Investor Presentation

Date: November 2, 2026 To, To, National Stock Exchange of India Ltd., BSE Limited Exchange Plaza, C-1, Block G, Phiroze Jeejeebhoy Towers Bandra Kurla Complex, Dalal Street Bandra (E), Mumbai – 400 051 Mumbai- 400001 NSE Scrip Symbol: KANOHAR BSE Scrip Code: 544911 Sub: Intimation of Investor/Earnings Presentation – Q2 and H1/FY27 Dear Sir/Madam, Pursuant to the relevant provisions of SEBI (Listing Obligations and Disclosure Requirements), Regulations 2015, we hereby enclose a copy of Investor/Earnings Presentation for Q2 and H1/FY2027 for your information. The said Investor Presentation will thereafter be uploaded on Company’s website at https://www.kanohar.com/investor-presentations . This information is submitted to you pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements), Regulations, 2015. It is requested to take this intimation on record and acknowledge the receipt of the same. Kindly take the above information on record. FOR KANOHAR ELECTRICALS LIMITED Neha Company Secretary & Compliance Officer Membership No.: A29167 KANOHAR ELECTRICALS LIMITED INVESTOR PRESENTATION Q2 & H1FY27 2nd NOVEMBER 2026 SAFE HARBOR This presentation and the accompanying slides (the “Presentation”), which have been prepared by Kanohar Electricals Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or 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. 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 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. Q2 & H1FY27 Performance MANAGEMENT COMMENTARY “The first half of FY27 reflects the same momentum as in FY26 and Q1FY27, and we remain grateful to all our stakeholders for their continued confidence. For Q2FY27 basis, revenues grew by 112% to Rs. 208.6 Crs, while EBITDA margin came in at 35.0% and PAT margins stood at 25.8%. For H1FY27 basis revenue grew to 109% to 345.7 Crs, EBITDA margins stood at 32.3% with PAT margins stood at 23.5%. Our growth came from higher volumes and a broader mix. Power transformers grew 88% in H1FY27 while share of Shunt reactors, used for renewable grid integration, grew to about 22% of revenue, from a negligible share last year. By voltage, products of 220 kV and 400kV made up nearly 78% of revenue in H1FY27, compared with about 53% in H1FY26, thereby improving the margin profile. During the quarter, we secured fresh orders worth ~Rs. 867.3 Cr, taking our outstanding order book to Rs. 2,711.2 Cr as of 30th Sep 2026, executable over the next 24–30 months, giving us healthy revenue visibility. Mr. Abhishek Singhal, The brownfield expansion at our Gangol unit is on track, with commissioning expected by FY29. Together with our Whole Time Director sustainability initiatives, this capex will support the next leg of profitable growth. With strong entry barriers in the industry, an established track record and a steady pipeline, we are well placed for sustained growth. Backed by our H1 performance, we expect to achieve our FY27 guidance of revenues of ~Rs. 950 Cr with an EBITDA margin profile similar to FY26.“ Q2 & H1FY27 CONSOLIDATED PERFORMANCE REVENUE Gross Profit & Gross Profit % EBITDA & EBITDA % PAT & PAT% 43.1% 45.8% 27.8% 35.0% 19.6% 25.8% 112% 208.6 125% 95.4 167% 73.1 180% 53.9 FY27 98.2 42.3 27.4 19.3 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 43.2% 44.2% 25.8% 32.3% 18.5% 23.5% 109% 345.7 114% 152.9 111.8 81.2 162% 165% FY27 165.6 71.5 42.7 30.7 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 Figures (Rs. Crs) Figures are rounded off wherever applicable H1 FY27 REVENUE MIX OVERALL REVENUE MIX TRANSFORMERS BUSINESS MIX TRANSFORMERS VOLTAGE MIX 0.9% 0.1% 3.8% 0.0% 1.2% 0.1% 0.0% 1.2% 12.2% 16.4% 2.5% 8.7% 0.0% 24.0% 21.7% 25.3% 17.8% 9.5% 9.7% 21.8% 8.8% 13.1% 11.0% 4.6% 87.8% 83.6% 76.0% 62.2% 57.1% 56.0% 55.9% 52.2% 48.7% FY26 H1FY26 H1FY27 FY26 H1FY26 H1FY27 FY26 H1FY26 H1FY27 Power Transformers Distribution Transformers 400 kV 132 kV and < 220 kV Transformers Scott Transformers Traction Transformers 220 kV and < 400 kV < 132 kV Shunt Reactors Power Transformers grew 88% YoY Figures are rounded off wherever applicable CONSOLIDATED ORDERBOOK AS ON 30TH SEPTMEBER, 2026 Orderbook (Rs. Crs) Orderbook - Product Split Orderbook - Client Split 7.5% 34% 2,711.2 0.0% 1.3% 10.9% 2,026.0 10.0% 2.6% 78.5% 89.1% Power Transformers Scott Transformer Government As on As on Shunt Reactors Traction Transformers Private Sector 30th Jun 26 30th Sep 26 Distribution Transformers EPC solutions • The order book is expected to be executed over the next 24–30 months Figures are rounded off wherever applicable CONSOLIDATED PROFIT & LOSS STATEMENT Particulars (Rs. Crs) Q2FY27 Q2FY26 YoY% H1FY27 H1FY26 YoY% Revenuefrom Operations 208.6 98.2 112.4% 345.7 165.6 108.8% Cost of Goods Sold 113.2 55.9 192.8 94.1 Gross Profit 95.4 42.3 125.4% 152.9 71.5 114.0% Gross Profit Margin 45.8% 43.1% 44.2% 43.2% Employee Cost 12.6 8.8 22.4 16.0 Other Expenses 9.7 6.2 18.7 12.7 EBITDA 73.1 27.4 167.2% 111.8 42.7 161.7% EBITDA Margin 35.0% 27.8% 32.3% 25.8% Depreciation 0.7 0.8 1.3 1.5 Other Income 2.6 1.8 4.5 5.1 EBIT 75.0 28.3 164.8% 115.0 46.3 148.4% Finance Cost 2.7 2.4 5.9 4.7 Profit before Tax 72.3 25.9 178.7% 109.1 41.6 162.0% Tax 18.4 6.7 27.9 11.0 Profit After Tax 53.9 19.3 179.7% 81.2 30.7 164.8% Profit After Tax Margin 25.8% 19.6% 23.5% 18.5% EPS 7.14 2.59 10.83 4.12 Figures are rounded off wherever applicable 8 BALANCE SHEET Assets (Rs. Crs) Sep-26 Mar-26 Equity & Liabilities (Rs. Crs) Sep-26 Mar-26 Total Equity 738.8 372.8 Non - Current Assets 86.8 76.8 Equity share capital 15.8 14.9 Property, plant and equipment 32.5 30.8 Other equity 723.0 358.0 Capital work-in-progress 16.2 14.0 Non-Current Liabilities 24.9 26.5 Other Intangible Assets 0.5 0.6 Fi [Showing first 8,000 characters — download PDF for full document]