Investor Presentation

28th October, 2026 To, To, BSE Limited National Stock Exchange of India Limited, Listing Department Listing Department “Exchange Plaza,” Phiroze Jeejeebhoy Towers, C-1, Block G,Bandra –Kurla Complex, 25th Floor, Dalal Street, Bandra (E), Mumbai - 400 001 Mumbai - 400 051. Scrip Code: 531201 Scrip Code: SHILCTECH Dear Sir/ Madam, Sub: Investor Presentation for the quarter ended on 30th September, 2026. Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulation, 2015, Please find enclosed herewith the copy of Investor Presentation for the quarter ended on 30th September, 2026. Kindly take on your record. Thanking you, For Shilchar Technologies Limited Vishnupriya Civichan Company Secretary & Compliance Officer Encl: As above NEAR MUVAL SUB STATION, PADRA JAMBUSAR H IGHWAY, GAVASAD, VADODARA – 391430, INDIA. PHONE: (+91) 7624090901/2 E-MAIL: info @shilchar.com WEBSITE: shilchar.com CIN:L29308GJ1 986PLC008387 SHILCHAR TECHNOLOGIES LIMITED The Power of Performance Q2FY27 | October 2026 NSE: SHILCTECH | BSE: 531201 Bloomberg: SCTE-IN Inside The Presentation Quarterly Company Superior Business Performance Overview Model Positioning Performance Highlights 04 ShilcharTechnologies at a Glance 08 Business Model Positioning 20 Q2FY27 Income Statement 05 Key Milestones 09 Competitive Strengths 21 Management Commentary 06 Our Facilities 10 Demand Drivers 22 State-of-Art Infrastructure 11 Business Outlook 23 Quality Assurance 12 Capacity Expansion 13 Gavasad Facility 14 Financial Generational Talent 15 Performance Diversified Product Profile 16 5 Year Summary 25 Diversified Applications 17 Key Performance Indicators 26 Global Footprint 18 Profit and Loss Summary 27 Balance Sheet Summary 28 Cash Flow Summary 29 Capital Markets Overview 30 SHILCHAR TECHNOLOGIES LIMITED Performance Highlights 04 INVESTOR PRESENTATION 2026 Q2FY27 Income Statement 05 Management Commentary 06 Quarterly Performance QUARTERLY PERFORMANCE SHILCHAR TECHNOLOGIES LIMITED INVESTOR PRESENTATION 2026 Q2FY27 Performance Highlights Revenue from Operations EBITDA & EBITDA Margins PAT & PAT Margins 193 (₹ IN CRORES) 40 / 21% (₹ IN CRORES & IN %) 33 / 17% (₹ IN CRORES & IN %) 193 25% 54 22 40 46 21 33 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 EBITDA (Excluding OI & EI) EBITDA Margin PAT PAT Margin QUARTERLY PERFORMANCE SHILCHAR TECHNOLOGIES LIMITED INVESTOR PRESENTATION 2026 Q2FY27 Income Statement (₹ IN CRORES) QOQ Change YOY Change PARTICULARS Q2FY26 Q1FY27 Q2FY27 (%) (%) REVENUE FROM OPERATIONS 171.28 134.61 192.61 43% 12% TOTAL INCOME 180.35 141.78 199.41 41% 11% OPERATING EXPENSES 117.68 112.55 152.55 36% 30% EBITDA (EXCLUDING OI & EI) 53.60 22.06 40.06 82% -25% EBITDA % 31.3% 16.4% 20.8% 442 BPS -1,049 BPS FINANCE COST 0.09 0.10 0.10 -3% 3% DEPRECIATION & AMMORTIZATION 1.01 1.06 1.08 2% 7% PBT 61.57 28.07 45.69 63% -26% PAT 45.94 20.86 32.98 58% -28% EPS (₹) 40.15 18.24 28.83 58% -28% QUARTERLY PERFORMANCE SHILCHAR TECHNOLOGIES LIMITED INVESTOR PRESENTATION 2026 Management Commentary Business has picked up notably in Q2FY27 after a slow Q1, when our export business, in particular to the Middle East, was affected by the continuing effects of the crisis in West Asia. Revenue from Operations for the quarter stood at ₹193 crore, up 43% over Q1FY27 and 12% over Q2FY26. While conditions in the Middle East improved during the quarter, they are yet to fully normalise. The shipping and logistics cost pressures we highlighted in previous quarters have also eased only partially. Exports to North America, meanwhile, gained momentum following the resolution of earlier tariff-related challenges, offsetting part of the shortfall in Middle East dispatches. Margins have also recovered sequentially in Q2 over Q1. We expect conditions in the Middle East to improve further in near future. This should translate directly into a higher export share in our revenue mix and, in turn, a further improvement in margins over the coming quarters. In Q2FY27, Revenue from We remain on track with our revenue target for the year, with healthy orders in hand and deliveries Operations grew 43% scheduled for H2FY27. On the project front, Gavasad Expansion #3 is progressing as per plan, with sequentially and 12% YoY, commissioning expected in April 2027. with better performance on the export front. As the export mix strengthens, we expect margins to improve Alay J. Shah further. Chairman & Managing Director SHILCHAR TECHNOLOGIES LIMITED Shilchar Technologies at a Glance 04 INVESTOR PRESENTATION 2026 Key Milestones 10 Our Facilities 11 State-of-Art Infrastructure 12 Quality Assurance 13 Capacity Expansion 14 Upcoming Expansion at Gavasad Facility 15 Generational Talent 16 Diversified Product Profile 17 Diversified Applications 18 Global Footprint 19 Company Overview COMPANY OVERVIEW SHILCHAR TECHNOLOGIES LIMITED INVESTOR PRESENTATION 2026 Shilchar Technologies at a Glance Specializes in Premier Industry- custom-made transformers for Brand Leading Renewables of Power & Distribution Profitability & Transformer since last & Industrial Capital Return ~4 decades Ratios applications Currently focused on Existing Debt-Free transformers up to Production Capacity Balance Sheet with 50 MVA & 132 KV 7,500 MVA substantial Cash class, Reserves Capacity Under expanding into Commissioning 220 KV class 6,500 MVA Exported Flagship Gavasad Transformers to over facility located 25+ countries on an expansive 21 Acres Plot across 5 continents COMPANY OVERVIEW SHILCHAR TECHNOLOGIES LIMITED INVESTOR PRESENTATION 2026 Key Milestones 1986 2015 SHILCHAR ACQUIRED TECHNOLOGIES WAS GAVASAD LAND INCORPORATED 2014 CLOCKED ₹100 CR 1990 REVENUE, FULLY 2018 UTILIZING 1,000 MVA VENTURED COMMISSIONED CAPACITY INTO R-CORE GAVASAD FACILITY, TRANSFORMERS EXPANDING CAPACITY TO 4,000 MVA ~26 years 2010 ENTERED Of Expertise in Power & 1995 RENEWABLES 2024 Distribution Transformers TRANSFORMER LISTED ON BSE EXPANDED MARKET & VENTURED PRODUCTION INTO FERRITE CAPACITY TO TRANSFORMERS 7,500 MVA IN AUGUST’24 ~19 years 2008 COMMENCED Of Experience in TRANSFORMER Transformer Exports 2000 EXPORTS 2026 EXPANDED INTO CLOCKED ₹650+ CR DISTRIBUTION REVENUE, INTIATED & POWER CAPEX TO EXPAND ~17 years TRANSFORMERS TO 14,000 MVA Of Specialization in Renewables Transformers COMPANY OVERVIEW SHILCHAR TECHNOLOGIES LIMITED INVESTOR PRESENTATION 2026 Our Facilities Manufacturing Philosophy Flagship Facility 475+ Shilchar’s Flagship Facility People Specialising in is in Gavasad, Vadodara Employed design & ideation of quality transformers as per customer specifications 7,500 MVA 14,000 MVA Existing Installed Annual Capacity Made-to-order Capacity (FY27) Post-Expansion (FY28) approach over stock-and-sell 21-Acre 1.6 + 1.1 Lakh Sq.Ft. Possesses strong in- Situated on a 21-acre Existing built-up area house design and land Parcel, with of 1.6 Lakh Sq.Ft., additional engineering sufficient land available 1.1 Lakh Sq.Ft. coming online capabilities for future expansion in 2027 Utilizes domestic supply chain with an assembly Certifications mindset; outsources lower value-add components Prioritizes quick order fulfilment and turnaround time 14001:2015 45001:2018 COMPANY OVERVIEW SHILCHAR TECHNOLOGIES LIMITED INVESTOR PRESENTATION 2026 State-of-Art Infrastructure 2 Production Dust-free State-of-art Automatic Foil Warehouse State-of-art Shops Environment Testing Winding Testing Laboratory Technology Laboratory One each for 5 Featuring NABL accredited PLC based fully Material storage MVA, 33 KV positive air testing lab with automatic foil facility with class & 50 MVA, pressure using advanced winding traceability, 132 KV class HVAC system & equipment's machines along identification, epoxy flooring with automatic and integrated across the plant argon gas based with SAP ERP brazing facility COMPANY OVERVIEW SHILCHAR TECHNOLOGIES LIMITED INVESTOR PRESENTATION 2026 Quality Assurance 3 Testing In-house Automatic Partial NABL Laboratories for Imp [Showing first 8,000 characters — download PDF for full document]