Investor Presentation

Date: October 06, 2026 The Manager The Compliance Manager Listing and Compliance Department Listing Department National Stock Exchange of India Limited BSE Limited Exchange Plaza Plot No. C/ 1 Block G, Bandra- Phiroze Jeejeebhoy Towers Kurla Complex, Bandra (East), Mumbai - Dalal Street 400051 Mumbai- 400001 Scrip Symbol: KANOHAR Scrip Code: 544911 Sub: Intimation of Investor/Earnings Presentation - Q1/FY27 Dear Sir/Madam, Pursuant to the relevant provisions of SEBI (Listing Obligations and Disclosure Requirements), Regulations 2015, we hereby enclose a copy of Investor/Earnings Presentation for Q1/FY27 for your information. The said Investor Presentation will thereafter be uploaded on Company’s website at https://www.kanohar.com/investor-presentations. This information is submitted to you pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements), Regulations, 2015. It is requested to take this intimation on record and acknowledge the receipt of the same. Kindly take the above information on record. Thanking you. FOR KANOHAR ELECTRICALS LIMITED Neha Company Secretary & Compliance Officer Membership Number: A29167 KANOHAR ELECTRICALS LIMITED INVESTOR PRESENTATION Q1 FY27 6th OCTOBER 2026 SAFE HARBOR This presentation and the accompanying slides (the “Presentation”), which have been prepared by Kanohar Electricals Limited (the “Company”), have been prepared 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 basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections. Listed on NSE and BSE on 16th September 2026 Q1 FY27 Performance MANAGEMENT COMMENTARY “The listing was a milestone in our journey. We thank all stakeholders and partners including our team for their efforts. We continued the momentum of FY26 in Q1FY27. On Y-o-Y basis, we doubled our revenues, sustained high Gross margins, expanded our EBITDA and PAT margins. The profitability improvement is driven by healthy increase in manufacturing and improvement in product mix (higher contribution in 400kV segment) which led to higher operating leverage and profit after tax. We added incremental orders worth ~Rs. 332.3 Crs and have closed the quarter at on outstanding orderbook of Rs. 2,026 Crs executable over the next 18-24 months. We are investing in increasing the capacity through brownfield expansion at our Gangol unit along with undertaking sustainability efforts. These capex spends over the next 18 months will result in healthy growth and sustainable profits. Having secured orders in the 400kV transformer segment, our focus is on timely execution. In parallel, we have Mr. Abhishek Singhal, built the capability to manufacture 765kV transformers, which will serve as a long-term growth lever. Whole Time Director Certifications and Pre-qualification are large entry barriers in the Transformers industry. With a proven track record, available capacities across product segments and consistent order pipeline from the Power Transmission, Power distribution, Railways and Renewables segment, we have a long runway of growth. For FY27, we are targeting Revenues of ~Rs. 950 Crs with similar EBITDA margin profile as FY26.” Q1FY27 CONSOLIDATED PERFORMANCE REVENUE Gross Profit & Gross Profit % EBITDA & EBITDA % PAT & PAT% 43.2% 41.9% 22.8% 28.3% 16.9% 19.9% 137.1 57.5 38.8 27.3 103% 97% 152% 140% 29.1 67.4 11.4 15.4 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Figures (Rs. Crs) Figures are rounded off wherever applicable Q1 FY27 REVENUE MIX OVERALL REVENUE MIX TRANSFORMERS BUSINESS MIX TRANSFORMERS VOLTAGE MIX 0.2% 0.9% 0.1% 2.8% 0.0% 2.5% 16.5% 14.8% 0.0% 11.5% 0.2% 11.4% 17.8% 3.2% 25.3% 11.0% 83.5% 85.2% 70.4% 70.2% 57.1% 52.2% FY26 Q1FY27 FY26 Q1FY27 FY26 Q1FY27 Power Transformers Distribution Transformers 400 kV 132 kV and < 220 kV Transformers Scott Transformers Traction Transformers 220 kV and < 400 kV < 132 kV Shunt Reactors Figures are rounded off wherever applicable CONSOLIDATED PROFIT & LOSS STATEMENT Particulars (Rs. Crs) Q1FY27 Q1FY26 YoY% FY26 Revenuefrom Operations 137.1 67.4 103.5% 653.8 Cost of Goods Sold 79.6 38.3 399.6 Gross Profit 57.5 29.1 97.4% 254.2 Gross Profit Margin 41.9% 43.2% 38.9% Employee Cost 9.7 7.2 40.6 Other Expenses 9.0 6.5 33.2 EBITDA 38.8 15.4 152.2% 180.4 EBITDA Margin 28.3% 22.8% 27.6% Depreciation 0.6 0.7 3.0 Other Income 1.9 3.3 9.0 EBIT 40.0 18.0 122.9% 186.5 Finance Cost 3.2 2.3 12.9 Profit before Tax 36.8 15.7 134.7% 173.6 Tax 9.5 4.3 43.9 Profit After Tax 27.3 11.4 140.0% 129.6 Profit After Tax Margin 19.9% 16.9% 19.8% EPS 3.67 1.53 17.41 Figures are rounded off wherever applicable 8 CONSOLIDATED ORDERBOOK AS ON 30TH JUNE, 2026 Orderbook (Rs. Crs) Orderbook - Product Split Orderbook - Client Split 11.2% 11% 0.1% 2,026.0 1.8% 11.6% 1,818.3 13.1% 4.2% 69.6% 88.4% Power Transformers Scott Transformer Government Shunt Reactors Traction Transformers Private Sector Distribution Transformers EPC solutions As on 31st As on 30th March 26 June 26 Key Highlights: • As of 30th June 2026, we added incremental orders worth ~Rs. 332.3 crore. • As of 30th September 2026, we added incremental orders worth Rs. 867.3 crs which includes large order (Rs. 250 Crs & above) received order from central public sector undertaking • The order book is expected to be executed over the next 18–24 months Figures are rounded off wherever applicable UTILIZATION OF IPO PROCEEDS Estimated Estimated Proposed Fund Allocation (Rs. Crs) Amount to be funded from Net Proceeds Deployment during Deployment during Fiscal 2027 Fiscal 2028 Funding Capex Requirements i. Purchase of new machinery & equipment for Gangol Facility to increase Transformer manufacturing capacity, expanding and automating backward [Showing first 8,000 characters — download PDF for full document]