Investor Presentation

06th August, 2026 To, To, Department of Corporate Services Listing Department BSE Limited, National Stock Exchange of India Limited, P. J. Towers, Dalal Street, Exchange Plaza, 5th Floor Plot No. C/1, Mumbai - 400 001 G. Block Bandra - Kurla Complex, Bandra (E), Mumbai - 400 051 Security Code: 542460 Security ID: ANUP Symbol: ANUP Dear Sir/Madam, Sub.: Investor Presentation on Unaudited Financial Results of the Company for the quarter ended on 30th June, 2026 Ref.: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Pursuant to Regulations 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose herewith Investor Presentation issued by the Company in respect of Unaudited Financial Results of the Company for the quarter ended 30th June, 2026. The copy of Investor Presentation will also be made available on Company’s website i.e. https://www.anupengg.com/quarterly-report/. You are requested to take the above on your records. Thanking you, Yours faithfully, For, The Anup Engineering Limited Lay Desai Company Secretary Membership No.: A57117 Encl.: As Above The Anup Engineering Ltd. Investor Presentation Q1 FY27 6th Aug 2026 | Ahmedabad SAFE HARBOR Certain statements contained in this document may be statements of future expectations and other forward looking statements that are based on management‘s current view and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. None of The Anup Engineering Limited or any of its affiliates, advisors or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of this document or its content or otherwise arising in connection with this document. This document does not constitute an offer or invitation to purchase or subscribe for any shares and neither it nor any part of it shall form the basis of or be relied upon in connection with any contract or commitment whatsoever. INVESTOR PRESENTATION Q1 FY27 ABOUT THE GROUP THE LALBHAI GROUP – AT A GLANCE A USD 3 BILLION DIVERSIFIED ENTERPRISE WITH A STRONG PRESENCE ACROSS FOUR KEY GROWTH SECTORS OF THE INDIAN ECONOMY. Fashion and Retail Engineering Real Estate Creating Tomorrow's A Legacy of 100 years Powering Fashion in India Building Pride. Building Joy Innovations Today The Lalbhai Legacy The inception traces back to 1897 when Lalbhai Dalpatbhai initiated the establishment of a textiles firm, thereby founding The Saraspur Manufacturing Company. As part of the collective effort by Indian entrepreneurs during the Swadeshi Movement, Arvind Mill, the flagship company of the Lalbhai Group, was established in 1931, now demerged in to four listed entities of diversified business ventures, thereby fostering a positive cycle of value creation for stakeholders. INVESTOR PRESENTATION Q1 FY27 ABOUT THE GROUP THE LALBHAI GROUP – AT A GLANCE A USD 3 BILLION DIVERSIFIED ENTERPRISE WITH A STRONG PRESENCE ACROSS FOUR KEY GROWTH SECTORS OF THE INDIAN ECONOMY. Fashion and Retail Engineering Real Estate Market Cap 14600 Market Cap 6300 Market Cap 4500 Market Cap 2800 Revenue 9303 Revenue 5266 Revenue 822 Revenue 564 11% 14% 21% 28% EBITDA^ 1061 EBITDA ^ 745 EBITDA ^ 174 EBITDA ^ 156 ROCE 14% ROCE 27% ROCE 21% ROCE 11% Integrated textiles, advance Brands are retailed in standalone Manufacturer of static state and Real estate segments of material, water solution and retail stores, departmental and multi- rotary equipment in heavy Residential, Industrial and Retail segment brand stores engineering segment development ^The superscripted number represents EBITDA margin in % terms | Market cap represent highest of 27thJune to 05thJuly, 2026 and rounded off | Financial performance is as on FY26 4 INVESTOR PRESENTATION Q1 FY27 CONTENT CONTENTS 1. Operational Highlights 2. Financial Performance – Q1 FY27 3. Outlook for Full Year FY27 4. Annexures OPERATIONAL 01 HIGHLIGHTS INVESTOR PRESENTATION Q1 FY27 OPERATIONAL HIGHLIGHTS HIGHLIGHTS FOR Q1 FY27 • Anup reached Revenue & EBITDA of ₹125.2 Cr and ₹9.5 Cr respectively. • Performance during the quarter reflects a planned lower execution due to low order booking during last year, while ongoing global uncertainties, supply chain challenges, elevated freight and energy costs, added additional pressure on availability and prices of raw material. • Despite challenges on growth front, we chose to wait out, protecting profitability over short term growth. • EBITDA margins were impacted entirely by lower revenue leading to under-absorption of fixed costs, while our gross margin remain intact. • Highest ever order booking during the quarter of ~₹315 Cr leading to bestpending orderbook visibility (including LOI) of ₹985 Cr. • Booked order of more than ₹150 Cr for Thermal Power plants, entering in to elite group of manufacturers of Critical Heat-Exchangers for the sector, which is expected to see significant growth in near future. • Bagged order of two proprietary license products in line with strategic intent to move in to niche segment. • Started execution of two large Air-Cool Hear Exchanger for a marquee customer in Germany. • Good traction in the Technical Services business, supported by strong execution and high customer satisfaction FINANCIAL PERFORMANCE – 02 Q1 FY27 INVESTOR PRESENTATION Q1 FY27 FINANCIAL PERFORMANCE –Q1 FY27 FINANCIAL INDICATORS – CONSOLIDATED INR in Cr Snapshot of Q1 Q1 Q1 Change Particulars FY26 FY27 FY26 QoQ% ▪ EBITDA margins were impacted entirely by lower revenue leading to under-absorption of fixed costs, while our gross margin remain intact. Revenue from operation 125.2 175.2 -28.5% 822.3 EBIDTA 9.5 40.4 -76.5% 174.2 EBIDTA % 7.6% 23.0% 21.2% PBT 0.9 35.3 -97.4% 139.3 PBT % 0.7% 20.1% 16.9% PAT 0.6 26.3 -97.8% 110.4 PAT % 0.6% 15.0% 13.4% INVESTOR PRESENTATION Q1 FY27 FINANCIAL PERFORMANCE –Q1 FY27 CONSOLIDATED INDUSTRY WISE REVENUE SHARE IN Q1 FY27 % Shows share in Business Oil & Gas Power & Energy Petrochemicals 40% 22% 11% Chemicals & Silos 11% 9% Fertilizers 7% Hydrogen INVESTOR PRESENTATION Q1 FY27 FINANCIAL PERFORMANCE –Q1 FY27 CONSOLIDATED REVENUE BIFURCATION Q1 FY27 Q1 FY27 Q1 FY27 Product Market INR in Cr in % INR in Cr in % Heat Exchangers 33.3 26.7% Domestic 61.3 49.0% Vessels 75.3 60.1% Exports 50.6 40.0% Towers & Reactors 7.1 5.7% DE/SEZ 13.3 11.0% Tank & Silos 3.5 2.8% Total 125.2 100.0% Centrifuge & Others 6.0 4.8% Total 125.2 100.0% OUTLOOK FOR FY27 INVESTOR PRESENTATION Q1 FY27 OUTLOOK FOR FY27 PENDING ORDERBOOK AS ON 06TH AUGUST Product Category INR in Cr in % Market INR in Cr in % Heat Exchangers 566.3 57.5% Domestic 603.8 61.3% Vessels 296.5 30.1% Exports 381.2 38.7% Towers & Reactors 32.6 3.3% Total 985.0 100.0% Storage Tank & Silos 10.5 1.1% Centrifuge & Others 79.1 8.0% Total 985.0 100.0% INVESTOR PRESENTATION Q1 FY27 OUTLOOK FOR FY27 OUTLOOK FOR FY27 Healthy pending orderbook (including LOI) of ₹985 Cr (of which ~₹240 Cr booked for FY28) Orderbook between Domestic (61%) and Exports (39%), suggesting pick up in domestic demand. Encouraging Order inquiry pipeline of ₹1,100 Cr. Considering the current global volatile business scenarios due to wars & geopolitics, the focus of the company this year will be more on Stabilization of current operations, better Execution, Consolidation and Risk mitigation, which seemingly getting in to low impact phase. Foray into the Nuclear, Thermal energy and clean energy storage segment, positions the company well to enhance capabilities, diversify revenue base and strengthen its long-term outlook. The company wishes to strategically grow the Technical services business vertical to boost growth and enhance profitability. Continuous endeavor to add new critical and proprietary products to create more niche space. 04 ANNEXURES INVESTOR PRESENTATION Q1 FY27 ANNEXURES 62 YEARS OF [Showing first 8,000 characters — download PDF for full document]