Investor Presentation

August 10, 2026 The Manager, The Manager, BSE Limited, National Stock Exchange of India Limited, Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra-Kurla Complex, Dalal Street, Bandra (E), Mumbai - 400 001 Mumbai - 400 051 BSE Scrip Code: 544664 NSE Symbol: KSHINTL Sub.: Investor presentation on the Unaudited Financial Results for the quarter ended June 30, 2026. Ref.: 1. Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”); and 2. Outcome of Board Meeting dated August 10, 2026 (“Outcome”). Dear Sir/Madam, Pursuant to above referred Listing Regulations and Outcome, please find enclosed, a copy of the Investor Presentation on the Unaudited Financial Results for the quarter ended June 30, 2026. This Investor Presentation may also be accessed on the website of the Company at https://kshinternational.com/investor-relations/investor-presentation/. You are requested to take this intimation on record. Thanking you, For KSH International Limited Nakul Shivaji Patil Company Secretary and Compliance Officer Head – Secretarial & Legal Membership No.: A39990 Encl.: As above. EARNINGS PRESENTATION Q1 FY2027 KSH in a Snapshot Robust Demand Environment High Entry Barriers HVDC Advantage Transformer capacity in India to Ultra-precision technology Only Indian supplier approved for triple from ~110 GVA to ~300 GVA engineered products, stringent HVDC transformers. Recently by FY28E*. Key drivers include vendor approvals, long received first awards for Energy transition, AI data centers qualification cycles. KSH is the Specialized wires for HVDC as well as global grid upgrades. leader in Specialized Wires used transformers. in Transformers, EVs, and motors. Capacity Expansion Blue Chip OEM Customers Export Leader Serves 120+ OEM customers including Expanding total capacity from 29,045 Largest Indian exporter of winding wires leading local and global companies such MT in FY25 to 59,045 MT by March to 24 countries including Middle East, as Hitachi Energy, CG Power, BHEL, GE 2027. At June 30, 2026, Annualized Europe and USA. ~30% revenue Vernova, Siemens Energy, Bharat Bijlee, Capacity was 43,445 MTs. contribution from exports. Nidec, Suzlon etc. * ICICI Securities Investor Presentation | KSH International Limited 2 Annual Snapshot in Numbers 45+ 4 43,445 MTPA 24+ Year Track Record Manufacturing Plants Manufacturing Capacity* Export Countries 120+ 97% 19.9% 16.2% Domestic and Global OEM Customers Repeat Revenue* ROE* ROCE* 43.6% 56.3% INR 67,625 60.6% Revenue CAGR # EBITDA CAGR# EBITDA per ton* PAT CAGR# India’s Leading Supplier and Largest Exporter of Specialized Magnet Winding Wires *As of FY26 # 3 Year CAGR Growth up to FY26 Investor Presentation | KSH International Limited 3 Key Differentiators with High Barriers to Entry High Value-Added Wire Embedded in Critical Recurring and Sustainable Diversified Yet Deep Player Infrastructure Ecosystem Business Model Customer Base • Leader in high-voltage power • Copper fully passed through • Top 10 contribution declining transformers including HVDC • Approved supplier to Power (de-risking) Grid, NTPC, NPCIL, RDSO • Absolute EBITDA per ton and 765kV structurally stable • High repeat business • Multi-year qualification • Majority of revenue comes cycles create entry barriers • Margin % fluctuation is • Ability to cross-sell across from specialized magnet denominator effect, not transformer & motor divisions winding wires (75%) • Long-standing OEM profitability erosion and geographies relationships ( local and • Higher EBITDA per ton global transformer leaders) • Signed global long-term • Strong track record of framework agreement with providing high-voltage power leading multinational OEM transformers (765kV, traction motors, reactors) Combination of technical capability + regulatory approvals + specialized product mix creates structural differentiation, not cyclical advantage. Investor Presentation | KSH International Limited 4 Why KSH? Leading Manufacturer of Specialized Magnet Winding Wires in India Expertise in Ultra-Precision Manufacturing for Large (UHV/EHV) & HVDC Transformers EV-Focused Specialized Rectangular Magnet Wires Long-Standing Relationships with Diversified Global Customers Certified and Approved Vendor to Leading Global OEMs Strong Financial Track Record & Consistent Growth Advanced Manufacturing Facilities with Precision Technology Experienced Promoters & Senior Management team Investor Presentation | KSH International Limited 5 Strategically Located Manufacturing Footprint with Scalable Capacities Strategically located Manufacturing Facility within close Proximity to the Port & Customers Unit 4: Supa Unit 1: Taloja Unit 2: Chakan Unit 3: Chakan (Phase-I 14,400 MT) ^ Sales Volume (MTPA) & Capacity Utilization Completed Phase-I+ of fourth Unit located in Supa#, Maharashtra; located closer to customers focusing on expansion 28,168 Annual Installed Capacity 23,324 21,495 73.4% 80.3% 75.6% 29,045 Phase 1 & Part Phase 2 Phase 2 (Pending) 59,045 64.8% 23,729 MT 7,969 MT 14,400 MT PA 15,600 MT PA MT Mar 31, 2022 June 30, 2025 Jun 30, 2026 (43,445 By end of Q4FY27 FY24 FY25 FY26 Q1-FY27 located closer to JNPT, Navi Mumbai ; enables KSH to achieve cost efficiencies & reduce logistics costs ^Capacity as on June 30, 2026 # within 250 kms radius to several other companies such as CG Power, Siemens, etc. Source: CARE Report. Investor Presentation | KSH International Limited 6 Diversified End-Market with Strong Global Customer Base Diversified End-Use Industry Power Renewables Industrials Railways Data Centers EV & ICE Home Appliances Refrigeration & AC Strong clientele base Investor Presentation | KSH International Limited 7 Comprehensive Suite of Magnet Winding Wires Specialized Magnet Winding Wires (75.3% Revenue Share*) • Focused on high-specification conductors used in transformer and high-voltage applications Revenue (INR Mn) • Characterized by technical complexity, stringent quality standards and long approval cycles 0.06 21,871 -0.14 • Typically delivering higher EBITDA per ton driven by value-added, engineered product mix 13,503 -0.34 9,643 -0.54 7,652 8,093 -0.74 • Positioned in high-entry-barrier applications with strong original equipment manufacturer relationships -0.94 -1.14 FY23 FY24 FY25 FY26 Q1-FY27 Standard Magnet Winding Wires (24.7% Revenue Share*) • Comprises of enameled winding wires used in motors, compressors and general electrical equipment Revenue (INR Mn) • Manufactured through automated processes enabling operational efficiency 7,168 0.06 • Volume-driven segment catering to diversified end markets with stable demand characteristics -0.14 4,551 -0.34 3,186 • Benefits from scale advantages and broad customer penetration across industrial and consumer 2,739 -0.54 2,024 segments -0.74 -0.94 -1.14 FY23 FY24 FY25 FY26 Q1-FY27 * FY26 Investor Presentation | KSH International Limited 8 Product Portfolio & Key Applications Specialised Magnet Winding Wires (75.3% Revenue Share1) Our Products End use Industry End use Application Traction Transformer Continuously Transposed HVDC Transformers Loco-Traction Transformer Conductors 765 kV Transformers & Reactors Rectangular Enamelled Copper & Traction Motors (EV) DG Set Alternators Aluminium Magnet Winding Wires Electric Motors Transformers Bunched Paper Insulated Magnet Power Transformers Distribution Transformers Winding Copper Wires Paper Insulated Rectangular Copper Power & Distribution Transformers Windings Traction Transformer & Aluminium Magnet Winding Wires Wind Generator Rotor & Stators Hydro Generators Standard Magnet Winding Wires (24.7% Revenue share1) Our Products End use Industry End use Application Round Enameled Copper Magnet Winding Wires Traction Motors (EV) Home Appliances Auto Electricals/ EV Motors & Alternators Hermetic Compressors Switchgear Round Enameled Aluminium Magnet Winding Wires * As on FY26 Investor Presentation | KSH International Limited 9 Raw Material Pa [Showing first 8,000 characters — download PDF for full document]