Investor Presentation

ENDURANCE TECHNOLOGIES LIMITED 2nd Floor, Kumar Solitaire, S. No. 216B/218A/215A, Near Aga Khan Palace, Shastri Nagar, Nagar Road, Pune-411 006 (M.S.), India Tel: +91-20-68284200 Fax: +91-20-26680894 Website: www.endurancegroup.com CIN No. L34102MH1999PLC123296 3rd November, 2026 BSE Limited, National Stock Exchange of India Limited, Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra-Kurla Complex, Dalal Street, Mumbai - 400 001 Bandra (E), Mumbai - 400 051 BSE Code: 540153 NSE Code: ENDURANCE Sub.: Financial Results Presentation Ref.: 1. Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015; and 2. Letter informing outcome of the Board meeting held on 3rd November, 2026 Dear Sir / Madam, Further to the above-referred letter, we enclose a presentation giving highlights and key updates of the unaudited financial results of the Company for the quarter and half year ended 30th September, 2026. You are requested to take note of the above. Thanking you, Yours faithfully, For Endurance Technologies Limited Sunil Lalai Company Secretary, Compliance Officer and Head – Legal Membership No.: A8078 Encl.: As above Quarterly Results Presentation 03rd Nov 2026 Q2FY27 The presentation may contain, without limitation, CAUTIONARY certain statements that could be considered forward- looking. Such forward-looking statements do not STATEMENT guarantee future performance; and may involve risks and uncertainties that could cause actual performance or results to be materially different from those anticipated in these forward-looking statements. The Company is under no obligation to update any forward-looking statements contained herein, should material facts change due to new information, future events or otherwise. For historical financial numbers, readers are advised to refer to the financial statements approved by the Board of Directors of the Company, as appearing in the Annual Reports and quarterly Stock Exchange filings. The financial numbers in this presentation are from financial statements prepared and reported under Indian GAAP. Financial ratios have been calculated based on customary definitions. STRENGTHENING THE CORE, EXPLORING NEW OPPORTUNITIES ETL 2.0 Achieving Quality & Engineering Excellence in Profitable Ventures STRENGTHENING THE CORE, EXPLORING NEW OPPORTUNITIES Regulations & Road Safety Four-wheeler Electrification Non-auto ABS Passenger vehicles Ramp-up existing products Data Centers V2X Commercial vehicles Batteries: 2Ws/3Ws & 4Ws Railways Controlled braking (4Ws) Exports New products Robots & AMRs Power-back-up Solar Aviation Under consideration Defence Endurance business verticals Die-casting Die-casting Die Casting Die Casting Embedded Electronics Suspension Brakes Suspension (Maxwell) Brakes Suspension Embedded Electronics Brakes Batteries Embedded Electronics (Maxwell) (Maxwell) Data Centers Autonomous Mobile Robot (AMR) 4 STRATEGIC PRIORITIES SUPPORTED BY STRONG BALANCE SHEET Consistent FCF generation CAPEX INVESTMENT TREND* 1800 12% 1600 11% 10% 300 1400 9% 9% 8% 200 1200 8% 1000 100 600 4% FY21 FY22 FY23 FY24 FY25 FY26 400 FCF (Rs crore) STRONG BALANCE SHEET 2,000 0% 0 0% FY21 FY22 FY23 FY24 FY25 FY26 1,500 -5% Total Capex (Rs crore) Capex as % of sales 1,000 -10% -10% -10% -12% 500 -15% -15% 0 -20% FY21 FY22 FY23 FY24 FY25 FY26 Cash and Bank (Rs crore) Net Debt / Equity (%) (RHS) *includes Capex and Investments in subsidiaries 5 KEY EVENTS TILL DATE IN FY27 Production commenced at the AURIC Shendra plant in Chh. Sambhajinagar, in Sept 2026. Facility to cater to 4Ws EV OEMs & exports. Expanding 4W machined aluminium casting capacity across Chennai, Vallam and Chakan. Facilities to increase penetration in Indian and Korean OEMs. Production commenced at the Battery Pack plant in Pune in Q1FY27, full ramp up of 2W business in Q3 FY27. Expect SOP for newly nominated 4W Battery Pack business in H1 FY28. Supplies of dual channel ABS commenced in Oct 2026. Setting up additional capacities for ABS. Also setting up additional Disc Brake capacities in Chennai, SOP expected in Q4 FY27. Second SMT line for electronics installed to cater to in-house ABS ECU and higher BMS volumes. New infrastructure setup at Sanand, Gujarat to cater to large volume orders for Solar Dampers and Actuators. SOP for Solar Damper took place in Q2 FY27, Actuators expected in Q4 FY27. New plant being constructed to meet growing Aluminium Forging production. SOP expected in Q4FY27. 6 KEY EVENTS TILL DATE IN FY27 Business won in H1FY27: Rs 801 Cr in India*, including Rs. 53 Cr in Maxwell. Further, won business worth Euro 28 million in Europe. 102 total patents and 119 design registrations. Stake in Stöferle entities in Germany raised to 100% with accelerated acquisition. Acquired 100% shareholding in Fondalpress SpA, Italy. Fondalpress specialises in aluminium die-casting and machining. Divested 100% of shareholding in Veicoli Srl, Italy. *excludes orders from Bajaj Auto Order Wins KEY ORDER WINS- Q2 FY27 INDIA EUROPE MACHINED ALUMINIUM MACHINED ALUMINIUM MACHINED ALUMINIUM SUSPENSION SUSPENSION DIE CASTING DIE CASTING DIE CASTING CUSTOMER CUSTOMER CUSTOMER CUSTOMER CUSTOMER Tata Motors HMSI HMCL Mercedes Mercedes Multiple machined castings Front and rear suspension Front fork Hybrid LCV Hybrid LCV ORDER VALUE ORDER VALUE ORDER VALUE ORDER VALUE ORDER VALUE ₹ 66 crore ₹ 185 crore ₹ 53 crore € 6.5 million € 7.6 million ORDER WINS IN STANDALONE BUSINESS (RUPEES CRORE) Order Split last 6 years 4,846* Last 6 years Orders 4,030 6372 1247 2,973 Replacement Orders 1,048 5125 491 1540 Ramp Up of 1198 1205 745 935 748 New Orders New Orders FY24 FY25 FY26 FY27 FY28 FY29 FY22 FY23 FY24 FY25 FY26 H1FY27 Total Rs.532 Cr of business won Rs. 30 Cr order win for suspension from HMSI in H1FY27. products from Ather & Ultraviolette in H1FY27 Order book expected to be boosted further with Rs. 3,650 Cr of RFQs under Brakes business won from TVS in discussion with various customers H1FY27, taking their annual brakes Business won from a leading US OEM, business to Rs.250+ Cr taking their annual business potential for Shendra to Rs. 223 Cr/annum Excludes orders from Bajaj Auto. Includes Rs 300 Cr battery pack order received in FY26. All values cited above are on expected peak per-annum basis. 10 *Projected peak value from new orders, considering certain OEM projections not being met, or program peaking prior to FY29 ORDER WINS IN STANDALONE BUSINESS (RUPEES CRORE) Split of order wins by EV & ICE Split of order win by end segment Cumulative Cumulative FY22 – H1FY27 FY22 – H1FY27 FY22 2% FY22 11% 16% EV ICE 2W 3W 4W Non-Auto 11 EV ORDERS IN STANDALONE BUSINESS Segment EV order FY22 FY23 FY24 FY25 FY26* H1FY27 Total (Rs Crore) non-Bajaj Castings 599 Order value 78 258 59 440 650 45 1,530 (Rs Crore) Suspension 154 Brakes 398 Battery Packs 300 Alloy Wheels 31 Includes Rs 1,002 Cr for 2W/3W Casting, Suspension, Brakes, and Alloy OEMs and Rs 528 Cr for 4W Total non Bajaj 1,530 Wheel orders for e-2W from Ampere, OEMs Bajaj Auto Limited 310 Ather, Bajaj, HMSI, HMCL, Kinetic Green, Mahindra, Royal Enfield, TVS and Total with Bajaj 1,840 Ultraviolette Casting and proprietary orders for e-3W from Bajaj, Euler, TVS, Mahindra & Eka Mobility. Large orders aggregating >Rs 500 Cr for e-4W applications from 4 renowned international customers, including Valeo and Yazaki. All values cited above are on expected peak per-annum basis 12 *Includes Rs 300 Cr battery pack order received in FY26. ORDER WINS IN EUROPEAN BUSINESS (EURO MILLION) Last 5 years Orders Replacement Orders 105* 167 68 Ramp Up 28 Schedule Orders FY26 FY27 FY28 FY29 FY30 FY23 FY24 FY25 FY26 H1FY27 Total Stöferle business won prior to FY26 not included above Fondalpress business not included above. All values cited above are on expected peak per-annum basis. *Euro 167m new orders are expected to reach peak invoicing of Euro 105m, due to certain orders peaking in earlier years EV AND HYBRID SHARE INCREASI [Showing first 8,000 characters — download PDF for full document]