Investor Presentation

VARROC/SE/INT/2026-27/89 November 4, 2026 The Manager- Listing The Manager – Listing The Listing Department, The Corporate Relation National Stock Exchange of Department, India Limited BSE Limited Exchange Plaza, Plot No. C/1, G Phiroze Jeejeebhoy Towers, Block, Bandra-Kurla Complex, Dalal Street, Fort, Bandra (East), Mumbai-400051. Mumbai-400001. NSE Symbol: VARROC BSE Security Code: 541578 Dear Sir/Madam, Sub: Investor Presentation - Financial Results Q2/FY 2026-27 Please find enclosed a copy of Investor Presentation on the Un-audited Financial Results (Consolidated & Standalone) for the quarter and half year ended on September 30, 2026. Kindly take the same on record and note the compliance. For Varroc Engineering Limited Anil Ghatiya Company Secretary & Compliance Officer M. No. A16620 Encl: A/a Presentation to Investors & Analyst for Q2 FY27 4th Nov 2026 Disclaimer This presentation may include statements which may constitute forward-looking statements. All statements that address expectations or projections about the future, including, but not limited to, statements about the strategy for growth, business development, market position, expenditures, and financial results, are forward looking statements. Forward looking statements are based on certain assumptions and expectations of future events and involves known and unknown risks, uncertainties and other factors. The Company cannot guarantee that these assumptions and expectations are accurate or exhaustive or will be realised. The actual results, performance or achievements, could thus differ materially from those projected in any such forward-looking statements. No obligation is assumed by the Company to update the forward-looking statements contained herein. The information contained in these materials has not been independently verified. None of the Company, its Directors, Promoter or affiliates, nor any of its or their respective employees, advisers or representatives or any other person accepts any responsibility or liability whatsoever, whether arising in tort, contract or otherwise, for any errors, omissions or inaccuracies in such information or opinions or for any loss, cost or damage suffered or incurred howsoever arising, directly or indirectly, from any use of this document or its contents or otherwise in connection with this document, and makes no representation or warranty, express or implied, for the contents of this document including its accuracy, fairness, completeness or verification or for any other statement made or purported to be made by any of them, or on behalf of them, and nothing in this document or at this presentation shall be relied upon as a promise or representation in this respect, whether as to the past or the future. The information and opinions contained in this presentation are current, and if not stated otherwise, as of the date of this presentation. The Company relies on information obtained from sources believed to be reliable but does not guarantee its accuracy or completeness. The Company undertake no obligation to update or revise any information or the opinions expressed in this presentation as a result of new information, future events or otherwise. Any opinions or information expressed in this presentation are subject to change without notice. This presentation does not constitute or form part of any offer or invitation or inducement to sell or issue, or any solicitation of any offer to purchase or subscribe for, any securities of Varroc Engineering Limited (the “Company”), nor shall it or any part of it or the fact of its distribution form the basis of, or be relied on in connection with, any contract or commitment or to be relied in connection with an investment decision in relation to the securities of the Company therefore any person/ party intending to provide finance / invest in the shares/businesses of the Company shall do so after seeking their own professional advice and after carrying out their own due diligence procedure to ensure that they are making an informed decision. Neither the delivery of this document nor any further discussions by the Company with any of the recipients shall, under any circumstances, create any implication that there has been no change in the affairs of the Company since that date. This presentation is strictly confidential, unless distributed via a public forum, and may not be copied or disseminated, in whole or in part, and in any manner or for any purpose. No person is authorized to give any information or to make any representation not contained in or inconsistent with this presentation and if given or made, such information or representation must not be relied upon as having been authorized by any person. Failure to comply with this restriction may constitute a violation of the applicable securities laws. The distribution of this document in certain jurisdictions may be restricted by law and persons into whose possession this presentation comes should inform themselves about and observe any such restrictions. By participating in this presentation or by accepting any copy of the slides presented, you agree to be bound by the foregoing limitations. About Us Varroc is a leading global auto technology company with a product portfolio covering a wide 08 6100+ range of electrical, electronics, Countries Employees lighting, polymer, metallic, after-market and advanced safety solutions Operating Manufacturing Facilities REVENUE INR 89,080 MILLION BUSINESS CONTRIBUTION BY REGION 130+ 07 INDIA 89.3% GLOBAL 10.7% *Updated as per financial year 2026 Patents Technical Centres VARROC Vision Mission Create safe, smart and sustainable future mobility Be the trendsetter in providing mobility solutions that solutions for everyone. offer the highest value for money to customers • Extend India Market leader position in 2W mobility, lighting, and driver assistance to the world • Stay ahead of market in growth and profitability • Be the Partner of Choice for our valued customers through superior customer experience • Empower and enable all teams committed to speed, excellence, and our values to achieve exceptional success Continue to be a trusted business partner for our customers focused on societal and environmental sustainability. Values Sincerity: Humility: Integrity: Passion: Self-discipline: To speak & act from To walk with everyone To do what is right To go against all odds To make it all happen the heart Our Global R&D Footprint Poland R&D Center China R&D Center Focus Area Focus Area • Interior Lighting • Exterior Lighting • Smart Mobility • Advanced Driver Assist Systems • Driver Monitoring Systems (DMS) (ADAS) • Advance Driver Assist Systems • Intelligent Cockpit (ADAS) Italy R&D Center India R&D Center Focus Area Focus Area • Exterior Lighting • ICE Powertrain • Interior Lighting • E-Mobility Solutions • Lighting Electronics • Body System Solutions • Lighting Solutions • HMI Solutions • Advanced Driver Assist Systems (ADAS) • Smart Mobility • Intelligent Cockpit Update on Q2 FY2027 Performance 04th November 2026 Highlights for Q2 FY27 1.Q2 FY27 Revenue at Rs. 29,479 million with a growth of 33.6% YoY. India Operations registered a 29.5% growth. Overseas Operation saw a growth of 104.1%. Revenue from EV models in Q2 FY27 is ~19% of total revenue in Q2 FY27 and grew by 130% YoY 2. Q2 FY27 PBT (before exceptional and JV profits) at 4.7% vs. 4.1% in Q2 FY26; EBITDA at 8.9% in Q2 FY27 vs 9.1% on YoY basis Under-recovery of war-related inflation continue to impact Q2 FY 27 margins by ~ 80 bps 3. Net debt at Rs.5,547 million vs. 5,268 million Q1 FY27 primarily due to capex and delayed war recovery. 4. In H1 FY27 net new business annual peak revenue win is Rs.10,127 million. Net Annual Peak Revenue win by supplying to EV vehicle is over 48% 5. Company continue to take strategic decision to create wealth for all the stakeholders I. Company has decided to restructure its 2W lighting manufacturing operations in Italy [Showing first 8,000 characters — download PDF for full document]