Investor Presentation

PPAP Automotive Limited GSTIN: 07AAACP5144P3Z1 & 07AAACP5144P2Z2 7th November, 2026 The Listing Department The Listing Department BSE Limited The National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex, Mumbai – 400001 Bandra (E), Mumbai - 400051 Symbol: 532934 Symbol: PPAP Subject: Analysts and Investors Presentation pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. Dear Sir, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the Analysts and Investors presentation on the unaudited financial results (standalone and consolidated) of the Company for the quarter and half year ended 30th September, 2026. This is for your information and record. Thanking you, Yours faithfully, For PPAP Automotive Limited Pankhuri Agarwal Company Secretary & Compliance Officer Registered office: 54, Okhla Industrial Estate, Phase III, New Delhi-110020 +91-011-62560000 info@ppapco.com www.ppapco.in CIN: L74899DL1995PLC073281 Investor Presentation Q2 & H1FY27 Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by PPAP Automotive 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. This presentation contains certain forward-looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forwardlooking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage our international operations, government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward looking statements become materially incorrect in future or update any forward-looking statements made from time to time by or on behalf of the Company. Group Overview Q2 & H1FY27 Highlights Way Forward Company Overview ESG Overview Historical Financials AJAY Group – Excellence · Agility · Integrity Derived from the Sanskrit — A (not) + JAY (defeat) — AJAY literally means the unconquered and the undefeated. Our name is not just an identity. It is a commitment to – Victory Strength & through Consistent, long-term value Robust operations built to Resilience withstand market cycles — we Perseverance creation — sustainable and profitable growth for all grow through every challenge stakeholders Courage & Moral & Determination Inner Victory Leadership & Confidence Governance, transparency and Bold strategic decisions, agile stakeholder trust — doing the execution and delivering right things, not just things results ahead of schedule right Global market leadership — becoming the partner of choice across every segment we serve Vision · Mission · Principles  Grow Globally • Global Presence To become the global partner of choice for Together  Global Partner of • Long-Term Partnerships customers seeking growth through • Continuous Improvement Choice innovation and technological excellence  Technology-Driven • Sustainable Expansion VISION • Work With the Best Growth •Corporate Legacy •Global  Global Level Excellence To design, engineer, and manufacture Competitiveness  Inspiring Work Culture innovative, world-class products through •High Engagement  Exceeding Expectations technology and operational excellence, •Happy Customers creating sustainable value for all MISSION  Preserve the Environment •Sustainable Growth stakeholders and future generations •Environmental Legacy  Customer is the reason for our existence  Customer First  Today better than yesterday.  Commitment to Excellence Tomorrow better than today  Agility & Responsiveness  Take ownership. Execute faster  Integrity & Ethical Conduct  Do the right things, not just PRINCIPLES  Togetherness & things right Collaboration  One Team - One Mission: Create WOW always AJAY GROUP: Our Businesses (Wholly owned Subsidiary) (Wholly owned Subsidiary) (Wholly owned Subsidiary) (Wholly owned Subsidiary) c • OEM & OES • Mobility • Industrial • Plastic Injection • Li-Ion Battery packs CSR towards: F Mobility Aftermarket Applications Tooling for Mobility for Mobility • Plantation of Trees s Customers • Education to • Industrial applications • Li-Ion Battery packs i Underprivilege s for Energy Storage B • Internal Group • sports Solutions companies encouragement Manufacturing of: o • Plastic Extrusion • Warehousing • Final assembly and • Manufacturing of • Manufacturing of Li-Ion • Nursery of t a • Plastic Injection operations Warehousing Plastic Injection Battery packs plants p Molding operations tooling • Rubber Extrusion t e • Domestic • Domestic • Domestic k • Domestic • Domestic • Domestic r a • Global • Global • Global *PTI ceases to exist as a part of Ajay group by the sale of entire 50% stake in JV company, PPAP Tokai India Rubber 6 PPAP Group Group Structure 01 PPAP Automotive 02 Meraki Precision Tools 03Avinya Industrial Products 04 ELPIS Automotive Parts Slump Extension of core competence of Sale of Meraki Precision Tools for Sales of spare parts, accessories Plastic and Rubber processing to Tooling development of injection mold for for after market neighboring industries other than Avinya Batteries Business Automotive, White Goods, Industries Automotive Merger of the Avinya Batteries Business with PPAP Existing Structure Continues Automotive Group Overview Q2 & H1FY27 Highlights Way Forward Company Overview ESG Overview Historical Financials Industry Highlights Passenger Vehicles Commercial Vehicles Two - Wheeler Three - Wheeler • Passenger vehicle sales grew • Two-wheeler sales grew 30.7% YoY to 13.60 lakh units • Commercial vehicle sales 15.2% YoY to 64.3 lakh units • Three-wheeler sales grew in Q2FY27, with UVs grew 28.7% YoY to 3.09 lakh in Q2FY27, led by scooters, 23.6% YoY to 2.85 lakh units accounting for 68% of sales units in Q2FY27, supported which grew 27.7%, while in Q2FY27, supported by and growing 34.2% and by infrastructure spending, motorcycle sales increased higher L5 EV adoption, cargo passenger car sales by 24.9% strong freight movement and 7.4% demand and increased last- replacement demand mile mobility • Growth was supported by • Growth was supported by GST 2.0-led affordability and • Commercial vehicle exports improved affordability post • Exports reached a record 1.6 healthy demand, while PV increased 72.5% YoY to over GST 2.0 and replacement lakh units, registerin [Showing first 8,000 characters — download PDF for full document]