Elin Electronics Limited · NSE:ELIN

Elin Electronics — Q4 FY26 Earnings Presentation

21 slides from Elin Electronics's earnings presentation, May 25, 2026

  1. Slide 1: Your Partner Beyond Products - Exchange Filing Letter

    £',`„ YOUR PARTNER BEYOND PRODUCTS May 25, 2026 National Stock Exchange of India Limited BSE Limited Exchange plaza, 5th Floor, Corporate Relationship Department, Plot No. C/1, G Block, 2nd Floor, New Trading Wing, Bandra - Kurla Complex Rotunda Building, P.J. Towers, Bandra (E), Mumbai -400 051 Dal

  2. Slide 2: Q4FY26 & FY26 Earnings Presentation

    Elin Electronics Limited Q4FY26 & FY26 Earnings Presentation May 2026

  3. Slide 3: Disclaimer

    Disclaimer This investor presentation has been prepared for informational purposes only. This Presentation does not constitute a prospectus or offering memorandum and is not an offer or initiation to buy or sell any securities, nor shall part or all of this presentation form the basis of, or to be r

  4. Slide 4: Agenda

    Agenda S No Description 1 Company Overview 2 Q4 FY26 & FY26 Financial Performance & Business Discussion 3 Guidance & Future Outlook

  5. Slide 5: Elin Electronics at a Glance

    Elin Electronics at a Glance Who We Are • We are a leading EMS company, manufacturing end-to end product solutions for both international and domestic brands of lighting, fans, and home appliances in India, and are one of the largest fractional horsepower motors manufacturers in India • Serve custom

  6. Slide 6: Key Business Segments

    Key Business Segments EMS Products Components Particulars LED Moulded Medical Lighting, Home FHP and Sheet Diagnostic Fans and Appliances Motors Metal Cartridges Switches Component • LED lighting – • Dry and steam FHP motors used in • Medical • Plastic moulded Battens, irons – diagnostic and sheet m

  7. Slide 7: Manufacturing Locations

    Manufacturing Locations Ghaziabad, Uttar Pradesh Verna, Goa Baddi, Himachal Pradesh Commenced Operations in 1970 Commenced Operations in 1995 Commenced Operations in 2004 Products manufactured • Fractional horsepower motors • Medical diagnostic cartridges • Home appliances – Small appliances & • LED

  8. Slide 8: Manufacturing Facilities

    Manufacturing Facilities EMS FACILITY PAD PRINTING SMT lines, Capacity: 600K CPH TOOL ROOM PRESS SHOP ASSEMBLY LINES COATING – 15 T to 350 T POWDER COATING, TESTING LAB AL DIECASTING 150T - 650 T MOULDING SHOP LIQUID PAINTING 50T - 700 T MOTORS MANUFACTURING METALLIZING 4

  9. Slide 9: Agenda

    Agenda S No Description 1 Company Overview 2 Q4 FY26 & FY26 Financial Performance & Business Discussion 3 Guidance & Future Outlook

  10. Slide 10: Q4FY26 & FY26 Snapshot

    Q4FY26 & FY26 Snapshot Operating Revenue EBITDA Profit After Tax INR 3,242 million INR 60 million INR (8) million up ~3% YoY from down ~70% YoY from from INR 3,157 million INR 202 million INR 172 million Net Cash / (Debt) Net WC Days INR 701 million ~59 days from from INR 590 million ~65 days 5

  11. Slide 11: Q4FY26 & FY26 Snapshot

    Q4FY26 & FY26 Snapshot INR million Q4-FY25 Q4-FY26 Q3-FY26 Q4-FY26 FY25 FY26 Revenue 3,157 3,242 2,935 3,242 11,802 12,877 EBITDA 202 60 108 60 524 546 Margin % 6.4% 1.8% 3.7% 1.8% 4.4% 4.2% PAT 172 -8 37 -8 293 226  Revenue grew ~3% on a YoY basis:  Increase in revenue in lighting and fans and ap

  12. Slide 12: Revenue Breakdown

    Revenue Breakdown INR million Q4-FY25 Q4-FY26 Q3-FY26 Q4-FY26 FY25 FY26 Lighting, Fans & Switches 863 940 623 940 3,100 3,089 Small Appliances 871 940 1,028 940 2,859 4,059 FHP Motors 510 457 456 457 2,466 2,262 Other EMS 190 193 141 193 595 589 Total EMS 2,435 2,530 2,248 2,530 9,020 9,999 Precisio

  13. Slide 13: Expenditure Analysis

    Expenditure Analysis Q4-FY25 Q4-FY26 Q3-FY26 Q4-FY26 FY25 FY26 Cost of Material Consumed 73.3% 77.3% 75.1% 77.3% 74.2% 75.2% Employee Benefits 12.9% 12.9% 13.9% 12.9% 14.1% 13.2% Other Expenses 7.4% 7.9% 7.3% 7.9% 7.3% 7.3% EBITDA w/o Other income 6.4% 1.8% 3.7% 1.8% 4.4% 4.2% Finance Costs 0.7% 0.7

  14. Slide 14: Lighting, Fans & Switches

    Lighting, Fans & Switches INR million Q4-FY25 Q4-FY26 Q3-FY26 Q4-FY26 FY25 FY26 Lighting 500 395 386 395 2,147 1,652 Flashlights 45 52 27 52 244 237 Fans 277 459 183 459 597 1,072 Switches 41 35 27 35 112 128 Total 863 940 623 940 3,100 3,089  Lighting revenue at an inflection point, expect newly a

  15. Slide 15: Small Appliances

    Small Appliances INR million Q4-FY25 Q4-FY26 Q3-FY26 Q4-FY26 FY25 FY26 Kitchen & Home Care 617 617 768 617 1,738 2,786 Personal Care 254 323 260 323 1,121 1,274 Total 871 940 1,028 940 2,859 4,059  Kitchen & home care revenue flat YoY  Volumes across key categories like irons and mixer grinders ma

  16. Slide 16: Fractional Horsepower Motors

    Fractional Horsepower Motors INR million Q4-FY25 Q4-FY26 Q3-FY26 Q4-FY26 FY25 FY26 Consumer Durables 366 352 375 352 1,899 1,866 Fans 67 61 50 61 293 239 Others 78 43 31 43 274 157 Total 510 457 456 457 2,466 2,262  Motors of Consumer durables comprise mixer grinders, hand blenders and chimney  Gr

  17. Slide 17: Capex Overview

    Capex Overview INR million Ghaziabad Baddi Goa Total Land & Building 38 0 0 38 Plant & Machinery 116 30 23 168 Electrical Installation 4 0 1 6 Tools, Dies & Moulds 52 28 12 92 Others 13 6 3 21 Total 222 64 38 325  Plant & Machinery represents addition of machinery primarily for OFR and OTG and auto

  18. Slide 18: Agenda

    Agenda S No Description 1 Company Overview 2 Q4 FY26 & FY26 Financial Performance & Business Discussion 3 Guidance & Future Outlook

  19. Slide 19: FY27 Guidance & Outlook

    FY27 Guidance & Outlook Description Remarks Revenue growth of ~15% over FY26, largely led by the Home Appliances Revenue and Fans segment Highly volatile geopolitical situation causing fluctuation in RMC so difficult to EBITDA guide for margins currently INR 45cr towards Bhiwadi and balance capex of

  20. Slide 20: Future Growth Drivers

    Future Growth Drivers  Make in India thrust Government Policy  BIS norms & Regulations  PLI benefits  Higher disposable &  Cost leadership achieved discretionary income Favourable Cost Leadership & through economies of  Rising urbanization levels Demographics Scale scale, focus on R&D and auto

  21. Slide 21: Thank You

    Zlin Thank You

Elin Electronics — Q4 FY26 Earnings Presentation on 6ix