India Nippon Electricals Limited · NSE:INDNIPPON
India Nippon Electricals — Q1 FY2027 Earnings Presentation
21 slides from India Nippon Electricals's earnings presentation, Aug 21, 2026
Slide 1: Exchange filing cover letter
INEL/SE/2026-27/26 August 21, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G Phiroze Jeejeebhoy Towers Bandra Kurla Complex, Dalal Street Bandra (East), Mumbai – 400 051 Mumbai - 400 001 Scrip: INDNIPPON Scrip: 532240 Dear Sir/ Madam, Sub: Investor presentatio
Slide 2: Earnings Presentation Q1-FY27
EA R N I N G S P R ES E N TAT I O N Q1-FY27
Slide 3: Snapshot
SNAPSHOT 41+ Years 3 1 Tier 1 1,605+ Of State-of-art Supplier to Major Employees Experience Manufacturing Auto OEM’s Plants Research Center INR 30%+ 17.64% 22,739 Mn Consistent Debt Free 3 Year Revenue CAGR Market Cap Dividend Payout track record 2 EARNINGS PRESENTATION
Slide 4: Company Overview
COMPANY OVERVIEW ▪ India Nippon Electricals Limited (INEL) was incorporated in 1984 and owned by Lucas Indian Service Limited, a wholly- Revenue (INR Mn) & EBITDA Margins (%) owned subsidiary of Lucas-TVS Limited to manufacture electronic ignition systems for two-wheelers, three-wheelers and portabl
Slide 5: Geographical Presence
GEOGRAPHICAL PRESENCE INDIA ▪ USA ▪ ITALY FY26 Revenue Split ▪ CHINA 8% ▪ SLOVENIA ▪ TURKEY ▪ VIETNAM ▪ THAILAND ▪ JAPAN ▪ NEPAL ▪ SRI LANKA 92% ▪ BANGLADESH ▪ AFRICA Domestic Export 4 EARNINGS PRESENTATION
Slide 6: Key Clientele
KEY CLIENTELE *Logos are meant for representative purposes only 5 EARNINGS PRESENTATION
Slide 7: Product Portfolio
PRODUCT PORTFOLIO Electronic Ignition Controllers Sensors Electric Vehicles Aftermarket System It is a modern automotive It refers to the various It is the collection of various Recently established world-class A dedicated team is focusing on ignition system that replaces the electronic control unit
Slide 8: 2W Electric Vehicles Products
2W ELECTRIC VEHICLES PRODUCTS Traction Motor Traction motors are powered by electricity and generate the power to rotate the wheels. Traction motors are typically mounted in the trucks where the wheels are housed. Cluster Motor Controller It refers to the instrument cluster or dashboard panel found
Slide 9: Strategic Overview
Strategic Overview
Slide 10: Key Strengths
KEY STRENGTHS Strong Client base Thrust On Technology Organizational Agility Offers wide range of Strong Customer Focus Stringent Manufacturing Practices Value Addition products 9 EARNINGS PRESENTATION
Slide 11: Future Growth Strategies
FUTURE GROWTH STRATEGIES Capitalizing on Core Business Advancing Aftermarket Business Focused on exploiting the opportunities presented within core A dedicated team and several measures are taken to strengthen product business by introducing new products for two & three-wheelers. range and distribut
Slide 12: Financial Overview
Financial Overview
Slide 13: Q1-FY27 Financial Highlights
Q1-FY27 FINANCIAL HIGHLIGHTS Q1-FY27 Consolidated Financial Performance INR 3,045 Mn INR 321 Mn 10.54% Revenue from EBITDA EBITDA Margin Operations INR 270 Mn 8.87% INR 11.95 Net Profit PAT Margin Basic/Diluted EPS 12 EARNINGS PRESENTATION
Slide 14: Operational Highlights
OPERATIONAL HIGHLIGHTS • Maintained the No. 1 position in Fly Wheel Magneto, with further market share gains during the quarter. • Q1 FY27 sales grew 35% YoY, significantly ahead of the 20% growth in the 2-wheeler industry, marking the Company’s highest-ever quarterly sales. • Fly Wheel Magneto prod
Slide 15: Quarterly Consolidated Financial Performance
QUARTERLY CONSOLIDATED FINANCIAL PERFORMANCE Particulars (INR Mn) Q1-FY27 Q1-FY26 Y-o-Y Q4-FY26 Q-o-Q Revenue from Operations 3,045 2,247 35.5% 2,995 1.7% Operating Expenses 2,724 2,013 35.3% 2,612 4.3% EBITDA 321 234 37.2% 383 (16.2)% EBITDA Margins (%) 10.54% 10.41% 13 Bps 12.79% (225) Bps Depreci
Slide 16: Consolidated Income Statement
CONSOLIDATED INCOME STATEMENT Particulars (INR Mn) FY24 FY25 FY26 Q1-FY27 Revenue from Operations 7,241 8,448 10,685 3,045 Operating Expenses 6,577 7,496 9,463 2,724 EBITDA 664 952 1,222 321 EBITDA Margins (%) 9.17% 11.27% 11.44% 10.54% Depreciation 151 206 179 52 Finance Cost 4 4 5 1 Other Income 2
Slide 17: Consolidated Balance Sheet
CONSOLIDATED BALANCE SHEET Particulars (INR Mn) FY24 FY25 FY26 Particulars (INR Mn) FY24 FY25 FY26 EQUITY AND LIABILITIES ASSETS Equity Share Capital 113 113 113 Non-Current Assets Other Equity 6,120 6,999 8,100 Property, Plant and Equipment 1,312 1,437 1,630 Shareholders Fund 6,233 Right-of-use Ass
Slide 18: Financial Graphs
FINANCIAL GRAPHS Revenue (INR Mn) EBITDA (INR Mn) & EBITDA Margin (%) PAT (INR Mn) & PAT Margin (%) 10,685 1,112 1,222 8,448 952 1,112 7,241 664 593 11.44% 10.54% 8.87% 3,045 11.27% 321 10.41% 270 9.17% 8.19% 9.74% FY24 FY25 FY26 Q1FY27 FY24 FY25 FY26 Q1FY27 FY24 FY25 FY26 Q1FY27 Net Worth (INR Mn)
Slide 19: Capital Market Data
CAPITAL MARKET DATA 1 Year Stock Performance (as on 30th June 2026) Dividend Per Share 50% 15.50 40% 30% 12.50 20% 10.25 9.25 10% 0% -10% -20% Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 India Nippon Electricals Limited Sensex FY23 FY24 FY25 FY26 Market Data (
Slide 20: Disclaimer
DISCLAIMER India Nippon Electricals Limited (INEL Disclaimer) 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 the information or opinions contained in this presentation. Such information and
Slide 21: Thank You
Thank You
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