Tube Investments Of India Limited · NSE:TIINDIA
Tube Investments Of India — Q1 FY2026-27 Earnings Presentation
52 slides from Tube Investments Of India's earnings presentation, Aug 21, 2026
Slide 1: Exchange filing cover letter for investor presentation
Tube lnvestments of lndia Limited "Chola Crest'i No. C54-55 & Super B-4, Thiru -Vi - Ka lndustrial Estate, Guindy, Chennai-600 032, Tel: 91 44 421 7 7 7 7 O-5 Email: ti i-secreta rial@tii.m urugappa.com Website: www,tiindia.com CIN: 1351 00TN2008P1C069496 INDIA 21stAugust2026 National Stock Exchange
Slide 2: Investor Presentation Q1 2026-27
Tube Investments of India Limited Engineering the New . Empowering the Now Investor Presentation Q1 2026-27 Unless expressly stated otherwise in this document, the information included in this presentation is not, and shall not create or be considered any form of obligation(s) of TI India to any thi
Slide 3: Disclaimer
Disclaimer •Certain statements included in this presentation may be forward looking statements made based on management’s current expectations and beliefs concerning future developments and their potential effects upon Tube Investments of India Limited (“the Company”) and its subsidiaries. There can
Slide 4: Group Overview
Group Overview 3 © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 5: Murugappa Group – Our Legacy
Murugappa Group – Our Legacy AGRICULTURE A NATIONAL FORCE, GLOBALLY MINDED ENGINEERING 125+ $10.21B Years of Revenue excellence FINANCIAL SERVICES 1 ETHOS 1 GROUP 50+ 94,000+ OTHER BUSINESSES Countries market reach Employees ELECTRIC VEHICLES Jayem TIVOLT Electric IPLTech Electric Automotives Vehicl
Slide 6: The Philosophy We Cherish
The Philosophy We Cherish 5 © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 7: About Tube Investments of India Limited (TII)
About Tube Investments of India Limited (“TII”) 6 © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 8: Tube Investments of India Limited (TII)
Tube Investments of India Limited (TII) ENGINEERING DIVISION INDIA'S PREMIER ENGINEERING COMPANY Precision Tubes Cold Roll Steel Strips Tubular Components $2.6B Revenue in 2025-26 METAL FORMED PRODUCTS DIVISION 35+ 75+ Precision Parts Roll Form Sections Large Mechanical Sections Manufacturing Years
Slide 9: Market Capitalization
Market Capitalization In ₹ Crores CAGR 72,267 58,632 53,585 49,173 48,723 31,258 22,984 4,171 7,189 5,148 Mar'18 Mar'19 Mar'20 Mar'21 Mar'22 Mar'23 Mar'24 Mar'25 Mar'26 Jun'26 Period Mar’18 Mar’19 Mar’20 Mar’21 Mar’22 Mar’23 Mar’24 Mar’25 Mar’26 Jun’26 Share Price as ₹ 222 ₹ 383 ₹ 274 ₹ 1,192 ₹ 1,62
Slide 10: Shareholding Pattern
Shareholding Pattern As Of 30th June 2026 Others 13% 21% 44% Domestic Institutions Promoter & Promoter Group* 22% FII *Promoter Shareholding of 44% includes Ambadi Investment Limited 36% and Others 8% 9 © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 11: TII Performance Trends
TII Performance Trends ₹ Crores Revenue from operations (net of intersegment) Profit Before Tax (before exceptional items & FV Gain) 7,236 7,611 7,893 8,556 1,099 928 970 975 2,366 213 FY23 FY24 FY25 FY26 Q1 FY 27 FY 23 FY 24 FY 25 FY26 Q1 FY 27 FCF & FCF/PAT% (before FV Gain) ROIC% (pre-tax) (befor
Slide 12: TII Standalone Performance
TII Standalone Performance ₹ Crores Revenue PBT & PBT% 11% 9% 2,007 2,366 222 213 Q1 FY 26 Q1 FY 27 Q1 FY 26 Q1 FY 27 FCF & FCF/PAT% ROIC% (pre-tax) 109% 49% 174 39 41 82 Q1 FY 26 Q1 FY 27 Q1 FY 26 Q1 FY 27 11 © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 13: Engineering Division
INDIA ENGINEERING DIVISION
Slide 14: Precision Tubes, CRSS & Tubular Components Engineering Division
Precision Tubes, Cold-Rolled Steel Strips (CRSS) & Tubular Components Engineering Division INDIA’S LARGEST PRECISION TUBE MANUFACTURER – SHAPING PRECISION, DRIVING GROWTH Key Strengths Products • Market leader and preferred Indian supplier in CDW Tubes. • Major manufacturer with the engineering expe
Slide 15: Awards and Recognitions
Awards and Recognitions TPI Exports BU was honored with the Large Scale Enterprise – Star Performance Export Excellence Award for the year of 2023-24 by EEPC on 15th May 2026. 14 © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 16: Engineering Division Performance
Engineering Division Performance ₹ Crores Revenue PBIT & PBIT% 12% 10% 1,566 1,298 153 153 Q1 FY 26 Q1 FY 27 Q1 FY 26 Q1 FY 27 FCF ROCE% 140 42 41 -33 Q1 FY 26 Q1 FY 27 Q1 FY 26 Q1 FY 27 15 © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 17: Metal Formed Products Division
METALFORMED @ PRODUCTS DIVISION INDIA
Slide 18: Metal Formed Products Division
Drives and Transmission, Precision parts, Roll form and large mechanical sections Metal Formed Products Division INDIA’S MARKET LEADER FOR AUTOMATIC CHAINS Products Key Strengths • Market leader in automotive drive and cam chains. • Preferred supplier for roll formed car doorframes Auto Kits (Rombo
Slide 19: Products
Products Metal Formed Products Division Side Impact Beams Door Frames Divisional Channels Cowl Cross Beam Cam Chains After Market Brands Railways 18 Fine Blanked Products © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 20: Award and Recognitions
Award and Recognitions Auto Chains :Delivery and quality Appreciation Award 19 © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 21: Metal Formed Products Division Performance
Metal Formed Products Division Performance ₹ Crores Revenue PBIT & PBIT% 10% 7% 366 408 37 28 Q1 FY 26 Q1 FY 27 Q1 FY 26 Q1 FY 27 FCF ROCE% 19 -26 39 28 Q1 FY 26 Q1 FY 27 Q1 FY 26 Q1 FY 27 20 © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 22: Mobility Division
MOBILITY DIVISION INDIA
Slide 23: Cycles – Mobility Division
Cycles Mobility Division INDIA’S TRUSTED CYCLING PARTNER – INSPIRING MOBILITY, FITNESS & LIFESTYLE BRAND PORTFOLIO Diverse Portfolio: Manufacturers and marketers of MANUFACTURING bicycles and cycling accessories FACILITIES Leading retail transformation through Track and Trail, with a focus on premiu
Slide 24: Fitness – Mobility Division
Fitness Mobility Division REDEFINING FITNESS WITH PERFORMANCE AND PRECISION COMMERCIAL COMMERCIAL DOMESTIC ACCESSORIES CARDIO STRENGTH Treadmill – 54+ Dumbbell - 50+ Treadmill - 18+ Pin-Loaded - 170+ Bikes - 56+ Plates - 30+ Bikes - 15+ Plate Loaded - 50+ Elliptical - 14+ Rods - 25+ Elliptical - 6+
Slide 25: Mobility Division Performance
Mobility Division Performance ₹ Crores Revenue PBIT & PBIT% 250 3% 4% 198 7 9 Q1 FY 26 Q1 FY 27 Q1 FY 26 Q1 FY 27 FCF ROCE% 12 63 33 2 Q1 FY 26 Q1 FY 27 Q1 FY 26 Q1 FY 27 24 © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 26: Other Businesses
INDIA
Slide 27: Industrial Chains Business Unit
Industrial Chains Business Unit Other Businesses POWERING INDUSTRIES WORLDWIDE - DELIVERING RELIABILITY Global Standards Compliance: Manufactured as per ANSI, British Standards and specifications Strong Manufacturing Base: 5 facilities in Chennai powering diverse industries Sector Coverage: Agricult
Slide 28: Other Divisions Performance
Other Divisions Performance ₹ Crores Revenue PBIT & PBIT% 8% 7% 236 256 17 21 Q1 FY 26 Q1 FY 27 Q1 FY 26 Q1 FY 27 FCF ROCE% 14 47 61 -1 Q1 FY 26 Q1 FY 26 Q1 FY 27 Q1 FY 27 27 © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 29: TII Subsidiaries Performance
Lae" | (hee ’ TIl SUBSIDIARIES PERFORMANCE
Slide 30: TI Clean Mobility Private Limited (TICMPL)
TI Clean Mobility Private Limited (TICMPL) SUBSIDIARIES Product Segment Electric 3W Auto Electric Tractors Electric M & HCV (through its Subsidiary IPLTech Electric Pvt Ltd – “IPLT”) Electric SCV (through its Subsidiary TIVOLT Electric Vehicles Pvt Ltd – “TIVOLT”) 29 © 2026 Tube Investments
Slide 31: Electric 3W Auto
Electric 3W -Auto SUBSIDIARIES Montra Electric 3-Wheelers. Leading the Charge in Last-Mile Mobility Montra Electric continues to solidify its presence in the last-mile mobility segment with its electric 3-wheeler portfolio. With around 120 outlets covering 60% of the market, Montra Eletric has achie
Slide 32: Electric Tractor
Electric Tractor SUBSIDIARIES Revolutionizing Farming with Sustainable Technology Step into the future of agriculture with the groundbreaking E-27 e-tractor. Our goal is to revolutionize e-Mobility in India by producing innovative automobiles that address sustainability and efficiency. Our E-tractor
Slide 33: IPL Tech Electric Private Ltd (IPLT)
IPL Tech Electric Private Ltd (IPLT) SUBSIDIARIES IPLT is a manufacturer of electric heavy commercial vehicles, which launched India’s first electric truck - RHINO 5536. It also launched new RHINO 5538, India’s first heavy-duty electric truck with battery swapping technology As of 30th June 2026, TI
Slide 34: TIVOLT Electric Vehicles Private Limited
TIVOLT Electric Vehicles Private Limited SUBSIDIARIES TIVOLT Electric Vehicles Private Limited is an EV venture of Murugappa group. It is a subsidiary of TI Clean Mobility Private Limited, formed with a mandate to address the Electric Small Commercial and Light Commercial Vehicle segment. During Apr
Slide 35: Jayem Automotives Private Limited
Jayem Automotives Private Limited SUBSIDIARIES Jayem Automotives Private Limited (JAYEM), a subsidiary of TICMPL, is an automotive research & development company engaged in design, development, testing and manufacturing of a wide range of automotive components, systems and prototypes. 34 © 2026 Tube
Slide 36: CG Power and Industrial Solutions Limited
CG Power and Industrial Solutions Limited (“CG”) SUBSIDIARIES Over 8 decades of presence in India One of top 10 World’s Transformer Manufacturer #1 motors manufacturer in India One of the largest manufacturers of Transformers & Switchgears in India Entered Semiconductor space by the acquis
Slide 37: Key Business Verticals
Key Business Verticals POWER INDUSTRIALS Sub-segments Sub-segments Transformers and Drives & Switchgear EPD Railways Motors Stampings Reactors Automation Key Clientele Key Clientele 36 © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 38: Industrials: Consistently among the top players
Industrials: Consistently among the top players Products Peers Customers LT Motors ABB, Siemens OEMs of Pumps, Compressors, Gear Box and Construction Equipment and industries such as power, transmission, oil Motors Large Motors Bhel, ABB and gas, cement, metals & mining and in railways transportatio
Slide 39: Power: Consistently among the top players
Power: Consistently among the top players Products Peers Customers EHV Instrument GE, ABB, BHEL Transformers Surge Arresters OBLUM, Lamco • Power Grid Corporation of India Limited (PGCIL) Gas Circuit Switchgears GE, Siemens • Nuclear Power Corporation of India Limited (NPCIL) Breakers MV Switchgear
Slide 40: CG Semi Private Limited
CG Semi Private Limited SUBSIDIARIES CG Semi Private Limited (CG Semi), a subsidiary of CG Power and Industrial Solutions Limited (CGPISL), is a Joint Venture between CGPISL, Renesas Electronics Corporation and Stars Microelectronics (Thailand) Public Co. Ltd. CG Semi provides Outsourced Semicon
Slide 41: CG Power – Standalone Financials
CG Power – Standalone Financials ₹ Crores Q1 25-26 Q1 26-27 CY QTD vs Particulars Actual Actual PY QTD (%) Revenue from Operations 2,643 3,061 16% PBIT 385 489 27% Interest 1 2 80% PBT 383 487 27% PAT 286 364 27% 40 © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 42: CG Power – Consolidated Financials
CG Power – Consolidated Financials ₹ Crores Q1 25-26 Q1 26-27 CY QTD vs Particulars Actual Actual PY QTD (%) Revenue from Operations 2,878 3,281 14% PBIT 366 426 17% Interest 2 4 60% PBT 364 423 16% PAT 267 308 16% 41 © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 43: Shanthi Gears Limited
Shanthi Gears Limited SUBSIDIARIES ENGINEERING PRECISION, POWERING PROGRESS Leading manufacturer of gears, Gearbox Specifications gearboxes, geared motors & assemblies DIN 3990 compliant gearbox design 50+ years of engineering and manufacturing excellence Customized reduction ratios & power transmis
Slide 44: Shanthi Gears Limited Performance
Shanthi Gears Limited Performance ₹ Crores Revenue PBIT & PBIT% 23% 12% 135 115 31 14 Q1 FY 26 Q1 FY 27 Q1 FY 26 Q1 FY 27 FCF/(FCF/PAT%) ROIC% 115% 164% 49 26 16 17 Q1 FY 26 Q1 FY 27 Q1 FY 26 Q1 FY 27 43 © 2026 Tube Investments of India Limited | tiindia.com All Rights Reserved.
Slide 45: Sedis
Sedis SUBSIDIARIES Specialized in designing chains for transmission, agricultural, lifting, adapted and conveyor. With 500+ technical distribution points in France, Sedis currently has the Number One distribution network for French industrial chains. 44 © 2026 Tube Investments of India Limited |
Slide 46: TI Medical Private Limited
TI Medical Private Limited SUBSIDIARIES Vision: To become India's premier medical devices Offices in Mumbai & platform, delivering advanced solutions through Gurugram innovation, operational excellence, and the expertise of a highly skilled team. Manufacturing Facility: Dehradun & Mission: Providing
Slide 47: 3xper Innoventure Limited
3xper Innoventure Limited SUBSIDIARIES Dynamic Contract Research Organization Discovery Manufacturing (CRO) and Contract Development and Manufacturing Organization (CDMO) in the Services Services pharmaceutical sector. Synthetic Chemistry Custom Synthesis Integrated chemistry services: research to c
Slide 48: KCALTech System India Pvt. Ltd.
KCALTech System India Pvt. Ltd. SUBSIDIARIES PRECISION-ENGINEERED ALUMINIUM PRODUCTS FOR ADVANCED HVAC APPLICATIONS The company is engaged in the business of manufacture of Aluminum Condenser Tubes, round tubes and parts as used in Heating Ventilation and Air Conditioning ("HVAC") applications in au
Slide 49: Orange Koi Private Limited
Orange Koi Private Limited SUBSIDIARIES • Orange Koi became a subsidiary of TII in April 2026 upon acquisition of 76.24 % of paid up equity share capital. • Orange Koi is engaged in the business of manufacturing precision parts for medical and defense industry using specialized technologies includin
Slide 50: The Murugappa Way – The Five Lights
The Murugappa Way The Five Lights The light of The light of The light of The light of The light of that provides us with that inspires people the desire to win around us to perform that gives us the courage to that gives us the humility to which makes us think about the world around us always do the
Slide 51: Contact us
Contact us Registered Office Tube Investments of India Ltd. 'Chola Crest', C 54 & C 55, Super B-4, Thiru Vi Ka Industrial Estate, Guindy, Chennai - 600 032 Phone: +91 44 42177770-5 tiindia.com Email ID S Krithika – Company Secretary KrithikaS@tii.murugappa.com AN Meyyappan – Chief Financial Officer
Slide 52: Thank You
INDIA Thank You With a rich heritage and global presence spanning generations, TIl remains committed to upholding the core principles of the Murugappa Group - the Five Lights — which have defined us for over a century. As we forge ahead, Tube Investments of India's impact and influence extend beyond
Tube Investments of India — Q1 FY2026-27 Earnings Presentation on 6ix