Synergy Green Industries Ltd. · NSE:SGIL

Synergy Green Industries — H1 FY2025-26 Earnings Presentation

27 slides from Synergy Green Industries's earnings presentation, Nov 13, 2025

  1. Slide 1: Cover letter to stock exchanges

    November 13, 2025 To, To, The BSE Limited, Corporate Communications, Corporate Relationship Department, National Stock Exchange of India Ltd., 1st Floor New Trading Building, Exchange Plaza, Plot No.C/1, G Block, Rotunda Building, Bandra-Kurla Complex, Bandra (E), P.J. Towers, Dalal Street, Mumbai –

  2. Slide 2: Investor Presentation H1 FY 2025-2026

    Investor Presentation H1 FY 2025-2026 13 November 2025 Copyright © 2025 Synergy Green Industries Ltd 2025 1

  3. Slide 3: Disclaimer

    Disclaimer This presentation has been prepared by Synergy Green Industries Ltd (SGIL) solely for informational purposes. The information contained herein does not constitute or form part of any offer or invitation to sell, or any solicitation of an offer to purchase or subscribe for, any securities

  4. Slide 4: Agenda

    Agenda 01 Brief Introduction 05 mins 02 Investor Presentation 10 mins 03 Q&A Session 45 mins Copyright © 2024 Synergy Green Industries Ltd 2024 3

  5. Slide 5: Guidelines for the call

    Guidelines for the call • All Participants are kept on Listen Only Mode by the Host • All Participants are requested NOT to RECORD the CALL • Questions from the Participants will be addressed in the Q&A Session at the END of the Investor Presentation by the management • During the Q&A, when called o

  6. Slide 6: Brief Introduction

    01 Brief Introduction Copyright © 2024 Synergy Green Industries Ltd 2024 5

  7. Slide 7: Synergy Green Industries Ltd

    Synergy Green Industries Ltd Copyright © 2024 Synergy Green Industries Ltd 2024 6

  8. Slide 8: Panelists for the Session

    Panelists for the Session Shirgaokar Brothers Group (Since 1913) Major Businesses: Sugar, Foundry, General Engineering, IT & Hospitality V Srinivasa Reddy, (54) Shreya Shirgaokar, (30) Nilesh Mankar, (39) Annual Turnover: Rs 2,700 Crores Executive Director Associate Vice President Company Secretary

  9. Slide 9: Investor Presentation

    02 Investor Presentation Copyright © 2024 Synergy Green Industries Ltd 2024 8

  10. Slide 10: Industry Overview, Company Profile, Business Performance

    01 Industry Overview 02 Company Profile 03 Business Performance Copyright © 2025 Synergy Green Industries Ltd 2025 9

  11. Slide 11: Energy transition to Renewables

    Energy transition to Renewables As of 2025, $113.7 Tn 7% 32% Global GDP (IMF) Energy share Electricity from Renewables (IEA) World Electricity Generation by Power Sources (1980-2050): Renewable Growth Drivers: 70 70% Units: PWh/yr 60 50% 50 25% Energy without Reduces Oil & Coal 40 16% depletion of i

  12. Slide 12: India Panchamrit at COP26

    The world is betting on renewables INDIA “PANCHAMRIT” at COP26 GLOBAL Net zero Paris Agreement India net zero Country-wise goals of Goal of keeping global Achieve net zero by reaching net zero emissions warming within 1.5°C 2070 Climate finance India renewables target Country emissions goal Goal of

  13. Slide 13: India and Global Wind Installations

    India and Global Wind Installations Global Wind Installations Global Growth Drivers: Units: GW Offshore 183 194 • By 2030, Installations to exceed 2 TW Onshore 160 167 34 31 140 116.6 117 138 16 24 25 26 • As per GWEC’s this will only reach 77% of required 95.3 6.9 93.6 77.6 10.8 8 capacity by 2030

  14. Slide 14: We are diversified to cater to broader castings market

    We are diversified to cater to broader castings market Country wise Total Castings Demand: Sector wise Major Consumers of Castings (India): Casting market 2024 Others Total MT: 110 Mn 48.79 Machine Tools–2% 2% 10% Global: $ 160 bn Earth Moving – 2% Auto 3% India: $ 13.2 bn Electrical Equip - 3% 3% 3

  15. Slide 15: Industry Overview, Company Profile, Business Performance

    01 Industry Overview 02 Company Profile 03 Business Performance Copyright © 2025 Synergy Green Industries Ltd 2025 14

  16. Slide 16: Leadership in Large-Size Critical Castings

    Foundry Leadership in Large-Size Critical Castings 45,000 TPA* State of the art facilities 30 MT Single Pce SG (90%), Ci & Steel Facilities Software Quality *In Progress World-class Best in class NABL-certified Quality equipment from IT quality testing Certifications leading global brands capabiliti

  17. Slide 17: Trusted Partner for Wind and Engineering Castings

    Trusted Partner for Wind and Engineering Castings Wind Castings Non-Wind Castings Wind Castings (70%) + Gear Box Castings (15%) Rotor Hub Main Frame Gear Box PLC Mining Plastic Injection Pumps Machines Copyright © 2025 Synergy Green Industries Ltd 2025 16

  18. Slide 18: Our Customers

    Our Customers Trusted by 50% of the World’s Top 10 Wind OEMs Leading Wind OEMs in 2024 Our Customers Goldwind 18.2 1.1 19.3 Envision 14.3 0.1 14.5 Windey 12.2 0.3 12.5 Mingyang 10.4 1.8 12.2 Wind Vestas 8.8 1.4 10.2 Sany 9.4 0 9.4 Dongfang Electric 7.4 0.9 8.4 Siemens Gamesa 4 4 8.0 Nordex 7.8 0 7.8

  19. Slide 19: SWOT Analysis

    SWOT Analysis STRENGTH WEAKNESS • Ability to Produce large castings up to 30 MT • Limited Capacity compared to peers (scaling up • Established products with Top Global OEMs from 30,000 TPA to 45,000 TPA) • Ability to build large capacities with capital • Currently 100% machining is outsourced S W ef

  20. Slide 20: Industry Overview, Company Profile, Business Performance

    01 Industry Overview 02 Company Profile 03 Business Performance Copyright © 2025 Synergy Green Industries Ltd 2025 19

  21. Slide 21: Annual Capacity Utilization

    Annual Capacity Utilization Capacity utilization continues to be at peak levels 30,000 100% 88% 89% 90% 25,000 80% 76% 80% 72% Total Production & Capacity (MT) 70% 20,000 62% Capacity Utilization (%) 61% 60% 15,000 50% 40% 10,000 30% 20% 5,000 10% 0 0% FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 23-24 FY

  22. Slide 22: Summary of audited financial results H1 FY26 Income Statement

    Summary of audited financial results H1 FY26 Income Statement All figures in Rs Crore Year Ended Particulars Quarter Ended (3 Months) Half Year Ended (12 Months) Period 30.09.25 30.06.25 30.09.24 30.09.25 30.09.24 31.03.25 -16.4% -4.9% Total Income 74.38 85.38 89.01 159.75 167.93 363.68 Profit befor

  23. Slide 23: Summary of audited financial results H1 FY26 Balance Sheet

    Summary of audited financial results H1 FY26 Balance Sheet All figures in Rs Crore Period 30.09.25 31.03.25 Equity & Liabilities 366.41 307.34 Net Worth 114.15 107.67 Long Term Borrowings 90.07 67.47 Short Term Borrowings* 74.34 53.90 Trade Payables 66.77 59.81 Other Non-Current Liabilities 6.06 5.5

  24. Slide 24: Brief overview of financials

    Brief overview of financials Revenue streams (in Rs Cr) and Estimate Executable PBDIT over the period (in Rs Cr) Orderbook Projection 31% 53.7 20% ~435 11% 364 41.1 328 38 24.99 285 290 73 67 15.66 42 57 +4.8% 200 31 33 47 Are 101 -4.9% 25.2 25.3 3.14 26.8 0.69 23.73 24.86 39 15 29 168 5.25 34 159 1

  25. Slide 25: CAPEX Plan and Status

    CAPEX Plan and Status CAPEX Plan ~187 Crore Foundry Expansion Captive Renewable Power In-House Machining Capex Capex Capex in two phases Rs. 60 Crore to Enhance Capacity Rs. 30 Crore to increase I: Rs. 67 Crore | II: Rs. 30 Crore from 30,000 to 45,000 MT from 2 MW to 10 MW To Establish machining fac

  26. Slide 26: The Path Ahead

    The Path Ahead FY 2025-26 Performance Outlook Medium Term Capacities (MT/Annum) Product development activities for 140,000 Envision, Nordex and Adani are well on track, supporting a robust 20% order book 120,000 growth in FY26 100,000 100,000 80,000 75,000 Export revenues are projected to remain 60,

  27. Slide 27: Thank You!

    Thank You! Copyright © 2025 Synergy Green Industries Ltd 2025 26

Synergy Green Industries — H1 FY2025-26 Earnings Presentation on 6ix