Belrise Industries Limited · NSE:BELRISE
Belrise Industries — Investor Presentation (July 2026)
21 slides from Belrise Industries's investor presentation, July 2026
Slide 1: Belrise Industries Limited
Belrise Industries Limited (Formerly known as Badve Engineering Limited) Investor Presentation – July 2026
Slide 2: Safe Harbor
Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Belrise Industries Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any se
Slide 3: Belrise – Overview
Belrise – Overview Belrise Industries Limited (BIL) is an integrated precision engineering company offering a diverse range of critical automotive components Among the key players 1,000+ 24 in 2W metal components in India with a Market Share of Product Portfolio Chassis systems, Exhaust systems, Man
Slide 4: History of Our Performance
History of Our Performance Set up 5 new facilities and commenced entry into Aerospace and Defense with the acquisition of Chester Hall and Acquired plastic molding SDM, and a strategic cooperation company supplying to 2 agreement with Plasan Sasa Acquisition major Japanese OEMs of an international S
Slide 5: Largely Powertrain-Agnostic Portfolio
Largely Powertrain-Agnostic Portfolio By Manufacturing & Other 18.7% Manufacturing Revenue FY26 Revenue Revenue from Trading of Goods 81.3%81.3% By Powertrain1 By Vehicle Type1 1.2% 4.5% 5.2% 25.4% 8.3% 2W & 3W FY26 ICE FY26 4W CV Manufacturing Powertrain-Agnostic Manufacturing Revenue 4W PV Other 2
Slide 6: Distinguished Market Leader in the High-growth Precision Sheet Metal Segment
Distinguished Market Leader in the High-growth Precision Sheet Metal Segment Domestic two-wheeler industry outlook Domestic auto component industry outlook Healthy outlook for 2W growth Stronger growth tailwinds for component industry CAGR: 9-11% ₹ in billion CAGR: 4.0% Million Units 15,000-16,000 2
Slide 7: Extensive, Powertrain-Agnostic Product Portfolio (1/2)
Extensive, Powertrain-Agnostic Product Portfolio (1/2) Proprietary System Assembly Shock Absorber Rear Shock Plastic Seating Cowl Side Dash Steering Head Lamp Front Spring Absorber Cowl Board Column Bracket Fender BIW Part(s) 3-Wheelers 2-Wheelers Exhaust System Front Shock Front Fork Foot Main Stan
Slide 8: Extensive, Powertrain-Agnostic Product Portfolio (2/2)
Extensive, Powertrain-Agnostic Product Portfolio (2/2) Proprietary System Assembly Plastic Accessories Seating system parts BIW Parts Commercial Vehicles Passenger Vehicles Bumper Air Tank Polymer Part(s) Chassis Cross Car Beam Battery Container 8
Slide 9: Delivering Customer Success through Agile and Robust Manufacturing
Delivering Customer Success through Agile and Robust Manufacturing 890 Robots for 5.5% Haryana Uttarakhand Fabrication Bawal (1) Pantnagar (2), Haridwar (1) % Exports contribution (from Sheet Metal Fabrication Capability Manufacturing Revenue, FY26) Uttar Pradesh Rajasthan Greater Noida (1) Bhiwadi
Slide 10: Update on New Facilities (1/2)
Update on New Facilities (1/2) Bhiwadi – 2 (Brownfield) Haridwar – 1 • Trial supplies dispatched to a leading two-wheeler • Serving a large Japanese 2W OEM for one of their OEM customer highest selling models • The facility will drive backward integration through • Key products manufactured include
Slide 11: Update on New Facilities (2/2)
Update on New Facilities (2/2) Chennai – 2 Pune – 5 • Serving a premium 2W OEM • Key products manufactured include high-tensile long • Key products manufactured include chassis systems, member components for Medium & Heavy exhaust systems, ATS brackets & BIW parts Commercial Vehicles Bhiwadi – 3 Che
Slide 12: Update on Key Strategies
Update on Key Strategies Developing a portfolio of proprietary, high-value engineered products 1 and adjacent precision engineering capabilities Transitioning from a Tier-1 supplier (subsystem supplier) to a 2 Tier-0.5 supplier (system supplier) Expanding our portfolio of EV-agnostic and renewable e
Slide 13: Annexures
INDUSTRIES [¢ BELRISE Annexures
Slide 14: Belrise – A Responsible Corporate
Belrise – A Responsible Corporate Sustainability Goals E S G Environmental Social Governance • Effluent treatment plants and sewage treatment plants • Trained and employed over 1,000 workers across • Robust governance standards with majority across manufacturing facilities manufacturing facilities i
Slide 15: Financial Highlights – FY26
Financial Highlights – FY26 Manufacturing Revenue1 Revenue from Trading of Goods Revenue from Operations (in ₹ Mn.) (in ₹ Mn.) (in ₹ Mn.) +17% +5% +15% 77,346 17,745 95,091 65,938 16,970 82,908 FY25 FY26 FY25 FY26 FY25 FY26 EBITDA & EBITDA Margins Adj. PAT & PAT Margins2 ROACE (%)3 (in ₹ Mn.) (in ₹
Slide 16: Revenue Breakup – FY26
Revenue Breakup – FY26 2W + 3W 4W PV 4W CV Others1 (in ₹ Mn.) (in ₹ Mn.) (in ₹ Mn.) (in ₹ Mn.) 84.8% 82.0% 4.4% 5.2% 7.3% 8.3% 3.5% 4.5% +13% +37% +35% +52% 63,401 3,999 6,447 3,499 2,918 4,790 2,297 55,933 FY25 FY26 FY25 FY26 FY25 FY26 FY25 FY26 ICE Powertrain Agnostic Other2 (in ₹ Mn.) (in ₹ Mn.)
Slide 17: Consolidated Financial Highlights
Consolidated Financial Highlights Profit and Loss (In ₹ Mn.) FY26 FY25 Y-o-Y Revenue from Operations 95,091.02 82,908.16 14.69% Cost of Goods Sold 76,798.85 67,116.05 Gross Profit 18,292.17 15,792.11 15.83% Gross Profit Margin (%) 19.24% 19.05% 19 bps Employee Cost 3,405.26 2,938.10 Other Expenses 3
Slide 18: Balance Sheet
Balance Sheet Assets (In ₹ Mn.) Mar-26 Mar-25* Equity & Liabilities (In ₹ Mn.) Mar-26 Mar-25* Non-Current Assets 37,323.29 35,420.55 Total Equity 52,262.85 27,131.86 Property, Plant and Equipment 28,348.90 26,453.30 Equity Share Capital 4,449.40 3,254.95 Other Equity 47,813.45 23,712.38 Capital work
Slide 19: Cash Flow Statement
Cash Flow Statement Particulars (In ₹ Mn.) FY26 FY25* Net Profit Before Tax 6,657.68 4,455.76 Adjustments for: Non -Cash Items / Other Investment or Financial Items 5,600.75 5,957.88 Operating profit before working capital changes 12,258.43 10,413.64 Changes in working capital -1,896.42 -2,389.79 Ca
Slide 20: Glossary
Glossary Term Description 2W Two-wheelers, including motorcycles, scooters and mopeds 3W Three-wheelers, including passenger carriers and goods carriers 4W Four-wheeler BIW Body-in-white, being the stage in automotive manufacturing where the vehicle body is assembled before painting and other finish
Slide 21: THANK YOU !
THANK YOU ! Company: Belrise Industries Limited (Formerly known as Badve Engineering Limited) CIN: L73100MH1996PLC102827 Mr. Amit Joshi – GM, Corporate Finance arjoshi@belriseindustries.com
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