NSEInvestor Presentation31 Oct 2026 · 31 Oct 2026, 10:46 pm

Investor Presentation

Gabriel India Limited · GABRIEL

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Gabriel India Limited has informed the Exchange about Investor Presentation for the quarter and half year ended September 30, 2026, in terms of Regulation 30(2) of SEBI Listing Regulations.

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Earnings Impact5/10
Growth Catalyst3/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact8/10
Market Sentiment5/10

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Gabriel India Limited has informed the Exchange about Investor Presentation

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GABRIEL_31102026224612_SE_Intimation_signed.pdf

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Date: October 31, 2026 BSE Limited National Stock Exchange of India Limited 25th Floor, P. J. Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Bandra (E), MUMBAI – 400 001 Mumbai – 400 051 (SCRIP Code: 505714) (Company Code: GABRIEL) (SCRIP Code: 978149) Sub: Disclosure under Regulation 30(2) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI Listing Regulations”) Dear Sirs, We are enclosing herewith the Investors/Result presentation for the quarter and half year ended September 30, 2026, in terms of Regulation 30(2) of SEBI Listing Regulations. We request you to take the above information on record and kindly acknowledge the receipt. Thanking you, Yours faithfully, For Gabriel India Limited Mohit Srivastava Chief Financial Officer Encl: a/a Gabriel India Limited Gabriel India Limited Investor Presentation October 2026 This presentation and the accompanying slides (the “Presentation”), has been prepared by Gabriel India Limited (the SHAAFREBOUR “Company”), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or SAFE 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. HARBOUR 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 auto ancillary 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. TABLE OF CONTENTS TABLE OF CONTENTS 01 Q2 & H1 FY27 Consolidated Result 02 Q2 & H1 FY27 Standalone Result 03 Entity Overview QCO2 N HS1O FLIYD2A7TED RESULT UPDATE Q2 & H1 FY27 CONSOLIDATED RESULT UPDATE REPRESENTATION OF GABRIEL INDIA REPRESENTATION OF GABRIEL INDIA Majority Stake GIL Q1 FY27 Performance 1. 23.9% will continue to held by JV partner CY Myutec Co. Ltd, South Korea IGSS* GEEC Sunroof R&D 2. 49% held by JV partner Jinos Co. Ltd., South Korea Inalfa Roof Systems, Netherlands Belgium Public Shareholding 3. 74.9% will continue to be held by JV partner Dana Gabriel 100% Gabriel 100% 33.7% World Trade Corp.,USA 4. 51% will continue to be held by JV partner Henkel AG ACYM JGAIPL & Co, Germany Synchronizer Rings & Automotive Fasteners & Aluminium Forgings CY Myutec, South Korea Precision Forged Products Jinos, South Korea 5. 51% held by JV partner SK EnmoveCo Ltd, South Gabriel 76.1%(1) Gabriel 51%(2) Korea 6. 71.01% held by JV partner HL Mando Co. Ltd, South Strategic Partnerships Korea Promoter Shareholding 7. 70.01% held by JV partner HL Klemove, South Korea DAIPL HAIPL 66.3% Axles & Driveshafts Body-in-white Products Business Dana World Trade Corp., USA and Solutions Henkel AG&Co, Germany ‾ IGSS (InalfaGabriel Sunroof Systems Private Limited) - Shock Absorbers Gabriel 25.1% (3) Gabriel 49%(4) - Diesel Exhaust Fluids, Coolants & Brake Fluids ‾ GEEC (Gabriel Europe Engineering Centre) - Sunroof ‾ ACYM (Anand CY MyutecAutomotive Private - Synchronizer Rings & Aluminum Forgings SK Enmove Gabriel India Pvt. Ltd. HL Mando Anand Limited) - Auto Fasteners & Precision Forged Components Lubricants & Functional Fluids Steering Systems, Suspension, brakes SK Enmove, South Korea HL Mando, South Korea - Axles & Driveshafts ‾ JGAIPL (JinhapGabriel Auto India Private Limited) - Body in White Products & Solution`s Gabriel 49%(5) Gabriel 28.99%(6) ‾ DAIPL (Dana Anand India Private Limited) - Steering Systems, Brakes & Suspension ‾ HAIPL (Henkel Anand India Private Limited) - ADAS & Auto Electronics HL Klemove - Lubricants & Functional Fluids ADAS, Auto Electronics * Proposed GILShareholding inInalfaSunroofSystems HL Klemove, South Korea at 65% subject to PN3 approvals. Gabriel 29.99%(7) CONSOLIDATED OVERVIEW 05 JV BETWEEN GABRIEL AND FORVIA About FORVIA Large global player in Tier 1 automotive components - Operates in 6 business segments: Seating, Interiors, Electronics, Clean Mobility, Lighting , Lifecycle solutions - Long standing JV with Anand Group in India for Clean Mobility - World’s largest producer of automotive seat structures; Third largest player in complete seats Revenue: EUR 8.2 Bn (Seating business, 2025) EUR 21 Bn (Forvia Group, 2025) Employees: 40,000+ (Forvia Group, globally) HQ: Nanterre, France ENTITY OVERVIEW 06 DETAILS OF THE TRANSACTION - JV between Gabriel India Ltd. (GIL) and Forvia to enter the business of manufacturing PV seat structures and complete seats in India - JVA was signed in Paris, France on 6th October 2026 - GIL holds 50% less 1 share in the JV (entity incorporated on 19th October 2026) Rationale of this transaction: - Diversify into a growing segment with increasing content per vehicle (increase in features, safety and higher SUV mix) - Leverage FORVIA Seating’s global technology and manufacturing capabilities with ANAND Group's local capabilities Product Portfolio of JV Company: - Complete seat assembly (JIT) and subsystems (Frames, Foam and Trims, Comfort and Wellness) - Mechanisms is out of scope (to be supplied by Forvia India) ENTITY OVERVIEW 07 CONSOLIDATED FINANCIAL HIGHLIGHTS – Q2 H1 FY27 CONSOLIDATED FINANCIAL HIGHLIGHTS – Q2 & H1 FY27 Revenue (Rs. Mn) and Revenue Growth (%) EBITDA (Rs. Mn) and EBITDA Margin (%) PBT (Rs. Mn) and PBT Margin (%) YoY=22.9% 9.6% 8.7% 8.8% 9.9% 9.3% 9.2% QoQ=12.8% YoY=11.9% YoY=13.9% e QoQ=11.2% t r QoQ=13.5% Note: - a Q 13,083 14,257 16,080 1,409 1,482 a. Post the approval of Composite Scheme of 1,259 1,242 1,301 1,333 Arrangement involving merger of Anchemco Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 India Pvt Ltd with Asia Investments Private Limited , company has given effect to the scheme using pooling of interest method, Revenue (Rs. Mn) and Revenue Growth (%) EBITDA (Rs. Mn) and EBITDA Margin (%) applied retrospectively for all period and year PBT (Rs. Mn) and PBT Margin (%) ended March 31, 2026. 9.6% 8.7% 10.1% 9.3% r YoY=19.3% Y YoY=8.6% YoY=10.0% 30,337 2,814 25,427 2,650 2,441 2,559 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 YoY/ QoQ denotes growth % Q2 & H1FY27 CONSOLIDATED RESULT UPDATE [Showing first 8,000 characters — download PDF for full document]