Investor Presentation - November 2026

SURYA ROSHNI LIMITED An IS/ISO 9001, An IS/ISO 14001 & IS: 18001 Company CIN -L31501 HR1973PLC007543 Padma Tower-I, Rajendra Place, New Delhi-110 008 Ph.: +91-11-47108000 E-mail: cs@surya.in Website : www.surya.co.in SRL/se/yks/26-27 /18 November 07, 2026 The Secretary The Manager (Listing Department) The Stock Exchange, Mumbai The National stock Exchange of India Ltd MUMBAI -400 001 Mumbai - 400 051 Scrip Code: 500336 NSE Symbol: SURYAROSNI Re : INVESTOR PRESENTATION Dear Sir, ln terms of Regulation 30 read with Para A of Schedule lII and other applicable provisions of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed copy of the "Investor Presentation -November, 2026". Copy of the same is also being uploaded on the website of the Company at, http://www.surya.co.in. .~.t~3. .... The meeting commenced at 2:00 P.M. and concluded at P.M. You are requested to kindly take the same on your records. Thanking you, Yours faithfully, For Surya Roshni Limited B. B. Singal CFO & Company Secretary Enclosed: as above • Regd. Office : Prakash Nagar, Sankhol, Bahadurgarh, Haryana -124507 Investor Presentation - November 2026 Awards And Accolades Q2 & H1 FY27 Results Highlights Q2 & H1 FY27 Results Highlights Consolidated Financial PerformanceHighlights Particulars (In ₹ crore) Q2FY27 Q2FY26 YoY Q1FY27 QoQ H1FY27 H1FY26 YoY Revenue 2,448 1,845 33% 2,046 20% 4,495 3,450 30% EBITDA 143 141 1% 120 19% 263 223 18% Profit Before Tax (PBT) 103 100 4% 81 28% 184 145 27% Profit after Tax (PAT) 77 74 3% 60 29% 136 108 26% ResultsHighlights • Q2FY27, consolidated revenue grew 33% YoY to ₹2,448 crore, while EBITDA stood at ₹143 crore and PAT at ₹77 crore, up 1% and 3% YoY, respectively.Sequentially,revenue,EBITDAandPATgrew20%,19%and29%,respectively. • EBITDA margin was stable sequentially at 5.8% but moderated from 7.6% in Q2FY26, a quarter that benefited from one-time pre-buying by European and Canadian customers in Steel Pipes ahead of CBAM and quota implementation. Margins were also affected by higher input costs, extendedproducerresponsibility(EPR)paymentsandaplannedstep-upinbrandinvestment. • For H1FY27, consolidated revenue grew 30% YoY to ₹4,495 crore, EBITDA grew 18% YoY to ₹263 crore and PAT grew 26% YoY to ₹136 crore, drivenby22%YoYvolumegrowthinSteelPipes&Stripsand16%YoYrevenuegrowthinLighting&ConsumerDurables. Q2 & H1 FY27 Results Highlights LightingandConsumerDurablesSegmentPerformance Particulars (In ₹ crore) Q2FY27 Q2FY26 YoY Q1FY27 QoQ H1FY27 H1FY26 YoY Revenue 507 434 17% 456 11% 964 832 16% EBITDA 40 39 1% 36 11% 76 70 8% EBITDA Margins 7.8% 9.0% -120 bps 7.8% - 7.8% 8.4% -60 bps PBT 28 29 -6% 24 16% 51 51 1% ResultsHighlights • InQ2FY27,theLighting&ConsumerDurablessegmentdelivereditshighest-everQ2revenueof₹507crore,up17%YoY,eventhoughtheDiwali seasonfallsinQ3thisyear. • Growth wasbroad-based,led by ceiling fansandwater heaters (up26% each involume),mixer grinders (up 20%),table, pedestal and wallfans (TPW)(up18%)andLEDbulbs(up11%,withhigher-wattagebulbsup24%). • Wires&Cablesrevenueroseto~₹50croreinQ2FY27from~₹38croreinQ1FY27,takingH1FY27revenueto~₹88crore. • EBITDAmarginheldsteadysequentiallyat7.8%,asbackwardintegrationhelpedabsorbhigherinputcosts,whileEPRpaymentsandhigherbrand investmentweighedontheYoYcomparison. • ProfessionalLightingcontinuedtostrengthenitscredentialswithseveralprestigiousprojectsandhasanorderbookofover₹200crore,providing strongexecutionvisibilityforH2FY27. Q2 & H1 FY27 Results Highlights SteelPipeandStripsSegmentPerformanceHighlights Particulars (In ₹ crore) Q2FY27 Q2FY26 YoY Q1FY27 QoQ H1FY27 H1FY26 YoY Revenue 1,941 1,411 38% 1,590 22% 3,531 2,618 35% EBITDA 103 102 1% 84 22% 188 154 22% EBITDA/MT (Rs.) 4,105 5,013 -18% 4,006 2% 4,059 4,037 1% PBT 75 70 7% 57 33% 132 95 40% ResultsHighlights • The SteelPipes&Stripssegmentdelivereditshighest-ever quarterlysalesvolumeof2.67 lakhtonnes,up23% YoY and17%QoQ,aheadofits guidanceof2.60lakhtonnes;H1FY27volumesgrew22%YoYto4.96lakhtonnes. • Exportvolumesrose64%YoYto64,408tonnes,contributing~24%ofsegmentvolumes;USvolumesmorethandoubledQoQ. • Value-addedproductscontributedapproximately48%ofsegmentvolumesinQ2FY27;theshareisexpectedtoriseinH2FY27asAPIexportand domesticoil&gasordersbeenexecuted. • Capacityutilisationimprovedto84%inQ2FY27from82%inQ1FY27. • Order book of ~₹1,200 crore, including ~1 lakh tonnes of export orders worth ~₹850 crore (of which ~80,000 tonnes are API pipes) for executioninH2FY27;thedomesticAPIorderbookhasbuiltupto~20,000tonnes. Company Overview SURYA – At A Glance • Established in 1973, ‘SURYA’ is one of the most respected and trusted brandin Steel Pipes, Lighting & Consumer Durables (FMEG) and PVC pipes in India and Globally • Leadership in Value-Added Products with a comprehensive product range • Deeply rooted distribution network up to Rural India • Brand promotion through extensive TV & Print Advertisements, BTL activities and Digital campaigns • Strategic Value Creation by reinforcing market leadership position and driving change through investment in value-added products • Strengthening Financials –Net cash surplus of ₹ 75 crore as on 30thSeptember 2026, Lean Balance Sheet Making In India, Delivering Across the World 1984 | 46 acres 1973 | 53 acres 2012 2010 | 51 acres 1992 | 44 acres 2010 | 96 acres 2017 | 17 acres Reinforcing Leadership In Core • Enhancedengagement • Brand building through Distribution • Consistent policies, consistent Advertising Brand Equity Network effectiveschemes • ATL & BTL Activities • Omni-channelpresence • Strategic Investment • Built up strong product InTechnology upgradation Manufacturing portfolio • Strategic locations Facilities Product Range • Value-Added products driving • Strengthening Backward higherprofitability Integration through PLI Brand Manufacturing Sustained Growth & Scalability Diversification Improved Distribution Profitability Products Strengthening Financials ₹ in crore Revenue PAT 1 7 9 6 0 3 9 0 3 4 5 6 9 7 6 7 9 8 4 5 0 3 2 4 8 ,7 ,7 ,7 ,7 ,7 2 3 3 3 2 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 Net Worth Debt 7 4 6 5 4 4 6 6 6 3 0 4 5 5 8 1 4 6 8 0 6 ,1 ,1 ,2 ,2 ,2 5 4 4 3 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26* *Investment in form of FDRs is ₹ 407 crore as of 31/03/2026 Board Of Directors Shri J. P. Agarwal Executive Chairman ShriJ.P.AgarwalisthedrivingforcebehindcreatingSuryaRoshniasoneofthemostreputed,trustedandsuccessfulcompanies.Hehasbeenhonoured withthehighlyprestigiousPadmaShriAwardbytheGovernmentofIndia Shri Raju Bista Managing Director ShriRajuBistaisayounganddynamicleader.Hisdiscipline,dedication,visionarypowerandrelentlesseffortsprovidednewdimensionsanddirectionsthathave helpedtheCompanyinachievingnewheights.HeisthepastPresidentofELCOMA,andpresentlyaMemberofParliament Shri Vinay Surya Managing Director ShriVinaySuryaisanM.B.A.fromSwinburnUniversity,Australiaandpossessesvastexperienceofover27yearsinMarketing,Exports,Commercial,Financial& Operationalfields SmtUrmilAgarwal Director Possessesoverfourdecadesofexperiencewithsoundbusinessacumen&understandingofboththebusinessesoftheCompany SmtPuja Surya Whole Time Director B.Com(Hons)Graduatewithvastexperienceofover2decadesinthefieldsofCommercial,Marketing,FinancialandOperationalaspects Board Of Directors Shri Sunil Sikka Shri TekanGhanshyam Keswani Independent Director Independent Director A post graduate in Management (FMS Delhi) and Ex-President of A post graduate in Management (FMS Delhi) and a fellow Havells (India) Limited & ELCOMA. During his tenure, he led multiple memberofICAIwith46+yearsofexperienceinCommercial, initiatives to accelerate growth in marketing of consumer electricals AdministrationandFinancialfields andlightinginIndia Shri Kaustubh N Karmarkar Shri Ravinder Kumar Jaggi Whole Time Director Independent Director Whole time Director, with vast experience of over 25 years in the AGraduateinB.Sc.fromUniversityofDelhiwith46+years fieldofManagement&HumanResourcesandPlanni [Showing first 8,000 characters — download PDF for full document]