Rajoo Engineers Limited · NSE:RAJOOENG
Rajoo Engineers — Q2 FY26 Earnings Presentation
46 slides from Rajoo Engineers's earnings presentation, Nov 12, 2025
Slide 1: Covering letter to stock exchanges
November 12, 2025 To, To, BSE Limited (BSE) National Stock Exchange of India Ltd (NSE) Phiroze Jeejeebhoy Towers Exchange Plaza, Bandra Kurla Complex, Dalal Street, Fort Bandra East, Mumbai - 400 001 Mumbai – 400051 BSE Script Code: 522257 NSE Symbol: RAJOOENG Sub: Investor Presentation for Q2 – FY
Slide 2: Result Update Presentation Q2 & H1 FY26
RAJOO excellence in extrusion Result Update Presentation Q2 & H1 FY26
Slide 3: Disclaimer
This presentation has been prepared by Rajoo Engineers Limited (the “Company”) solely for information purposes and does not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or
Slide 4: Table of Contents
Table of Contents 4 Managing Director's Message cla, ) “) Financial Highlights Company Overview Industry Overview Business Overview Way a
Slide 5: Managing Director's Message
Managing Director's Message
Slide 6: Managing Director's message
“During the second quarter ended 30th September 2025 we have registered a Revenue of Rs. 92.25 cr, EBITDA of Rs. 18.31 crore and PAT of Rs. 13.59 crore. During the quarter we had an encouraging order book resulting in higher production and increased dispatches throughout the period. We are delighted
Slide 7: QIP raise of Rs. 160 Cr and NBIO for acquisition
Company raised Rs. 160 Cr through Qualified Institutional Placement ▪ The QIP witnessed strong interest from Domestic and International Investors, reflecting robust confidence in the company’s growth trajectory and strategic vision ▪ The QIP was executed through the issuance of 1,46,78,900 equity sh
Slide 8: Employer award, Kohli stake and K-2025
Recognized the Gujarat Best Employer Brand 2025 ▪ Recognized with the Gujarat Best Employer Brand 2025, presented by the World HRD Congress on 20th August 2025 at Hyatt Ahmedabad Invests in 60% of majority stake in Kohli Printing and Converting Machines Pvt. Ltd., bringing together two engineering p
Slide 9: Consolidated Financial Highlights
a ® R4jOO excellence in extrusion Consolidated Financial Highlights
Slide 10: Q2 FY26 Financial Highlights
Rs. Crore Q2 FY26* Q2 FY25* Y-o-Y % Q1 FY26* Income from Operations 92.25 56.81 85.07 Other Operating Income 0.00 0.00 0.00 Total Income 92.25 56.81 62.39% 85.07 Raw Materials 55.07 31.05 50.49 ▪ Revenue from operations for the Employee Cost 6.24 5.71 5.70 quarter was Rs. 92.25 crore in Q2 FY26, Oth
Slide 11: H1 FY26 Financial Highlights
Rs. Crore H1 FY26* H1 FY25* Y-o-Y % Income from Operations 177.33 107.68 Other Operating Income 0.00 0.00 Total Income 177.33 107.68 64.67% ▪ Revenue from operations for the half Raw Materials 105.56 62.77 year ended was Rs. 177.33 crore in Employee Cost 11.94 10.80 H1 FY26, as against Rs. 107.68 cr
Slide 12: Revenue, EBITDA and PAT trend
Revenue (Rs. Crore) EBITDA* (Rs. Crore) 46.59 253.66 197.35 26.68 172.04 159.79 152.25 20.91 18.74 13.99 FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 PAT after Minority Interest (Rs. Crore) 38.09 21.01 15.18 10.96 10.16 FY21 FY22 FY23 FY24 FY25 * EBITDA excluding other income 11
Slide 13: Consolidated balance sheet
As on 30th As on 31st As on 30th As on 31st Rs. Crore Sept. 2025 March 2025 Rs. Crore Sept. 2025 March 2025 Shareholder’s Funds 340.47 163.21 Non-current assets 243.49 72.08 Share capital 17.87 16.40 Property, Plant & Equipment 56.26 52.87 Reserves & Surplus 309.48 146.81 Intangible Assets 1.47 1.39
Slide 14: RoE, RoA and RoCE
RoE(%) RoA(%) 23.3% 11.7% 16.2% 16.5% 10.1% 9.2% 13.9% 7.5% 9.9% 5.8% FY21 FY22 FY23 FY24 FY25 FY21 FY22 FY23 FY24 FY25 RoCE(%) 32.5% 22.0% 23.3% 20.3% 13.1% FY21 FY22 FY23 FY24 FY25 RoE = Net Profit/Net Worth | RoA = Net Profit/Average Total Assets / RoCE = EBIT/(Shareholders Fund + Total Debt-non
Slide 15: Company Overview
a ® R4jOO excellence in extrusion | Company Overview
Slide 16: Company at a glance
39+ Years 26+ Products 70+ Countries 51+ years 5K+ Excellence in Across 6 different We have Promoter’s experience in Installations done Manufacturing of segments exported to the Industry Extrusion Machineries FY25 - Financial Metrics ₹ 253.66 Crs ₹ 46.59 Crs 32.51% 23.34% Revenue from Operations EBI
Slide 17: Vision and Mission
Vision 'To become one of the most trusted and passionate solution providers for plastic extrusion machinery worldwide in the best interest of all the stakeholders, while pursuing ethical business practices' Mission 'Excellence in Extrusion' on one side is considered as a very well defined vision, ho
Slide 18: Key strengths
Experienced Management Team Among leading extrusion machinery manufactur ▪ Strong Management team with over 36 years of experience ers ▪ Over three decades excellence in extrusion ▪ Backed by skilled & experienced operational and marketing team ▪ Knowledge, experience, technology assimilation and Wi
Slide 19: Company milestones
… ▪ Incorporated in 1986 ▪ Expansion Product Portfolio - Asia's first CE compliant ▪ Launched – FOILEX –Mono layer blown film line, LAMINA – 7 layer fully automatic blown film line to Turkey Mono layer sheet extrusion line, AQUAFLEX – Downward film ▪ Technical Collaboration with Commodore Inc. U.S.A
Slide 20: Recent milestones
… ▪ Acquired 3 industrial plots adjoining to the factory in Rajkot ▪ Ms. Khushboo Doshi, Honored with Entrepreneurs Award ▪ Formation of Shrutina Nexgen Solar LLP, in partnership with Rajoo Engineers Limited and Promoter Group Entities, focuses on establishing a captive solar plant for the use of gr
Slide 21: Board and management
R. N. Doshi - Chairman Khushboo Chandrakant Doshi – Managing Director ▪ Co-founder of Rajoo Engineers Limited ▪ Joined in 2007 as Head of Marketing and Communications ▪ More than 35 years of experience in plastic processing, machinery ▪ An architect by education and holds Master's Degree in Industri
Slide 22: Competitive strengths
Experienced Management ▪ Dynamic Experience leadership ▪ Significant experience in Blown Film Extrusion lines, sheet Extrusion lines and Thermoforming World Class Integrated Facilities lines ▪ Shree Yantralaya - Well Equipped dust free & fully AC tool ▪ Dedicated, skilled employee base room ▪ Shree
Slide 23: Industry Overview
Industry Overview
Slide 24: Plastics processing industry
▪ Plastics Processing Industry is robust and has potential to become significant part of India’s manufacturing economy as in industrialized countries like Germany, Italy, France, USA, Canada, Japan, China, Taiwan, South Korea ▪ More than 2 lakh core machines are presently in operation producing vari
Slide 25: India renewable energy capacity
▪ India’s RE Capacity Registers 10.74% Year-on-Year Growth RE Installations as on 30th September 2025 Annual Installations Capacity (MW) ▪ Renewable energy sources have a combined installed Wind, capacity of 220.10 GW 11.34% 28723 Small Hydro, ▪ Record Capacity Addition in Solar and Wind; Solar at 2
Slide 26: Business Overview
Business Overview
Slide 27: Catering to wide array of industry sectors
… Mono & Multilayer Mono & Multilayer Thermoforming & PS Foam Blown Film Lines Sheet Lines Vacuum Forming Machines ▪ Aquaflex ▪ Lamina ▪ Dispocon ▪ Foilex ▪ Lamina e’ ▪ Dispocon-MS ▪ Multifoil ▪ Lamina rPET ▪ Dispocon-F ▪ Multifoil lite ▪ Fomex ▪ Dispotilt ▪ Heptafoil ▪ Lab Equipment ▪ Pentafoil ▪ N
Slide 28: Blown film lines and applications
Product Applications AQUAFLEX ® - Downward Extrusion Blown Film Lines Bakery Product Packaging Flowers Packaging Rice, Flowers, Dry Fruits FOILEX ® - Monolayer Blown Film Lines Carrier Bags Stretch Wrapping Film Chocolate Packaging HEPTAFOIL® - Seven layer Blown Film Lines Oil packaging, Meat packag
Slide 29: Multifoil blown film lines
… Product Applications MULTIFOIL® - Multilayer Blown Film Lines Biscuit packaging, Soap packaging Beverage Packaging MULTIFOIL ® Lite- Two Extruder 3 Layer Aba Blown Film Line Shopping & Courier Bags Product Packaging Beverage Packaging Multifoil –X® – Cross Lamination Film Line Shopping & Courier B
Slide 30: Pentafoil, Nonafoil and Labex
… Product Applications PENTAFOIL® – Five layer Blown Film Lines Compression packaging, Carrier Bags Shrink Film NONAFOILTM – Nine layer Co-extruded Blown Film Lines Cheese packaging, Fruit & Vegetable Packaging Meat Packaging LABEX ® - Lab Equipment Lab Equipment 29
Slide 31: Lamina sheet extrusion lines
Product Applications LAMINA® - Mono & multilayer sheet lines for PP/EVA/PS Stationary File Folder Box Packaging LAMINA ® e Sheet Extrusion Technology For Solar Modules Solar EVA Sheet Solar Cells LAMINA® rPET - PET sheet lines Laminated Sheet Box Packaging Cut-Fruit Container 30
Slide 32: Fomex foamed sheet line
… Product Applications FOMEXTM - Physically Foamed Sheet Extrusion Line Disposable Food Containers Product Packaging 31
Slide 33: Dispocon thermoforming machines
Product Applications DISPOCON® -Hydraulic And Servo Thermoformers Glasses & Cups Stretch Wrapping Film Fruit & Vegetable Containers DISPOCON® -MS Multistation Thermoforming Machine Food Packaging Disposable Egg Trays Fruit & Vegetable Containers DISPOCON-F® - Thermoforming & PS Foam Vacuum Forming M
Slide 34: Dispotilt tilting mould thermoformer
DISPOTILT ® – Tilting Mould Product Applications Thermoforming Machine Flowres Packaging Glasses & Cups 33
Slide 35: Lamex coating and lamination line
Product Applications Juice Cartons Biscuits packaging, Wafers Packaging LAMEX ® – Extrusion Coating & Lamination Line 34
Slide 36: PVC pipe, compounding and WPC lines
Product Applications FLOWEX® -Twin Screw UPVC and CPVC Pipe Plant CPVC Plumbing Pipe UPVC Plumbing Column AGRICULTURE - SWR & Pipe CASING PIPE GRANULEX® - PVC Compounding Lines Rigid PVC Pipe And Soft PVC Cable Soft PVC Medical Fittings Compound Compound Compound WOODPLEX® - WPC Profile and Board Li
Slide 37: UPVC profile, medical tube and pipe lines
… Product Applications UPVC Profile Lines UPVC Casement Profile UPVC Window Profile UPVC Specialized Profile TUBEX® -PVC Blood Pouch and Medical Tube Lines PVC Medical Tube PVC Medical Tube PVC Blood Pouch FLOWEX® - HDPE/PPR Pipe Extrusion Line PVC Medical Tube PVC Medical Tube PVC Blood Pouch 36
Slide 38: Integrated manufacturing facilities
… Shree Yantralaya – Tool Room ▪ State-of-the-art tooling zone ensures higher accuracy level in all critical comp onents Shree Aalekhalaya – Design Department ▪ 40 Qualified Design Engineers In-house Modern Paint Shop ▪ In-house modern paint shop facility – first of its kind in Asian industry ▪ Ensu
Slide 39: Rajoo Innovation Centre
… ▪ Set up R&D Center – ‘Rajoo Innovation Centre’ ▪ R&D Centre for customers – enabling customers to test run products, offering total and customized products ▪ Received approval from DSIR (Government of India) 38
Slide 40: Marquee customers
...Leading to suite of Marquee Customers RAjJOO cellence in extrusion <> UFILEX A GOPAL re] ‘A Part of your daily life’ ALPHA PRINTPACK SOLUTIONS aro your eany me Manufacturer of Flexible Packaging Material BALA JI ADDING VALUE MULTIFLEX PRIVATE LIMITED wa © =z ° ite ae povcns «© XPP GA! navitasalph
Slide 41: Years, countries and installations
… 39+ Years of Excellence in Extrusion 70+ Countries we have exported to 5K+ Installations 40
Slide 42: Way Ahead
Way Ahead
Slide 43: Growth strategy
Increase penetration in existing key markets of Add new products like India, Latin America, Asia extrusion coating, multistation Pacific & Middle East Thermoformer Use of in-house and better Create and add more products technologically equipped that are automated and need facilities for innovation a
Slide 44: Sustainable packaging and recycling innovation
▪ Innovation in Sustainable Packaging: India's first nine-layer blown film extrusion line PLASTFOCUS-2024, DWARKA, NEW DELHI (Nonafoil) delivers high-barrier recyclable film, aligning with circular economy principles by enhancing recyclability and reducing plastic waste ▪ Leadership in Recycling Tec
Slide 45: Energy efficiency and solar initiatives
Energy Efficiency: ▪ Regular maintenance and upgrades of machinery to reduce energy consumption ▪ Conducting energy audits and inter-unit studies for further energy reduction Solar Power Initiatives: ▪ Installed a 304.64 KW solar power plant in the state of Gujarat to harness renewable energy Natura
Slide 46: Contact details
Company : Investor Relations Advisors : Rajoo Engineers Limited. Adfactors PR P Pvt. Ltd. Mr. Nikhil Gajjar Ms. Savli Mangle/ Mr. Rupesh Rege compliances@rajoo.com savli.mangle@adfactorspr.com/rupesh.rege @adfactorspr.com www.rajoo.com www.adfactorspr.com