Remsons Industries Limited · NSE:REMSONSIND
Remsons Industries — H1 FY2026 Earnings Presentation
43 slides from Remsons Industries's earnings presentation, 2025
Slide 1: Earnings Presentation 2Q & 1HFY26
Earnings Presentation 2Q & 1HFY26
Slide 2: Table of Content
01 Business Overview & Financials Table of Content 02 Product Portfolio and Strategy 03 Annexure
Slide 3: Safe Harbor
This presentation and the accompanying slides (the “Presentation”), which have been prepared by Remsons Industries Ltd (the “Company”) solely for information purposes and do not constitute any offer, recommendation, or invitation to purchase or subscribe for any securities and shall not form the bas
Slide 4: Remsons: Decades of Excellence
Remsons: 5 Decades of Excellence Initially founded by Mr. V Harlalka as a cable manufacturing company, Remsons has diversified into high-tech fuel agnostic products. As an OEM manufacturer Remsons supplies to two, three and four-wheeler vehicles, commercial vehicles and off highway vehicles across I
Slide 5: Key Highlights of 1HFY26
Key Highlights of 1HFY26 Preferred supplier of high precision components to two, three, and • Remsons Announces Strategic Technical Licensing Agreement with AUSUS Automotive Systems do Brazil LTDA for four - wheeler vehicles, commercial vehicles, and off - highway vehicles Technology Transfer to Ser
Slide 6: Management Commentary on 2Q & 1HFY26 Results
Management Commentary on 2Q & 1HFY26 Results “ I am pleased to share that Remsons Industries has delivered a strong performance in 2QFY26, with revenue growing by 27% yoy to ₹1155 million. EBITDA for the year stood at ₹133 million, marking a 77% increase and maintaining a healthy margin of 11%. Our
Slide 7: Established Base; High Growth Trajectory
Established Base; High Growth Trajectory Net Revenue (Rs Mn) Historically Hereafter 3X jump in Revenue over the next three years • Established a strong cable business. • Expanding products offering units to Next Gen. • Built Loyal Customer Base with OEM’s. • Change management, Complete restructuring
Slide 8: Global and Diversified Business Model
Global and Diversified Business Model Revenue Split by Geography Revenue Split by Segments Revenue Split by Delivery others Aftermarket Off Highway 2% 6% Rest of World 4% 38% 2/3 Wheeler Sales Sales 37% Sales 2QFY26 Passenger Car 2QFY26 2QFY26 India 42% 62% Commercial OEM Vehicles 94% 15% • A global
Slide 9: Largely EV Agnostic Product Portfolio
Largely EV Agnostic Product Portfolio Mobility Mechanical Electronics Lighting • Cables • Sensors • Head Lamp • Gear Shifters • Rear View Camera • Tail Lamp • Winches • Sound System • Day Light Lamp • Pedal Box • Shark Fin Antenna • Signal Lamp • Parking Brake System • Wireless Charger • Active Spoi
Slide 10: Segments
Segments Two Wheeler Three Wheeler Railway Off Roader Four Wheeler Commercial Vehicle At the heart of every Mobility Segment Agriculture 10
Slide 11: Strong Balance Sheet to support future growth
Strong Balance Sheet to support future growth ROCE & ROE Net Debt to Equity (x) Dividends Paid 24% 2.10 23% 22% 1.91 21% 20% 1.5 1.5 17% 17% 17% 16% 1.46 16% 15% 14% 1.19 1.11 1 1 12% 7% 0.63 0.3 0.3 0.11 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY20 FY21 FY22 FY23 FY24
Slide 12: Maintaining Resilience: Strong Position Amid Market Headwinds
Maintaining Resilience: Strong Position Amid Market Headwinds The Automotive Industry continues to face several challenges in the recent years…. 01 Geopolitical issues 02 High Inflation 03 Transition into EV has its own challenges 04 High Labor Cost Increase & Shortage 05 Trade Wars 06 Rising Input
Slide 13: Remsons Approach to Staying Resilient
Remsons Approach to Staying Resilient Geographical Revenue Structure (INR mn) 01 Expansion into New Technology Products. 2,810 2,557 2,441 2,120 02 Our presence across all sectors of the auto industry. 1,992 1,284 1,344 1,3251272 1,002 880 Foray into HCV Segment with Expanded Product 03 Range. 248 2
Slide 14: 1HFY26 Consolidated Key Result Highlights
1HFY26 Consolidated Key Result Highlights Revenue (Rs Mn) EBITDA (Rs Mn) 28% YoY 70% YoY 2152 1,678 238 140 1HFY25 1HFY26 1HFY25 1HFY26 Profit Before Tax (Rs Mn) Profit After Tax (Rs Mn) 80% YoY 32% YoY 142 77 58 79 1HFY25 1HFY26 1HFY25 1HFY26 EBIT and EBITDA margin exclude Other Income 14
Slide 15: Our Rapid Growth Milestone
Our Rapid Growth Milestone Net Revenue (Rs Mn) EBITDA (Rs Mn) & EBITDA Margin % CAGR CAGR 11% 17% 3,766 27% 10% 10% 3,128 3,123 2,865 8% 7% 7% 2,262 2,152 6% 1,494 1,592 4% 88 114 102 202 260 312 374 238 FY19 FY20 FY21 FY22 FY23 FY24 FY25 1HFY26 FY19 FY20 FY21 FY22 FY23 FY24 FY25 1HFY26 PAT (Rs Mn)
Slide 16: Consolidated 2QFY26 Financial Performance
Consolidated 2QFY26 Financial Performance Particulars (Rs in Mn) 2QFY26 2QFY25 YoY% 1QFY26 QoQ% 1HFY26 1HFY25 YoY% Revenue from Operations 1155 913 27% 996 16% 2152 1,678 28% EBITDA 133 75 77% 106 25% 239 140 70% EBITDA Margin % 11% 8% 326 bps 11% 84 bps 11% 8% 277 bps Depreciation 39 32 20% 37 6% 7
Slide 17: Standalone 2QFY26 Financial Performance
Standalone 2QFY26 Financial Performance Particulars (Rs in Mn) 2QFY26 2QFY25 YoY% 1QFY26 QoQ% 1HFY26 1HFY25 YoY% Revenue from Operations 819 730 12% 663 24% 1481 1343 10% EBITDA 70 70 1% 51 37% 122 116 5% EBITDA Margin % 9% 10% (95 bps) 8% 85 bps 8% 9% (210 bps) Depreciation 23 23 2% 22 5% 46 44 5%
Slide 18: Consolidated Historical Income Statement
Consolidated Historical Income Statement FYE March (Rs Mn) FY21 FY22 FY23 FY24 FY25 1HFY26 Revenue from Operations 2,262 2,865 3,128 3,123 3,766 2152 EBITDA 102 202 260 310 374 239 EBITDA Margin 4% 7% 8% 10% 10% 11% Depreciation 44 79 91 110 117 75 EBIT 58 123 168 200 257 164 EBIT Margin 3% 4% 5% 6%
Slide 19: Consolidated Balance Sheet
Consolidated Balance Sheet FYE March (Rs Mn) FY21 FY22 FY23 FY24 FY25 1HFY26 FYE March (Rs Mn) FY21 FY22 FY23 FY24 FY25 1HFY26 Assets Equity and Liabilities Non ‐ Current Assets Shareholders funds Fixed Assets 317 344 407 424 679 719 Share Capital 57 57 57 70 70 70 Right to use assets 88 69 49 70 43
Slide 20: Strong Global Footprint
Strong Global Footprint Strategically located manufacturing capabilities Gurugram, Haryana Pune, Chakan Shirwal Pardi, Gujarat Stourport (UK) Redditch (UK) 20
Slide 21: Expanding Manufacturing Footprint - Magal Cables
Expanding Manufacturing Footprint - Magal Cables Acquired Magal Cables, UK in 2020 which was our existing client. The unit specializes in the production of Control Cables, Pedal Boxes, Winches, Jacks and Gear Shifters. Magal Cables Ltd has been renamed to Remsons Automotive UK Ltd. Got an access to
Slide 22: Acquisition of BEE Lighting
Acquisition of BEE Lighting B E E L I G H T I N G BEE Lighting is UK based automotive lighting company, excelling in design, engineering, and manufacturing. The company specializes in various external and internal lighting solutions with LED and Adaptive Driving Beam (ADB) systems. 01 Acquired 51% s
Slide 23: Acquisition of Uni Automation
Acquisition of Uni Automation SENSORS & Embedded Technologies • Majority Shareholding in Uni - Automation, a Sensor Manufacturing Company established since 1985 • In - House Design, Manufacturing, Validation, Software Development, Industry Leading 10,000 Clean Room A wide array of sensors including
Slide 24: Investment In Astro Motors
Investment In Astro Motors Astro Motors is an emerging EV innovator in cargo, loader, passenger, and micro - mobility segments. Remsons’ strategic entry into the electric three - wheeler space accelerates its push toward sustainable, high - growth mobility solutions. Navya – India’s first geared ele
Slide 25: Strategic Foray into the Railway Sector
Strategic Foray into the Railway Sector Product Portfolio for Railway Segment FLEXBALL CABLE POTENTIOMETER PUSH ROD BMBS PRESSURE REDUCING VALVE SLACK ADJUSTER BRAKE CYLINDER AIR RESERVOIR LOAD SENSING DEVICE 25
Slide 26: Remsons Scales New Heights with Record-Breaking Deal
Remsons Scales New Heights with Record - Breaking Deal Business Award by: Stellantis N. V. North America Size of the order : Over INR 300 crore. Time period : 7 years Nature of order : Supply of Auto Control Cables for Stellantis Smart Cars, Jeep and their Three-Wheeler Segment. Brands Under Stellan
Slide 27: Shift in Industry Trends
Shift in Industry Trends Premiumization Electrification Government Rising population and feature laden Of Vehicles Policies of young and HNI’s vehicles 27
Slide 28: The GROUP Today
The GROUP Today REMSONS tnt REMSONS INDUSTRIES Cables, Push Pull Cables, Gear Shifters, Investment in Remsons Automotive BEE Lighting Winches, Pedals, CBS Electric Mobility | ' AircomRemsons @§, ~—_Aircom Tyre Mobility Kit H ! r Cables, Winches, ' Daiichi Remsons ® Daiichi Infortainment Systems, Cam
Slide 29: Why the inorganic path?
Why the inorganic path? From India’s From leading India’s Control leading Cable Control manufacturer, Cable manufacturer, WeWe have diversified. have diversified. JV’s & Acquisitions Tyre Mobility Infotainment Sensors Lighting Why the Cash Flow Improved Global Asset In - house inorganic way? Managem
Slide 30: Our Foray into Tire Mobility Kit
Our Foray into Tire Mobility Kit Entered into exclusive JV with Aircom Group, Poland, wherein 01 Remsons has 26% stake A further journey could be continued for 1000 kilometers with a 02 maximum speed of 80km/h (50mph) 03 Requirements for existing OEM’s and strong aftermarket prospects 04 The kit eff
Slide 31: JV with DAIICHI for Automotive Electronics
JV with DAIICHI for Automotive Electronics India’s automotive electronics market is likely to cross $18 billion by 2027 from $ 6 billion in 2020 with a CAGR of 17%, with average electronic component cost per passenger vehicle projected to reach nearly INR200,000 by 2027. 01 50:50 JV with Daiichi, pa
Slide 32: Product Range
PRODUCT RANGE REMSONS
Slide 33: Leading Partnerships Fueling Our Growth
Leading Partnerships Fueling Our Growth 33
Slide 34: Our Milestone
Our Milestone REMSONS INDUSTRIES LIMTED © Invested 36% Stake in Green Energy by way * Signed JV with of Electric Mobility Dalichi (Turkey) for “sac Rai Acquisition of Magal Electronics ican eee Cables in UK. products. hescterda yeas Indigenous Remson’s first Global oe eosin Remsons Ltd was manufactu
Slide 35: Sectoral Tailwinds to Support Future Growth
Sectoral Tailwinds to Support Future Growth Domestic consumption and Export Trends of Automobiles in India 01 India is projected to be one of the largest global automotive and mobility hub. 53,63,089 In India, only 29 out of 1000 people own a car, 02 compared to 226 in China and 581 in the US, 45,00
Slide 36: Way Forward
Way Forward With a robust action plan, a diversified portfolio and strategic partnerships, Remsons is confident in accelerating its growth and reaching new heights of success. Key Focus Areas • Enhance the product development process. • Swiftly adapt to evolving market dynamics. • Remain committed t
Slide 37: Capacity Expansion to aid long-term growth plan
Capacity Expansion to aid long-term growth plan 30,000 sq. ft. brownfield expansion at the Pune Chakan 01 facility to enter the locomotive sector and accelerate market growth. The primary focus of work at this facility will be manufacturing 02 products for locomotive applications, serving both freig
Slide 38: Management Profile
Management Profile Krishna Kejriwal, Rahul Kejriwal, Amit Srivastava, Chairman & MD Whole - Time Director CEO Science Graduate, from University of He has ~20 years of experience in the A seasoned professional ~30 years' experience with Bangalore and has ~ 43 years of field of management and is invol
Slide 39: Remsons Quality Certifications
Remsons Quality Certifications 39
Slide 40: Recognitions and Honors: Celebrating Our Wins
Recognitions and Honors: Celebrating Our Wins 2020 2022 2023 2024 2025 FORD – ASHOK LEYLAND - ADVIK - Best Quality Forum India Great Place to World Gold Quality Award Development - GOLD Award For Work - Certified Excellence Award INTEVA - Best Award TQM and Kaizen 4 times in a row Supplier Award ACM
Slide 41: Sustainability
Sustainability Corporate Gold Rating Of Member Of The Generation Of 500 Kva Social Responsibility - Sustainability Un Global Compact Per Month Award 2023 This result places our The Ten Principles of the Education to the In keeping with the company among the top 5% United Nations Global handicapped,
Slide 42: Ranking: Top 25 Great Place To Work
Great Place To Work Certified Ranking: Top 25 FOUR YEARS IN A ROW 42
Slide 43: Thank You
Thank You Remsons Industries Limited Tel: +91 - 22 3501 6400 Email: corporate@remsons.com / www.remsons.com For Further Information, Please Contact Saloni Ajmera Selina Sheikh Tel: +91-99305 77801 Tel: +91-84338 18768 Email: saloni@goindiaadvisors.com Email: selina@goindiaadvisors.com Website: www.g