Disclosure under Regulation 30 of SEBI (LODR) Regulations, 2015 - Investor Presentation

Date: September 25, 2026 The Manager, Listing Department BSE Limited Phiroze Jeejeeboy Towers, Dalal Street, Mumbai – 400001 Reference: Systematic Industries Limited (“the Company”) Scrip Code: 544541 ISIN: INE1KLZ01011 Subject: Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 – Investor Presentation for Arihant Capital – Bharat Connect Conference – September 2026 Dear Sir/Madam, With reference to the captioned subject, please find enclosed the copy of Investor Presentation for Arihant Capital – Bharat Connect Conference – September 2026. Request your good office to take the same on record. Yours faithfully, For Systematic Industries Limited (Formerly known as Systematic Industries Private Limited) Siddharth Rajendra Agarwal Managing Director DIN: 00515410 Enclosures: As above Systematic Industries Limited (SIL) Powering the Next Generation of Grid and Digital Infrastructure Investor Presentation FY26 September 2026 Table of Contents 01 Company Overview 02 Business Segments 03 Industry Tailwinds 04 Competitive Moats 05 Financial Highlights 06 Annexures Disclaimer This presentation has been prepared by Systematic Industries Limited solely to provide information about the Company. No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of such information or opinions contained herein. None of the Company nor any of its respective affiliates, advisers or representatives, shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this presentation or its contents or otherwise arising in connection with this presentation. The information contained in this presentation is only current as of its date. The Company may alter, modify or otherwise change in any manner the content of this presentation, without obligation to notify any person of such revision or changes. Certain statements made in this presentation may not be based on historical information or facts and may be "forward-looking statements", including those relating to the Company’s general business plans and strategy, its future financial condition and growth prospects, and future developments in its industry and its competitive and regulatory environment. Actual results may differ materially from these forward-looking statements due to number of factors, including future changes or developments in the Company’s business, its competitive environment, information technology and political, economic, legal and social conditions in India. Please note that this presentation is based on the publicly available information including but not limited to Company’s website and Annual Reports. This communication is for general information purposes only, without regard to specific objectives, financial situations and needs of any particular person. Please note that investments in securities are subject to risks including loss of principal amount. This presentation does not constitute an offer or invitation to purchase or subscribe for any shares in the company and neither any part of it shall form the basis of or be relied upon in connection with any contract or commitment whatsoever. Company Overview SIL At A Glance Scale. Integration. Leadership. India’s 3rd-largest steel wires & cables manufacturer • Pioneer of zinc-aluminium wires MARKET POSITION MANUFACTURING SCALE #3 30+ 1,72,000 in India countries MTPA INSTALLED CAPACITY steel wires & cables** served Steel-wire manufacturing capacity STRATEGIC ADVANTAGES Approved supplier Only integrated OPGW player PGCIL, RDSO, ERDA, DRDO and CPRI Manufacturing Units Steel-to-cable capability PAN India 20+ certifications BIS and global certifications 2000 Established FY26 FINANCIAL QUALITY GROWTH VECTORS Pioneer of zinc-aluminiumwires 16.4% 10.4% INR 2,014 Mn Products • Capex Demand • Global reach ROCE ROE NET WORTH * New Capacity of 72,000 MTPA will be operational from Nov 2026 **Source: CareEdge Research Why Systematic Industries 01 02 03 04 05 Scaled Steel – Integrated New – Capacity & Exposure to Strong Financials Wire Platform Age Product Structural & Capabilities Expansion Growth Themes Execution Focus 1,72,000 Only integrated 7,200 MTPA POWERGRID + FY23–FY26 CAGR OPGW Power Utility MTPA steel-wire ACS wire 20% Revenue manufacturer Company capacity in India 12,000 km Initial order wins 40% EBITDA DIVERSIFIED END MARKETS validate technical OPGW Power transmission, FULL CAPABILITY CHAIN capabilities 49% PAT infrastructure, ACS wire • OPGW • 48,000 km STRUCTURAL THEMES telecom & agriculture OFC Power transmission OFC DISCIPLINED EXECUTION Renewable-energy GLOBAL FOOTPRINT EXECUTION CONTROL Focused EPC strategy evacuation Domestic presence Greater control over MIX UPGRADE limited to OPGW Grid modernisation with exports to 30+ product quality, cost Higher-demand, projects Communication countries and project delivery margin-accretive Nationwide fibre products support connectivity operating leverage * New Capacity of 72,000 MTPA will be operational from Nov 2026 From Core Wires To An Integrated Infrastructure Platform MARCH 2000 FY23–FY24 FY25 JAN 2026 SEP 2026 Business Steel Wire Got Listed on EPC & Execution Foundation Scale Up Exchange New Orders Scaled Up 01 02 03 04 05 2002 60k MT→ 80k MT 100k MT INR 847.1 Mn 172k MT steel Commercial MT steel-wire wire capacity OPGW orders Steel-wire capacity operations began capacity Foray into New Age Business (OFC + Power Grid INCORPORATED FY23 OPGW) Corporation of India CAPACITY STEP-UP (PGCIL) Systematic Industries 60,000 MT OPGW Sitara & Wire Brigade Limited in March 2000. capacity acquired. 6,000 km First EPC Contract of FY24 400 KV for Sikar Agra OPERATIONS INR 824 Mn 80,000 MT OFC corridor POWERGRID OPGW Commenced 14 Nov 48,000 km package signed 2002. ACS added to the portfolio Business Segments Legacy Business Product Portfolio Legacy Product Portfolio & Leadership in Cable, Legacy Business: Steel Wires Wire & GI Segment Our Focus Sectors & Key Applications • Power - Cables, Conductors, Transmission Lines • Infrastructure - Gabions , Binding wires , Fencing Galvanized Iron Annealed Wire Heavy Coated (GI) Wire (HC) Wire • Agriculture - Trellising , Farming of Tomato, Apple, Grapes Cable Armour Wire PVC Coated Wire ACSR Core Wire New Age Products 01 ALUMINIUM CLAD STEEL (ACS) WIRE 02 OPTICAL FIBRE CABLE (OFC) 03 OPTICAL GROUND WIRES (OPGW) High conductivity High-speed data Advanced solution Corrosion resistant 5G & FTTH networks Next-gen connectivity DEMAND POSITIONING India's fiberization push • Smart-grid expansion • Industrial-automation growth New Age Business – Order Momentum FIRST EPC CONTRACT TOTAL ORDER WINS 400 847.1 kV • OPGW scope INR Mn Agra–Kumher SEGMENT ORDER VALUE COUNTERPARTY End-to-end supply and installation OPGW INR 824.2 Mn Powergrid Corporation of India Ltd. (PGCIL) on the Sikar–Agra corridor, up to the LILO point at Kumher. INR 18.8 Mn PGCIL EXECUTION ADVANTAGE INR 4.1 Mn Power utility company • Moves beyond product supply • Deepens power-transmission presence OFC & OPGW Bidding New Orders EPC capability broadens participation across power transmission and railway communications. Industry Tailwinds Why Systematic Fits in India’s Growth Cycle 01 INFRASTRUCTURE 02 FIBERIZATION 03 POWER TRANSMISSION INR 12.2T 19.35 42.36 495K 650K FY27 infrastructure capex lakh route km circuit km vs INR 11.2T in FY26 2019 →latest disclosed FY25 → FY32 target Government-led build-out 214,843 Gram Panchayats 494,732 km today; 650,000 km sustains steel and cable connected; NBM 2.0 target. 114,000 km planned by demand. accelerates reach. 2027. Smart grids • Energy-efficient cables • Digital & automation • Urbanization CONVERGING DRIVERS One portfolio spanning all four opportunity areas SYSTEMATIC AT THE INTERSECTION OFC + OPGW exposure • High-volume tender capacity • Power-grid project readiness • Local s [Showing first 8,000 characters — download PDF for full document]