Apar Industries Limited · NSE:APARINDS
Apar Industries — Investor Presentation (October 2026)
45 slides from Apar Industries's investor presentation, Oct 29, 2026
Slide 1: Exchange filing cover letter for Corporate Presentation
SEC/2910/2026 By E-Filing October 29, 2026 National Stock Exchange of India Limited BSE Limited “Exchange Plaza”, Corporate Relations Department, C-1, Block G, Phiroze Jeejeebhoy Towers, Bandra- Kurla Complex, Dalal Street, Bandra (E), Fort, Mumbai – 400 051. Mumbai - 400 001. Scrip Symbol : APARIND
Slide 2: Corporate Presentation October 2026
Corporate Presentation October 2026
Slide 3: Safe Harbour
Safe Harbour This presentation may have certain statements that may be “forward looking” including those relating to general business plans and strategy of APAR Industries Ltd., its outlook and growth prospects. The actual results may differ materially from these forward-looking statements due to se
Slide 4: Agenda
Agenda 01. Company Overview 02. Growth Driver 03. Our Businesses 04. Financial Highlights 3
Slide 5: Company Overview
01 COMPANY OVERVIEW Corporate Presentation October 2026
Slide 6: What Drives Us
What Drives Us 141th 150 th Position in Position in ET 500 the Fortune India 500 Fuelled by Shaped by OUR MISSION OUR VISION To design and manufacture the critical building To remain a global leader in energy infrastructure, blocks that carry electricity across energy transportation and telecommunic
Slide 7: Market Leadership Four Global Growth Cycles
Market Leadership $ 2.4 bn manufacturing company that holds leadership positions across critical energy infrastructure. Four Global Growth Cycles Positioned for long-term infrastructure investment Global Aluminium Indian Exporter of Indian company to Renewable energy And Alloy Conductor Cables provi
Slide 8: A Scaled Platform Built For Structural Growth
A Scaled Platform Built For Structural Growth APAR delivered its highest ever consolidated revenue in FY 2025-26. FINANCIAL HIGHLIGHTS FY 2021 FY 2026 ESG HIGHLIGHTS Revenue Rs crores 6,388 22,902 5Y CAGR: 29.1% CareEdge ESG-1, 77 6,825 Export Rs crores 2,619 5Y CAGR: 21.1% 83rd percentile EcoVadis
Slide 9: APAR - Your Electrification Partner
APAR - Your Electrification Partner From grid to growth — powering industries, mobility, and communities. The Energy Transition is Adding Urgency Global Infrastructure Leadership More electricity Global demand is projected to grow by more than 3.5% annually through 2030 More investment Core Business
Slide 10: The APAR Advantage
The APAR Advantage Global energy: A multi-decadal opportunity. APAR has a distinctive edge. Accelerating automation, • Innovating high-performance electrification and digital connectivity conductors, specialised cables and to drive smarter manufacturing, speciality oils to deliver greater greater ag
Slide 11: Powering The Renewable Revolution
Powering The Renewable Revolution Powering Every Step: from generation to distribution, we are your energy partner in building a sustainable 10 tomorrow.
Slide 12: State-of-the-art Facilities
State-of-the-art Facilities Our global manufacturing footprint spans 10 world-class, state-of- the art facilities across India and one in Sharjah, UAE. Gujarat Cables, Telecom & Polymers Cables & Telecom, Khatalwada Rabale Umbergaon Polymers, Umbergaon Sharjah, UAE Oils & Lubricants Dadra and Na
Slide 13: Global Presence in 140+ Countries
Global Presence Presence In 140+ Countries and Expanding 29.77% 6 Countries Export Revenue with Corporate presence India, UAE, Saudi Arabia, USA, Singapore and Brazil Prominent presence with established Utilities, EPC’s & channel partners in India USA Egypt UAE South Africa Australia South Korea Eth
Slide 14: 68 Years of Building What Powers Progress
68 years of Building What Powers Progress From a conductor business in 1958 to a global energy-infrastructure solutions provider. 1958 1998–2002 2010-13 2020-24 Company Manufacturing Technology & Brand & growth incorporated scale-up capacity Launched a refreshed Expanded oils and APAR identity, Set
Slide 15: APAR USA: Trusted Partner For Growing Energy Needs In USA
APAR USA: Trusted Partner For Growing Energy Needs In USA APAR USA LLC is the U.S. arm of APAR Industries, a global leader in high-performance electrical and power solutions. Snapshot (FY26) Overall Export to US US Revenues ~$269 mn Overall Export to crossed $ 200 mn US crossed $ 1mn No. of 3 (as on
Slide 16: Growth Drivers
02 GROWTH DRIVERS Corporate Presentation October 2026
Slide 17: Convergence of Four Global Capital Cycles
Unlocking Opportunity at the Convergence of Four Global Capital Cycles We don’t just power the future. We engineer what comes next. Four Global Megatrends. One APAR For Growth. ESTABLISHED GROWTH DRIVERS EMERGING GROWTH DRIVER Renewable Revolution Grid Infrastructure Overhaul Electrification of Mobi
Slide 18: From Source To Socket: Renewable Energy Value Chain
From Source To Socket: Powering the Renewable Energy Value Chain 1 2 3 4 5 6 7 Renewable Step-Up Transmission Substation Step Down Underground Last mile Generation Infrastructure Grid Infrastructure Distribution socket/demand • India targets 500+ GW non- • Grid expansion could nearly double • Solar
Slide 19: Grid Modernisation: Leading The Reconductoring Opportunity
Grid Modernisation: Leading The Reconductoring Opportunity 1 2 3 4 Existing corridor Reconductoring HTLS upgrade Efficient delivery • $3 trillion T&D opportunity by 2032 • Scale HTLS reconductoring • Reconductoring, OPGW and ADSS • Market leader in HTLS • Demand for replacing ageing solutions soluti
Slide 20: Electric Mobility: Building Exposure Across The EV Ecosystem
Electric Mobility: Building Exposure Across The EV Ecosystem 1 2 3 4 4 4 Battery pack High-voltage Powertrain & Charging hardware Public / depot Fleet harness BMS charging electrification • 39 million passenger EV sales projected • Battery cables, high-voltage • Electric Bus Harness • Established OE
Slide 21: Emergence of AI Data Centres - A New Growth Driver
Emergence of AI Data Centres - A New Growth Driver 2 3 4 5 1 Critical power AI data hall High-density BatteryPower intake / Substation & distribution connectivity grid connectivity pack transformation • 950 TWh projected demand by 2030 • High-capacity grid connectivity expansion · All varities of al
Slide 22: Our Businesses
03 OUR BUSINESSES Corporate Presentation October 2026
Slide 23: Conductors: Largest Global Producer of Comprehensive Solutions
Conductors: Largest Global Producer of Product leadership in conductors Comprehensive Solutions Strong leadership & competitive edge FY26 revenue of INR 12,712 crore Conventional High Efficiency High Temp. Low Sag (HTLS) Conductors Conductor • Largest manufacturer of aluminium and alloy conductors g
Slide 24: Specialised Turnkey Solutions For Power Sector
Specialised Turnkey Solutions 400kV Kalwa-Padgha Line, Mumbai, Maharashtra Executed by APAR for Maharashtra State Electricity Transmission For Power Sector Company Limited (MSETCL) • Upgraded Circuits 1 & 2 using advanced ACCC HTLS Conductors. • Enhanced transmission capacity from 2000 MW to 4200 MW
Slide 25: Reconductoring Has Gained Steam; APAR A Market Leader
Reconductoring Has Gained Steam; APAR Is A Market Leader In Reconductoring Projects Solution Matrix New Tx Line Upgrade (Voltage) Uprate (Reconductoring) RECONDUCTORING MARKET Typical Capacity 100-200% 50-150% 33kV-400kV Increase NA OPPORTUNITY* • US$400 billion annually: Current global Permitting &
Slide 26: Speciality Oils & Lubricants - 3rd Largest in Transformer Oil
400+ different types of Speciality Oils Speciality Oils & Lubricants - 3rd Largest in Transformer Oil Globally Strong leadership & competitive edge Transformer White Oil Industrial & FY26 revenue of INR 5,373 crore Oil Process Oils • Preferred transformer oil supplier for global OEMs & utilities • M
Slide 27: Global Approvals For Transformer Oils
Global Approvals For Transformer Oils T-Oil protects transformers by insulating, cooling and preserving critical equipment ensuring reliable performance, longer asset life and uninterrupted power supply Global Utility Approvals OEMS Approvals Meets International Standards • SEC Saudi Arabia • Genera
Slide 28: Cable Solutions – Largest Domestic Player In Renewables
Cable portfolio caters to the most demanding environments Cable Solutions – Largest Domestic Player In Renewables Strong leadership & competitive edge FY26 revenue of INR 6,220 crore Power Cables Elastomeric E-beam Irradiated Cables Cables • India’s No.1 exporter of cable amongst the Indigenous manu
Slide 29: Building a Sustainable Moat in Light Duty Cables
25 33% Building a Sustainable Moat in States & Union Domestic cable revenue growth YoY Territories with LDC in FY26, Showcasing growing Light Duty Cables (LDC) presence popularity Strong leadership & competitive edge Sales of Rs 384 crores in FY26 • First in India to bring E-beam cable technology to
Slide 30: Channel Expansion in Light Duty Cable Business
Channel Expansion in Light Duty Cable Business Bringing engineering excellence to homes — powering safer, smarter and more sustainable living. DISTRIBUTOR PRESENCE RETAIL COUNT PRESENCE ACTIVE STATE PRESENCE 642 12,388 700 14,000 25 25 600 12,000 10,426 18 18 20 500 419 10,000 339 13 400 8,000 5,833
Slide 31: APAR Telecom Solutions – Specialised OFC and Hybrid Cables
APAR Telecom Solutions – Specialised range of OFC with unique hybrid cables Strong leadership & competitive edge • India’s first to introduce Copper–Fibre Hybrid Cables, enabling seamless convergence of power and telecom infrastructure Fibre Optic Giga-Volt LAN Cables • One of the few Indian compani
Slide 32: ESG Highlights at APAR
ESG Highlights at APAR • Consistently increased the share of • Re-certified as Great Place To Work for • Climate Risk Identification and publishing Renewable Energy in overall electricity the third year in row TCFD (Task Force on Climate-related mix over past four years to 10.9% currently • All APAR
Slide 33: Powering Impact
Powering Impact Our CSR philosophy is rooted in creating sustainable and inclusive impact that extends beyond business boundaries. Highlighting some of our flagship institutes. > 50,000 > 60,000 > 1,00,000+ > 100 23.72cr patients treated through lives empowered through lives touched in FY 2025-26 pr
Slide 34: Key Awards and Accolades In FY 2025-26
Key Awards and Accolades In FY 2025-26 Best CEO award by Fortune India Best Supplier Award by India’s Best CEO Award Indo-Tech Transformers in Capital Goods by Social Impact Awards by Fortune India ET Now Best Organisation to Indian Chambers of Work Commerce
Slide 35: Financial Highlights
04 Financial Highlights Corporate Presentation October 2026
Slide 36: Q2FY27 Market performance and shareholding structure
Q2FY27 Market performance and shareholding structure 230 APAR has been consistently outperforming market 112% 180 130 8% 80 -9% Apar Capital Goods Nifty 50 Chart has been rebased to 100 As on September 30th , 2026 Outstanding shares – 4,18,72,337 Major Non-Promoter Shareholders Shareholding (%) 7.50
Slide 37: Strong Financial Performance Sustained over the Years
Strong Financial Performance Sustained over the Years Consolidated Revenue Export Mix EBITDA* Conductor Revenue speciality Oils & Lubricants Revenue Cable Revenue * EBITDA post open period forex excluding interest income, corporate unallocable expenditure 36 amounts in INR crore
Slide 38: Key Financial Ratios
Key Financial Ratios Debt/ Equity Ratio (x) Net Fixed Asset Turnover Ratio (x) ROE (%) ROE (%) amounts in INR crore
Slide 39: Customer Mix FY26
Customer Mix Fy26 Particulars FY26 Exports 29.9% Industries/Corporate 18.8% Specific industry groups 3.5% OEM's 11.4% EPC - Transmission companies 14.4% Utilities - Transmission companies 7.4% Channel Sales 4.4% Renewables 6.9% Utilities - Electricity Distribution Boards (Govt. + Pvt.) 2.1% EPC - Di
Slide 40: Quality of Receivables FY26
Quality of Receivables FY26 Particulars % of Total Secured under various means 50.4% Government Transmission and sector specific companies 25.4% Others (of which 60%+ are with entities where APAR is having business relationship with over 3 years) 24.2% Total 100.0% *based on FY26 Consolidated Sales
Slide 41: 12M FY26: Consolidated Profit & Loss Statement
12M FY26 : Consolidated Profit & Loss Statement Particulars 12M FY26 12M FY25 % Change Sales 22,810 18,492 23.3% Other operating income 92 89 3.6% Revenue from operations 22,902 18,581 23.3% Other income 65 81 (19.7%) Total income 22,967 18,662 23.1% Expenses Cost of raw materials 18,091 14,739 22.7
Slide 42: 12M FY26: Consolidated Balance Sheet
12M FY26 : Consolidated Balance Sheet Particulars 12M FY26 12M FY25 Particulars 12M FY26 12M FY25 ASSETS EQUITY AND LIABILITIES Non-current assets Equity Property, plant and equipments 1,608.59 1,432.02 Equity share capital 40.17 40.17 Right to use assets 104.22 106.46 Other equity 5,352.56 4,463.37
Slide 43: 12M FY26: Consolidated Cash flows
12M FY26 : Consolidated Cash flows Particulars 12M FY26 12M FY25 Particulars 12M FY26 12M FY25 Cash flow from operating activities Cash flow from financing activities Profit before tax & share in net profit / 1,309.92 1,105.76 Proceeds/(repayments) from short-term 0.00 4.37) (loss) of associates bor
Slide 44: 5 years Highlights
5 years Highlights Profit and Loss FY26 FY25 FY24 FY23 FY22 Revenue from operations 22,902 18,581 16,153 14,352 9,317 EBITDA post open period forex 2,067 1,681 1,632 1,291 587 Depreciation -161 -132 -116 -104 -98 Finance cost -377 -333 -338 -267 -121 Unallocable corporate expenditures -187 -110 -71
Slide 45: Thank You!
Thank You! www.apar.com Follow us - For Institutional enquiries Mr. Amey Gogate Investor Relations Contact No : +91 22 67800400 E-mail – amey.gogate@apar.com 44
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