Salzer Electronics Limited · NSE:SALZERELEC
Salzer Electronics — Q1 FY27 Earnings Presentation
42 slides from Salzer Electronics's earnings presentation, Aug 9, 2026
Slide 1: Salzer Electronics Limited Results update presentation Q1 FY27
SALZER ELEC TRONICS LIMITED Results update presentation Q1 FY27 1
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Salzer Electronics Limited (the “Company”) solely for information purposes and does not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with an
Slide 3: Table of Contents
TABLE OF CONTENTS FINANCIAL HIGHLIGHTS COMPANY OVERVIEW BUSINESS OVERVIEW WAY AHEAD 3
Slide 4: Financial Highlights
FINANCIAL HIGHLIGHTS 4
Slide 5: Executive Summary
Executive Summary Core Strength & Financial Momentum Strategic Optionality & Expansion Accelerating Growth Trajectory ~₹ 1,758 Cr FY26 High-Growth Optionalities New Verticals On track for >20% YoY revenue growth in FY26 driven by core switchgear and scaling cable business. Management maintains long-
Slide 6: Company Snapshot
Company Snapshot Business Profile Revenue (Q1 FY27) EBITDA (Q1 FY27) PAT (Q1 FY27) Leading player in electrification and automation solutions ₹ 498.02 Cr ₹ 31.32 Cr ₹ 8.33 Cr across Industrial Switchgear, Wire & Cable, Building 12.90% YoY Growth 6.29% Margin 1.67% Margin Electrical, Smart Metering,
Slide 7: Joint Managing Director's Message
Joint Managing Director’s Message “ During the first quarter of the financial year, we delivered a resilient performance, reporting consolidated revenue of ₹498.02 crore, representing a growth of 12.90% year-on-year. This performance reflects continued demand across our core business divisions, part
Slide 8: Business Segment Mix
Business Segment Mix Q1 FY26 Revenue Split Q1 FY27 Revenue Split 54.6% 53.6% Industrial Switchgear Industrial Switchgear 4.7% 40.8% 6.1% 40.3% Building Segment Wire & Cable Building Segment Wire & Cable 8
Slide 9: Business Geographical Mix
Business Geographical Mix Q1 FY26 Revenue Split Q1 FY27 Revenue Split Industrial Switchgear Dominance Remains the growth and margin anchor contributing ~54% of revenue. Portfolio mix of ~40% standard and ~60% high-value engineered products supports superior margin profile (targeting ~13.5%). India,
Slide 10: Q1 FY27 Standalone Financial Highlights
Q1 FY27 Standalone Financial Highlights Rs. in Crore Q1 FY27 Q1 FY26 Y-o-Y % Q4 FY26 Net Revenue 485.96 432.41 12.38% 462.09 Raw Materials 392.22 335.09 366.15 Employee Cost 18.64 14.79 17.93 Other Expenses 45.59 41.21 48.37 Total Expenditure 456.44 391.09 16.71% 432.45 EBITDA (Excluding other Incom
Slide 11: FY26 Standalone Financial Highlights
FY26 Standalone Financial Highlights Rs. in Crore FY26 FY25 Y-o-Y % Net Revenue 1,715.19 1,382.93 24.03% Raw Materials 1,330.14 1,048.65 Employee Cost 65.26 53.89 Other Expenses 178.36 155.45 Total Expenditure 1,573.76 1,257.99 EBITDA (Excluding other Income) 141.43 124.93 13.20% EBITDA Margin (%) 8
Slide 12: Q1 FY27 Consolidated Financial Highlights
Q1 FY27 Consolidated Financial Highlights Rs. in Crore Q1 FY27 Q1 FY26 Y-o-Y % Q4 FY26 Net Revenue 498.02 441.12 12.90% 474.14 Raw Materials 398.65 338.50 372.54 Employee Cost 20.13 16.20 20.01 Other Expenses 47.92 44.65 50.33 Total Expenditure 466.70 399.36 16.86% 442.88 EBITDA (Excluding other Inc
Slide 13: FY26 Consolidated Financial Highlights
FY26 Consolidated Financial Highlights Rs. in Crore FY26 FY25 Y-o-Y % Net Revenue 1,758.38 1,418.33 23.98% Raw Materials 1,350.76 1,061.94 Employee Cost 71.75 58.97 Other Expenses 188.81 163.52 Total Expenditure 1,611.32 1,284.43 EBITDA (Excluding other Income) 147.06 133.90 9.83% EBITDA Margin (%)
Slide 14: FY26 Revenue Break Up – Business Vertical
FY26 Revenue Break Up – Business Vertical FY25 FY26 57.6% Industrial Switchgear 56.0% Industrial Switchgear 5.5% 36.9% 5.1% 38.9% Building Segment Building Segment Wire & Cable Wire & Cable ▪ Industrial Switchgear – 56.0% of net revenues ▪ Wires & Cables – 38.9% of net revenues ▪ Building Electrical
Slide 15: FY26 Revenue Break Up – Geographical
FY26 Revenue Break Up – Geographical FY25 FY26 72.6% 78.9% India India Middle East, Middle East, 1.9% 1.4% Asia (Exclu. Asia (Exclu. India), 11.4% 6.0% India), 8.5% 5.1% 8.1% Europe 6.1% North & South America North & South America Europe 15
Slide 16: Segment Economics
Segment Economics Business Segment Revenue Mix (FY26) EBITDA Margin Key Drivers & Product Mix Product Mix: ~60% High-Value / ~40% Standard Industrial Switchgear ~56% 13.5% Key Products: Wiring ducts, toroidal transformers, rotary Target (Curr ~11%) switches, load break switches. Core Growth Engine L
Slide 17: Key Consolidated Financial Highlights – Annual
Key Consolidated Financial Highlights – ANNUAL Revenue (Rs. Crore) EBITDA (Rs. Crore) / Margins (%) 1758.4 160 10.2% 9.3% 12% 10.0% 8.4% 140 9.4% 1418.3 10% 120 8.1% 1166.3 8% 1037.2 100 783.6 80 6% 147.1 605.6 60 133.9 117.0 4% 40 95.9 20 61.8 63.8 2% 0 0% FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY
Slide 18: Key Cons. Balance Sheet Highlights – Annual
Key Cons. Balance Sheet Highlights – ANNUAL Return on Capital Employed ( %) Return on Equity (%) 12.57% 11.75% 11.59% 10.31% 9.72% 9.94% 9.65% 9.30% 9.07% 8.52% 6.24% 6.40% FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY23 FY24 FY25 FY26 Debt to Equity(X) Networth as on 31st March (Rs. Crore) 0.92 0.86 5
Slide 19: Working Capital & Borrowings
Working Capital & Borrowings Working Capital (Cr.) – Bar Chart Borrowing (Cr.) Working Capital (Days) – Line Chart 350 20000% 179 167 170 18000% 300 154 153 147 16000% 250 14000% 12000% 200 10000% 503.36 150 435.04 272.5 292.6 8000% 242.9 100 6000% 294.88 181.6 235.4 264.77 4000% 183.28 50 106.2 122
Slide 20: Company Overview
COMPANY OVERVIEW 20
Slide 21: About Us
About Us Leading player offering total and customized 200+ Reputed and long-term customers electrical solutions ▪ Preferred supplier to GE, Schneider and only approved ▪ Incorporated in 1985 supplier of Nuclear Power Corporation ▪ Headquartered in Coimbatore, Tamil Nadu ▪ Largest supplier of rotary
Slide 22: From A Single Product Company…
From A Single Product Company… 1985 - 1995 2001 - 2014 2015 - 2020 2021 – Till Date ▪ Established to manufacturer of CAM ▪ Unit III - manufacture modular switches ▪ Started commercial production of ▪ Forays into EV Business through JVs with Kostad Steuerungsbau operated Rotary Switches ▪ Started man
Slide 23: Experienced Management Team
Experienced Management Team R. Doraiswamy - Managing Director M Laksminarayana - VP - Operations ▪ Qualified Electrical Engineer and Technocrat Entrepreneur with ▪ B.E (Electrical) with over 2 decades of experience over 4 decades of experience ▪ Responsible for Production, Planning, Inventory Manage
Slide 24: Business Overview
BUSINESS OVERVIEW 24
Slide 25: Business Overview
Business Overview INDUSTRIAL BUILDING ENERGY SWITCH GEAR PRODUCTS ELECTRICAL PRODUCTS WIRE & CABLE MANAGEMENT PRODUCTS SMART METERS • Transformers • Modular Switches • Wires & Cables • Energy Savers • Single Phase Meters • Terminal Blocks • Wires & Cables • Flexible Bus Bars • Street Light Controlle
Slide 26: Wide products suite customized for OEM's
Wide products suite customized for OEM’S CT’s COILS / INDUCTORS TERMINAL SOCKETS PANELS In-house manufacturing and R&D enables superior customization of products 26
Slide 27: Smart Metering Opportunity
Smart Metering Opportunity Capacity, Technology & Growth Outlook Annual Capacity Technology Stack FY26 Revenue 4 Million RF Mesh ₹ 25.45 Cr Fully Integrated Facility Certified Wirepas Platform Infrastructure & Tech Current Headwinds Growth Outlook Manufacturing Strength Market Hurdles FY27 Roadmap S
Slide 28: EV Charging & Energy Management
EV Charging & Energy Management Strategic New Growth Engines EV Charging Solutions Energy Management Scaling through Strategic Investments Recurring Revenue Platform ₹ 8 Cr ~100 ~₹ 200 Cr Q2 FY27 Strategic Investment Units Sold Project Value Target Commencement 30% Stake in UltraFast Chargers Gainin
Slide 29: Key Strengths
Key Strengths COMPLETE BACKWARD WIDE DISTRIBUTION NETWORK INTEGRATION Wide distribution network – international and domestic In-house manufacturing facilities with process capabilities ensures better product development and customization Tie up with L&T – access to over 350 dealers in India; own Wel
Slide 30: Seven Manufacturing Facilities…
Seven Manufacturing Facilities… Unit 1 Unit 3 Hosur Plant • Rotary Switch • Wiring Accessories • Wire Harnesses • Contactors & Relays • Toroidal Transformers • Panel Assembly Unit 2 • Lighting Energy Savers • Toroidal Transformers • Automatic Meter Reading • Isolators (Dis-connectors) Unit 4 • Three
Slide 31: Capex, Capacity & Operational Excellence
Capex, Capacity & Operational Excellence FY25 Capex Program Capacity Utilization Switchgear 70% Optimal ~₹50 Cr ~₹25 Cr ~₹20 Cr ₹8 Cr Wire & Cable 65% High Total Planned Smart Meter Maintenance & EV Charger Investment Factory Other Capex Strategic Stake Smart Meters INSTALLED 4 Mn Units p.a. Distrib
Slide 32: Innovation, Patents & Partnership
Innovation, Patents & Partnership R&D & Intellectual Property PATENT GRANTED Strategic Ecosystem Recent Breakthrough Technology Alliances High-Voltage Disconnecting & Earthing Device Collaboration for Transformers Designed specifically for Railway Locomotive applications. Validates Salzer's capabili
Slide 33: With In-House Process Capabilities…
With In -House Process Capabilities… IN-HOUSE TOOL ROOM Full fledged facility for manufacturing and servicing of Moulds and press tools TYPE TESTING LABORATORY – CNC Wire Cut Machines and Spark erosion machines – Loads up to 500Amps – CNC Machining center, EDM Drilling – Environmental test chamber f
Slide 34: …And A Strong R&D Team
…And A Strong R&D Team • IN-HOUSE R&D CENTER R&D expenses (Rs crore) − More than 35 engineers − Recognized by Department of Science, Govt of India • PATENTED ROTARY SWITCHES 19.14 • SIX PATENTS IN PROCESS 15.53 − Manual Single-Phase Starter with no voltage tripping, Energy Saver System for Street Li
Slide 35: Wide Distribution Network
Wide Distribution Network International ▪ Direct network across 50 countries ✓ 21% of sales from exports (FY26) ✓ 40 international distributors ▪ Plans to expand in US, Africa and Middle east Domestic ▪ Tie up with L&T – access to more than 350 dealers in India ▪ Direct network for Modular Switches
Slide 36: Export strategy & Global expansion
Export strategy & Global expansion Tariff Resets & Localized Manufacturing Driving Next Leg of Growth Current Export Mix Target Mix Global Reach Key Drivers 21.06% 25%+ 40+ US Tariff Cut FY26 Actual Medium-term Goal International Distributors Saudi Expansion UK & Europe North America (USA) Margin Dr
Slide 37: Internationally certified
Internationally certified ISO 9001 ISO 14001 CE Certification ISO 18001 UL Certification CB certification RoHS Intertek Semko approval CSA Certification ISO 18001 ... Across entire product portfolio 37
Slide 38: Blue chip customers
Blue chip customers Schneider Electric: the global specialist in energy management ▪ Marketing Tie-up with L&T for Indian Market ▪ Largest supplier of rotary switches to Indian Railways ▪ Branding partner to various large OEM’s in India ▪ Technical Tie-up with American Company C3Controls, to manufac
Slide 39: Way Ahead
WAY ahead 39
Slide 40: Way Ahead
Way Ahead OPERATIONAL EXCELLENCE Consistently executing business strategy and continued focus on improving operating costs by sourcing quality raw materials and efficient manpower FOCUS ON MARGIN IMPROVEMENT • Increase sales of high margin products – existing and new VENTURE INTO NEW PROJECT • Incre
Slide 41: ESG Initiatives
ESG Initiatives Environment Social Governance • Committed towards a cleaner, greener • Continues to contribute towards skill • M/s. Swamy and Ravi, Chartered and healthier environment development among the local population Accountants for statutory audit and M/s D A T & Associates , Chartered • Opti
Slide 42: Thank You
THANK YOU For further information, please contact Salzer Electronics Limited Adfactors PR Private Limited Mr. Murugesh Ms. Savli Mangle murugesan@salzergroup.com savli.mangle@Adfactorspr.com www.salzergroup.net Mr. Rupesh Rege Rupesh.rege@Adfactorspr.com www.adfactorspr.com 42