Slide 1: Regulation 30 announcement to National Stock Exchange
Date: 09/06/2026 To, National Stock Exchange of India Limited Exchange Plaza, C-1, Block G, Bandra Kurla Complex Bandra (E), Mumbai – 400 051 NSE Symbol: AERON Sub.: Announcement under Regulation 30 of Securities Exchange Board of India (Listing Obligations and Disclosures Requirements) Regulations,
Slide 2: Investor Presentation March 2026
360 FRP Solutions Provider For a Sustainable Future Investor Presentation March 2026 https://www.aeroncomposite.com
Slide 3: Disclaimer
DISCLAIMER This presentation has been prepared by and is the sole responsibility of Aeron Composite Limited. By accessing this presentation, you are agreeing to be bound by the trailing restrictions. This presentation does not constitute or form part of any offer or invitation or inducement to sell
Slide 4: Table of Content
Table of Content Company & Business 4-20 Overview USPs and Strategic 21-27 Priorities Financial Highlights 28-34 Annexures 35-40 https://www.aeroncomposite.com
Slide 5: Company at a Glance
Company at a Glance https://www.aeroncomposite.com
Slide 6: FRP: Providing long lasting and new age green solution
FRP (Fiber-reinforced polymer) Providing long lasting and new age ‘GREEN’ solution to aging Aeron Composite Limited delivers advanced FRP (Fiber Reinforced Polymer) based solutions engineered for strength, durability, and Infrastructure sustainability. As a 360° FRP solutions provider, Aeron offers
Slide 7: Aeron - Leading the Future of Composite Solutions
AERON - LEADING THE FUTURE OF COMPOSITE SOLUTIONS Business Summary Financial Highlights Operational Highlights (During the FY 2025-26) Established in 2011, manufactures and supplies Fiber Glass Reinforced Polymer (FRP) products Rs 221.8 Cr Revenue 13 Products The range of FRP products includes Pultr
Slide 8: Aeron - Integrated Business Model
AERON - INTEGRATED BUSINESS MODEL Vertically Strong Technical Sustainability Integrated Expertise and Longevity Customer Centric Focus Approach Integrated Quality Control Resin FRP Rods Fully Integrated Manufacturing Plant with State-of- the-Art Technology Glass Fibers FRP Mouldings Efficient Proces
Slide 9: Excels in Production of FRP Products
EXCELS IN PRODUCTION OF FRP PRODUCTS Pultrusion Process Raw Materials Mat Support Framework o Resin System o Glass Fibres Heated Pultrusion o Polyester o Other Fibre Infeed formation and Die impregnation o Vinyl Ester (VE) Additives o Epoxy (EP) Main Control Pendant Roving Creel Stand Twin reciproca
Slide 10: Competitive Advantages
COMPETITIVE ADVANTAGES 01 01 02 01 03 01 04 01 Fully Integrated & Strong Global Quality-Driven Experienced Diversified FRP Presence & Export Manufacturing with Leadership & Robust Solutions Provider Leadership Advanced R&D Financial Foundation End-to-end capabilities Exports globally with Promoters
Slide 11: Business Overview
Business Overview https://www.aeroncomposite.com
Slide 12: Pultruded FRP Range (1/2)
NEXT-GEN STRUCTURAL SOLUTIONS: PULTRUDED FRP RANGE (1/2) FIBER GLASS REINFORCED POLYMER PULTRUDED PRODUCTS FRP/GRP FRP Handrails FRP Solar Module Structural Profiles Pultrusion Process Structure Structural profiles (I-beams, channels, angles, box Durable FRP handrail systems used for safety and FRP
Slide 13: Pultruded FRP Range (2/2)
NEXT-GEN STRUCTURAL SOLUTIONS: PULTRUDED FRP RANGE (2/2) FIBER GLASS REINFORCED POLYMER PULTRUDED PRODUCTS FRP Poles FRP Ladder Lightweight, corrosion-resistant FRP poles used Non-conductive, corrosion-resistant FRP ladders for lighting, utility, and (manhole, platform, communication step, safety ca
Slide 14: FRP Products Range
NEXT-GEN STRUCTURAL SOLUTIONS: FRP PRODUCTS RANGE FIBER GLASS REINFORCED PRODUCTS 13 https://www.aeroncomposite.com
Slide 15: High-Performance FRP Gratings & Rods
NEXT-GEN STRUCTURAL SOLUTIONS: HIGH-PERFORMANCE FRP GRATINGS & RODS FRP Moulded Gratings FRP Rods Made by placing continuous glass fibers in an Made through a pultrusion process using UV- open mold, saturating them with resin, and sensitive resins that cure when exposed to Process curing the composi
Slide 16: GFRP Rebar GIGABAR - Entry Into High-Growth Segment
GFRP Rebar GIGABAR®– Entry Into a High-Growth, High-Margin Infrastructure Segment Applications & Market Adoption Aeron’s Capabilities & Scale-Up Plan Why GFRP Rebar? Clear Used in roads, bridges, Advantages Over TMT Steel highways, tunnels, • Commercial sales started March 2025 coastal construction,
Slide 17: Advantages of FRP/GRP/Fiberglass
ADVANTAGES OF FRP/GRP/FIBERGLASS Electrical Non Corrosion/Chemical High Strength Light Weight Conductivity Resistance Thermal Non EMI/RFI Ease of Low Life Conductivity Transparent Fabrication Cycle Cost Less Environmental Termite Flame Impact Proof Retardant 16 https://www.aeroncomposite.com
Slide 18: David vs Goliath; FRP vs Conventional Materials
DAVID VS GOLIATH; FRP VS CONVENTIONAL MATERIALS Aeron FRP Steel Aluminium Timber Corrosion Resistance High Low Medium Low Strength High High High Low Weight Low High Low Medium Electrical Conductivity Low High High Moderate Thermal Conductivity Very Low High High Low EMI/RFI Transparency Yes No No Y
Slide 19: Leading to Diverse Application Portfolio
LEADING TO DIVERSE APPLICATION PORTFOLIO Aeron Composite Ltd. boasts a diverse application portfolio, serving a wide range of industries including telecommunications, oil & gas, and renewable energy. The company's ability to tailor its FRP solutions to specific industry requirements demonstrates its
Slide 20: Strong Industry Tailwinds
STRONG INDUSTRY TAILWINDS India's composite sector is experiencing rapid growth, positioning the country favorably in the global market INDIAN FIBER REINFORCED POLYMER INDIAN CARBON FIBER MARKET COMPOSITES (FRP) (IN US$ BN) (IN BILLIONS) 2025 2030 2021 2026 1.9 102.01 79.06 0.89 Source: DRHP of the
Slide 21: FRP Rebar: A Market on the Rise
FRP REBAR: A MARKET ON THE RISE.. INDIAN GFRP REBAR MARKET (USD MILLION) Market Growth Projections 110.91 Global FRP rebar market projected to grow at a CAGR between 10% and 14%, reaching USD 1.8 billion by 2032. 89.59 Infrastructure Investment & Opportunities 72.36 Expanding applications in bridges
Slide 22: Aeron - USPs and Strategic Priorities
Aeron - USPs and Strategic Priorities https://www.aeroncomposite.com
Slide 23: Strategic Priorities
STRATEGIC PRIORITIES Scale for Tomorrow FRP Rebar Revolution Commissioned a fully integrated 51,671 sq. Expanding rebar capacity from 2 to 5 lines by mtr. manufacturing facility to support future FY27, & Rebar Bend line capacity from 4 to 8 by growth and new product lines and support H1FY27 strength
Slide 24: State of the Art Manufacturing Facilities - Upgrading FY27
STATE OF THE ART MANUFACTURING FACILITIES – UPGRADING FY27 Installed Capacity (in Mt) Actual Production (in Mt) Capacity Utilization (in %) 23,415 12,815 11,555 68.0 11,360 61.3 18,845 18,845 54.0 16,503 8,906 48.5 14,550 43.5 6,330 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY
Slide 25: Constructing the Future: New Products Update
CONSTRUCTING THE FUTURE: NEW PRODUCTS UPDATE The Company’s new product line will be started in this new manufacturing unit FRP Rebar Carbon Fiber Products Timeline Manufacturing and initial sales commenced Product to be introduced by end of in H1FY26 H1FY27 in new facility Roads, bridges, coastal st
Slide 26: Strengthening Global Footprint
STRENGTHENING GLOBAL FOOTPRINT Revenue from Domestic and Exports (in Cr) Export revenue contributed 129.0 52% of total revenue in 109.5 111.5 104.1 FY26, Currently, the 93.1 87.5 company sells its products 84.6 83.2 70.1 in over 39 countries worldwide. 37.3 FY 2022 FY 2023 FY 2024 FY 2025 FY 2026 Re
Slide 27: Strong Future Growth
STRONG FUTURE GROWTH 15%+ 10%+ Revenue Growth EBITDA (3 Years CAGR) Margin KEY DRIVERS The burgeoning demand for Through strategic alliances Aeron Composite's solid The financial strength enables lightweight, high-performance with top industry players and balance sheet, characterized the company to
Slide 28: Serving International and Domestic Clients
SERVING INTERNATIONAL AND DOMESTIC CLIENTS 27 https://www.aeroncomposite.com
Slide 29: Financial Highlights
Financial Highlights https://www.aeroncomposite.com
Slide 30: Creating Superior Shareholder Value (1/2)
CREATING SUPERIOR SHAREHOLDER VALUE (1/2) Revenue EBITDA Profit after Tax 218 222 13 200 21 19 179 10 16 9 7 10 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 32.3% 33.2% Export vs Domestic 9.5% 26.2% 32.2% Exports Domestic 8.5% 7.8% 27.5% 6.1% 19.6% 5.1% 44% 39% 21.0% 48% 48% 5.5% 5.5%
Slide 31: Creating Superior Shareholder Value (2/2)
CREATING SUPERIOR SHAREHOLDER VALUE (2/2) Working Capital Days Net Debt Ratios (Rs. In Lakhs) Receivable days Inventory Days Payable Days 1.95x 92 95 96 91 81 84 77 1.23x 1.38x 72 74 75 68 65 60 63 53 0.43x -0.01x 1,167 1,204 674 2,599 FY22 FY23 FY24 -19 FY25 FY26 Net debt (INR Lakhs) Net Debt to EB
Slide 32: Key Performance Indicators
KEY PERFORMANCE INDICATORS (In ₹Cr except percentages and ratios) Key Financial Performance FY 22 FY 23 FY24 FY 25 FY26 Revenue from operations 108.3 179.4 199.7 218.0 221.8 EBITDA (excluding other 6 9.8 15.5 20.8 18.8 income) EBITDA Margin 5.5% 5.5% 7.8% 9.5% 8.5% PAT 3.6 6.6 10.1 13.3 8.7 PAT Marg
Slide 33: Statement of Profit & Loss - Half Yearly
STATEMENT OF PROFIT & LOSS – HALF YEARLY (In ₹Cr except percentages and ratios) Particulars H2FY26 H1FY26 HoH H2FY25 YoY Revenue from operations 103 118.8 -13% 108.6 -5% Other income 1.2 1.6 2.0 Total Income 104.2 120.4 -13% 110.6 -6% Cost of materials consumed 57 61.8 81.7 Changes in inventories of
Slide 34: Statement of Profit & Loss
STATEMENT OF PROFIT & LOSS (In ₹Cr except percentages and ratios) Particulars FY22 FY23 FY24 FY25 FY26 Revenue from operations 108.3 179.4 199.7 218.0 221.8 Other income 1.6 2.6 2.0 2.6 2.7 Total Income 109.9 182.0 201.7 220.6 224.6 Cost of materials consumed 82.0 122.1 129.4 147.9 118.7 Changes in
Slide 35: Balance Sheet
BALANCE SHEET (In ₹Cr) Particulars FY 22 FY 23 FY24 FY25 FY26 Particulars FY 22 FY 23 FY24 FY25 FY26 Equity and Liabilities Non Current assets Shareholders’ funds PPE & intangibles 7.5 9.6 21.8 54.8 78.7 a. Share capital 1.3 1.6 1.6 17.0 17.0 Long term loans and 0.5 0.0 0.5 0.4 1.8 b. Reserves and s
Slide 36: Annexures
Annexures https://www.aeroncomposite.com
Slide 37: Meet the Doers and Builders
MEET THE DOERS AND BUILDERS Dilipkumar Ratilal Patel Chirag Chandulal Patel Pankaj Shantilal Dadhaniya Ravi Pankajkumar Patel Chairman & Non- Managing Director Whole Time Director Whole Time Director Executive Director Over 15 years of experience, he MBA graduate with over 28 With 14+ years of exper
Slide 38: Journey So Far
JOURNEY SO FAR 2011 2015 2020-23 2025-26 ❖ Recognition by Department of ❖ Transitioned to a 51,671 ❖ Incorporation of the Company ❖ Started Production sq. mtr. manufacturing Scientific and Industrial Research ❖ Started Production of of FRP Rod for Optic facility & expanded ❖ Upgraded to higher statu
Slide 39: Quality & System Certifications
QUALITY & SYSTEM CERTIFICATIONS GOV. RECO. RoHS ISO 9001:2015 CE REACH EXPORT HOUSE 38 https://www.aeroncomposite.com
Slide 40: Branding and Promotional Activities
BRANDING AND PROMOTIONAL ACTIVITIES ChemTech Expo, 2026 IFAT Expo, 2025 REI Expo, 2025 AIA Expo, 2025 India Energy Week, 2025 Dahej Expo, 2025 39 https://www.aeroncomposite.com
Slide 41: For further information, please contact
Aeron Composite Limited Tel: +91-9909988266 Email: cs@aeroncomposite.com www. aeroncomposite.com https://www.aeroncomposites.com 40 For further information, please contact +91 22 62640831 Sakshi Shah Nikhar Arora www.goindiaadvisors.com Email: SakshiS@goindiaadvisors.com Email: nikhar@goindiaadvisor