General Updates

L-1/0146/PG/PD October 28, 2026 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 Sub.: Presentation on the Unaudited Financial Results of Bajaj Electricals Limited (“Company”) for the second quarter and half year ended September 30, 2026 Dear Sir/Madam, The presentation on the Unaudited Financial Results of the Company for the second quarter and half year ended September 30, 2026, is enclosed herewith. We request you to take the above on record and treat the same as compliance under the applicable provisions of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended. Thanking you, Yours faithfully, For Bajaj Electricals Limited Prashant Dalvi Chief Compliance Officer & Company Secretary (ICSI Membership No.: A51129) Encl.: As above. Bajaj Electricals Limited | CIN: L31500MH1938PLC009887 Registered Office: Mulla House, 2nd Floor, 51 Mahatma Gandhi Road, Fort, Mumbai 400 001 Tel: 022 6149 7000 | Website: www.bajajelectricals.com | E-mail: legal@bajajelectricals.com Investor Presentation Q2 FY’27 October 28th,2026 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 indicated. It is information given in summary form and does not purport to be complete, and it cannot be guaranteed that such information is true and accurate. This Presentation has been prepared by and is the sole responsibility of the Company. By accessing this Presentation, you are agreeing to be bound by the trading restrictions. It is for general information purposes only and should not be considered as a recommendation that any investor should subscribe to or purchase the Company’s equity shares or other securities. This Presentation includes statements that are, or may be deemed to be, “forward-looking statements”. These forward-looking statements can be identified by the use of forward-looking terminology, including the terms “anticipates”, “believes”, “estimates”, “expects”, “intends”, “may”, “plans”, “projects”, “seeks”, “should”, “will”, in each case, their negative or other variations or comparable terminology, or by discussions of strategy, plans, aims, objectives, goals, future events or intentions. These forward- looking statements include all matters that are not historical facts. They appear in a number of places throughout this Presentation and include statements regarding the Company’s intentions, beliefs, or current expectations concerning, amongst other things, its results or operations, financial condition, liquidity, prospects, growth, strategies, and the industry in which the Company operates. By their nature, forward-looking statements involve risks and uncertainties because they relate to events and depend on circumstances that may or may not occur in the future. The factors which may affect the results contemplated by the forward-looking statements could include, among others, future changes or developments in (i) the Group’s business, (ii) the Group’s regulatory and competitive environment, and (iii) political, economic, legal, and social conditions in India or the jurisdictions in which our Group operates. Forward-looking statements are not guarantees of future performance, including those relating to general business plans and strategy of the Company, its future outlook and growth prospects, and future developments in its businesses and its competitive and regulatory environment. No representation, warranty or undertaking, express or implied, is made or assurance given that such statements, views, projections or forecasts, if any, are correct or that the objectives of the Company will be achieved. There are some important factors that could cause material differences to the Company’s actual results. These include (i) our ability to successfully implement our strategy, (ii) our growth and expansion plans, (iii) changes in regulatory norms applicable to the Company, (iv) technological changes, (v) investment income, (vi) cash flow projections, etc. The Company, as such, makes no representation or warranty, express or implied, as to, and does not accept any responsibility or liability with respect to, the fairness, accuracy, completeness, or correctness of any information or opinions contained herein. The information contained in this Presentation, unless otherwise specified, is only current as of the date of this Presentation. The Company assumes no responsibility to publicly amend, modify, or revise any forward-looking statements, on the basis of any subsequent development, information, or events, or otherwise. Unless otherwise stated in this Presentation, the information contained herein is based on management information and estimates. This document is just a Presentation and is not intended to be and does not constitute a “prospectus” or “offer document” or a “private placement offer letter” or an “offering memorandum” or an “offer” or a solicitation of any offer to purchase or sell any securities. Table of Contents Q2 FY’27 – Performance Overview Financial Highlights Business Highlights Q2 FY’27 | Performance Overview QUARTER AT A GLANCE REVENUE GROSS MARGIN EBIT MARGIN CASH & CASH EQUIVALENTS c.1.5% c.31.9% c.4.4% c.INR 845 Cr YoY growth Q2 FY’27 Q2 FY’27 As on September 30, 2026 CHANNEL HIGHLIGHTS Core FMEG Performance Growth in Consumer Products (CP), offset by degrowth in Lighting Solutions (LS) • GT witnessed a drop of c.3% on YoY basis • Alternate channel grew by c.7% YoY basis, Double digit growth in E-com, Exports grew in high double digit • Consumer Products (CP) Segment: c.2% growth on YoY basis on account of Kitchen & Domestic Appliances; largely offset by Fans and MR • Lighting Solutions (LS) Segment: c.1% decline on YoY basis; growth in Consumer Lighting being offset by Professional lighting drop CASH POSITION Strong Balance Sheet with C&CE and surplus investments to the tune of c.INR 845 Cr C&CE: Cash & Cash Equivalents | GT: General Trade 4 Table of Contents Q2 FY’27 – Performance Overview Financial Highlights Business Highlights Q2 FY’27 | Profit & Loss Statement FINANCIAL HIGHLIGHTS (INR Cr) COMMENTARY Particulars Q2 FY’27 Q2 FY’26 YoY (%) Q1 FY’27 COMMENTARY Revenue from Operations 1,123 1,107 1.5% 1,089 Less : COGS 765 755 1.3% 738 Revenue: 1) Consumer Products Gross Margin 358 352 1.8% 352 Growth in Appliances offset by degrowth in Fans & MR Staff Cost 86 107 (19.6%) 97 2) Lighting Solutions Growth in Consumer Lighting offset by degrowth in Other Expenses 206 183 12.2% 177 Professional Lighting Depreciation and Amortization 30 37 (17.4%) 31 Staff Cost – phasing impact Add : Other Income 13 8 70.3s% 26 EBIT 50 33 51.2la n% 72 Other Expenses – A&P investments c. 3.8% of revenues n o y up by 150bps YoY As % of Revenue 4.4% 3.0% it t iv 6.6% Less : Finance Cost 15 13 p m2) s e1.1is n% 16 Finance Cost - Includes interest on vendor financing to the olpe s tune of c. INR 10 Cr and interest on lease liability of c. INR 3 Profit Before Exceptional Items and 34 20 c o7m a0.0 % 56 Cr T La ex sse :s Exceptional Items and Losses 1 (5) e r a p mx e e m o so l s s o l s 9 Other Income – Treasure Yield c. INR 8 Cr f P L Pr e Ao B sm TT s :J TV axes 3 29 65 1 16 06 n o it a z im it s d a e h r e v oo –c 12( t s o c d e x if n o y7.4e la s b r o s b a o t y% n o s u c o f et s o cn r a e u o y s a dt s o c g n ic n e 6 1 47 86 Result • •s - E P B BI TT u u pp b b yy 2 1 x.5x, As % of Revenue 2.3% 0.9% o t s o h g iHv a e Ht ilib Ac n e H e r a Vn e p Sg n iR- 4.4% Q2 FY’27 | Segment Details FINANCIAL HIGHLIGHTS SEGMENT REVENUE CO [Showing first 8,000 characters — download PDF for full document]