Pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015- Investor Presentation

KEI INDUSTRIES LIMITED CORPORATE PRESENTATION June, 2026 Contents • Company Overview • Company Strengths • Growth Strategy • Key Financials • Shareholding Pattern • Industry Prospects • Brand Recognition Company Overview Overview • One of the leading manufacturers of cables and wires with a wide product portfolio spread across EHV, HT and LT Power Cables, House Wire, Stainless Steel Wire • Forward integrated into EPC services for Power, Distribution, Transmission and sub-station projects • FY26 Revenue: INR 1,17,478 Mn., EBITDA: INR 13,876 Mn. (11.81% margin) Manufacturing 2,000+ 2,100+ INR 42,919 Mn Plants across Institutional Dealers / Healthy Order Book3 Rajasthan, Gujarat, Customers1 Distributors2 D&NH R&D 2,200+ Proven Track Record Experienced 3Y CAGR facility with NABL Employees1 Management Team accredited labs Revenue - 19% PAT - 24% Note:EHV:ExtraHighVoltage;HT:HighTension;LT:LowTension;D&NH:DadraandNagarHaveli;NABL:NationalAccreditationBoardforTestingandCalibrationLaboratories 3 1.Ason31stMarch,2026. 2.AsonJune2026. 3.AsonJuly,2026 Company Strengths Company Strengths Well diversified across multiple dimensions Wide basket of products used across multiple industries Low customer concentration 2 Strategically located manufacturing facilities and Strong R&D capabilities Manufacturing facilities across 9 locations Strong R&D focus helps in new product development and customized solutions 3 Strong retail presence with a well entrenched distribution networkand branding Strong pan-India distribution network with an increasing focus on retail segment Healthy brand visibility –TV advertising, IPL sponsorship, customer loyalty 4 Growing exports presence Presence in 60+ countries with offices in 4 countries Exports provide natural hedge on forex (given we also import raw materials) Strong Financial performance Strong growth and return ratios with comfortable debt profile Increased focus on exports and retail to improve profitability & working capital Comprehensive Product Portfolio… Wide product basket comprising: EHV Cables High Tension Low Tension Control (Up to 400kV) Cables Cables Cables • Extra-High Voltage Cables up to 400 KV • High & Medium Voltage Cables • Control & Instrumentation Cables • Specialty Cables Instrumentation Marine & Offshore Solar Cables Rubber Cables • Submersible Cables Cables Cable • Rubber Cables • Solar Cables • ESP Cables Single Core / Multicore Fire Survival/ • PVC/Poly Wrapped Winding Wires Flat Cables EV Cables Flexible Cables Resistant Cables • Flexible & House Wires • MVCC Cables • Stainless Steel Wires • Fire Survival/ Resistant Cables Communication Thermocouple ESP Cables MVCC Cables Cables Cables • EV Cables • EPC Projects Helping the company serve a wide range of sectors such as power, oil refineries, railways, automobiles, Winding Wires Stainless Steel cement, steel, fertilizers, textile and real estate, House Wires (HW) EPC Services (WW) Wires (SSW) among others …Well Diversified Across Multiple Dimensions Wide Segment Basket… …With applications across Industries 3% -1% Power Oil & Gas Real Estate Cement Railways, Metro Rail & Rapid Rail Cable & Wires Business (96%) Wires & Cables EPC SS Wires Others1 Automobiles Steel Fertilizers Roads & Textile Highways FY26 …Coupled with low customer concentration Telecom & Renewable Pharma IT EV Data Centers Energy 15% 15% • KEI is diversified across products and industries • Limited customer concentration with top 10 customers accounting for 13% of sales in FY26 and 15% in Q1 FY27. FY23 FY24 FY25 FY26 Q1 FY27 • Diversification helps in de-risking Top 10 customers Revenue contribution 1.ScrapandtradingsalesnetofIndASadjustment;2.EPCotherthancable Strategically Located Manufacturing Facilities & Strong R&D Capabilities Plant Locations and Key Capacities Plant Location Start Date Capacity (As of 30thJune, 26) • Cable –62,200 Kms Bhiwadi 1996 • House Wire/WW –2,59,400 Kms • Stainless Steel Wire –9,000 MT Chopanki Bhiwadi • Cable –36,900 Kms Rakholi 2002 • House Wire –6,96,000 Kms Pathredi *Sanand Chopanki 2007 • Cable –5,700 Kms Capacity Utilization Product FY25 FY26 Q1 FY27 Rakholi and Chinchpada Cables1 85% 84% 72% Pathredi-1 2018 • Cable –21,000 Kms (Silvassa) Communication 38% 43% 45% Cables • Cable –18,400 Kms Pathredi-2 2024 House Wire 71% 69% 61% • Solar Wire-12,000 kms Stainless Steel Wire 89% 85% 91% • Cable –55,800 Kms Chinchpada 2019 • House Wire –14,22,000 Kms Products Bhiwadi Rakholi Chopanki Pathredi-1 Pathredi-2 Chinchpada Sanand • Communication cable –28,800 Kms HT Power Cable      Sanand 2025 • Cable –60,732 Kms LT Power Cable Control Cable      Strong R&D capabilities Instrumentation/ Communication    • R&D facility with in-house lab accredited by NABL Cable • Customized solutions for customers Rubbercable • Continuous focus on development of new products House Wire/ Winding Wire/Solar     • Niche product offerings Wire • Focus on developing specialty products StainlessSteel Wire 1.CableCapacityutilisationofFY26 excludingCoverConductorandSanandplant …Strategically Located Manufacturing Facilities & Strong R&D Capabilities Pathredi Plant Bhiwadi Plant Chopanki Plant Adherence to the most stringent quality standards Our products are tested by KEMA (The Netherlands), TUV (Rheinland), SGS, IRS, ABS, CEIL, BRE (UK), LLOYDS REGISTER, BVQI, DNV, CPRI, ERDA, EIL, PDIL, MECON, NTPC, NPCIL, TUV India, RINA, PGCIL, TPL, DQAN, EQM, UL, RDSO, CE regulatory, UKCA regulatory Pre-qualification credentials Sound technical capabilities and country specific approvals to meet stringent Silvassa Plant Chinchpada Plant customer requirements Strong Presence in Retail Segment with a Well Entrenched Distribution Network Increasing focus on retail… …With strong distribution network… # of Dealers / # of Marketing Distributors1 Offices1 North 770 11 South 46% 46% 414 7 East 526 6 West 418 14 FY23 FY24 FY25 FY26 Q1 FY27 Retail as a % of sales • Strong distribution network covering metros and Tier 1 / 2 cities • 26 depots across India1 • 38 marketing offices across the country and 4 overseas offices in UAE, South Africa, Nepal and Gambia1 • Focused on marketing through various brand promotion activities via multiple communication channels including TV Advertising and IPL Sponsorship • Super Brand Status from FY 2011-16 and FY 2019-26 1. Asof30thJune2026; Growing Exports Presence Export Sales in the last 3 years 15% • Exports accounted for 13% of sales in FY25 and 15% 13% 13% in FY26. 18,325 • Exports provide natural hedge on forex as the 12,670 10,975 company also imports raw materials • Healthy order book for cable exports of INR 8,216 Mn. as on July, 2026. FY24 FY25 FY26 Exports (INR Mn) Exports (as % of sales) Presence across over 60 countries with offices in 4 countries Nepal Gambia South Africa Experienced Management Team Mrs. Archana Gupta Mr. Akshit Diviaj Gupta Non-Executive Whole Time Director Director Mr. Manoj Kakkar Executive Director - Sales & Marketing Mr. Rajeev Gupta Executive Director (Finance) & CFO Mr. Kishore Kunal Sr.Vice President (Corporate Finance) & Company Secretary Mr. Anil Gupta Chairman-cum-Managing Director Mr. Lalit Sharma Chief Operating Officer Mr. Adarsh Kumar Jain Vice President (Finance) Mr. Dilip Barnwal Mr. Kali Charan Sharma Sr.Vice President - Sr. Vice President - Operations (Silvassa Plants) Mr. Daya Nand Sharma Operations (Bhiwadi Plants) Sr. Vice President - Operations (SanandPlants) Growth Strategy Growth Strategy Expand Distribution Network Increase penetration by Grow Retail expanding distribution network Business Scale up Exports Continued focus to increase Further increase presence in share of retail business overseas market Gain Share in Capacity EHV Market Expansion Focus on strengthening Increase capacity EHV market share through brownfield & through increased greenfield expansion capacity Financials 15 years Strong Financial Performance Robust Revenue Growth… …with Strong EBITDA Growth… …and strong PAT G [Showing first 8,000 characters — download PDF for full document]