Slide 1: Letter to NSE on investor presentation
Date: 2 June, 2026 To The Listing Department, National Stock Exchange of India Ltd, Exchange Plaza, Bandra Kurla Complex, Bandra (East), Mumbai– 400051 Ref.: Megatherm Induction Limited / NSE/2026-27/17 Symbol: MEGATHERM ISIN: INE531R01010 Dear Sir/Madam, Sub: Investor Presentation on the Audited Fi
Slide 2: Megatherm Induction Limited Investor Presentation H2 & FY26
MEGATHERM INDUCTION LIMITED INVESTOR PRESENTATION H2 & FY26
Slide 3: Disclaimer
DISCLAIMER This presentation and the accompanying slides (the “Presentation”), which have been prepared by Megatherm Induction Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any se
Slide 4: Table of Contents
TABLE OF CONTENTS 01 About Us 02 Industry Overview 03 Key Performance Highlights 04 Way Forward 05 Annexure 06 Annual Financial Overview Investor Presentation H2 & FY26 3
Slide 5: About Us
01 ABOUT US Investor Presentation H2 & FY26 4
Slide 6: About Us
ABOUT US Manufacturer of: • Services portfolio includes turnkey solutions Induction Products & Transformers for steel plant, which involves design, engineering, supply, erection & commissioning of the steel melt shops. • After sales service includes maintenance contracts & spare parts business. Indu
Slide 7: Management Team
MANAGEMENT TEAM MR. SHESADRI BHUSAN CHANDA Chairman & Managing Director • Bachelor of Electrical Engineering - Jadavpur University • Gold medalist, topper & recipient of various awards • Experience - 45 Years MR. SATADRI CHANDA Whole Time Director & CFO • Bachelors of Technology in Electronics & Com
Slide 8: Induction Technology and Application
INDUCTION TECHNOLOGY AND APPLICATION Principle of Induction Application of Induction • Melting - Mainly used in Foundry & Steel Sector • Heating - Mainly used in Railways, Pipes & Tubes, Automotive & Metal Working sectors • When Alternating Current (AC) current is passed through a coil around a meta
Slide 9: Induction Products & Transformer
INDUCTION PRODUCTS & TRANSFORMER Induction Melting Induction Billet Induction Hardening & Induction Transformers Furnace Heaters Heat-treating Equipment Power Source • Electrical furnace used to • Heating of ferro-magnetic • Utilizes the principle of • Converters accept multi- • Converter Transforme
Slide 10: Allied Products
ALLIED PRODUCTS Ladle Refining Electric Arc Continuous Casting Rail Hardening Fume Extraction Furnace Furnace Machine (CCM) Machine System • To adjust the chemical • Melts all type of scrap • Converts liquid steel into • Used for heat treatment & • Used to extract fumes composition & raise the irres
Slide 11: Solar Transformers
SOLAR TRANSFORMERS Unlocking High-Growth Potential in Renewable Energy Product: Inverter Duty Transformers (IDT) and Multi-Winding Transformers The successful testing of a 13.2 MVA Inverter Duty Transformer (IDT) in August 2025, validated by CPRI Bhopal, marks a pivotal milestone. This innovation is
Slide 12: Manufacturing Facilities (1/2)
MANUFACTURING FACILITIES (1/2) STATE OF THE ART PRODUCTION & TESTING FACILITY ALONG WITH R&D LAB & TRAINING CENTRE SPREAD ACROSS 8 ACRES IN VIDYASAGAR INDUSTRIAL PARK, KHARAGPUR, WEST BENGAL • Equipped with machineries including CNC Lathe Machine, CNC 01 vertical machine centre, Heat chamber, 1600 k
Slide 13: Manufacturing Facilities (2/2)
MANUFACTURING FACILITIES (2/2) Types of Transformers that will be manufactured NEW PRODUCTION & TESTING FACILITY LOCATED AT VIDYASAGAR INDUSTRIAL Industrial / Power PARK, KHARAGPUR, WEST BENGAL Converter Duty Transformers Inverter Duty Transformers LRF / Arc Furnace Transformers Transformers (up to
Slide 14: Inhouse Engineering & Development
INHOUSE ENGINEERING & DEVELOPMENT Engineering Dedicated team of Experienced Engineers having expertise in various engineering applications & problem-solving skills to provide total Engineering Solutions to our customers Research & Development Many design features which we are providing now (like Nan
Slide 15: Our Presence
OUR PRESENCE Widespread Domestic and EUROPE (e.g. Poland, France, UK) International Presence In 5 USA Continents GULF SAARC (e.g. Saudi Arabia, UAE) (e.g. Bangladesh, Nepal, Bhutan) SOUTH EAST ASIA (e.g. Indonesia, Malaysia) SOUTH AMERICA AFRICA (e.g. South Africa, Kenya, (e.g. Argentina, Brazil, et
Slide 16: Diversified Clientele Across Industries
DIVERSIFIED CLIENTELE ACROSS INDUSTRIES Primary Steel producers Secondary Steel producers Auto DI Pipe producers and Ordnance Factories (involved in conversion of iron ore (involved in scrap recycling) Ancillaries diverse engineering & Railways into sponge iron & subsequent Refractory-Lined Vessel c
Slide 17: Industry Overview
INDUSTRY 02 OVERVIEW Investor Presentation H2 & FY26 16
Slide 18: Industry Overview (1/2)
INDUSTRY OVERVIEW (1/2) Indian Power Sector Transformer Market Indian Renewable Sector • India, the world’s third-largest power producer and • India’s Power and Distribution Transformer Market • The India Renewable Energy Market size in terms of consumer, had an installed capacity of 472.46 GW as is
Slide 19: Industry Overview (2/2)
INDUSTRY OVERVIEW (2/2) . Indian Foundry Automobile Sector Wise Major Consumer Of Castings Industry Component Industry Auto 32 • The automotive components industry experienced • Foundry Industry has a turnover of approx. USD a 11% YoY growth, reaching Rs. 3.32 lakh crore 21.0 Billion with export app
Slide 20: Indian Production & Export of Casting
INDIAN PRODUCTION & EXPORT OF CASTING Export Data of Major Castings (Mn USD) Production Of Casting In India (Million M.T) 10.42 4116 3940 9.83 9.41 3537 8.62 8.44 7.91 3102 7.72 3066 2865 2730 1.72 1.61 1.58 1.46 1.46 1.36 1.36 1.34 1.31 1.26 1.24 1.23 1.22 1.21 1.14 1.4 1.05 1.3 1.03 0.91 1.1 0.05
Slide 21: Steel Industry
STEEL INDUSTRY Policy initiatives to drive manufacturing. GOI to spend $1.4 trillion on infrastructure by 2025. Make In Atma Nirbhar Vocal for Specialty Steel Pradhan Developing India Bharat Local Production- Mantri Smart Cities linked incentive Awas Yojna (PLI) scheme, Growing investments in Manufa
Slide 22: Advantages of Induction Technology for Steel Melting
ADVANTAGES OF INDUCTION TECHNOLOGY FOR STEEL MELTING Blast Furnace (BF) Electric Arc Furnace (EAF) Induction Furnace (IF) CO2 Equivalent Emissions Estimated range of CO2 2.2 – 2.6 0.6 – 0.8 0.3 – 0.4 equivalent (CO2e) emissions (in tons) per ton of BF - BOF Scrap based EAF Scrap based IF crude steel
Slide 23: Industry Overview: Market Size in India
INDUSTRY OVERIEW Market Size in India: Size Growth Rate Foundry & 150 – 200 Cr 10% - 12% Castings Market Induction Heating 250 – 300 Cr 10% - 12% & Forging Market Induction Hardening 200 – 250 Cr 12% - 14% & Welding Market Induction Furnace 350 – 500 Cr 7% - 13% for Steel Making Allied Products like
Slide 24: Key Performance Highlights
KEY 05 PERFORMANCE HIGHLIGHTS Investor Presentation H2 & FY26 23
Slide 25: Key Business Highlights - H2 & FY26
KEY BUSINESS HIGHLIGHTS - H2 & FY26 Transformers Business – Strong Entry & Scaling Up Induction Business – Global Expansion ▪ Order Momentum Initiated: Secured 400+ MVA orders, with ▪ Robust Order Book: ~Rs. 250 Cr providing strong carry-forward into deliveries commencing March onwards FY27 ▪ Order
Slide 26: Key Performance Highlights - FY26
KEY PERFORMANCE HIGHLIGHTS - FY26 Total Income (Rs. Mn) EBITDA (Rs. Mn) PAT (Rs. Mn) EPS (Rs) 3,528.3 389.2 398.1 3,237.1 236.8 213.1 12.6 11.3 FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 Total Income EBITDA PAT EPS 9.00% YoY 2.29% YoY 11.15% YoY 11.15% YoY Investor Presentation H2 & FY26 25
Slide 27: Key Performance Highlights - H2 & FY26
KEY PERFORMANCE HIGHLIGHTS - H2 & FY26 OPERATIONAL EFFICIENCY AMID GROWTH INVESTMENTS Employee Benefits Other Expenses Total OpEx (HR Costs) (incl. Marketing) (excl. COGS & Inventory) 23% YoY 17% YoY 19% YoY Stable EBITDA Scalability Despite 23% increase in HR costs from new recruitments Current Rs.
Slide 28: Half Yearly Statement – H2FY26
HALF YEARLY STATEMENT – H2FY26 Particulars (Rs. in Mn) H2FY26 H1FY26 H2FY25 YoY% HoH% FY26 FY25 YoY% Total Income 1,892.25 1,636.09 1,739.82 8.76 15.66 3,528.33 3,237.10 9.00 COGS & Direct Costs 1,365.99 1,149.54 1,248.31 9.43 18.83 2,515.52 2,332.70 7.84 Employee Benefit Expense 104.82 112.21 89.71
Slide 29: Way Forward
WAY 03 FORWARD Investor Presentation H2 & FY26 28
Slide 30: Growth Potential
Growth Potential Near Term (up to FY28) Medium Term (up to FY32) Targeted Revenue Growth: Targeted Revenue Growth: ~20-25% CAGR ~20% CAGR (Revenue nearly ~3x by FY32) Targeted EBITDA Growth: ~25% CAGR (EBITDA nearly ~4x by FY32) Strong order book of ~₹430 Cr provides solid backing for the above Reve
Slide 31: Emerging Sectors with Expanding Global Footprints
EMERGING SECTORS WITH EXPANDING GLOBAL FOOTPRINTS Export market is Most international We are seeing Megatherm has Megatherm has Megatherm is Similar process in Heavy investment key for rapid players like proposals for tie created a JV with tied up with creating office ongoing in Africa, towards mark
Slide 32: Growth Drivers
GROWTH DRIVERS Transformers Induction Products Facility: Green Furnace Success: Largest in Eastern India. Gained market share due to energy efficiency; plans to expand in West & South • Shed complete; machinery installation in progress India. • Commissioning: Q1 FY26 Product Diversification: Capacit
Slide 33: Update on North America JV
Update on North America JV 1 Name Of The Entity Megatherm Cyprium Inc. Following strong market traction, the JV entity was converted/ re-incorporated as Megatherm Cyprium Inc from Megatherm Cyprium LLC. on 16th January 2026 2 Area Of Agreement/JV Selling and promoting all Megatherm products into the
Slide 34: Annexure
04 ANNEXURE Investor Presentation H2 & FY26 33
Slide 35: Quality Assurance
QUALITY ASSURANCE Certified with international standards of Quality Management Systems such as ISO 9001:2015 from SGS United Kingdom Limited. Inspection and Testing Quality is an online & Usage of sophisticated Testing technology continuous activity integrating equipment's in inspection calibrated t
Slide 36: Awards & Recognition
AWARDS & RECOGNITION Star Performer of the Star Performer of the Manufacturing & Manufacturing & 40 Under 40 Achievers Year 2007-2008 Year 2012-2013 MSME Conclave 2022 MSME Conclave 2022 Of The Year 2023 Award for Miscellaneous Award for Export Green Manufacturing Award for among the most General Pu
Slide 37: Annual Financial Overview
ANNUAL 06 FINANCIAL OVERVIEW Investor Presentation H2 & FY26 36
Slide 38: Annual Financial Highlights
ANNUAL FINANCIAL HIGHLIGHTS Total Income (Rs. Mn) EBITDA (Rs. Mn) PAT (Rs. Mn) EPS (Rs.) 236.8 14.13 3,528.3 207.2 213.1 12.57 3,073.8 3,237.1 389.2 398.1 11.31 371.6 2,664.4 10.11 281.0 140.0 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 EBITDA Margin (%) PAT Margi
Slide 39: Annual Balance Sheet
ANNUAL BALANCE SHEET Equity & Liabilities(Rs. in Mn) FY24 FY25 FY26 Assets (Rs. in Mn) FY24 FY25 FY26 Share Capital 188.41 188.41 188.41 Fixed Asset 631.32 760.01 845.83 Reserves & Surplus 1,015.04 1,228.10 1,464.91 Intangible Asset 9.39 7.18 11.90 Total Equity 1,203.45 1,416.51 1,653.31 Work-In-Pro
Slide 40: Thank You
THANK YOU MEGATHERM INDUCTION LIMITED Megatherm Tower Sector-V, Saltlake, Kolkata, India, Postal Code – 700091 +91 033 4088 6200 info@megatherm.com https://megatherm.com/ KAPTIFY® CONSULTING Strategy & Investor Relations | Consulting +91-845 288 6099 www.kaptify.in contact@kaptify.in