Fiem Industries Limited · NSE:FIEMIND
Fiem Industries — H1FY26 Earnings Presentation
41 slides from Fiem Industries's earnings presentation, Nov 12, 2025
Slide 1: Cover letter to stock exchanges for 2QFY26 earnings call presentation
November 12, 2025 The Manager, The Manager, Dept. of Corporate Services Listing Department, B S E Limited National Stock Exchange of India Ltd. 25th Floor, P. J. Towers, Dalal Street, Exchange Plaza, Bandra Kurla Complex Fort, Mumbai - 400 001 Bandra (East), Mumbai -400051 [BSE Code: 532768] [NSE Sy
Slide 2: Fiem Industries Investor Presentation H1FY26
alls FIEM INDUSTRIES LTD. Uy Fiean Investor Presentation LIGHT UP THE WORLD H1FY26
Slide 3: Executive Summary
EXECUTIVE SUMMARY Overview • Fiem Industries Ltd. (FIEM) was founded and incorporated in 1989 by Mr. J.K. Jain. • The Company was listed on BSE and NSE in 2006. • FIEM is one of the leading manufacturers of Automotive Lighting & Signalling Equipment's and Rear View Mirrors in India. FIEM is among fi
Slide 4: Financial Summary (Standalone)
FINANCIAL SUMMARY (STANDALONE) Turnover (Net) Rs. in million 30,000 24,050 25,000 20,144 20,000 18,340 15,577 15,000 13,663 12,075 10,000 5,000 0 FY20 FY21 FY22 FY23 FY24 FY25 FY25 Segment wise FY25 Revenue Breakup Automotive FY25 Revenue Breakup Automotive FY25 Revenue Breakup Sales Breakup Segment
Slide 5: Sales Revenue Mix (Standalone) H1FY26
SALES REVENUE MIX (STANDALONE) H1FY26 Segment wise H1FY26 Revenue Breakup H1FY26 Revenue Breakup H1FY26 Revenue Breakup Sales Breakup Automotive Segment - Product Mix Automotive Segment - OEMs / Automotive Segment – Repl. Market / Exports 2 Wheeler / 4 Wheeler 4.83% 2.53% 0.19% 5.06% 1.81% 9.19% 10.
Slide 6: Sales Revenue Mix (Standalone) Q2FY26
SALES REVENUE MIX (STANDALONE) Q2FY26 Segment wise Q2FY26 Revenue Breakup Q2FY26 Revenue Breakup Q2FY26 Revenue Breakup Sales Breakup Automotive Segment - Product Mix Automotive Segment - OEMs / Automotive Segment – Repl. Market / Exports 2 Wheeler / 4 Wheeler 4.69% 2.28% 0.10% 5.01% 1.55% 8.94% 10.
Slide 7: Company Overview
6 • The Company was originally incorporated in India as Rahul Auto Private Limited on February 6, 1989 in New Delhi and was founded by Mr. J.K. Jain, who is a first generation entrepreneur and is in the automotive lighting business since 1970’s. • FIEM is one of the leading manufacturers of automoti
Slide 8: Promoters & Whole Time Directors
PROMOTERS & WHOLE TIME DIRECTORS Mr. J. K. Jain Mr. Rahul Jain Mrs. Seema Jain Ms. Aanchal Jain Chairman & Managing Director Joint Managing Director Whole-time Director Whole-time Director Aged 73 years, he is the Chairman & Managing Aged 38 years, he was inducted on the Aged 70 years, she is the Wh
Slide 9: Promoters & Whole Time Directors
PROMOTERS & WHOLE TIME DIRECTORS Mr. Rajesh Sharma Mr. Vineet Sahni Mr. Kashi Ram Yadav Joint Managing Director CEO & Director Whole-time Director Aged 62 years, he joined the Company in Aged 60 years, he is a veteran and an inspirational business leader in Aged 69 years, he is the Whole-time Septem
Slide 10: Fiem Journey
FIEM JOURNEY 2021 - 2025 2018 - 2020 2016-2017 2010-2015 2001-2009 1989-2000 • 2022 – Setup New Design Centre at Hosur, Tamil Nadu • 2018 – Joint Venture with • 2023 – Setup New Design • 2016 – Started new Mfg. Aisan Industry Co. Ltd., Centre Passenger Vehicle at Unit in Ahmedabad (Unit 9). Japan an
Slide 11: Fiem Group of Companies
FIEM GROUP OF COMPANIES NAC iean| LIGHT UP THE WORLD gull ITALY Our Global Presence —_ 9 Le] INDIA JAPAN a * | r - : : R&D & Design Centres we ‘Design Conte ‘Design Care & Lain Otoe Ragitered Otioe Fin Research ane Techtopy 8, ty Fm industries Japan Co, Li, Japan JW Marra roy, Woe Del Design Cont ‘8
Slide 12: World Class Testing Lab
NC iem LIGHT UP THE WORLD —_—_ BUUSGur Fog - (World Class Testing Lab. EMV/EMC Faclty /
Slide 13: R&D-Electronics, Innovation Centre & Corporate Office
R&D-ELECTRONICS, INNOVATION CENTRE & CORPORATE OFFICE "One Team, One Vision Stronger Together!" "Great things happen when teams come together under one roof! Opening of this office marks a new chapter for FIEM—enhanced collaboration, faster innovation and shared success." 12
Slide 14: Govt. Approved R&D Centre
GOVT. APPROVED R&D CENTRE • FIEM’s state of the art R&D Centre offers its clients design and development capabilities in Automotive Lighting & Signalling Equipments and Rear View Mirrors which meet the specifications of the clients requirements. • Government of India, Ministry of Science and Technol
Slide 15: Automotive LED Light Journey
AUTOMOTIVE LED LIGHT JOURNEY 14
Slide 16: Product Range
PRODUCT RANGE 15
Slide 17: Product Range
PRODUCT RANGE 16
Slide 18: Harley-Davidson & Hero MotoCorp Launched in India
HARLEY-DAVIDSON & HERO MOTOCORP LAUNCHED IN INDIA LED HEAD LAMP by FIEM LED FOG LAMP by FIEM LED TAIL LAMP by FIEM 17
Slide 19: Product Range
PRODUCT RANGE WY LIGHT UP THE WORLD \. Hero
Slide 20: Product Range
VWA@Ci PRODUCT RANGE Y Gea ~ i, oP & Ke ig gg
Slide 21: Product Range
PRODUCT RANGE NY $ SUZUKI @
Slide 22: Product Range
/ ° PRODUCT RANGE WY LIGHT UP THE WORLD
Slide 23: Product Range
PRODUCT RANGE me LIGHT UP THE WORLD HARLEY-DAVIDSON
Slide 24: Product Range
PRODUCT RANGE (@Jrraccio
Slide 25: Fiem Advantage
STRONG CLIENT BASE MANUFACTURING EDGE...COST SAVING TO • FIEM has a strong client base of more than 50 OEMs THE CUSTOMERS and is supplying to its prestigious customers since their • State-of-the-art manufacturing facilities located close to inception. the OEM Customers offering Logistic cost saving
Slide 26: Accolades Received
ACCOLADES RECEIVED MORE THAN 50+ AWARDS SINCE 1991 25
Slide 27: Automotive Lights
AUTOMOTIVE LIGHTS FIEM is one of the most renowned names in Automotive Lightings & Signalling Equipments with Automotive Light Contribution (Rs. In mn) the history of around four decades. The company is associated with some of the most prestigious 20,000 OEM customers in India. 17,560 • Automotive L
Slide 28: Rear View Mirrors
REAR VIEW MIRRORS • Rear-View Mirror – FIEM has 6 state-of-the-art mirror manufacturing plants in its different units having all the processes in-house which includes: Rear View Mirror Contribution (Rs. In mn) • Mirror Plate Making - Profile cutting, Washing, Grinding, Convexing, 3,000 2,666 • Clean
Slide 29: Plastic Moulded Parts
PLASTIC MOULDED PARTS • Plastic Moulded Parts – Plastic moulding is integral part of automotive lighting as well as rear view mirrors, as these parts are required to make final assembly of all the products. Plastic Moulded Parts Contribution (Rs. In mn) • FIEM has installed world class more than 450
Slide 30: Others
OTHERS Others Automotive Segment Include items contributing less than 10% of Total Sale, mainly includes Fabrication items, Canister, Bank Angle Sensor etc. Others Contribution (Rs. In mn) • Sheet Metal Parts (fabrication Item) – FIEM has full fledged sheet metal fabrication facilities as 1,800 8 we
Slide 31: Our Customers
OUR CUSTOMERS H1FY26 and FY25 Top Clientele Contribution – Automotive Segment H1FY26 TVS MOTOR COMPANY 8.68% 5.06% HONDA TWO WHEELER GROUP 5.70% 31.69% INDIA YAMAHA SUZUKI MOTORCYCLE 8.96% EICHER ROYAL ENFIELD REPLACEMENT MARKET 14.85% OTHER CUSTOMERS 25.06% FY25 TVS MOTOR COMPANY 9.94% HONDA TWO WH
Slide 32: Our Customers
OUR CUSTOMERS Q2FY26 and Q1FY26 Top Clientele Contribution – Automotive Segment Q2FY26 TVS MOTOR COMPANY 8.16% HONDA TWO WHEELER GROUP 5.02% INDIA YAMAHA 6.08% 33.38% SUZUKI MOTORCYCLE EICHER ROYAL ENFIELD 8.89% REPLACEMENT MARKET OTHER CUSTOMERS 13.83% 24.64% Q1FY26 TVS MOTOR COMPANY 9.25% HONDA TW
Slide 33: LED Display Systems
LED DISPLAY SYSTEMS • Integrated Passenger Information System with LED Display (IPIS or PIDS) is an electronic information system which LED Integrated Passenger Information System provides real-time passenger information. Railway • Passenger information delivered in relevant locations along the bus
Slide 34: Consolidated Income Statement
CONSOLIDATED INCOME STATEMENT Particulars (INR Mn) FY21 FY22 FY23 FY24 FY25 H1FY26 Total Sales 12,076 15,577 18,340 20,153 24,054 13,617 EBIDTA 1,338 1,940 2,486 2,687 3,222 1,885 EBITDA Margin 11.08% 12.45% 13.56% 13.33% 13.39% 13.84% Other Income 32 26 108 160 161 114 Exceptional Item (32) - - - 3
Slide 35: Consolidated Balance Sheet Highlights (As per Ind-AS)
CONSOLIDATED BALANCE SHEET HIGHLIGHTS (AS PER IND-AS) Particulars (INR Mn) 31.03.24 31.03.25 30.09.25 Particulars (INR Mn) 31.03.24 31.03.25 30.09.25 ASSETS EQUITY AND LIABILITIES A. EQUITY I. NON CURRENT ASSETS Equity Share Capital 263 263 263 a) Property, Plant and Equipment 4,640 5,222 5,041 Othe
Slide 36: Standalone Income Statement
STANDALONE INCOME STATEMENT Particulars (INR Mn) FY21 FY22 FY23 FY24 FY25 H1FY26 Total Sales 12,075 15,577 18,340 20,144 24,050 13,605 EBIDTA 1,338 1,934 2,478 2,680 3,207 1,865 EBITDA Margin 11.35% 12.42% 13.51% 13.30% 13.34% 13.71% Other Income 34 26 108 159 160 114 Exceptional Item (32) - - - 37
Slide 37: Standalone Balance Sheet Highlights (As per Ind-AS)
STANDALONE BALANCE SHEET HIGHLIGHTS (AS PER IND-AS) Particulars (INR Mn) 31.03.24 31.03.25 30.09.25 Particulars (INR Mn) 31.03.24 31.03.25 30.09.25 ASSETS EQUITY AND LIABILITIES I. NON CURRENT ASSETS A. EQUITY Equity Share Capital 263 263 263 a) Property, Plant and Equipment 4,630 5,209 5,027 Other
Slide 38: Standalone Financial Overview
STANDALONE FINANCIAL OVERVIEW REVENUE (Rs. In mn) TOTAL COMPREHENSIVE INCOME 30,000 (Rs. In mn) 24,222 2,500 25,000 2,027 20,278 2,000 20,000 18,480 1,655 15,723 13,770 1,500 1,383 15,000 12,209 950 10,000 1,000 783 485 5,000 500 0 0 FY20 FY21 FY22 FY23 FY24 FY25 FY20 FY21 FY22 FY23 FY24 FY25 EBITDA
Slide 39: Standalone Financial Overview
STANDALONE FINANCIAL OVERVIEW CASH PAT (Rs. In mn) GROSS BLOCK (Rs. In mn) 3,000 11,000 10,803 2,693 2,500 2,233 10,500 1,922 2,000 10,000 9,833 9,735 1,503 1,500 9,411 9,500 9,282 1,178 9,171 1,036 1,000 9,000 500 8,500 0 8,000 FY20 FY21 FY22 FY23 FY24 FY25 FY20 FY21 FY22 FY23 FY24 FY25 LONG TERM L
Slide 40: Standalone Financial Overview
STANDALONE FINANCIAL OVERVIEW ROCE & ROE BOOK VALUE PER SHARE (Rs.) 450 30.00% 24.96% 26.22% 393 25.08% 400 366 25.00% 19.62% 350 20.00% 16.63% 21.25% 300 * 289 11.66% 19.85% 20.16% * 246 15.00% * 15.60% 250 *201 218 10.00% 14.92% 200 8.55% 150 5.00% 0.00% 100 FY20 FY21 FY22 FY23 FY24 FY25 50 0 ROCE
Slide 41: Safe Harbor Disclaimer
SAFE HARBOR DISCLAIMER : This presentation is for general information purposes only, without regard to any specific objectives, financial situations or informational needs of any particular person. This presentation does not constitute an offer or invitation to purchase or subscribe for any securiti