Quality Power Electrical Equipments Ltd. · NSE:QPOWER

Quality Power Electrical Equipments — Q1 FY2027 Earnings Presentation

41 slides from Quality Power Electrical Equipments's earnings presentation, Aug 10, 2026

  1. Slide 1: Exchange filing cover letter: Earnings Call Presentation Q1 FY2026-27

    10th August 2026 To, To, National Stock Exchange of India Limited, BSE Limited Exchange Plaza, Plot No. C/1, G Block, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex, Bandra (East), Dalal Street, Fort, Mumbai – 400001 Mumbai – 400051 NSE Symbol: QPOWER BSE Scrip Code: 544367 ISIN: INE0SII01026 Dear

  2. Slide 2: Investor Presentation, Quarter ended 30 June 2026

    QUALITY POWER ELECTRICAL EQUIPMENTS LIMITED Investor Presentation Quarter ended 30 June 2026 Q1 FY2027 INR 2,564 Mn Total income, up 32.1% YoY INR 19,455 Mn Order book as of 30 June 2026 25.2% EBITDA margin NSE: QPOWER | BSE: 544367 | 10 August 2026

  3. Slide 3: What this presentation covers

    CONTENTS What this presentation covers 01 02 03 The quarter in review Business and technology Growth and governance • Group profile and structure • Q1 FY2027 at a glance • Technology to market coverage • Proposed acquisition of WSIL • Financial performance highlights • Diversified product portfolio

  4. Slide 4: Q1 FY2027 at a glance

    QUARTER IN REVIEW Q1 FY2027 at a glance 2,564 725 545 19,455 INR Mn INR Mn INR Mn INR Mn EBITDA before Ind AS 29 Total income PAT before Ind AS 29 Order book as of 30 June 2026 28.3% margin +32.1% YoY +49.8% YoY +46.9% YoY Group consolidated Underlying Q1 FY27 performance excludes the non-cash monet

  5. Slide 5: Quality Power at a glance

    COMPANY PROFILE Quality Power at a glance A high voltage electrical equipment and power technology group serving grid connectivity and energy transition applications in more than 100 countries, from seven manufacturing facilities in India and Turkey. 10,070 Mn 1,855 Mn 7 People Customers Countries T

  6. Slide 6: One platform, six specialised businesses

    GROUP STRUCTURE One platform, six specialised businesses Each entity occupies a distinct position in the high voltage value chain. Together they allow the Group to address a materially larger share of project value than any single product supplier. Quality Power Engineering 100% 98% 51% S&S Transfor

  7. Slide 7: Technology to market coverage

    CAPABILITY MAP Technology to market coverage Product coverage of each Group brand across voltage classes and grid technologies. Medium voltage AC High voltage AC Gas insulated Brand FACTS HVDC to 132 kV to 800 kV to 800 kV Dry type, oil filled and iron core Dry type and oil filled Dry type and oil f

  8. Slide 8: Financial performance excluding Ind AS 29 impact

    Q1 FY2027 HIGHLIGHTS Financial performance excluding Ind AS 29 impact Total income EBITDA before Ind AS 29 PAT before Ind AS 29* 2,564 725 545 INR Million INR Million INR Million +32.1% (17.2)% +49.8% +22.3% +46.9% +7.7% YoY QoQ YoY QoQ YoY QoQ Margin 28.3% Margin 21.3% Excluding the effect of hyper

  9. Slide 9: Financial performance including Ind AS 29 impact

    Q1 FY2027 HIGHLIGHTS Financial performance including Ind AS 29 Impact Total income EBITDA Profit after tax 2,564 647 467 INR Million INR Million INR Million +32.1% (17.2)% +33.7% +9.1% +25.9% (7.7)% YoY QoQ YoY QoQ YoY QoQ Margin 25.2% Margin 18.2% On a reported basis, after recognising the net mone

  10. Slide 10: Understanding the Ind AS 29 adjustment

    ACCOUNTING NOTE Understanding the Ind AS 29 adjustment Ind AS 29, Financial Reporting in Hyperinflationary Economies, applies where the cumulative inflation rate of an economy approaches or exceeds 100 percent over three years. Turkey meets that condition, so the financial statements of Endoks Enerj

  11. Slide 11: Q1 FY2027 Financial Performance

    TREND ANALYSIS Q1 FY2027 Financial Performance All figures in INR Million. Reported basis, including the Ind AS 29 adjustment. Total income +32.1% YoY Gross profit +39.9% YoY 3,098 1,438 2,564 1,210 1,941 865 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 EBITDA +33.7% YoY Profit after tax +25.9% Y

  12. Slide 12: Profit and Loss summary excluding Ind AS 29

    Q1 FY2027 RESULTS Profit and Loss summary excluding Ind AS 29 INR Million Q1 FY27 Q1 FY26 YoY % Q4 FY26 QoQ % FY26 FY25 YoY % Total revenue 2,564 1,941 32.1% 3,098 (17.2)% 10,070 3,919 156.9% Cost of goods sold 1,353 1,076 1,660 5,709 2,003 Gross profit 1,210 865 39.9% 1,438 (15.9)% 4,361 1,916 127.

  13. Slide 13: Profit and Loss summary including Ind AS 29

    Q1 FY2027 RESULTS Profit and Loss summary including Ind AS 29 INR Million Q1 FY27 Q1 FY26 YoY % Q4 FY26 QoQ % FY26 FY25 YoY % Total revenue 2,564 1,941 32.1% 3,098 (17.2)% 10,070 3,919 156.9% Cost of goods sold 1,353 1,076 1,660 5,709 2,003 Gross profit 1,210 865 39.9% 1,438 (15.9)% 4,361 1,916 127.

  14. Slide 14: Order book and key orders

    VISIBILITY Order book and key orders Consolidated order book Order book by entity, INR Million 19,455 Others 65 QP Equipments 5,530 IN R M illio n Mehru 5,850 As of 30 June 2026, equivalent to Endoks 8,010 approximately INR 1,945 Crore Key orders announced during the quarter INR 48.3 Cr INR 40.9 Cr

  15. Slide 15: Key operational highlights

    OPERATIONS Key operational highlights Proposed acquisition of 100 percent of Winwin Speciality Insulators Order backlog of INR 19,455 Million across the Quality Power Group, 01 02 Limited at a total transaction value of approximately INR 315 Crore, providing execution visibility into FY2028. subject

  16. Slide 16: Capital structure and cash generation

    BALANCE SHEET Capital structure and cash generation The Group has funded its growth with minimal leverage. Operating cash flow has increased in each of the last four years while the debt to equity ratio has remained below 0.21 times throughout. Net cash flow from operations, INR Mn Debt to equity, t

  17. Slide 17: Power products

    PORTFOLIO · 1 OF 2 Power products Coil products Up to 765 kV Quality Power Inrush current limiting Line traps and wave traps Iron core reactors Oil filled reactors Custom design reactors reactors Transformers Up to 170 kV Quality Power · S&S Transformers Special purpose transformers Converter duty t

  18. Slide 18: Power quality systems

    PORTFOLIO · 2 OF 2 Power quality systems Quality Power · Endoks Enerji Passive systems Hybrid systems Active systems Fixed compensation and filtering equipment that Thyristor switched equipment that combines the Converter based platforms delivering continuous, corrects power factor and removes harmo

  19. Slide 19: Gas insulated substations

    GROWTH VECTOR I Gas insulated substations Gas insulated substations enclose circuit breakers, disconnectors, busbars, earthing switches and instrument transformers within a sealed, grounded metal enclosure filled with an insulating gas whose dielectric strength is several times that of air. Clearanc

  20. Slide 20: How Quality Power participates in GIS

    GROWTH VECTOR I How Quality Power participates in GIS The Group enters the gas insulated value chain through two complementary product positions, each with high technical entry barriers and long customer qualification cycles. 01 Grading capacitors for circuit breaker protection 02 GIS instrument tra

  21. Slide 21: Battery energy storage systems

    GROWTH VECTOR II Battery energy storage systems Battery storage stores electricity from the grid or from renewable generation and releases it when required, improving grid stability, reliability and energy management. Cumulative global battery capacity passed 250 GW in 2025, overtaking pumped hydro

  22. Slide 22: Power conversion systems: the Endoks platform

    GROWTH VECTOR II Power conversion systems: the Endoks platform A power conversion system is the interface between a battery and the grid. Batteries store and deliver direct current while the grid operates on alternating current, so the PCS is a bidirectional converter built on high frequency semicon

  23. Slide 23: Sukrut: powering the transformer supply chain

    GROWTH VECTOR III Sukrut: powering the transformer supply chain Sukrut Electric is an ISO 9001:2015 certified manufacturer of transformer accessories and components, operating as a 50:50 joint venture and functioning as the Group's backward integration platform for the transformer ecosystem. Product

  24. Slide 24: Winwin Speciality Insulators Limited

    PROPOSED ACQUISITION Winwin Speciality Insulators Limited WS Insulators carries a sixty five year legacy in India's high voltage electro porcelain industry, tracing its origins to W S Insulators of India Limited, established in Chennai in 1961. The first manufacturing facility commenced operations a

  25. Slide 25: Transaction structure and valuation

    PROPOSED ACQUISITION Transaction structure and valuation Tr an saction su m m ar y In d icative valu ation b u ild Transaction component INR Cr Land value on a distress sale basis, 47.7 acres 190 Enterprise value 285 Factory buildings and civil infrastructure 100 Add: debt retained by the company 30

  26. Slide 26: Strategic rationale and portfolio fit

    PROPOSED ACQUISITION Strategic rationale and portfolio fit Insulators and bushings sit on the same bill of materials as the reactors, instrument transformers, line traps and power quality equipment the Group already supplies. Adding them extends content per substation rather than opening an unrelate

  27. Slide 27: Strategic expansion in Turkey

    CAPACITY Strategic expansion in Turkey Construction of the new manufacturing facilities for Endoks in Turkey is progressing as planned. The expansion establishes advanced instrument transformer manufacturing capability within the European customs area, strengthening the Group's presence in Europe. A

  28. Slide 28: Global Coil Factory, Sangli, Maharashtra

    CAPACITY Global Coil Factory | Sangli, Maharashtra Current update Machinery installation • Installation of machinery has commenced at the facility Regulatory clearances • Trial production is subject to receipt of mandatory regulatory clearances from the concerned authorities Expected timeline • The

  29. Slide 29: Stakeholder and business engagements

    DURING THE QUARTER Stakeholder and business engagements IEEE Exposition Siemens Energy seminar Management visit to Turkey Local stakeholder engagement Quality Power, Mehru and Sukrut showcased Participation in the Siemens Energy partner Senior management reviewed construction The Group hosted Mr. Su

  30. Slide 30: Research, development and test infrastructure

    CAPABILITY Research, development and test infrastructure In house design, simulation and high voltage testing shorten qualification cycles and allow the Group to accept custom engineering scope that commodity suppliers cannot. The Sangli and Bhiwadi laboratories are ISO 17025:2017 accredited by the

  31. Slide 31: Driving success with marquee clients

    CUSTOMERS Driving success with marquee clients Partnering with domestic and global clients to deliver the energy transition. More than 200 customers across five continents, including Fortune 500 groups and global original equipment manufacturers. Customer names are illustrative of the Group's custom

  32. Slide 32: Investment rationale

    WHY QUALITY POWER Investment rationale Positioned in the energy transition Comprehensive technology coverage An Indian manufacturer of high voltage power equipment and advanced power quality A portfolio spanning medium and high voltage AC, gas insulated applications, FACTS and solutions, supplying t

  33. Slide 33: Board of Directors, Quality Power

    GOVERNANCE Board of Directors, Quality Power Four executive directors with operating careers built inside the high voltage industry, and four independent directors bringing transmission utility, global original equipment manufacturer, public sector and financial expertise. Mr. Mrs. Chitra Mr. Mahesh

  34. Slide 34: Endoks Enerji, Turkey

    GROUP LEADERSHIP · 1 OF 4 Endoks Enerji, Turkey Endoks was founded in 2011 by three power electronics engineers from Middle East Technical University, each with doctoral or masters level research in converters, power quality and control. All three remain founding partners and executives of the busin

  35. Slide 35: Mehru, Sukrut and Nebeskie

    GROUP LEADERSHIP · 2 OF 4 Mehru, Sukrut and Nebeskie Mr. Sandeep Sharma Mr. Mandeep Sharma Ms. Sarika Jadhav Mehru Electrical and Mechanical Engineers SJ Managing Director Joint Managing Director Nominee Director Over 30 years of experience in the instrument Nearly 30 years of experience across oper

  36. Slide 36: Winwin Speciality Insulators, proposed acquisition

    GROUP LEADERSHIP · 3 OF 4 Winwin Speciality Insulators, proposed acquisition The WSIL leadership team would join the Group board on completion, pairing three decades of transmission and distribution industry experience with the operating team that executed the plant's revival. Mr. Aaditya Yalamarty

  37. Slide 37: Appointment of Group Chief Technology Officer

    GROUP LEADERSHIP · 4 OF 4 Appointment of Group Chief Technology Officer Professional profile Mr. Shylendra Kumar is an electrical and electronics engineer with over thirty years of experience in the power quality and reactive power compensation industry, with deep expertise across HVDC, FACTS, renew

  38. Slide 38: Governance, disclosure and community

    GOVERNANCE Governance, disclosure and community In vestor gr ievan ce r ep o r t, Q1 FY202 7 Cor p or ate social r esp on sib il it y focu s ar eas Particulars SEBI / BSE / NSE Letters Emails Total Healthcare and medical support Education and scholarships Pending at the beginning of the Nil Nil Nil

  39. Slide 39: Glossary

    REFERENCE Glossary Financial Reporting in Supervisory Control and Data BESS Battery Energy Storage System Ind AS 29 Hyperinflationary Economies SCADA Acquisition CEA Central Electricity Authority IoT Internet of Things SEZ Special Economic Zone CT Current Transformer kV Kilovolt SF6 Sulphur Hexafluo

  40. Slide 40: Disclaimer

    IMPORTANT INFORMATION Disclaimer This presentation, provided by Quality Power Electrical Equipments Limited, is intended for informational purposes only and is not an offer, invitation or inducement to sell or issue securities. It is not intended to be a prospectus under the laws of any jurisdiction

  41. Slide 41: Thank you

    Thank you COMPANY INVESTOR RELATIONS REGISTERED OFFICE Quality Power Electrical Equipments Churchgate Investor Relations Sangli, Maharashtra Limited Deepak Suryavanshi Abhishek Dakoria / Kapil Juneja Plot No. L-61, M.I.D.C Kupwad Block Company Secretary and Compliance Officer Investor Relations Advi

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