chakan 01 facility to enter the locomotive sector and accelerate market growth. The primary focus of work at this facility will be manufacturing 02 products for locomotive applications, serving both freig
Slide 24: Record-Breaking Deal with Stellantis
Remsons Scales New Heights with Record - Breaking Deal Awarding Entity : Stellantis N. V. North America Size of the order : Over INR 300 crore. Time period : 7 years Nature of order : Supply of Auto Control Cables for Stellantis Smart Cars, Jeep and their Three-Wheeler Segment. Clientele 23
Slide 25: Strategic Foray into the Railway Sector
Strategic Foray into the Railway Sector Product Portfolio for Railway Segment FLEXBALL CABLE POTENTIOMETER PUSH ROD BMBS PRESSURE REDUCING VALVE SLACK ADJUSTER BRAKE CYLINDER AIR RESERVOIR LOAD SENSING DEVICE 24
Slide 26: Acquisition of Astro Motors
Acquisition of Astro Motors Astro Motors is an emerging EV innovator in cargo, loader, passenger, and micro - mobility segments. Remsons’ strategic entry into the electric three - wheeler space accelerates its push toward sustainable, high - growth mobility solutions. Navya – India’s first geared el
Slide 27: Acquisition of BEE Lighting
Acquisition of BEE Lighting B E E L I G H T I N G BEE Lighting is UK based automotive lighting company, excelling in design, engineering, and manufacturing. The company specializes in various external and internal lighting solutions with LED and Adaptive Driving Beam (ADB) systems. 01 Acquired 51% s
Slide 28: Shift in Industry Trends
Shift in Industry Trends Premiumization and Government Rising population of Green Electrification feature laden vehicles Policies young and HNI’s Mobility 27
Slide 29: Enhancing our Product Portfolio
We are observing and enhancing our Product Portfolio REMSONS IND LTD. Remsons Holding UK Remsons India Remsons Green Cables, Push Pull Cables, Gear Shifters, Investment into Wiches, Pedals, CBS Carbon Neutral Technology and products Remsons Automotive Aircom Remsons Aircom Tyre Mobility Kit Cables,
Slide 30: We have diversified: Why the inorganic path?
Why the inorganic path? From India’s From leading India’s Control leading Cable Control manufacturer, Cable manufacturer, WeWe have diversified. have diversified. JV’s & Acquisitions Tyre Mobility Infotainment Sensors Lighting Why the Cash Flow Improved Global Asset In - house inorganic way? Managem
Slide 31: Our Foray into Tire Mobility Kit
Our Foray into Tire Mobility Kit Entered into exclusive JV with Aircom Group, Poland, wherein 01 Remsons has 26% stake A further journey could be continued for 1000 kilometers with a 02 maximum speed of 80km/h (50mph) 03 Requirements for existing OEM’s and strong aftermarket prospects 04 The kit eff
Slide 32: JV with DAIICHI for Automotive Electronics
JV with DAIICHI for Automotive Electronics India’s automotive electronics market is likely to cross $18 billion by 2027 from $ 6 billion in 2020 with a CAGR of 17%, with average electronic component cost per passenger vehicle projected to reach nearly INR200,000 by 2027. 01 50:50 JV with Daiichi, pa
Slide 33: Acquisition of Uni Automation
Acquisition of Uni Automation SENSORS & Embedded Technologies • Majority Shareholding in Uni - Automation, a Sensor Manufacturing Company established since 1985 • In - House Design, Manufacturing, Validation, Software Development, Industry Leading 10,000 Clean Room A wide array of sensors including
Slide 34: Sectoral Tailwinds to Support Future Growth
Sectoral Tailwinds to Support Future Growth Domestic consumption and Export Trends of Automobiles in India 01 India is projected to be one of the largest global automotive and mobility hub. 53,63,089 In India, only 29 out of 1000 people own a car, 02 compared to 226 in China and 581 in the US, 45,00
Slide 35: Cables
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 Cable, Hood Release Cable with Mechanism, Fuel
Slide 36: Push Pull Cables
Push Pull Cables In - house validation ensures the excellence of our push - pull cables. We specialize in crafting these cables, offering swift solutions with quick-fix end fittings. Integrated Design & Design of Push Pull Cables ranging from Heat Shield Protection Manufacture Capability Conduit Dia
Slide 37: Brake Mechanism
Brake Mechanism Parking Brake Mechanism Combi Brake Mechanism This product is designed to meet customers mechanical This product activates both the front and rear brakes needs to ensure good braking performance and aesthetic simultaneously. Besides, when the rear brake is pressed, integration with c
Slide 38: Gear Shift Systems
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. 01 Complete Assembly with Cables. 02 From The Style (bezel, boot, and knobs) to the lever,
Slide 39: Winches
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. 01 01 One of the first companies to solve the problem of Under - Floor Spare Wheel Lift and Storage. 02 A
Slide 40: Jack Kit
Jack Kit A comprehensive product which is available in traditional steel and aluminum with lightweight plastic components. 01 Lifting components for many Non - Automotive Applications. 02 Wide Ranging Puncture Management Equipment, including Jacks, Wrenches, Tool Kits And Stowage Systems. Available
Slide 41: Pedal Box Assembly
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. 01 Capability to design, develop & supply Accelerator Brake and Clutch Pedals, either as individ
Slide 42: Leading Partnerships Fueling Our Growth
Leading Partnerships Fueling Our Growth 41
Slide 43: Way Forward
Way Forward With a robust action plan, a diversified portfolio and strategic partnerships, Key Focus Areas Remsons is confident in accelerating its growth and reaching new heights of success. • Enhance the product development process. Planned capex of • Swiftly adapt to evolving market dynamics. Str
Slide 44: Our Milestone
Our Milestone 1959-73 2001-20 2021-23 2024 - 25 1959 2001 2022 2024 Remsons Ltd was formed as a Indigenous manufacturing of gear shift New state - of - the art facility Acquisition of Uni - Automation a Sensor trading company. with cables started in India. started at Chakan, Pune. manufacturing Comp
Slide 45: Management Profile
Management Profile Krishna Kejriwal, Rahul Kejriwal, Amit Srivastava, Chairman & MD Whole - Time Director CEO Science Graduate, from University of He has ~20 years of experience in the A seasoned professional ~30 years' experience with Bangalore and has ~ 43 years of field of management and is invol
Slide 46: Remsons Quality Certifications
Remsons Quality Certifications 45
Slide 47: Recognitions and Honors: Celebrating Our Wins
Recognitions and Honors: Celebrating Our Wins 2020 2022 2023 2024 2025 FORD – ASHOK LEYLAND - ADVIK - Best Quality Forum India Great Place to World Gold Quality Award Development - GOLD Award For Work - Certified Excellence Award INTEVA - Best Award TQM and Kaizen 4 times in a row Supplier Award ACM
Slide 48: Sustainability
Sustainability Corporate Gold Rating Of Member Of The Generation Of 500 Kva Social Responsibility - Sustainability Un Global Compact Per Month Award 2023 This result places our The Ten Principles of the Education to the In keeping with the company among the top 5% United Nations Global handicapped,
Slide 49: Great Place To Work Certified
Great Place To Work Certified Ranking: Top 25 FOUR YEARS IN A ROW 48
Slide 50: Thank You
Thank You Remsons Industries Limited Tel: +91 - 22 3501 6400 Email: corporate@remsons.com / www.remsons.com For Further Information, Please Contact Saloni Ajmera Selina Sheikh Tel: +91-99305 77801 Tel: +91-84338 18768 Email: saloni@goindiaadvisors.com Email: selina@goindiaadvisors.com Website: www.g