Adroit Industries (india) Limited · NSE:ADROITIND
Adroit Industries (india) — Q2 FY27 Earnings Presentation
23 slides from Adroit Industries (india)'s earnings presentation, Oct 28, 2026
Slide 1: Adroit Industries (India) Limited – Investor Presentation Q2 FY27 cover letter
—_— m\. ADROIT INDUSTRIES (INDIA) LIMITED Adroit .. Forged Driveshaft Components IATF 16949:2016 Certified Company 28t October, 2026 To To National Stock Exchange of India Limited BSE Limited Exchange Plaza, Plot No. C/1, G Block, Phiroze Jeejeebhoy Towers Bandra Kurla Complex 25th floor, Dalal Stre
Slide 2: Q2 FY27 Investor Presentation
rN... Adroit aaa PRECISION | PERFORMANCE | GLOBAL REACH ADROIT INDUSTRIES (INDIA) LIMITED Q2 FY27 INVESTOR PRESENTATION 2 | al @ q 40+ 3 5,000+ 35+ YEARS OF MANUFACTURING PRODUCT COUNTRIES EXCELLENCE FACILITIES SKUS WORLDWIDE wee DRIVING PROGRESS. POWERING TOMORROW. SINCE 1966
Slide 3: Disclaimer
__ Adroit aaa DISCLAIMER This Presentation has been prepared by Adroit Industries India Limited solely for information purposes and should not be construed as an offer, invitation, recommendation, or solicitation to buy, sell, or subscribe to any securities. The information contained herein is based
Slide 4: Company Overview
COMPANY OVERVIEW Vertically Integrated Manufacturer Propeller shafts and torque transmission components. For automotive and non-automotive applications, including Defence and Fire Fighting 1 Critical Power Transmission Components Precision Engineering with Global Reach cp Serving OEMs and Tier-1 dri
Slide 5: Key Milestones
KEY MILESTONES Building Capabilities. Expanding Reach. Driving Growth. IATF 16949:2016 —Ouus 1966 1995 1996 2007 2016 2022 2025-26 Foundation Corporate Forging Promoter Quality Manufacturing & Portfolio & Transformation Capabilities Transition Certification Global Expansion International Growth Esta
Slide 6: Manufacturing Process
MANUFACTURING PROCESS From raw material to finished assembly. Z / \ if // / // MATERIAL , FORGING AND | PRECISION | ASSEMBLY AND | _ FINISHING AND PREPARATION > HEAT TREATMENT > MACHINING > BALANCING > DISPATCH Test raw materials and Form components and Machine, form splines Assemble and balance Coa
Slide 7: Competitive Strengths
COMPETITIVE STRENGT WIDE PRODUCT RANGE 5,250 SKUs Components and complete assemblies for automotive and industrial use. CUSTOMER QUALIFICATION 12-18 months or longer Industry approval cycles involve audits, testing and tooling investment. PRECISION DRIVELINE SOLUTIONS | TRUSTED SINCE 1966 INTEGRATED
Slide 8: Propeller Shaft Assemblies, Fire Fighting Defence
PROPELLER SHAFT ASSEMBLIES, FIRE FIGHTING DEFENCE Propeller Shaft / Drive Shaft PRECISION DRIVELINE SOLUTIONS | TRUSTED SINCE 1966
Slide 9: Propeller Shaft Assemblies Mining Locomotive
PROPELLER SHAFT ASSEMBLIES MINING LOCOMOTIVE Propeller Shaft / Drive Shaft PRECISION DRIVELINE SOLUTIONS | TRUSTED SINCE 1966
Slide 10: Product Portfolio
PRODUCT PORTFOLIO 7 Ei Propeller shaft Universal era Tube yokes / Flange yokes assemblies joints (U-Joints) (Clamp, Splined) Weld yokes (SAE / DIN / Cross-serrated, etc.) Centre support bearings Forged products. (Manufacturing input) Short-coupled shafts / Tubular shafts / Mid-ship shafts DRIVELINE
Slide 11: Product Portfolio
PRODUCT PORTFOLIO droit ia Sleeve Yokes / End Yokes ; Companion Slip Yokes (Bore, Keyway, Clamp, Splined) Flanges y co Yoke Shafts Short-Coupled Shafts / Mechanics-style Cardan CV Double Cardan (External splines) Tubular Shafts / Mid-Ship Shafts | Parts and Accessories Driveshaft Assemblies (incl. s
Slide 12: Export Reach
— a ——— Adroi Faz EXPORT REACH - Serving customers across international markets. H1 FY27 export destination Share of export sales United States 59.56% Canada 10.33% Australia 6.23% Colombia 4.29% Mexico 3.62% Other markets combined 15.97% CANADA Customer engagement, coordination and after-sales supp
Slide 13: Manufacturing
MANUFACTURING Three complementary facilities in Madhya Pradesh. DEWAS (rez: 15,095.50 sqm) SANWER (ire: 8,918.69 sqm) Installed capacity: Installed capacity: (Nos.) Installed capacity: Effective capacity Effective capacity (Nos.) Effective capacity (Half Yearly): (Half Yearly): ‘ sila! (Half Yearly)
Slide 14: Manufacturing Expansion Roadmap
MANUFACTURING _ EXPANSION ROADMAP y DEWAS PITHAMPUR | Forging capacity (MT) Machining and assembly capacity (units) 1.83x _5,500 2% 1,800,000 capacity capacity Existing Proposed Existing Proposed (Q1 FY28) (Q4 FY27) Plant and machinery worth 637 Million is planned under the IPO proceeds, out of whic
Slide 15: Expanding Customer Base
Adroit Aaa An expanding customer base with a high contribution from repeat business. s s og eo FleetPride Hes Pg) A HEAVY DUTY PARTS & SERVICE Employee Owned FleetPride Inland Truck Godrej & Boyce BEML VE Commercial Parts & Service Vehicles Oilgear ASHOK LEYLAND ee *; Koi Manzil Door Nahin HAILSTONE
Slide 16: Profit & Loss Statement
PROFIT & LOSS STATEMENT” Amounts in INR Mn, except EPS and percentages Revenue 426.73 341.14 Raw Material Consumption 129.16 92.40 Employee Benefits Expense 70.69 59.27 Other Expenses 107.32 83.96 EBITDA 119.56 105.51 13% EBITDA Margin 28.0% 30.9% -290 bps Other Income dgbily? 12.93 Finance Cost 13.
Slide 17: Balance Sheet
BALANCE SHEET Consolidated | Amounts in INR million Pe. A v* 7 ASSET 2026 | 30 Sep 2025 EQUITY AND LIABILITIES 30 Sep 2026 | 30 Sep 2025 NON-CURRENT ASSETS EQUITY : Equity share capital 448.08 174.56 Property, plant and equipment 521.76 518.05 Gicycaity 2A oF ay Intangible assets 2.25 0.99 Equity at
Slide 18: Growth Strategies
@ ROWTH STRATEGIES EXPAND MANUFACTURING 01 | Add forging equipment at Dewas and machining, assembly and testing capacity at Pithampur. BROADEN THE PRODUCT RANGE 02 | Develop industrial shafts, propeller shafts, universal joints, axle shafts and aluminium driveline components. GROW INTERNATIONAL SALE
Slide 19: Global and Indian Propeller Shaft Market Size
MARKET GLOBAL PROPELLER SHAFT MARKET SIZE US$ billion 39 30 22 2020 2025 2030F | 2020-2030F PRECISION DRIVELINE SOLUTIONS | TRUSTED SINCE 1966 . . ’ Adroit Aaa INDIAN PROPELLER SHAFT MARKET SIZE US$ billion 3.3 2.3 1.6 2020 2025 2030F | 2020-2030F
Slide 20: Leadership
LEADERSHIP PRECISION DRIVELINE SOLUTIONS and operationa perrormance. TRUSTED SINCE 1966 Adroit #lta
Slide 21: Management Commentary
* MANAGEMENT COMMENTARY + “Our Q2 FY27 performance reflects sequential growth in revenue and profitability. Revenue increased 25% quarter-on-quarter to %426.73 million, while EBITDA grew 13% quarter-on-quarter to =119.56 million, with a margin of 28.0%. Profit after tax increased 14% quarter-on-quar
Slide 22: Certifications and Memberships
” Adroit #a CERTIFICATIONS yf IATF F 16949 ISO 91 9001 ISO 14 14001 ISO 45 45001 Automotive quality Quality Environmental Occupational health management management management & safety MEMBERSHIPS cH AGMA FEPCINDIA Confederation of Indian Industry Automotive Component Manufacturers Association of Ind
Slide 23: Thank You
#0, —y > adroit daz THANK YOU 47 + MOONWALK —®415 — CAPITAL Elevating Vision. Empowering Growth. Adroit #8 a Moonwalk Capital IR Team @ Phone: +917014618970 ADROIT INDUSTRIES (INDIA) LIMITED E-mail: investorrelations@ moonwalkcapitaladvisors.com : PRECISION DRIVELINE SOLUTIONS | TRUSTED SINCE 1966
Adroit Industries (India) — Q2 FY27 Earnings Presentation on 6ix