Rane (madras) Limited · NSE:RML
Rane (madras) — Q2 FY2026 Earnings Presentation
20 slides from Rane (madras)'s earnings presentation, Nov 14, 2025
Slide 1: Stock exchange cover letter: Earnings Presentation Q2 FY26
Registered Office: "Maithri", gone No. 132, Cathedral Road, Chennai - 600 086 +91-44-281 1 2472 Rane (Madras) Limited www.ranegroup.com CIN: L65993TN2004PLC052856 //Online submission!) RML/SE/111/2025-26 November 14, 2025 BSE Limited National Stock Exchange of India Ltd. Listing Centre NEAPS Scrip C
Slide 2: Rane (Madras) Limited Earnings Presentation Q2 FY'26
RANE (MADRAS) LIMITED EARNINGS PRESENTATION Q2 FY’26
Slide 3: Company Overview
Company Overview 2
Slide 4: Rane (Madras) Limited – At a Glance
Rane (Madras) Limited – At a Glance Trusted supplier for safety and critical ▪ State-of-the-art R&D centers and test facilities. auto components ▪ TQM way of working ₹3,421 cr *Total Revenue with 26% from International markets 8% CAGR over last 10 years *FY25 Market leader serving a variety of Best-
Slide 5: Rane (Madras) Limited – Businesses
Rane (Madras) Limited – Businesses Steering & Linkages Brake Components Business Business Manual Steering Gears, Suspension Brake Linings, Disc Pads, Railways Brake Components, Steering Linkages, Blocks, Clutch Facings, Commercial Vehicle Hydraulic Products Brake Pads, Sintered Brake Pads Rane (Madr
Slide 6: Rane (Madras) Limited - Products
Rane (Madras) Limited - Products Steering and Suspension Systems Brake Components Engine Components Light Metal Castings Components Hydraulic Pinion Pump Housings Housings Brake Linings Disc Pads Suspension Manual Steering Gears EPAS – Pinion Components Engine Valves Valve Guides & Outboard Housings
Slide 7: Rane (Madras) Limited - Products: Aftermarket Products
Rane (Madras) Limited - Products Aftermarket Products Not to be copied or distributed without permission of Rane (Madras) Limited 6
Slide 8: Manufacturing Locations & Global Reach
Manufacturing Locations & Global Reach Sweden Canada Rudrapur GermanyPoland Slovakia UK Czech Republic Belgium Hungary France Austria USA Spain Romania Novi, MI Italy Portugal Turkey China Japan Qatar S. Korea Morocco Nepal Bhutan Bangladesh Sanand Mexico UAE Saudi Arabia India Singapore & Thailand
Slide 9: Customer Base
Customer Base Passenger Vehicle Commercial Vehicle Farm Tractor 2W / 3W Other Applications INDIA IPLTech INTERNATIONAL renault-logo Not to be copied or distributed without permission of Rane (Madras) Limited 8
Slide 10: Quarterly Highlights
Quarterly Highlights sanding Horiz.
Slide 11: Industry Highlights (Q2 FY26)
Industry Highlights (Q2 FY26) Industry Performance Review Passenger Vehicle Commercial Vehicle Farm Tractor 2-wheeler Industry Growth YoY 4% 12% 15% 11% in % Company Growth YoY 2% -2% 21% 17% in % (India OEM) Revenue Split 55% 17% 16% 9% (India OEM)* • Lower growth than the industry • Performance is
Slide 12: Key Financial Highlights Q2 FY26
Key Financial Highlights Q2 FY26 Consolidated Revenue EBITDA EBITDA Margin Rs 923.4 Cr Rs 82.9 Cr 9.0% 8.4% YoY 10.6% YoY 18 bps YoY PAT ROCE Debt : Equity Rs 21.5 Cr 11.2% 1.22x 33.2% YoY 17 bps YoY 0.16 times YoY Not to be copied or distributed without permission of Rane (Madras) Limited 11
Slide 13: Sales Overview (Q2 FY26)
Sales Overview (Q2 FY26) Net Sales (Rs cr.) › Net sales increased from Rs. 838.0 Cr in Q2 FY25 to Rs. 907.7 Cr in Q2 FY26 – Sales to Domestic OE customers grew by 6% mainly due to higher offtake in the passenger vehicle and farm tractor segment. 8% 838.0 907.7 YoY growth – Sales to International cus
Slide 14: Quarterly Financial Performance
Quarterly Financial Performance Total Revenue (Rs. Cr) EBITDA (Rs. Cr) and Margin % PAT (Rs. Cr) and Margin % 2.3% 9.1% 9.0% 8.9% 8.8% 8.2% 1.9% 2.1% 83 83 21 923 79 905 75 19 884 69 852 841 16 0.7% 0.0% 7 0 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q2FY25 Q3FY25 Q4FY25 Q
Slide 15: Business Review
Business Review Businesses Sales (Rs crores) Key updates 441 443 • Won orders worth Rs. 153 Cr from 402 414 377 various domestic customers. 162 161 • Received Launch Excellence Award Steering & 135 136 124 from TMPV. • Received Special Support Award Linkages from Escorts Kubota Ltd. Business 279 279
Slide 16: Business Review
Business Review Sales (Rs crores) Businesses Key updates 136 132 132 116 126 • Won Rs. 19 Cr orders from various 45 42 39 39 46 customers (incl. Rs. 7 Cr from international customers). Engine Components 91 77 87 86 90 Business Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2'26 Domestic Exports • Won Rs. 25 Cr or
Slide 17: Aftermarket Product Business
Aftermarket Product Business 166 145 141 121 113 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2'26 Aftermarket Sales (Rs. Cr) Aftermarket Product Sales (Q2 FY26) Vehicle segment % Geographical % 4% 1% 2% 4% PV 25% North 35% CV East 39% West FT 11% South 2W/3W 56% Others Others* 23% *Others represent STU Not to
Slide 18: Thank You
THANK YOU Rane Corporate Centre For further information, please contact: n.saravanan@ranegroup.com n.saravanan@ranegroup.com; or “Maithri" 132, Cathedral Road, diwakar.pingle@in.ey.com diwakar.pingle@in.ey.com Chennai - 600 086, India www.ranegroup.com www.ranegroup.com
Slide 19: Glossary of Abbreviations
Glossary of Abbreviations Abbreviation Expansion Abbreviation Expansion Abbreviation Expansion bps Basis point, 100 bps equal to 1% LCV Light Commercial Vehicle STU State Transport Undertaking CAGR Compounded Annual Growth Rate Ltd Limited TAFE Tractors and Farm Equipment Limited CII Confederation o
Slide 20: Disclaimer
Disclaimer This presentation may contain certain forward looking statements concerning Rane’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward looking statements. T