Service Long March Tyres Limited · PSX:SLM
Service Long March Tyres — Investor Presentation (June 2026)
23 slides from Service Long March Tyres's investor presentation, June 2026
Slide 1: Presentation for Corporate Briefing Session
SERVICE LONG MARCH TYRES LIMITED Presentation for Corporate Briefing Session For the financial year ended June 30, 2026
Slide 2: Glimpse of the Session
Glimpse of the Session 01 02 03 About the Company Truck, Bus and Car Market Company Performance Performance 04 05 06 Sustainability Highlights Future Outlook, Challenges and Questions and Answers Opportunities Service Long March Tyres Limited | Corporate Briefing Session 2026
Slide 3: About the Company
01 About the Company
Slide 4: Pakistan's first and largest truck and bus radial tyre manufacturer
Pakistan's first and largest truck and bus radial tyre manufacturer, listed within four years of commencement of production 2020 50 acres Rupees 42.7B 1,663 JV of Servis Group and SEZ complex at Nooriabad, Invested in capex of the Employees; 100+ dealers in Chaoyang Long March, Sindh; tax concession
Slide 5: One plant at Nooriabad serves 100+ dealers across Pakistan
One plant at Nooriabad serves 100+ dealers in more than 30 cities across Pakistan OF Office & registered office: Servis House, 2-Main Gulberg, PESHAWAR Lahore RAWALPINDI FAISALABAD LAHORE OF F Factory: Nooriabad SEZ, Sindh; 50 acres, 2.0M TBR tyres MULTAN QUETTA BAHAWALPUR SADIQABAD W Warehousing: N
Slide 6: Export Revenue of Rupees 18.5B in FY2026
Export Revenue of Rupees 18.5B in FY2026, 36% of volume, led by the US and Brazil Rupees 18.5B export sales FY2026 EUROPE (NEXT) UNITED STATES 22% EGYPT 0.2 % 36% PAKISTAN 64 % of FY2026 tyre volume shipped abroad BRAZIL 14% SOUTH AFRICA 0.2% 5 international markets; Pakistan's leading tyre exporter
Slide 7: Truck, Bus and Car Market Performance
02 Truck, Bus and Car Market Performance
Slide 8: Pakistan truck sales grew 33% a year since FY2023
Pakistan truck sales grew 33% a year since FY2023, about twice the pace of buses and cars Trucks CAGR: 33% Buses CAGR: 15% Cars CAGR: 17% Units sold Units sold Units sold 7,439 985 155,631 788 112,203 654 4,444 96,811 81,579 454 3,182 2,187 FY2023 FY2024 FY2025 FY2026 FY2023 FY2024 FY2025 FY2026 FY2
Slide 9: Local Sales Volume & Market Share Growth Raised to 62%
Local Sales Volume & Market Share Growth Raised to 62% from 15% Sold Qty Market Share +60.6% CAGR FY2023–26 62% 42% 30% 15% FY2023 FY2024 FY2025 FY2026 Note: Pakistan’s current market size across all TBR & LTR sizes is approximately 1.7M tyres. Service Long March Tyres Limited | Corporate Briefing S
Slide 10: Company Performance
03 Company Performance
Slide 11: Revenue has compounded 64% a year since FY2023
Revenue has compounded 64% a year since FY2023 and operating profit 166% - driven by increase in production capacity and sales Net Revenue Operating Profit Profit After Taxation Rs. in million (bars) | Gross margin % (line) Rs. in million Rs. in million (FY2023: loss of 547.2) CAGR: 64% CAGR: 166% 1
Slide 12: Equity Grew 3.8x since FY2023
Equity Grew 3.8x since FY2023 Fixed Assets Current Assets Rs. in million, as at June 30 Rs. in million, as at June 30 CAGR: 24% CAGR: 45% 38,374 37,592 29,474 20,356 22,502 21,884 12,281 14,442 FY2023 FY2024 FY2025 FY2026 FY2023 FY2024 FY2025 FY2026 Current Liabilities Equity Rs. in million, as at J
Slide 13: SLM is up 7.6% since listing
SLM is up 7.6% since listing Share price since listing Index, 100 = listing | SLM vs Rs 19.95 issue price; KSE-100 vs 15 June 2026 close +7.6% SLM vs the Rs 19.95 issue price; Rs 21.47 on 130 12 October 2026. Including dividend 11.8% 120 −6.7% KSE-100 over the same period FY2026 results, 17 Aug 110
Slide 14: Sustainability Highlights
04 Sustainability Highlights
Slide 15: Solar output more than doubled to 12.2M units
Solar output more than doubled to 12.2M units and renewable capacity committed reached 19.5 MW 12 MWp solar operating 7.5 MW wind under Rs 55M to community construction 12.2M units generated in FY2026 Target commissioning December 2026 Rs 45M to Servis Foundation and Rs (+128%) takes renewables to 1
Slide 16: Renewable share rose from zero to 23% of electricity
Renewable share rose from zero to 23% of electricity consumed in three years 40% 7 MW After installation of wind Renewable share of electricity consumed, % 23% SLM - Solar Park 11.5% 7.2% 0.0% FY23 FY24 FY25 FY26 Renewable share of total: FY23 0% | FY24 7.2% | FY25 11.5% | FY26 23% 5 MW Service Long
Slide 17: 7.5 MW wind power project under construction
7.5 MW wind power project under construction; commissioning December 2026 takes renewables to 19.5 MW Turbine foundation and anchor cage, September 2026. Service Long March Tyres Limited | Corporate Briefing Session 2026
Slide 18: Future Outlook, Challenges and Opportunities
05 Future Outlook, Challenges and Opportunities
Slide 19: Capacity grows from 2.0M tyres today to 5.6M by FY2030
Following the committed plan, capacity grows from 2.0M tyres today to 5.6M by FY2030 Installed capacity, actual and planned Tyres a year in M, TBR plus PCR The PCR project: the second growth 5.6M engine 4.7M Rupees 22.56B Total project cost; 2.0M passenger car radial tyres a year on 9 acres already
Slide 20: PCR Timeline
PCR Timeline Jun 2026 Through 2027 Jan 2028 Ground Breaking Machinery installed Commercial production Civil works started on schedule, as Deliveries and installation of plant Commissioning target; 1.0M tyres set out in the prospectus. and machinery. available in FY2028. Today 2026 Late 2027 2030 Ord
Slide 21: Challenges & Opportunities
Challenges & Opportunities Challenges - Unprecedented increase in Raw Material Costs • Natural Rubber - US$2,616 per ton as on 13th October 2026, highest level in 13 years • Carbon black – US$1,850 per ton highest level in 24 months • Increasing competition in export markets from Cambodia and Vietna
Slide 22: Questions and Answers
06 Questions and Answers
Slide 23: Thank You
Thank You
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