Classic Electrodes India Limited · NSE:CLASSICEIL
Classic Electrodes India — H2 FY26 Earnings Presentation
28 slides from Classic Electrodes India's earnings presentation, May 21, 2026
Slide 1: NSE Regulation 30 intimation letter
To, Date: 21st May 2026 The Manager, Listing & Compliance Department, National Stock Exchange of India Limited Exchange Plaza, 5th Floor, Plot No. C/1, G Block, Bandra Kurla Complex, Bandra, Mumbai – 400051. Dear Sir/Madam, Sub: Intimation under Regulation 30 of the Securities and Exchange Board of
Slide 2: H2 FY26 Investor Presentation
CLASSIC ELECTRODES (INDIA) LIMITED H2 FY26 Investor Presentation
Slide 3: Disclaimer
Disclaimer This presentation or any other documentation or information (or any part thereof) delivered or supplied should not be deemed to constitute prospectus or placement memorandum or an offer to acquire any securities. No representation or warranty, express or implied is made as to, and no relia
Slide 4: FY26 Highlights
FY26HIGHLIGHTS ———s—
Slide 5: Management Commentary – FY26 Performance
Management Commentary – FY26 Performance Hanuman Prasad Agarwal Chairman and Non-Executive Director “Our FY26 performance reflects strong execution across our welding consumables business, supported by improving demand conditions, operational efficiencies, and an enhanced product mix. During the yea
Slide 6: Key Highlights H2 FY26
Key Highlights H2 FY26 In Lakhs In Lakhs In Lakhs Total Income EBITDA PAT 1,400 700 14,000 12,118 620 1,162 1,194 1,200 600 12,000 549 10,041 1,000 500 10,000 800 400 8,000 600 300 6,000 400 200 4,000 200 100 2,000 0 0 - H2 FY25 H2 FY26 H2 FY25 H2 FY26 H2 FY25 H2 FY26 5
Slide 7: H2 FY26 - Profit & Loss Statement
H2 FY26 - Profit & Loss Statement Particulars (In ₹ Lakhs) H2 FY26 H2 FY25 YoY Growth INCOME Revenue from Operations 12,080.78 10,024.88 Other Income 37.35 16.52 Total Revenue 12,118.13 10,041.40 20.68% EXPENSES Cost of Materials Consumed 10,416.99 8,394.12 Employee Benefits Expenses 140.32 152.52 O
Slide 8: Business Update
Business Update Flux-Cored Wires ERC Mk-V Railway • High-margin product Components • ₹25–30 Cr annual revenue potential 01 02 • New infrastructure vertical • ₹50 Cr+ initial annual potential • 20–25% EBITDA margins • Railway ecosystem opportunity Capacity Utilization Product Mix Expansion Improvemen
Slide 9: Company & Business Overview
Company & Business Overview
Slide 10: About Company
About Company Classic Electrodes (India) Limited (“the company”) is Company engaged in the business of manufacturing welding Credentials Diversified customers which electrodes and providing engineering solutions to Company has been in are established players, Market customers spread across various s
Slide 11: Product Portfolio
Product Portfolio General Purpose Low hydrogen Low heat input Low Alloy Stainless Steel Electrodes Electrodes Electrodes Electrodes Electrodes Rutile coated electrode Basic coated Low Specially formulated Basic Heavy coated High Alloy Electrodes for welding of general hydrogen electrodes for welding
Slide 12: Product Portfolio
Product Portfolio Cast Iron Hard facing Cutting & Gauging Solid MIG Non Ferrous Electrodes Electrodes Electrodes Wires Electrode A monel cored electrode A rutile coated electrode- A special electrode meant for Copper coated solid filler Electrode with phosper giving a Machinable depositing air harde
Slide 13: Glimpse of Manufacturing Unit
Glimpse of Manufacturing Unit Company has manufacturing units with a comprehensive infrastructure, designed to optimize efficiency, maintain quality, ensure safety, and support business management effectively. Below are key components: # Storage Facilities # Production Facilities # Quality control s
Slide 14: Capacity and Capacity Utilisation
Capacity and Capacity Utilisation Manufacturing Unit: West Bengal Electrodes MIG Wire Flux Core Wire 12, 000 10,608 10,608 10,608 200 .00% 8,0 00 7,000 200 .00% 3,0 00 2,500 9,148 180 .00% 180 .00% 7,0 00 10, 000 2,5 00 7,823 7,831 5,000 5,000 5,207 160 .00% 160 .00% 6,0 00 140 .00% 140 .00% 8,0 00
Slide 15: Capacity and Capacity Utilisation
Capacity and Capacity Utilisation Manufacturing Unit: Bahadurgarh & Jhajjar MIG Wire 4,0 00 3,600 3,600 3,600 150 .00% 3,5 00 130 .00% 3,0 00 2,505 2,363.00 110 .00% 2,5 00 2,011 90. 00% 2,0 00 70. 00% 69.59% 65.64% 1,5 00 50. 00% 1,0 00 55.86% 30. 00% 500 10. 00% 0 -10.00% 2023–24 2024-25 2025-26 I
Slide 16: Quality Assurance
Quality Assurance At Classic Electrodes, the company adhere to stringent quality control measures at every stage of production. The products are certified by top agencies Conformité Européenne ISO 45001 ISO 9001 ISO 14001 Bureau of Indian Standards Indian Register of Shipping MN Dastur & Co IBR Lloy
Slide 17: Brief Biographies of Directors and / Promoters
Brief Biographies of Directors and / Promoters Hanuman Prasad Sunil Kumar Sushil Kumar Agarwal Mittal Agarwal Chairman and Non- Executive Director Managing Director Executive Director Mr. Hanuman Prasad Agarwal is the Promoter Mr. Sushil Kumar Agarwal is the Promoter and Mr. Sunil Kumar Mittal, is t
Slide 18: Brief Biographies of Directors and / Promoters
Brief Biographies of Directors and / Promoters Naresh Kumar Nitesh Agarwal Ayush Agarwal Agarwal Executive Director Executive Director Promoter Mr. Nitesh Agarwal is the Promoter and Mr. Ayush Agarwal is the Promoter and Mr. Naresh Kumar Agarwal is the promoter of Director of our company. He has bee
Slide 19: Brief Biographies of Directors
Brief Biographies of Directors Niraj Jindal Anoop Garg Ankur Gupta Non-Executive Non-Executive Independent Director Independent Director Independent Director With a rich background spanning more than two Mr. Anoop Garg is the Non-Executive Director of Mr. Ankur Gupta is the Non-Executive Director de
Slide 20: Financial Highlights
Financial Highlights
Slide 21: P&L Statement and KPIs
P&L Statement and KPIs Particulars (Amount in Lakhs) FY26 FY25 FY24 Particulars Revenue from Operations 24,296.52 20,579.49 19,382.12 FY26 FY25 FY24 (Amount in Lakhs) Other Income 124.66 33.04 209.98 Growth in Revenue Total Income 24,421.18 20,612.53 19,592.10 from Operations (%) 18.06% 6% 28.47% Co
Slide 22: Balance Sheet
Balance Sheet (Amount in Lakhs) Particulars FY26 FY25 FY24 Particulars FY26 FY25 FY24 Shareholders Funds Non-Current Assets Share Capital 1,796.50 1,319.38 527.75 Property, Plant & Equipment 2,658.34 1,720.82 1.,577.63 Reserves & Surplus 7,724.05 3,201.30 2831.39 Capital Work-in-Progress 439.46 - -
Slide 23: Key Ratios
Key Ratios Total Income (Amount in lakhs) EBITDA (Amount in lakhs) PAT (Amount in lakhs) 2387 1264 24,421 1,162 20,613 2322 19,592 956 2228 FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 EBITDA Margin (%) PAT Margin (%) 11.85% 5.64% 10.81% 9.78% 5.18% 4.88% FY24 FY25 FY26 FY24 FY25 FY26 22
Slide 24: Key Ratios
Key Ratios RONW (%) CUREENT RATIO (In Times) 28.45% 25.70% 2.25 1.37 1.45 14.32% FY24 FY25 FY26 FY24 FY25 FY26 Debt-Equity Ratio (In Times) ROCE (%) 1.36 26.52% 1.20 20.07% 17.23% 0.36 FY24 FY25 FY26 FY24 FY25 FY26 23
Slide 25: Key Ratios
Key Ratios As on 20/05/2026 As on 31/03/2026 NSE : INE0UQ601012 | CLASSICEIL Shareholding Pattern Share Price (₹) 48.45 27.98% Market Capitalization (₹ Cr) 87.04 No. of Shares 1,79,64,950 72.02% Face Value (₹) 10.00 52 week High-Low (₹) 113.90 – 34.75 Promoter & Promoter Group Public 24
Slide 26: Welding Consumables Industry in India
Welding Consumables Industry in India Key drivers for the Indian welding industry 180 Infrastructure development & urbanization • Increased urbanization and disposable incomes 110 In INR billions • PM Gati Shakti, Smart Cities Mission, and Housing for All Infrastructure in Power and Energy Sector •
Slide 27: SWOT Analysis
SWOT Analysis Strengths 1. Technical Expertise Weakness 2. Quality Control 3. Innovation 1. Dependency on Raw Materials 4. Customization 2. Competition 5. 6. Supply Chain and Distribution Customer Service W 3. 4. Regulatory Compliance Market Volatility 7. Research and Development 5. Production Capac
Slide 28: Thank You
THANK YOU Company Investor Relations Advisors CLASSIC ELECTRODES LIMITED EquiBridgex Advisors Pvt Ltd Ms. Arnika Choudhary Ms. Pooja Gandhi cs@satincorp.com info@equibridgex.com www.classicelectrodes.com www.equibridgex.com
Classic Electrodes (India) — H2 FY26 Earnings Presentation on 6ix