Sanghvi Movers Limited · NSE:SANGHVIMOV
Sanghvi Movers — Q1 FY27 Earnings Presentation
39 slides from Sanghvi Movers's earnings presentation, Jul 31, 2026
Slide 1: Filing cover letter to stock exchanges
SANGHVI MOVERS LIMITED Regd. Office: Survey No. 92, Tathawade, Taluka - Mulshi, Pune, Maharashtra - 411033, INDIA. Tel. : 020-66744700, 020-27400700 E-mail : sanghvi@sanghvicranes.com Web : www.sanghvicranes.com CIN No.: L29150PN1989PLC054143 REF: SML/SEC/SE/26-27/25 July 31, 2026 To, To, The Manage
Slide 2: Sanghvi Movers Limited
SANGHVI MOVERS LIMITED 1
Slide 3: Disclaimer
This presentation and the accompanying slides (the “Presentation”) have been prepared by Sanghvi Movers Limited (the “Company”) solely for information purposes. This Presentation does not constitute an offer, recommendation, or invitation to purchase or subscribe for any securities and shall not for
Slide 4: Index
Index Slide No. 1 Message from the Managing Director 4 2 SML at a Glance 5 3 ELEVATE 2030 16 4 Strategic Information 22 5 Consolidated Financial Overview 26 3
Slide 5: Message from the Managing Director
Q1 FY27 Performance Message from the Managing Director FY26 marked a pivotal year in Sanghvi Movers’ transformation journey, driven by strong execution in the core crane rental business and expansion into new growth avenues. We successfully operationalized our Middle East business, strengthened rene
Slide 6: SML at a Glance
SML AT A GLANCE 5
Slide 7: Sanghvi Group - Resilient Market Leader
Sanghvi Movers Group SANGHVI GROUP - RESILIENT MARKET LEADER Nation Building Group: Integrated Heavy-Lift &Infrastructure Services Standing tall in highly unorganized market & pushing boundaries to create value for all stakeholders rd PARENT COMPANY · ESTABLISHED 1989 World’s 3rd Largest crane renta
Slide 8: How We Create Value For The Customer
CUSTOMER VALUE PROPOSITION How We Create Value For The Customer PRODUCT OPERATIONAL FINANCIAL End-to-End Strong Technical High Operational High standards Attractive Solutions Expertise Efficiency (QHSE) Pricing Unmatched speed-to- Industry-leading health & Market-leading, cost- Solutions ranging fro
Slide 9: Sangreen Future Renewables Private Ltd
SUBSIDIARY · RENEWABLES Sangreen Future Renewables Private Ltd Serving the Nation Through Renewables Aligning the future of Sanghvi group to India’s need of clean energy and energy independence 18+ GW 2+ GW CURRENT 5 GW ENQUIRY 140 + PROJECTS 125 + CLIENTS ORDER BOOK PIPELINE DELIVERED SERVED STRATE
Slide 10: Sanghvi Movers Middle East Ltd
SUBSIDIARY · MIDDLE EAST Sanghvi Movers Middle East Ltd From Nation Builder to Global Builder We want to evolve from a nation builder to a global builder $1.5T+ $ 1B+ 10-12% CAGR Giga projects & Global Commitments Launchpad Oil & Gas; Infra Crane Rental Market Expected Market Growth fueling accelera
Slide 11: Global Market Footprint
Our Spread Global Market Footprint World’s 3rd & Asia's Largest Globally Ranked Crane Rental Company (IC Index 2025) Riyadh Qatar Ghaziabad Global Presence Delhi India | Saudi Arabia | Botswana | Qatar Pali Saudi Arabia Mundra Jamshedpur 10+ Diverse Sectors Jamnagar Jaora Raigarh Strong presence in
Slide 12: Awards Received
Our Excellence Awards Received MRU Business Partners Successful completion Asia Business Leader of Ultratech Appreciation Appreciation for GE Vernova - Contractor HSE Meet 2025: Always on of the 70.2 MW Wind the Year - CFO Certificate Successful Steam Contractor Gold Performance Award Quality Recogn
Slide 13: Board of Directors
Leadership & Governance Board of Directors Deepak Thombre Madhu Pradip Amitabha Ishwar Chand Tushar Mehendale Indraneel Chitale Maithili R. Chairman of Board Dubhashi Mukhopadhyay Mangal Non – Executive Non – Executive Sanghvi Independent Director Independent Director Non – Executive Non – Executive
Slide 14: Leadership Team
Leadership & Governance Leadership Team Gaurang Desai Prajwal Kumar Pradeep Mehta Akshay Pore Saumil Dave Kumar Jagat Mohammed Chief Executive Officer Chief Business Officer Chief Financial Officer Chief Strategy Officer Chief Operating Officer President HR Almanaseer Managing Director SMME 13
Slide 15: Elevate
ELEVATE
Slide 16: Lays out clear vision for each Business Unit
STRATEGIC ROADMAP · ELEVATE 2030 Lays out clear vision for each Business Unit CORE BUSINESS RENEWABLES INTERNATIONAL EXPANSION · GCC THE VISION THE VISION THE VISION Re-accelerating growth through capital- KSA as the launchpad for global Aspire to be complete Renewable efficient scale-up. To retain
Slide 17: Six Core Pillars: Building Competencies for Future
ELEVATE 2030 · STRATEGIC FRAMEWORK Six Core Pillars: Building Competencies for Future Customer-Centric Approach Robust Financial Growth Strengthening partnerships through tailored, Enhancing capital efficiency, profitability high-quality service offerings and deeper and keeping the risks under check
Slide 18: Track of Elevate 2030
ELEVATE 2030 · TRANSFORMATION Track of Elevate 2030 FROM ELEVATE 2030 ROADMAP — WHAT WE COMMITTED, WHERE WE ARE Dimension Committed (Elevate 2030) FY26 Achievement FY27 Target Business Structure Single India → Global Group India + KSA + Botswana + Qatar New country activation SFRPL – High ROCE asset
Slide 19: Guidance for FY27 & FY28 (Consolidated)
ELEVATE 2030 · TRANSFORMATION Guidance for FY27 & FY28 (Consolidated) Metric (unit) FY26 Actual FY27 Projection YoY FY28 Target CAGR Compared Q1 FY26 Actual Q1 FY27 Actual YoY* to FY26 Total Income (₹ Cr) 1,100 1,400-1,500 30–40% 1,800-1,900 25-35% 281 393 40% Blended ROCE (%) 16% 16.25-16.5% - 16.5
Slide 20: Strategic Information
STRATEGIC INFORMATION 20
Slide 21: Market Drivers - Refinery
Industry Overview Market Drivers Industry Capacity Growth [MTPA] Tailwinds – Latest Policy Updates Headwinds – Latest Policy Updates Refining-hub push reaffirmed — govt targets 300+ EU ban on Russian-crude products — in force 21 Jan 2026; Refinery 310 MMTPA (India Energy Week, Feb 2026); refineries
Slide 22: Market Drivers - Wind Energy
Industry Overview Market Drivers Industry Capacity Growth [GW] Tailwinds – Latest Policy Updates Headwinds – Latest Policy Updates Record year for wind — 6.05 GW added in FY26 ISTS waiver cliff — waiver only for projects 100 (+46%), highest ever; 29 GW under construction commissioned by Jun 2028; no
Slide 23: KSA Market demand and inquiry pipeline
KSA Market demand and inquiry pipeline – 0–24 Month Pipeline Visibility | ~$14–38 Mn Confirmed Pipeline (0-12 Months) Sector Diversification Sector Value ($ Mn) 2% Infrastructure 4-7 19% 26% Housing & Entertainment 2-3 Industry 3-4 Industry & Housing 4-7 14% Industries & Energy 0.8-1 8% Total 13.8-2
Slide 24: Consolidated Financial Overview
CONSOLIDATED FINANCIAL OVERVIEW 24
Slide 25: Q1 FY27 Operating KPIs
Q1 FY27 Operating KPIs Crane Rental GCC Crane Rental Renewables E&C Particulars Inter-Co Elimination Group SML + SMBPL SMMEL (KSA)+ SMMHL (Qatar) SFRPL + SLPL Crane Fleet Size 443 49 - - 492 Gross Block (₹ Cr) 3,169 130 1 - 3,300 Enquiry Pipeline (₹ Cr) 631 354 4,656 - 5,641 Order Book (₹ Cr) 539 28
Slide 26: Capex Plan and Q1 Deployment Status
Capex Plan and Q1 Deployment Status (₹ Cr.) CAPEX Planned in FY27 CAPITALISED IN Q1 FY27 PENDING FOR 9M FY27 REVENUE-GENERATING 652 164 (Carry Forward from FY26) 487 (Capex Approved by BoD on 20th May 26) 92 14% of the pool 560 86% of the pool 97% 632 out of 652 SML — India SMMEL — KSA Group Particu
Slide 27: Key Business Updates
Q1 FY27 Key Business Updates Order book increased 19% to ₹1,253 Cr as on 24 Jul'26 from ₹1,053 Cr on 14 May’26 Secured order book for Q1 FY27 (over 10 weeks), driven by strong contributions from SML and SFRPL, providing confidence in achieving annual targets. • Achieved successful commissioning of a
Slide 28: Performance Trends: Quarterly
Performance Trends: Quarterly (₹ Cr.) PAT Revenue From Operations EBITDA (Before Exceptional Items) Cash Profit 273 351 380 107 143 139 50 69 65 82 104 104 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 30
Slide 29: Segment Wise Contribution: Q1 FY27
Segment Wise Contribution: Q1 FY27 Revenue from Operations (₹ Cr.) Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 160 143 169 221 228 106 56 54 116 140 8 11 12 14 11 273 210 236 351 380 Crane R entals Renewables (E& C) Pr oject EPC Revenue From O perations Operational EBITDA EBITDA % 54% 47% 45% 51% 43% 11
Slide 30: Fleet Utilisation & Yield - Quarterly
Fleet Utilisation & Yield - Quarterly Quarterly Utilisation and Yield by Geography (%) 4.38% 4.10% 2.29% 2.24% 2.06% 81% 87% 86% 78% 86% India + Botswana KSA + Qatar Q1 FY2 6 Q4 FY2 6 Q1 FY2 7 32
Slide 31: SFRPL As A Strategic Diversification Strengthens ROCE
SFRPL As A Strategic Diversification Strengthens ROCE While Changes The EBITDA Mix EBITDA 175 287 409 371 429 139 EBITDA % 47% 59% 63% 45% 39% 35% Strategic Value Creation Through Diversification • SFRPL contributes EBITDA at 14% 23% 17% margins on an asset-light base: 11% 14% optically dilutive to
Slide 32: SML's FY26 to Q1 FY27 EBITDA Margin Bridge
SML's FY 26 à Q1 FY27 EBITDA Margin Bridge EBITDA margin remains structurally intact; the one- time impacts are as below: 53% • Increase in ECL provision due to increase in ageing of receivables, ECL will rationalise over the course -2% -1% 47% -1% of the FY. -2% • Change in revenue mix due to hirin
Slide 33: Consolidated P&L
Consolidated P&L Particulars (₹ Cr) Q1 FY27 Q4 FY26 Q1 FY26 YoY (%) Revenue from Operations 380 351 273 39% Other Income 13 8 7 Total Income 393 360 281 40% Employee benefits expense 32 29 18 Operating and Other expenses 222 189 156 Total Expenses 254 218 174 EBIDTA 139 143 107 30% EBIDTA (%) 35% 40
Slide 34: Shareholding Pattern
Shareholding Pattern (₹ Cr.) Shareholding Pattern Share Information as on 30th June 2026 NSE Ticker SANGHVIMOV BSE Ticker 530073 Market Cap (₹ Cr.) (BSE) 3,795 % free-float 53% Promoters Others 47% Free-float market cap (₹ Cr.) 2,002 50% Shares Outstanding 8,65,76,000 3M ADTV (Shares)* 5,78,259 3M A
Slide 35: Thank You
g ELEVATE 2030 Beyond Boundaries, Raising Standares SANGHVI THANK You Vinav Agarwal (CS) www.sanghvicranes.com
Slide 36: Double Digit Growth across P&L
Annexure Double Digit Growth across P&L (₹ Cr.) 3x Revenue growth in last 5 years EBITDA(%) Consistently >35% in last 5 years Sustained Profitability since FY22 Total Income 31.1% EBITDA & EBITDA Margin (Before Exceptional Item) 25.1% PAT & PAT Margin 58.7% CAGR CAGR CAGR (FY22-FY26) (FY22-FY26) (FY
Slide 37: Strengthening returns, disciplined leverage, resilient cash generation
Annexure Strengthening returns, disciplined leverage, resilient cash generation (₹ Cr.) Double digit ROCE Net Debt to Equity maintained below 0.5x Average ₹250 Cr+ Cash Profit in last 5 years 6% 16% 21% 17% 15% 0.23 0.19 0.28 0.33 0.47 148 233 320 285 324 FY2 2 FY2 3 FY2 4 FY2 5 FY2 6 FY2 2 FY2 3 FY
Slide 38: Investing In Scale – Fleet Expanding, Utilization Holding Strong
Annexure Investing In Scale – Fleet Expanding, Utilization Holding Strong (₹ Cr.) Gross block up 33%+ since FY22 Growth Capex reaccelerated in FY26 Utilization stable through 73%-84% (India) 2.20% 2.12% 2.05% 1.97% 1.71% 2,345 2,520 2,458 2,870 3,217 111 162 334 235 474 76% 82% 84% 73% 79% FY2 2 FY2
Slide 39: Glossary of Terms
Annexure Glossary of Terms Abbreviation Full Form SML Sanghvi Movers Limited SMMEL Sanghvi Movers Middle East Limited SFRPL Sangreen Future Renewables Private Limited SLPL Sangreen Logistics Private Limited SMBPL Sanghvi Movers Botswana Pty Limited SMMHL Sanghvi Movers Middle East Heavy Limited GCC