BSECompany Update3d ago · 25 Jul 2026, 03:29 pm

We are submitting herewith Investor Presentation.

Shakti Pumps India Ltd-$ · 531431

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Shakti Pumps India Ltd. has submitted an investor presentation, which includes a safe harbour statement and details about the company's business, financial highlights, and investment thesis.

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Earnings Impact5/10
Growth Catalyst8/10
Governance Concern2/10
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Balance Sheet Risk4/10
Liquidity Impact9/10
Market Sentiment6/10

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Shakti Pumps India Ltd-$ - 531431 - Announcement under Regulation 30 (LODR)-Investor Presentation

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Date: - 25/07/2026 To, To, The Secretary, The Secretary, Listing Department Corporate Relationship Department National Stock Exchange of India Ltd. BSE Limited Exchange plaza, BKC, Bandra (E) P. J. Towers, Dalal Street Mumbai - MH 400051. Mumbai- MH 400001. REF: -(ISIN- INE908D01010) SCRIP CODE BSE-531431, NSE Symbol -SHAKTIPUMP Sub.:-Investor Presentation pursuant to Regulation 30 of the SEBI (List ing Obligat ions a nd Disc losure Requirements) Regulations, 2015. Dear Sir/Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the Investor Presentation which is being uploaded on the website of the Company. Kindly take note of the above. Thanking You, For Shakti Pumps (India) Limited Y ours Faithfully, Ravi Patidar Company Secretary Encl.:As above Shakti Pumps (India) Limited Q1FY27 INVESTOR PRESENTATION SHAKTIPUMP 531431 NSE BSE © 2026, All Rights Reserved -www.shaktipumps.com Safe Harbour Statement This presentation and the following discussion may contain “forward looking statements” by Shakti Pumps (India) Limited (“SPIL” or the company) that are not historical in nature. These forward-looking statements, which may include statements relating to future results of operations, financial condition, business prospects, plans and objectives, are based on the current beliefs, assumptions, expectations, estimates, and projections of the management of SPIL about the business, industry and markets in which SPIL operates. These statements are not guarantees of future performance, and are subject to known and unknown risks, uncertainties, and other factors, some of which are beyond SPIL’s control and difficult to predict, that could cause actual results, performance or achievements to differ materially from those in the forward-looking statements. Such statements are not, and should not be construed, as a representation as to future performance or achievements of SPIL. In particular, such statements should not be regarded as a projection of future performance of SPIL. It should be noted that the actual performance or achievements of SPIL may vary significantly from such statements. © 2026, All Rights Reserved -www.shaktipumps.com Table of Contents 1 Investment Rationale 2 Company Overview 3 Financial Highlights © 2026, All Rights Reserved -www.shaktipumps.com Investment Rationale © 2026, All Rights Reserved -www.shaktipumps.com Shakti Pumps at a Glance India’s only fully vertically integrated solar pumping company – in-house pumps, motors, controllers, VFDs, structures and inverters – with 40+ years of engineering legacy and execution footprint in both domestic and international markets Business Overview Diversified Business Product-wise Customer-wise The leading manufacturer of fabrication technology- based products, powering India’s Irrigation Revolution Solar Complete Systems (SWPS) Government Projects with its Range of solar and other pumping Submersible (Sets, Motors & Pumps) Exports solutions Solar (Sets, Motors & Pumps) Industrial Others (Surface, Industrial & Others) With 4+ decades of industry presence, Shakti Pumps is OEM Solar Rooftop one of the few companies with the competency to Retail & Others manufacture pumps and motors in-house Motors & Controllers for EVs 500+ 1,200+ 400+ Holds 15 patents and delivers unique proprietary products through in-house Research, Design and Dealers in Product Service Development; SPIL is India’s 1st 5-star Rated Pump India Variants Centres Manufacturer Integrated Manufacturing Facilities One of the biggest beneficiary under the PM KUSUM 5,00,000 2,00,000 4,00,000 scheme; holds ~25% market share in the scheme; with a strong export presencein 100+ countries Pumps &Motors Structures Inverters & (Combined Capacity) VFDs © 2026, All Rights Reserved -www.shaktipumps.com Investment Thesis Integrated Capability Supports Category-Defining Market Leader Execution at Scale ~25% share under PM-KUSUM with the widest, deepest Only player with truly end-to-end in-house manufacturing execution track record and India’s only fully in-house across pumps, motors, VFDs, controllers, structures & manufacturing model in solar pumping inverters Building the Next Growth Vectors A Structural, Policy-Backed Market Beyond Core Solar Pumping Opportunity Solar Rooftop and EV motors/controllers offer call options A ₹ 5.5 Trillion addressable opportunity, KUSUM 2.0 on on India’s broader clean-energy transition, funded from the the horizon, and continued government commitment to existing cash-generative core business diesel-to-solar irrigation transition Investing Ahead of the Next Demand Wave Disciplined Execution Approach ₹ 17,000 Mn capex programme — doubled core capacity Management follows a focussed approach to trade near- plus a 2.2 GW solar cell/module plant — positions the term revenue and margin for balance-sheet quality; a Company to capture the next demand wave and improve signal of governance maturity margins structurally © 2026, All Rights Reserved -www.shaktipumps.com Category-Defining Market Leader Deployment scale rose sharply as government-led water and clean-energy programmes continued to drive demand Government Business 86,086 +20% 2.58 lakh+ Solar Pumps installed in FY26 FY26 YoY Installation growth Cumulative Solar Pumps Installedtill date PM-KUSUM Advantage Broadening Geographic Footprint Leading Market Entry Across Major States With an estimated ~25% market share under Entry into Karnataka along with an established PM-KUSUM, Shakti Pumps enters the next policy presence across Maharashtra, Rajasthan, Majorly remained first mover in all the cycle with proven execution capacity and field Haryana, Punjab, UP and MP, supports repeat major states credibility tender wins Export Business Emerging Retail / Cash Sales Business Asia Africa 3.8% ₹ 4,110 Mn – 33.4% RoW ₹ 770 Mn – Revenue from Cash Sales in FY26 Export Revenue in FY26 2.6% A non-tender, retail / distributer-led channel that diversifies revenue away from pure government dependence and improves working capital efficiency as payments are collected faster United States 19.1% Middle East 41.1% © 2026, All Rights Reserved -www.shaktipumps.com Integrated Capability Supports Execution at Scale From Raw Material to Farm-gate Installation — Shakti Pumps controls every link of the solar pumping value chain In-House Manufacturing Empanelment & Order Execution & Installation Multi-Channel Revenue Pumps, motors, controllers, VFDs, Wins state & central orders Design, manufacture, supply, install, Government tenders, exports (100+ structures & inverters —built in- (PM-KUSUM, Magel Tyala, etc.) test and commission at farm level countries), dealer network & cash house, not assembled sales Integrated manufacturing facilities in Pithampur, Madhya Pradesh 15 / 29 Patents Inhouse manufacturing of critical components in Solar Inhouse manufacturing of critical components in Solar Granted / Filed Pumping value chain Rooftop value chain © 2026, All Rights Reserved -www.shaktipumps.com A Structural, Policy-Backed Market Opportunity ₹ 5.5 Trillion - Total Potential Market for Solar Irrigation, New Installation plus replacement of Existing Diesel Pumps Demand Tailwinds PM KUSUM 2.0: India’s Next Wave of Agricultural Pump Solarization 12-13.5 Mn 8-9 Mn Additional Demand of Solar Diesel Pumps Pumps Replacement Demand What the Opportunity Unlocks 01 Policy-backed tender pipeline Execution Scoreboard (PM-KUSUM Portal, 30 Jun 2026) Central and state allocations create recurring tender visibility Details Component B ^ Sanctioned Pumps 13,07,190 02 Execution becomes the moat States need vendors that can install, commission and service Installed Pumps 11,24,074 thousands of pumps across dispersed villages Installed by SPIL under KUSUM Scheme 1,90,698 Installed by SPIL under Non -KUSUM Scheme 66,926 03 Installed base drives follow-on demand Service, spares, controllers and replacement cycles Total Solar Pumps [Showing first 8,000 characters — download PDF for full document]