Slide 1: Exchange filing cover letter
February 9, 2026 To, BSE Limited : Code No. 500031 Department of Corporate Services Phiroze Jeejeebhoy Towers, Dalal Street Mumbai 400 001 National Stock Exchange of India Limited : BAJAJELEC - Series: EQ Listing Department Exchange Plaza, Bandra Kurla Complex, Bandra (East), Mumbai 400 051 Dear Sir
Slide 2: Investor Presentation Q3 FY'26
Investor Presentation Q3 FY’26 February 9, 2026
Slide 3: Disclaimer
Disclaimer The material that follows is a Presentation of general background information about the activities of Bajaj Electricals Limited (“Company”) or its subsidiary or joint venture, or associate (together with the Company, the “Group”) as at the date of the Presentation or as otherwise indicate
Slide 4: Table of Contents
Table of Contents 1 Q3 FY’26 – Performance Overview 2 Financial Highlights 3 Business Highlights 3
Slide 5: Q3 FY'26 – Performance Overview
Table of Contents 1 Q3 FY’26 – Performance Overview 2 Financial Highlights 3 Business Highlights 4
Slide 6: Q3 FY'26 – Performance Overview
Q3 FY’26 – Performance Overview Core FMEG Performance: Growth in Lighting Solutions (LS) offset by de-growth in Consumer Products (CP) due to moving to a more balanced approach between demand-led sell-through and volume-led push • Consumer Products (CP) Segment: c.25.2% de-growth on a YoY basis due
Slide 7: Financial Highlights
Table of Contents 1 Q3 FY’26 – Performance Overview 2 Financial Highlights 3 Business Highlights 6
Slide 8: Q3 FY'26 – Profit & Loss Statement
Q3 FY’26 – Profit & Loss Statement (INR Cr) Particulars Q3 FY’26 Q3 FY’25 YoY (%) Q2 FY’26 Commentary Revenue from Operations 1,051 1,290 (18.5%) 1,107 Revenue: Less : COGS 732 888 (17.6%) 755 1) Lighting Solutions Gross Margin 319 402 (20.5%) 352 • High single – digit growth mainly due to increased
Slide 9: Q3 FY'26 – Segment Details
Q3 FY’26 – Segment Details Segment Revenue Commentary Q3 FY’25 Q3 FY’24 Q2 FY’25 Lighting Solutions Segment: Particulars YoY (%) (Cr) (Cr) (Cr) • Double-digit growth in Professional lighting aided with Consumer Products 777 1,038 (25.2%) 833 single-digit growth in Consumer lighting Lighting Solution
Slide 10: Cash Flow Summary: 9M FY'26
Cash Flow Summary: 9M FY’26 Particulars INR Cr Commentary Profit Before Tax (37) Adjustments for : Cash Flow from Operating Activities • Non-Cash items 152 (CFO) : • (Increase) / Decrease in Working Capital 130 Taxes Paid (23) • Positive CFO of INR 211 Cr in Q3 FY’26, Net Cash from Operating Activit
Slide 11: Business Highlights
Table of Contents 1 Q3 FY’26 – Performance Overview 2 Financial Highlights 3 Business Highlights 10
Slide 12: Bajaj forays into Wires
Bajaj forays into Wires Images: Wires Launch Event, Mumbai 11
Slide 13: New Product Launches: Consumer Products (Bajaj)
New Product Launches: Consumer Products (Bajaj) 9 Launches* Style Mix 1000W 5 Jar Mixer Grinder • Premium design with metallic finish • Low Noise (Noise cancelling jacket) & High Performance (1000W motor) • DuraCut Blades with Lifetime Warranty • 5 Multipurpose Jars • Warranty: 2 Years (Product) ; 5
Slide 14: New Product Launches: Consumer Lighting (1/2)
New Product Launches: Consumer Lighting (1/2) 65 Launches* ZELA WALL LAMPS ZYPHOR MULTI CCT LED PANEL BELLATRIX NEO DING DONG BELL BAJAJ ALLURO POWER STRIP • IP65 Protection • Multi CCT Step Switching : CDL-WDL- • Stereophonic Sound • 4- Three Pin Universal Socket NDL • 4kv Surge Protection • Easy I
Slide 15: New Product Launches: Consumer Lighting (2/2)
New Product Launches: Consumer Lighting (2/2) 65 Launches* CELESTA LED STRIP LIGHT SERIES HYPERION TIRANGA BATTEN HYPERION LED FILAMENT LAMP NUVO PLUS CEILING ROSE • 2.5kV Voltage Surge Protection • Equally Spaced LEDs • Durable Build & Vintage Style • Flame Retardant Plastic Material • 9 vibrant va
Slide 16: New Product Launches: Professional Lighting
New Product Launches: Professional Lighting 69 Launches* GLADDEN PRO ULTRA FORTBAY HIGHBAY TENTO NEO HIGHBAY "BAJAJ ARIAN PLUS Nx" VERDANT NEO WELLGLASS EFFICIENT • Industry leading system • Luminaire Efficacy – Upto 125 • Wattage: 80 to 200 W • Efficacy : 100 Lm/W • Wattage: 40W efficacy – upto 150
Slide 17: Professional Lighting: Projects Undertaken (1/3)
Professional Lighting: Projects Undertaken (1/3) Segment: Architectural Lighting 16
Slide 18: Professional Lighting: Projects Undertaken (2/3)
Professional Lighting: Projects Undertaken (2/3) Segment: Landscape Lighting Segment: Airport Lighting Hanimaadhoo International Airport, Maldives Mussoorie Dehradun Development Authority ( MDDA ) 17
Slide 19: Professional Lighting: Projects Undertaken (3/3)
Professional Lighting: Projects Undertaken (3/3) Segment: Architectural Lighting Segment: Commercial Lighting IIT, Mumbai Segment: Industrial Lighting Victoria Public Hall, Greater Chennai Corporation Reliance PV cell glass factory, Jamnagar 18
Slide 20: Awards and Recognitions
Awards and Recognitions CII Industrial Innovations Award 2025 D Good Design Award 2025 Bajaj Electricals has been recognized among the Bajaj Electricals won 3 Good Design Awards for: top 20 most innovative companies - a recognition StyleMix 1000W Mixer & Food Processor, Bajaj of our relentless pursu
Slide 21: Brand Campaigns
Brand Campaigns PRINT INFLUENCER CAMPAIGN TOPICAL/PRODUCT LED Print campaign – Mixer and Festive campaigns – Mega Topical & tactical campaigns Water Heater influencers During Diwali and Christmas for awareness & engagement Across Key Publications across India 20
Slide 22: Shareholding Pattern as on 31st December, 2025
Shareholding Pattern as on 31st December, 2025 13.7% Bajaj Electricals Limited CIN: L31500MH1938PLC009887 6.5% Regd. Office: Mulla House 51, Mahatma Gandhi Road, Mumbai - 400001 Website: www.bajajelectricals.com 17.1% IR-related queries (Bajaj Electricals Limited): 62.7% Suketu Shah (suketu.shah@baj