India Nippon Electricals Limited · NSE:INDNIPPON
India Nippon Electricals — Q1 FY2026 Earnings Presentation
21 slides from India Nippon Electricals's earnings presentation, Aug 20, 2025
Slide 1: Exchange filing cover letter: Investor presentation
INEL/SE/2025-26/17 August 20, 2025 National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, Plot no C 1, Phiroze Jeejeebhoy Towers G Block, IFB Centre, Bandra Kurla Complex, Dalal Street Bandra (East), Mumbai - 400051 Mumbai - 400 001 Scrip: INDNIPPON Scrip: 532240 Dear Sir/ M
Slide 2: Earnings Presentation Q1-FY26
EA R N I N G S P R ES E N TAT I O N Q1-FY26
Slide 3: Snapshot
SNAPSHOT 39 Years 3 1 Tier 1 1,605+ Of State-of-art Supplier to Major Employees Experience Manufacturing Auto OEM’s Plants Research Center INR 30%+ 14.26% 16,722 Mn Consistent Debt Free 3 Year Revenue CAGR Market Cap Dividend Payout track record 2 EARNINGS PRESENTATION
Slide 4: Company Overview
COMPANY OVERVIEW ▪ India Nippon Electricals Limited (INEL) was incorporated in 1984 and owned by Lucas Indian Service Limited, a wholly- Revenue (INR Mn) & EBITDA Margins (%) owned subsidiary of Lucas-TVS Limited to manufacture electronic ignition systems for two-wheelers, three-wheelers and portabl
Slide 5: Geographical Presence
GEOGRAPHICAL PRESENCE INDIA ▪ USA ▪ ITALY FY25 Revenue Split ▪ CHINA 4% ▪ SLOVENIA ▪ TURKEY ▪ VIETNAM ▪ THAILAND ▪ JAPAN ▪ NEPAL ▪ SRI LANKA ▪ BANGLADESH 96% ▪ AFRICA Domestic Export 4 EARNINGS PRESENTATION
Slide 6: Key Clientele
KEY CLIENTELE *Logos are meant for representative purposes only 5 EARNINGS PRESENTATION
Slide 7: Product Portfolio
PRODUCT PORTFOLIO Electronic Ignition Controllers Sensors Electric Vehicles Aftermarket System It is a modern automotive It refers to the various It is the collection of various Recently established world-class A dedicated team is focusing on ignition system that replaces the electronic control unit
Slide 8: 2W Electric Vehicles Products
2W ELECTRIC VEHICLES PRODUCTS Traction Motor Traction motors are powered by electricity and generate the power to rotate the wheels. Traction motors are typically mounted in the trucks where the wheels are housed. Cluster Motor Controller It refers to the instrument cluster or dashboard panel found
Slide 9: Strategic Overview
Strategic Overview
Slide 10: Key Strengths
KEY STRENGTHS Strong Client base Thrust On Technology Organizational Agility Offers wide range of Strong Customer Focus Stringent Manufacturing Practices Value Addition products 9 EARNINGS PRESENTATION
Slide 11: Future Growth Strategies
FUTURE GROWTH STRATEGIES Capitalizing on Core Business Advancing Aftermarket Business Focused on exploiting the opportunities presented within core A dedicated team and several measures are taken to strengthen product business by introducing new products for two & three-wheelers. range and distribut
Slide 12: Financial Overview
Financial Overview
Slide 13: Q1-FY26 Financial Highlights
Q1-FY26 FINANCIAL HIGHLIGHTS Q1-FY26 Consolidated Financial Performance INR 2,247 Mn INR 235 Mn 10.46% Revenue from EBITDA Margin EBITDA Operations INR 232 Mn 10.32% INR 10.26/share Net Profit PAT Margin Basic/Diluted EPS 12 EARNINGS PRESENTATION
Slide 14: Operational Highlights
OPERATIONAL HIGHLIGHTS • Q1 sales up 21% YoY, with aftermarket sales up 28% • Recorded highest exports, driven primarily by sensors and ignition coils from US customers • Retained the No. 1 position in ignition systems for the last three years; outpaced industry growth during the quarter • Won “Exce
Slide 15: Quarterly Consolidated Income Statement
QUARTERLY CONSOLIDATED INCOME STATEMENT Particulars (INR Mn) Q1-FY26 Q1-FY25 Y-o-Y Q4-FY25 Q-o-Q Revenue from Operations 2,247 1,866 20.4% 2,338 (3.9)% Operating Expenses 2,012 1,694 18.8% 2,058 (2.2)% EBITDA 235 171 37.4% 280 (16.1)% EBITDA Margins (%) 10.46% 9.19% 127 Bps 11.98% (152) Bps Deprecia
Slide 16: Consolidated Income Statement
CONSOLIDATED INCOME STATEMENT Particulars (INR Mn) FY22 FY23 FY24 FY25 Revenue from Operations 5,663 6,563 7,241 8,448 Operating Expenses 5,166 6,035 6,577 7,496 EBITDA 497 528 664 952 EBITDA Margins (%) 8.78% 8.05% 9.17% 11.27% Depreciation 129 146 151 206 Finance Cost 5 4 4 4 Other Income 252 226
Slide 17: Consolidated Balance Sheet
CONSOLIDATED BALANCE SHEET Particulars (INR Mn) FY23 FY24 FY25 Particulars (INR Mn) FY23 FY24 FY25 EQUITY AND LIABILITIES ASSETS Equity Share Capital 113 113 113 Non-Current Assets Other Equity 5,490 6,120 6,999 Property, Plant and Equipment 1,211 1,312 1,437 Shareholders Fund 5,603 6,233 Right-of-u
Slide 18: Financial Graphs
FINANCIAL GRAPHS Revenue (INR Mn) EBITDA (INR Mn) & EBITDA Margin (%) PAT (INR Mn) & PAT Margin (%) 952 8,448 823 7,241 6,563 664 5,663 593 528 503 482 497 11.27% 10.46% 9.74% 10.32% 8.78% 9.17% 8.88% 8.05% 8.19% 7.34% 2,247 235 232 FY22 FY23 FY24 FY25 Q1-FY26 FY22 FY23 FY24 FY25 Q1-FY26 FY22 FY23 F
Slide 19: Capital Market Data
CAPITAL MARKET DATA 1 Year Stock Performance (up to 30th June, 2025) Dividend Per Share 20% 12.50 10% 10.25 0% 9.25 -10% 6.25 -20% -30% -40% Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 India Nippon Electricals Limited Sensex FY22 FY23 FY24 FY25 Market Data (As
Slide 20: Disclaimer
DISCLAIMER India Nippon Electricals Limited (INEL Disclaimer) No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and
Slide 21: Thank You
Thank You
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