Analysts/Institutional Investor Meet/Con. Call Updates

2nd November, 2026 The Manager The Manager Department of Corporate Services The National Stock Exchange of India Ltd. BSE Limited, Exchange Plaza, 5th Floor Phiroze Jeejeebhoy Towers Plot No-C/1, G Block, Dalal Street, Bandra Kurla Complex Mumbai- 400001 Mumbai - 400051 NSE Symbol: IFBIND | BSE Scrip Code: 505726 Sub: Investor Presentation for the Quarter and Half Year ended 30th September, 2026 Dear Sir, Please find enclosed the Investors Presentation of the Company for the Quarter and Half Year ended 30th September, 2026. The conference call with the Investors/Analysts is scheduled on 5th November, 2026 at 04:00 P.M. (I.S.T.) to discuss the Unaudited Financial Results (Standalone & Consolidated) of the Company for the Quarter and Half Year ended 30th September, 2026. This intimation is also being made available on the website of the Company i.e. www.ifbindustries.com. This is for your information and record. Yours Faithfully, For IFB INDUSTRIES LIMITED Ritesh Agarwal Company Secretary Encl.: As Above 30 th September 2026 FY 2026 -2027 Q2 FY 2027 Performance Report Performance Overview ₹ in Crore Particulars Q2 FY 26 -27 Q2 FY 25 -26 Growth % Revenue growth for the quarter stood at 14%. Among the divisions HAD & Engineering recorded revenue growth of 11% and 24% respectively Revenue 1512.54 1326.61 14.02% during the quarter. PBDIT 90.92 102.50 -11.30% High material cost impacted PBDIT. PBDIT % on revenue 6.01 7.73 PBT 53.86 68.32 -21.17% PBDIT for the quarter stood at ₹90.92 crores as against ₹102.50 crores PBT % on revenue 3.56 5.15 in the corresponding period previous year, which recorded a de-growth of 11.30%. PBDIT margin reduced to 6.01% from 7.73%. PAT 39.56 49.75 -20.48% PAT % on revenue 2.62 3.75 PBT decreased by 21% and is at ₹53.86 crores in Q-2. PAT recorded a degrowth of 20% and is at ₹39.56 crores. ROCE %~ 17.55 24.73 ~ ROCE is on Annualised Basis Industries Limited | Investor Presentation Q2 – FY – 26-27 2 YTD FY 2027 Performance Report Performance Overview ₹ in Crore Particulars FY 26 -27 FY 25 -26 Growth % Revenue growth for the YTD period stood at 15.33%. Revenue 3041.63 2637.43 15.33% PBDIT growth for the YTD period stood at 4%. PBDIT 179.38 172.45 4.02% PBDIT % on revenue 5.90 6.54 Like Q-2, margin of YTD period also was impacted by increase in commodity price & adverse forex movement. PBT 105.40 102.25 3.08% PBT % on revenue 3.47 3.88 PBT increased by 3% to reach ₹105.40 crores in YTD period & PAT recorded a growth of 3%. PAT 77.62 75.11 3.34% PAT % on revenue 2.55 2.85 ROCE for the YTD period reduced to 17.21% as compared to last year’s 19.09 %. ROCE % ~ 17.21 19.09 ~ ROCE is on Annualised Basis Industries Limited | Investor Presentation Q2 – FY – 26-27 3 Financial Trend Q2 Industries Limited | Investor Presentation Q2 – FY – 26-27 4 Financial Trend YTD Industries Limited | Investor Presentation Q2 – FY – 26-27 5 Parameters of Q2 FY 2027 Total Revenue Revenue from Operations PBDIT ₹ 1513 Crore ₹ 1505 Crore ₹ 90.92 Crore (+) 14.02% (+) 14.04 % (-) 11.30% PBDIT Margin % Net Profit Margin % EPS 6.01% 2.62% ₹ 9.77 (-) 172 bps (-) 113 bps (-) 20.37% Receivable Inventories Accounts Payable ₹ 401 Crore ₹ 777 Crore ₹ 1080 Crore (-) 6.27% (+) 12.15% (+) 6.70% Borrowings RONW % ~ Operating Cash Flow ₹ 8 Crore 16.50 % ₹ -40.13 Crore (-) 52.51% (-) 768 bps (-) 181.66% Growth / de-growth has been calculated in comparison with the corresponding quarter / period of the last year. ~Annualised Industries Limited | Investor Presentation Q2 – FY – 26-27 6 Parameters of YTD FY 2027 Total Revenue Revenue from Operations PBDIT ₹ 3042 Crore ₹ 3029 Crore ₹ 179.38 Crore (+) 15.33% (+) 15.56% (+) 4.02% PBDIT Margin % Net Profit Margin % EPS 5.90% 2.55 % ₹ 19.16 (-) 64 bps (-) 30 bps (+) 3.40% Receivable Inventories Accounts Payable ₹ 401 Crore ₹ 777 Crore ₹ 1080 Crore (-) 6.27% (+) 12.15% (+) 6.70% Borrowings RONW % ~ Operating Cash Flow ₹ 8 Crore 16.19 % ₹ 108.60 Crore (-) 52.51% (-) 206 bps (-) 31.62% Growth / de-growth has been calculated in comparison with the corresponding quarter / period of the last year. ~Annualised Industries Limited | Investor Presentation Q2 – FY – 26-27 7 Net Debt As at 30 th September 2026 , the Company’s long-term debt stood at ₹8.22 crores, which were pertaining to the Stamping and Steel Divisions. Zero These loans are scheduled to be fully repaid by February 2027 and October 2028 , respectively. The Company has consciously Total long term borrowing was ₹ 8.22 crores as on quarter end date representing term loan amount. decided against any prepayment of Break -up of term loan borrowings & its position as on 30 th September 2026 including projected value these loans in order to conserve cash for future strategic requirements. till 31st March, 2028 are given below. ₹ in Crore As at 30 th September 2026 , fund- based utilisation of working capital Projected Projected Projected Value as on Value as on Value as on Value as on facilities across all divisions was zero. Divisions Lenders Remark 30 th Sep 26 31st Mar 27 31st Mar 28 31st Mar 29 Against the aforesaid borrowings, the To become zero Company maintained cash and cash Stamping ICICI Bank 3.50 - - - by Feb 27 equivalents, including investments in mutual funds, amounting to ₹350 .88 To become zero Steel Federal Bank 4.72 3.67 1.57 - crores. by Oct 28 After adjusting for the total debt of Total 8.22 3.67 1.57 - ₹8.22 crores, the Company’s net cash position stood at ₹342.66 crores. Industries Limited | Investor Presentation Q2 – FY – 26-27 8 Home Appliances Division Business Updates MARKET OVERVIEW The consumer durables market navigated a challenging quarter, with part of the festive demand this year shifting to November. At the same time, rising commodity costs and adverse forex movements are putting pressure on margins. However, the continued consumer preference for higher capacity products and feature rich models offers an opportunity to drive premiumisation , improve average selling prices and support profitable growth. Strategic Focus Areas Cost and Portfolio Optimisation : We continue to drive cost efficiencies to partially offset the commodity and forex impact. SKU rationalisation and portfolio optimisation has helped to reduce complexities and increase focus on identified key products. Premiumisation and Customer Experience: Leverage demand for feature rich appliances and superior ownership experiences to drive value growth and strengthen customer loyalty. Industries Limited | Investor Presentation Q2 – FY – 26-27 Home Appliances Division Washers In Q2 FY27, the Front Load market continued its shift towards higher capacity washing machines, with the segment Q2 growing by approximately 40 %. IFB continues to strengthen its position in this segment through differentiated premium offerings including Smart and Auto Dosing technology and premium aesthetics. We will continue to build on this momentum with a strategic focus on higher capacities and innovation led technologies to drive premiumisation , improve realisation and strengthen competitive differentiation. Products The Top Load category is also witnessing a similar shift towards higher capacity washing machines . IFB is strengthening its proposition in this segment through premium features such as Steam, Inverter technology and Wi-Fi connectivity, offering consumers enhanced convenience and performance . Our strategy is to create a compelling value proposition that combines higher capacity, differentiated features and premium aesthetics to drive consumer preference and improve product mix. Range Air Conditioners The strategic focus in Q3 & Q4 will be to continue to accelerate premiumisation, increase placement / market penetration and grow the contribution of high end ACs including the hot -and-cold product. Microwave Ovens Market for the Microwave oven category has been declining. However, IFB continues to register value growth focusing on its Premium Air Fry Microwave portfolio. We are strengthening our [Showing first 8,000 characters — download PDF for full document]