Slide 1: NSE filing cover letter for investor presentation
Thejo Engineering Limited 41 Cathedral Road, T +91 44 42221900 Chennai - 600 086. F +91 44 42221910 India thejo@thejo-engg.com www.thejo-engg.com 15th November, 2025 The Manager, Listing Department, National Stock Exchange of India Limited Exchange Plaza, Bandra Kurla Complex, Bandra (E), Mumbai 400
Slide 2: Investor Presentation Q2FY26/H1FY26
INVESTOR PRESENTATION THEJO ENGINEERING LIMITED Q2FY26/ H1FY26 www.thejo-engg.com
Slide 3: Safe Harbor
Safe Harbor Except for the historical information contained herein, statements in this presentation and the subsequent discussions, which include words or phrases such as "will", "aim", "will likely result", "would", "believe", "may", "expect", "will continue", "anticipate", "estimate", "intend", "p
Slide 4: Table of Contents
Table of Contents Company Overview Business Overview Manufacturing and Global Presence Industry Overview Performance Highlights Strategic Strengths Annexures
Slide 5: Company Overview
/ZTHEjO Ee Ms. Company AS - bigg rales % Overview
Slide 6: Thejo - At a Glance
Thejo - At a Glance Reputed Independent 4 Decades Pioneers 600+ Customers Engineering Solutions Provider Engineering Legacy Conveyor Services in India Across Industries & Markets 6 Manufacturing Units 6 Countries 30% Export Markets DSIR Approved Revenue from international India + Global Workshops Gl
Slide 7: Who We Are
Who We Are Revenues Mix (H1 FY26) ▪ Thejo Engineering Limited (Thejo) is a leading Indian engineering solutions Engineered company serving mining, mineral processing, and core industries across Products the globe. ▪ With a legacy of over four decades, Thejo has evolved from a conveyor belt 44% servi
Slide 8: Journey & Milestones
Journey & Milestones Expanded global footprint Increased stake to 90% in with branch office in Perth, Thejo Australia; TE Global and subsidiaries in Brazil FZ-LLC (UAE) became a and Chile wholly owned subsidiary. Incorporated 2014 2024 Thejo Engineering Services Pvt. Ltd Expanded Plant 1 with 2025 2
Slide 9: Board of Directors
Board of Directors K.J Joseph V.A George Thomas John Manoj Joseph Rajesh John Manesh joseph Chairman Emeritus Executive Chairman Vice Chairman Managing Director Deputy Managing Director Non-Executive Director Sridhar Ganesh Nilesh S. Vikamsey Srinivas Acharya K Jairaj Prof. N Venkiteswaran Subhathra
Slide 10: Business Overview
/ZTHEjO Business Overview
Slide 11: Our Diversified Business Portfolio
Our Diversified Business Portfolio Integrated Business Model: Products + Services + O&M End-to-end lifecycle solutions for industrial clients Corrosion Protection Rubber linings & coatings (Protecting critical assets) Specialty Products & Mineral Processing Machines Mill liners & filtration systems
Slide 12: 1. Bulk Material Handling
Thejo - At a Glance 1. Bulk Material Handling Products Services Value added engineering solutions for Belt Conveyor Installations; • Belt Audits • Belt Scanning • Conveyor Care • Splicing & Pulley Lagging • Belting • Sustainable Synergetic Solutions • Splicing/Repair Kits • Project Commissioning • P
Slide 13: 2. Mineral Processing
2. Mineral Processing Products Services Providing value added engineering solutions for; • Audits • Mill Wear Scanning • Comminution • Liner Installation • Liners for Mills • Sustainable Synergetic • Pulp Lifters • Solutions • Screening • Operation & Maintenance • Screen Panels • Trommels • Filtrati
Slide 14: 3. Corrosion Protection
3. Corrosion Protection Products Services Providing value added engineering solutions for; • Hot & Cold Lining • Project Commissioning • Lining • Pre-Cured Rubber • Rate Contracts • Un-Cured Rubber • Polyurethane Coating • Cold & Hot Adhesives • Repair Putties • Tool Kits • Bellows & Expansion Joint
Slide 15: 4. Special Purpose Product & Machinery
4. Special Purpose Product & Machinery Products Machinery Division • Characteristics of Special Purpose • Autoclaves • Rubber Slitting Machine Products • Rubber Hose Building Machine • Customized requirement • Rubber Curing Hydraulic Press • Import Substitution Machine • Low Volume / High Tech / Hig
Slide 16: Comprehensive Services Driving Recurring, High-Value Relationships
Comprehensive Services Driving Recurring, High-Value Relationships Driving industrial reliability and efficiency through integrated technical and maintenance services Operations & Strategic Edge / Value Technical Services Maintenance Delivered High-skill, on-site technical support Continuous plant m
Slide 17: Manufacturing & Global Presence
Manufacturing & Global Presence
Slide 18: Manufacturing Plants, Workshop & Stores
Manufacturing Plants, Workshop & Stores • Manned by qualified & experienced Polymer Technologists • Equipped with state-of-the-art rubber processing machinery • Complete in-house Testing facilities • Quality System Compliance • Chennai, • Dammam, • Perth, • Ras-Al Khaimah, • Santiago, • Sao Paulo, I
Slide 19: Thejo India Facilities
Thejo India Facilities Total Landed Area Total Built Extent of Location up Area Open Sq.ft Land Sq.ft Unit 1, 1A & 4 169,065.00 333,033.00 Unit-1 Unit-1A Unit 3 17,000.00 24,643.00 Unit 5 21,583.00 22,016.00 Manufacturing Activities Location Type Thejo India Rubber compounding, Sheeting, Extrusion,
Slide 20: Thejo Saudi Arabia/ Thejo Australia Facilities
Thejo Saudi Arabia/ Thejo Australia Facilities Warehouse & Workshops • Jeddah, Saudi Arabia • Kalgoorlie, Gold Fields, WA • Port Headland, Pilbara, WA • Bunbury, WA • Dammam, Saudi Arabia • Perth, Australia Saudi Arabia The manufacturing units • Manned by qualified & experienced Polymer Technologist
Slide 21: Thejo South America T E Global UAE Facilities
Thejo South America T E Global UAE Facilities Warehouse & Workshops • Santiago, Chile • Ras Al Khaimah, UAE • Sao Paulo,Brazil South America Chile Brazil The Workshops • Manned by qualified & experienced technicians • Equipped with stocks of standard products and tools UAE www.thejo-engg.com 20
Slide 22: Industry Overview
i ze ca — Industry i Overview
Slide 23: Thejo – Global Industry Overview
Thejo – Global Industry Overview Bulk Material Handling ▪ The Asia-Pacific region dominates installations (~46% share in 2024), with China alone 23.3 accounting for ~33% of global equipment installations. 17.3 ▪ Automation and energy-efficiency are major trends: in 2024, about 64% of new systems fea
Slide 24: Thejo - Global Industry Overview
Thejo - Global Industry Overview Corrosion Protection ▪ Soft rubber linings shield equipment like tanks, pipes, and pumps from acids, alkalis, and 13.1 abrasives in mining & metallurgy. ▪ Asia Pacific leads market growth via industrial mining surge; North America ranks second in 9.1 adoption. ▪ Esca
Slide 25: Performance Highlights
' 9 /ZTHEjO - Performance ute 4 Highlights
Slide 26: Financial Highlights
Financial Highlights (Rs Lakhs) Revenue EBITDA PAT EPS (Basic) (In Rs.) 2,327 1,411 15,311 2,091 13,344 13,556 1,867 1,228 QUARTERLY 976 11 9 14 Q2FY25 Q1FY26 Q2FY26 Q2FY25 Q1FY26 Q2FY26 Q2FY25 Q1FY26 Q2FY26 Q2FY25 Q1FY26 Q2FY26 4,194 28,866 26,397 HALF YEARLY 4,002 2,387 2,189 20 23 H1FY25 H1FY26 H
Slide 27: Key Developments/ Operational Highlights, Segment Performance
Key Developments/ Operational Highlights Segment Performance* ▪ The company has planned a capacity expansion for its 4% manufacturing facilities, adding about 2,600 tonnes p.a. to its existing 3,600 tonnes capacity, at an estimated capex of ₹40 crore 34% to be completed over the next 10–12 months. ▪
Slide 28: Strategic Strengths
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Slide 29: Why Thejo?
Why Thejo? ▪ Diversified Global Footprint: Proven expansion into high-growth markets like South America and the UAE, with subsidiaries across three continents supporting scalable operations in mining and infrastructure. ▪ High-Entry-Barrier Products: Specialized, engineered solutions with limited co
Slide 30: Annexure
/ZTHEjO ~ Annexure
Slide 31: Consolidated Income Statement (Quarterly)
Consolidated Income Statement (Quarterly) Particulars (Rs. Lakhs) Q2 FY26 Q1 FY26 QoQ Q2 FY25 YoY H1 FY26 H1 FY25 YoY Revenue from Operations 15,311 13,556 12.9% 13,344 14.7% 28,866 26,397 9.4% Cost Of Goods Sold 3,108 2,686 2,640 5,794 5,137 Employee benefits expenses 5120 4634 4501 9753 8852 Other
Slide 32: Consolidated Income Statement
Consolidated Income Statement Particulars (Rs. Lakhs) FY22 FY23 FY24 FY25 H1FY26 Revenue from Operations 42,446 47,446 55,940 55,274 28,866 Other Income 124 313 322 507 453 Total Revenue 42,570 47,759 56,263 55,781 29,320 Cost of Goods Sold 9,632 10,740 11,775 11,553 5,794 Employee benefits expenses
Slide 33: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars (Rs. Lakhs) FY22 FY23 FY24 FY25 H1 FY26 I. Assets Property, plant and equipment 4,403 8,297 8,089 7,866 11,484 Other non-current assets 3,137 3,539 3,583 6,189 5,681 Total non-current assets 7,540 11,837 11,672 14,055 17,164 Inventories 5,222 5,900 6,247 6,600
Slide 34: Shareholder Information
Shareholder Information Shareholding as on 30th September 2025 Share Information as on 30th September 2025 NSE Ticker THEJO Share Price 1,801.60 Market Cap (INR Cr) 1954.08 % free-float 46.38% Others 42.4% Free-float market cap (INR Cr) 906.40 Promoter & Promoter Shares Outstanding 1,08,46,379 Group
Slide 35: Thank You
Thank You www.thejo-engg.com