Synergy Green Industries Ltd. · NSE:SGIL

Synergy Green Industries — Q1 FY2026 Earnings Presentation

29 slides from Synergy Green Industries's earnings presentation, Aug 8, 2025

  1. Slide 1: Exchange filing cover letter for investors presentation

    August 08, 2025 To, To, The BSE Limited, Corporate Communications, Corporate Relationship Department, National Stock Exchange of India Ltd., 1st Floor New Trading Building, Exchange Plaza, Plot No.C/1, G Block, Rotunda Building, Bandra-Kurla Complex, Bandra (E), P.J. Towers, Dalal Street, Mumbai – 4

  2. Slide 2: Investor Presentation Q1 FY 2026

    Investor Presentation Q1 FY 2026 08 August 2025 Copyright © 2025 Synergy Green Industries Ltd 2025 1

  3. Slide 3: Disclaimer

    Disclaimer This presentation has been prepared by Synergy Green Industries Ltd (SGIL) solely for informational purposes. The information contained herein does not constitute or form part of any offer or invitation to sell, or any solicitation of an offer to purchase or subscribe for, any securities

  4. Slide 4: Agenda

    Agenda 01 Brief Introduction 05 mins 02 Investor Presentation 15 mins 03 Q&A Session 40 mins Copyright © 2024 Synergy Green Industries Ltd 2024 3

  5. Slide 5: Guidelines for the call

    Guidelines for the call • All Participants are kept on Listen Only Mode by the Host • All Participants are requested NOT to RECORD the CALL • Questions from the Participants will be addressed in the Q&A Session at the END of the Investor Presentation by the management • During the Q&A, when called o

  6. Slide 6: Brief Introduction

    01 Brief Introduction Copyright © 2024 Synergy Green Industries Ltd 2024 5

  7. Slide 7: Synergy Green Industries Ltd

    Synergy Green Industries Ltd Copyright © 2024 Synergy Green Industries Ltd 2024 6

  8. Slide 8: Panelists for the Session

    Panelists for the Session Shirgaokar Brothers Group (Since 1913) Major Businesses: Sugar, Foundry, General Engineering, IT & Hospitality V Srinivasa Reddy, (54) Shreya Shirgaokar, (30) Nilesh Mankar, (39) Annual Revenue: Rs 2,700 Crores Executive Director Management Executive Company Secretary Group

  9. Slide 9: Investor Presentation

    02 Investor Presentation Copyright © 2024 Synergy Green Industries Ltd 2024 8

  10. Slide 10: Industry Overview, Company Profile, Business Performance

    01 Industry Overview 02 Company Profile 03 Business Performance Copyright © 2025 Synergy Green Industries Ltd 2025 9

  11. Slide 11: Energy transition to Renewables

    Energy transition to Renewables Global $112 Tn Energy Economy (by 2025) Share 7% Renewable Growth Drivers World Electricity Generation by Power Sources (1980-2050) 70 • Fights against climate Change 70% Units: PWh/yr 60 50 50% • Competitive Energy Cost over 40 25% Conventional fuels 16% 30 20 • Ener

  12. Slide 12: The World is betting on Renewables

    The World is betting on Renewables INDIA “PANCHAMRIT” at COP26 GLOBAL Net zero Paris Agreement India net zero Country-wise goals of Goal of keeping global Achieve net zero by reaching net zero emissions warming within 1.5°C 2070 Climate finance India renewables target Country emissions goal Goal of

  13. Slide 13: India and Global Wind Installations

    India and Global Wind Installations India Wind Installations Global Wind Installations Units: GW Units: GW Onshore Onshore Offshore 194 183 167 34 0.3% 160 31 20% 138 140 26 25 71% 4.10 117 116.6 16 24 3.42 95.3 93.6 10.8 8 6.9 77.6 21.1 152 160 2.04 2.00 8.8 135 141 1.50 109 122 116 1.12 105.8 88.4

  14. Slide 14: We are diversified to cater to broader castings market

    We are diversified to cater to broader castings market Country wise Total Castings Demand Sector wise Major Consumers of Castings Others 48.79 Total demand: 110 Mn MT 10% Power Auto 5% Railways 32% 6% 27.86 Pipes & Fittings 8% 11.49 10.78 5.23 4.95 6% Industrial M/c 6% Agricultural Electrical Equip

  15. Slide 15: Industry Overview, Company Profile, Business Performance

    01 Industry Overview 02 Company Profile 03 Business Performance Copyright © 2025 Synergy Green Industries Ltd 2025 14

  16. Slide 16: Brief overview

    Brief overview SGIL is one of India’s leading manufacturers of large-size critical castings for wind and general engineering products. Product Profile – • Weight Range: 3 MT to 30 MT • Materials: SG Iron, Cast Iron and Steel • Capacity: 30,000 TPA (45,000 TPA in Progress) Copyright © 2025 Synergy Gr

  17. Slide 17: We have state of the art facilities

    We have state of the art facilities FACILITIES SOFTWARE QUALITY All the Equipment from leading Best in Class IT NABL Certified Quality Quality Certifications Brands in the world Testing facilities ATAS Production Line Simulation ISO 9001 ISO 14001 ISO 18001 T PG C er ti fi c ati on ISO 27001 ISO 500

  18. Slide 18: Our Products

    Our Products Wind Castings Non-Wind Castings Wind Castings (70%) + Gear Box Castings (15%) Rotor Hub Main Frame Gear Box PLC Mining Plastic Injection Pumps Machines Copyright © 2025 Synergy Green Industries Ltd 2025 17

  19. Slide 19: Our Customers

    Our Customers Trusted by 50% of the World’s Top 10 Wind OEMs Leading Wind OEMs in 2024 Our Customers Goldwind 18.2 1.1 19.3 Envision 14.3 0.1 14.5 Windey 12.2 0.3 12.5 Mingyang 10.4 1.8 12.2 Wind Vestas 8.8 1.4 10.2 Sany 9.4 0 9.4 Dongfang Electric 7.4 0.9 8.4 Siemens Gamesa 4 4 8.0 Nordex 7.8 0 7.8

  20. Slide 20: SWOT Analysis

    SWOT Analysis STRENGTH WEAKNESS • Ability to Produce large castings up to 30 MT • Limited Capacity compared to peers (scaling up • Established products with Top Global OEMs from 30,000 TPA to 45,000 TPA) • Ability to build large capacities with capital • Currently 100% machining is outsourced S W ef

  21. Slide 21: Industry Overview, Company Profile, Business Performance

    01 Industry Overview 02 Company Profile 03 Business Performance Copyright © 2025 Synergy Green Industries Ltd 2025 20

  22. Slide 22: Annual Capacity Utilization

    Annual Capacity Utilization Capacity utilization was at peak levels in the last year 30,000 100% 88% 90% 25,000 80% 76% 80% 72% Total Production & Capacity (MT) 70% 20,000 62% Capacity Utilization (%) 60% 15,000 50% 40% 10,000 30% 20% 5,000 10% 0 0% FY 20-21 FY 21-22 FY 22-23 FY 23-24 FY 24-25 Gross

  23. Slide 23: Summary of audited financial results Q1 FY26 Income Statement

    Summary of audited financial results Q1 FY26 Income Statement All figures in Rs Crore Year Ended (12 Particulars Quarter Ended (3 Months) Months) Period 31.06.25 31.03.25 30.06.24 31.03.25 8% Total Income 85.38 97.91 79.06 363.68 Profit before Depreciation, Interest 25% and Tax (PBDIT) 13.16 15.31 1

  24. Slide 24: Summary of audited financial results Q1 FY26 Balance Sheet

    Summary of audited financial results Q1 FY26 Balance Sheet All figures in Rs Crore Period 31.06.26 31.03.25 Equity & Liabilities 338.51 307.34 Net Worth 111.09 107.67 Long Term Borrowings 92.3 67.47 Short Term Borrowings* 58.33 53.90 Trade Payables 58.01 59.81 Other Non-Current Liabilities 6.09 5.55

  25. Slide 25: Progress on Orderbook and Product Development

    Progress on Orderbook and Product Development Vestas • Received Schedules of Rs. 167 Cr to be executed in CY 2026 • Development order received for 4MW platform components 0 Siemens Gamesa (SGRE) • In the pipeline to restart production from Q3 FY26 Nordex • India’s largest wind turbine casting of 29.

  26. Slide 26: Brief overview of financials

    Brief overview of financials Revenue streams (in Rs Cr) and Estimate Executable PBDIT over the period (in Rs Cr) Orderbook Projection 31% 20% 53.7 ~435 11% 364 41.1 328 38 24.99 285 290 73 67 15.66 42 57 200 31 33 47 Are 101 25.2 25.3 3.14 26.8 0.69 39 15 29 5.25 25% 34 15.69 16 8% 14.08 13.35 88 81

  27. Slide 27: CAPEX Plan and Status

    CAPEX Plan and Status Capex and margin expansion plan ~Rs 187 Cr Foundry Expansion Captive renewable power In-house machining Capex Capex Capex in two phases Rs. 60 Crore Rs. 30 Crore I: Rs. 67 Crore | II: Rs. 30 Crore Target Target Target Capacity expansion from 30,000 to Increase from 2 MW to 10 M

  28. Slide 28: The Path Ahead

    The Path Ahead FY 2025-26 Performance Outlook Medium Term Capacities (MT/Annum) ~20% revenue growth expected for the 140,000 coming year, supported by robust orderbook projections from major OEMs in the country 120,000 100,000 and benefits of capacity expansion. 100,000 80,000 75,000 Export revenues

  29. Slide 29: Thank You!

    Thank You! Copyright © 2025 Synergy Green Industries Ltd 2025 28

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