Anup Engineering Ltd. · NSE:ANUP
Anup Engineering — The Anup Engineering — Q2 & H1 FY26 Earnings Presentation
26 slides from Anup Engineering's earnings presentation, Nov 10, 2025
Slide 1: Exchange filing cover letter for investor presentation
10th November, 2025 To, To, Department of Corporate Services Listing Department BSE Limited, National Stock Exchange of India Limited, P. J. Towers, Dalal Street, Exchange Plaza, 5th Floor Plot No. C/1, Mumbai - 400 001 G. Block Bandra - Kurla Complex, Bandra (E), Mumbai - 400 051 Security Code: 542
Slide 2: The Anup Engineering Ltd. Investor Presentation Q2 & H1 FY26
The Anup Engineering Ltd. Investor Presentation Q2 & H1 FY26 10 th November 2025 | Ahmedabad
Slide 3: Safe Harbor
SAFE HARBOR Certain statements contained in this document may be statements of future expectations and other forward looking statements that are based on management‘s current view and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or ev
Slide 4: Contents
CONTENT CONTENTS 1. Operational Highlights 2. Financial Performance – Q2 & H1 FY26 3. Outlook for Q3 and rest of FY26 4. Annexures 3
Slide 5: Operational Highlights
OPERATIONAL 01 HIGHLIGHTS
Slide 6: Highlights for the Quarter
OPERATIONAL HIGHLIGHTS HIGHLIGHTS FOR THE QUARTER • Anup achieves a Revenue & EBITDA growth of 20% and 19% respectively • Continues to achieve Industry leading EBITDA margin of 22% • Healthy pending orderbook of ₹568 Crore including LOI of ₹49 Cr, no risk of tariff as there are no US bound orders •
Slide 7: Consolidated Sectorial Revenue Share in Q2 FY26
OPERATIONAL HIGHLIGHTS CONSOLIDATED SECTORIAL REVENUE SHARE IN Q2 FY26 % Shows share in Business 42% 4% 14% Oil & Gas Hydrogen Fertilizer 30% 10% Petrochemicals Chemicals (includes Paper & Pulp) & Centrifuge & Silos 6
Slide 8: Financial Performance – Q2 & H1 FY26
FINANCIAL PERFORMANCE – 02 Q2 & H1 FY26
Slide 9: Financial Indicators – Consolidated
FINANCIAL PERFORMANCE – Q2 & H1 FY26 FINANCIAL INDICATORS – CONSOLIDATED INR in Cr Particulars Q2FY26 Q2FY25 Change H1FY26 H1FY25 Change FY25 • Revenue & EBITDA growth is in Revenue from line with our guidance for the year operation 232.3 193.1 20.3% 407.5 339.1 20.2% 732.8 • EBITDA Margin is with i
Slide 10: Consolidated Revenue Bifurcation H1 FY26
FINANCIAL PERFORMANCE – Q2 & H1 FY26 CONSOLIDATED REVENUE BIFURCATION H1 FY26 H1 FY26 H1 FY26 Product Market INR in Cr in % INR in Cr in % Heat Exchangers 234.8 57.6% Domestic 145.7 35.7% Vessels 128.8 31.6% Exports 231.1 56.7% Towers & Reactors 24.5 6.0% DE/SEZ 30.7 7.6% Tank & Silos 3.2 0.8% Total
Slide 11: Balance Sheet as at 30 September 2025
FINANCIAL PERFORMANCE – Q2 & H1 FY26 BALANCE SHEET AS AT 30 SEPTEMBER 2025 INR in Cr Particulars • Short term debt increased in line with Sep-25 Mar-25 (+/-) higher working capital, which is Net Worth 636.3 612.0 24.3 commensurate with Increase in business and Long Term Borrowings 5.5 8.2 -2.7 L
Slide 12: Outlook for Q3 & Rest of FY26
OUTLOOK FOR Q3 & REST OF 03 FY26
Slide 13: Pending Orderbook Position, as on 31 October 2025
OUTLOOK FOR FY26 PENDING ORDERBOOK POSITION, AS ON 31 OCTOBER 2025 Product Category INR in Cr in % Market INR in Cr in % Heat Exchangers 279.7 49.2% Domestic 312.7 55.0% Vessels 180.5 31.8% Exports 234.0 41.2% Towers & Reactors 33.9 6.0% DE/SEZ 21.3 3.8% Storage Tank & Silos 67.7 11.9% Total 568.0 1
Slide 14: Outlook for Q3 and Rest of the Year
OUTLOOK FOR FY26 OUTLOOK FOR Q3 AND REST OF THE YEAR • Healthy pending orderbook of ₹568 Crore including LOI of ₹49 Cr, sufficient to fuel growth guidance (15-20%) for FY26 • Balanced orderbook between Exports and Domestic (45% to 55%), suggesting pick up in domestic demand • Encouraging Inquiry Pip
Slide 15: Annexures
04 ANNEXURES
Slide 16: About the Group
ANNEXURES ABOUT THE GROUP ₹8329Cr ₹4620Cr ₹733Cr ₹713Cr in revenues in revenues in revenues in revenues • Denim, Woven and Knitted • Branded Apparel • Engineered Heavy Process • World class residential real- fabrics • Accessories Equipment estate incl. apartments and • Garments • Speciality Retail •
Slide 17: Years of Experience
ANNEXURES 62 YEARS OF EXPERIENCE (ESTABLISHED IN 1962) Established in 1962 Anup Engineering is engaged in manufacturing an extensive product range, which includes: Heat Industrial A net debt free company Exchangers Centrifuges Listed company on Indian Stock Reactors & Exchanges (BSE & NSE) Silos Sep
Slide 18: Industries We Serve
ANNEXURES INDUSTRIES WE SERVE 1 2 3 4 5 6 7 8 9 OIL & FERTILIZER SPECIALTY WATER / REFINERY LNG HYDROGEN PETROCHEMICALS POWER GAS CHEMICALS WASTEWATER 17
Slide 19: Our Manufacturing Locations
ANNEXURES OUR MANUFACTURING LOCATIONS MANUFACTURING ENGINEERING PLANTS CENTRE GUJARAT GUJARAT • Ahmedabad • Vadodara • Kheda KANDLA TAMIL NADU PORT • Chennai (Mabel Engineering, a 100% AHMEDABAD MUNDRA KHEDA VADODARA subsidiary of TAEL) PORT PORTS NAVI MUMBAI NHAVA SHEVA PORT WESTERN REGION PORTS EA
Slide 20: Manufacturing Plant: Ahmedabad
ANNEXURES MANUFACTURING PLANT: AHMEDABAD HIGHLIGHTS • Total shop area: 45,000 m2 • Covered area (under the hook): 23,000 m2 • Under the hook height: up to 15 m • Maximum diameter: 5.5 m (Transportation Limitation) • Production length: up to 50 m • Weight capacity: up to 500 MT for ISO 8 Class Clean
Slide 21: Manufacturing Plant: Kheda
ANNEXURES MANUFACTURING PLANT: KHEDA HIGHLIGHTS • Total shop area: 125,000 m2 • Covered area (under the hook): 10,000 m2 PHASE 1+ • Under the hook height: up to 17 m • Maximum diameter: 8.5 m (Transportation Limitation) • Production length: up to 100 m • Weight capacity: up to 1000 MT for single-pie
Slide 22: Manufacturing Plant: Mabel
ANNEXURES MANUFACTURING PLANT: MABEL HIGHLIGHTS • Total shop area: 20,000 m2 • Covered area (under the hook): 5,100 m2 • Under the hook height: up to 10 m • Maximum diameter: 5.0 m (Larger dimensions Site fab) • Weight capacity: up to 75 MT • U Stamp Certified • Manufactures and qualified under EIL
Slide 23: Licenses & Collaborations
ANNEXURES LICENSES & COLLABORATIONS GERMANY POLYMARIZATION REACTORS (Licensee) ITALY: EM BAFFLE HEAT EXCHANGERS (Licensee) NETHERLANDS: HELIXCHANGERS (Licensee) 22
Slide 24: Our Engineering Capabilities
ANNEXURES OUR ENGINEERING CAPABILITIES At The Anup Engineering Limited, we CODES AND STANDARDS pride ourselves on our commitment to • ASME Sec I • CRN (Canada) excellence and adherence to global standards. As a leading engineering • ASME Sec VIII Div. I & II • ARH (Algeria) solutions provider, we re
Slide 25: Our Designing Capabilities
ANNEXURES OUR DESIGNING CAPABILITIES Our team of experts boasts specialized SOFTWARE skills in Thermal & Mechanical Design, • HTRI (Xist & X Vib; Version 8 SP3) Vibration Analysis, Finite Element Analysis (FEA), and 3D Modelling. This • ANSYS 18 & NozzlePRO diverse range of expertise enables us to •
Slide 26: Thank You
THANK YOU www.anupengg.com The Anup Engineering Limited Behind 66 KV Electric Sub station, Odhav Road, Ahmedabad – 382415, Gujarat India Investor Relations Team: Mr. Satya Prakash Mishra Head of Investor Relations Email: satyaprakash.mishra@arvind.in M: +91 7036228882 T: +91 79 4025 8900 Email: inve
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