Slide 1: Your Partner Beyond Products – exchange filing letter
YOUR PARTNER £LZ„ BEYOND PRODUCTS February 06, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, Corporate Relationship Department, plot NO. cn, G Block, 2nd Floor, New Trading Wing, Bandra - Kurla Complex Rotunda Building, P.I. Towers, Bandra (E), Mumbai - 400 051
Slide 2: Q3FY26 & 9MFY26 Earnings Presentation
Elin Electronics Limited Q3FY26 & 9MFY26 Earnings Presentation February 2026
Slide 3: Disclaimer
Disclaimer This investor presentation has been prepared for informational purposes only. This Presentation does not constitute a prospectus or offering memorandum and is not an offer or initiation to buy or sell any securities, nor shall part or all of this presentation form the basis of, or to be r
Slide 4: Agenda
Agenda S No Description 1 Company Overview 2 Q3 FY26 & 9M FY26 Financial Performance & Business Discussion 3 Guidance & Future Outlook
Slide 5: Elin Electronics at a Glance
Elin Electronics at a Glance Who We Are • We are a leading EMS company, manufacturing end-to end product solutions for both international and domestic brands of lighting, fans, and home appliances in India, and are one of the largest fractional horsepower motors manufacturers in India • Serve custom
Slide 6: Key Business Segments
Key Business Segments EMS Products Components Particulars LED Moulded Medical Lighting, Home FHP and Sheet Diagnostic Fans and Appliances Motors Metal Cartridges Switches Component • LED lighting – • Dry and steam FHP motors used in • Medical • Plastic moulded Battens, irons – diagnostic and sheet m
Slide 7: Manufacturing Locations
Manufacturing Locations Ghaziabad, Uttar Pradesh Verna, Goa Baddi, Himachal Pradesh Commenced Operations in 1970 Commenced Operations in 1995 Commenced Operations in 2004 Products manufactured • Fractional horsepower motors • Medical diagnostic cartridges • Home appliances – Small appliances & • LED
Slide 8: Manufacturing Facilities
Manufacturing Facilities EMS FACILITY PAD PRINTING SMT lines, Capacity: 600K CPH TOOL ROOM PRESS SHOP ASSEMBLY LINES COATING – 15 T to 350 T POWDER COATING, TESTING LAB AL DIECASTING 150T - 650 T MOULDING SHOP LIQUID PAINTING 50T - 700 T MOTORS MANUFACTURING METALLIZING 4
Slide 9: Agenda
Agenda S No Description 1 Company Overview 2 Q3 FY26 & 9M FY26 Financial Performance & Business Discussion 3 Guidance & Future Outlook
Slide 10: Q3FY26 & 9MFY26 Snapshot
Q3FY26 & 9MFY26 Snapshot Operating Revenue EBITDA Profit After Tax INR 2,935 million INR 119 million INR 38 million up ~10% YoY from up ~57% YoY from up ~162% YoY from INR 2,663 million INR 76 million INR 14 million Net Cash / (Debt) Net WC Days INR 590 million ~68 days from from INR 942 million ~59
Slide 11: Q3FY26 & 9M FY25 Snapshot
Q3FY26 & 9M FY25 Snapshot INR million Q3-FY25 Q3-FY26 Q2-FY26 Q3-FY26 9MFY25 9MFY26 Revenue 2,663 2,935 3,745 2,935 8,645 9,635 EBITDA 76 118 204 108 321 497 Margin % 2.8% 4.0% 5.4% 3.7% 3.7% 5.2% PAT 14 37 103 37 121 234 Revenue grew ~10% on a YoY basis: YoY growth was largely driven by strong
Slide 12: Revenue Breakdown
Revenue Breakdown INR million Q3-FY25 Q3-FY26 Q2-FY26 Q3-FY26 9M-FY25 9M-FY26 Lighting, Fans & Switches 676 623 724 623 2,237 2,148 Small Appliances 523 1,028 1,406 1,028 1,988 3,120 FHP Motors 558 456 735 456 1,956 1,805 Other EMS 155 141 101 141 405 396 Total EMS 1,912 2,248 2,966 2,248 6,586 7,46
Slide 13: Expenditure Analysis
Expenditure Analysis Q3-FY25 Q3-FY26 Q2-FY26 Q3-FY26 9MFY25 9MFY26 Cost of Material Consumed 74.7% 75.1% 76.0% 75.1% 74.5% 74.5% Employee Benefits 14.9% 13.9% 12.0% 13.9% 14.5% 13.4% Other Expenses 7.5% 7.3% 6.6% 7.3% 7.3% 7.1% EBITDA w/o Other income 2.8% 4.0% 5.4% 3.7% 3.7% 5.2% Finance Costs 0.6%
Slide 14: Lighting, Fans & Switches
Lighting, Fans & Switches INR million Q3-FY25 Q3-FY26 Q2-FY26 Q3-FY26 9M-FY25 9M-FY26 Lighting 512 386 475 386 1,646 1,256 Flashlights 34 27 64 27 200 185 Fans 107 183 152 183 320 613 Switches 24 27 33 27 71 94 Total 676 623 724 623 2,237 2,148 Lighting revenue at an inflection point, expect newly
Slide 15: Small Appliances
Small Appliances INR million Q3-FY25 Q3-FY26 Q2-FY26 Q3-FY26 9M-FY25 9M-FY26 Kitchen & Home Care 232 768 977 768 1,121 2,169 Personal Care 290 260 429 260 867 951 Total 523 1,028 1,406 1,028 1,988 3,120 Kitchen & home care revenue grew by ~330% YoY largely on the back of strong volumes in OFR heat
Slide 16: Fractional Horsepower Motors
Fractional Horsepower Motors INR million Q3-FY25 Q3-FY26 Q2-FY26 Q3-FY26 9M-FY25 9M-FY26 Consumer Durables 449 375 660 375 1,533 1,514 Fans 39 50 54 50 226 178 Others 70 31 20 31 197 113 Total 558 456 735 456 1,956 1,805 Motors of Consumer durables comprise mixer grinders, hand blenders and chimne
Slide 17: Capex Overview
Capex Overview INR million Ghaziabad Baddi Goa Total Land & Building 35 0 0 35 Plant & Machinery 98 9 11 117 Electrical Installation 3 0 0 3 Tools, Dies & Moulds 35 24 12 71 Others 11 5 3 18 Total 182 37 26 245 Plant & Machinery represents addition of machinery primarily for OFR and OTG Tools, D
Slide 18: Agenda
Agenda S No Description 1 Company Overview 2 Q3 FY26 & 9M FY26 Financial Performance & Business Discussion 3 Guidance & Future Outlook
Slide 19: FY26 Guidance & Outlook
FY26 Guidance & Outlook Description Remarks • Revenue growth of ~9 - 10% over FY25, largely led by the Home Appliances, Fans and Motors segment Revenue • Impacted by loss of exports due to tariff situation, now expected to normalize • Margin of 5.3 – 5.8% expected EBITDA • Impacted slightly by loss
Slide 20: Future Growth Drivers
Future Growth Drivers Make in India thrust Government Policy BIS norms & Regulations PLI benefits Higher disposable & Cost leadership achieved discretionary income Favourable Cost Leadership & through economies of Rising urbanization levels Demographics Scale scale, focus on R&D and auto
Slide 21: Thank You
Zlin Thank You