Investor Presentation for the quarter ended June 30, 2026

August 11, 2026 BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001 BSE Scrip Code: 504240 Subject: Investor Presentation Dear Sir/Madam, Pursuant to Regulations 30 of SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015, we hereby enclosed the presentation for investors in connection with the Un-audited Financial Results of the Company for the quarter ended on June 30, 2026. The above information is also being made available on the Company’s website at www.deltoncables.com. Kindly take the same on your record pursuant to SEBI (LODR) Regulations, 2015. Thanking you, Yours faithfully For Delton Cables Limited Jitender Kumar Company Secretary and General Counsel Encl.: as above Regd. Office: ‘Delton House’, 4801, Bharat Ram Road 24, Darya Ganj, New Delhi-110 002 (INDIA) Phone : 0129 4523000 E-mail: dcl@deltoncables.com Website: www.deltoncables.com We Connect We Protect Delton Cables Ltd Investor Presentation August 2026 We Connect We Protect TABLE CONTENTS Key Strengths Quarterly & Financials About Us Being Future Ready Contact Us 2 About Us We Connect We Protect Delton Cables is a pioneering cables & wires company specialising in low-voltage cables. For over 75 years, Delton has enjoyed powerful brand recall for its telecom cables. Delton has now transformed itself into a customised branded supplier for high-growth sectors such as railways, EPC, telecom, and smart metering. With its robust approval base, vast yet niche product offerings, and position as a supplier of choice to marquee global customers, Delton is set to become a formidable low-voltage cable company. Company Overview: Enduring Legacy over 75 years We Connect We Protect One-stop shop’ offering a wide Focused, growth-oriented, niche market array of low-voltage electric products • EPC, Railway, and • Wire & Cables Telecom sectors offer • Structured Cabling Solutions substantial potential • Metering Solutions (Smart Meters) Long-standing Customer Relationships Established Pan-India Presence and Sales • Over 75 years Established Brand Network with strong recall across various customer segments Versatile Product Range We Connect We Protect A Leading Low Voltage player TELECOM CABLES : EPC CABLES : RAILWAY CABLES : Further strengthening our foothold Catering to the top EPC Catering to the rapidly growing in the modernization of India's contractors in India. Railway & Metro network of India Telecom Sector Industrial Braided Individual Shielded Underground Instrumentation Instrumentation Railway Quad Cables Signaling Cables Cables Cables Telephone Cables Optic Fiber Cables Overall Shielded Underground PIJF Railway Telephone Control Cables Power Cables Jelly Filled Cables Cables Telephone Cables Cables 5 For more products Diverse Segments: Quality Products For A Variety Of Sectors We Connect We Protect Diverse Domain, Diverse Demands & Diverse Deliveries. Aerospace Energy Smart Metering Oil & Gas Defence Transportation Cement & solutions Railways Steel Telecommunications Pioneering Premium Products, Prime Performance. Our Customers: Proven Partnerships backed by Unwavering Confidence We Connect We Protect Trusted by Diverse Clients Connected Network, Limitless Customers We Connect We Protect Delton is a preferred cable and cabling solutions partner for many marquee EPC, Railways and Telecom customers across India. Manufacturing Base: Innovation at the Forefront We Connect We Protect The Powerhouse of Pioneering Innovation, Product Categories Efficiency, and Versatility Where Technology Meets Manufacturing Brilliance State-of-the-art Manufacturing facilities with a Capacity of 1500 CR under various segments We Connect We Protect Key Strengths Segment Strengths: Tailored Solutions for Every Segment's Needs We Connect We Protect Unconventional Approach for Conventional Sectors Telecom Cables EPC Project Cables Railway Cables Building on our Brand Focused on PAN India recall to foray into Encashing Massive presence, and related segments Push on Railways accordingly expanding to using Delton’s Spend untapped areas Structured Cabling Solutions Entering New Sectors like Building on market Govt Telecom push, Nuclear, Defense , Water leadership of Quad further roll out of 5G & Smart Metering Cables and beyond Consolidated Market 03 Increasing Approvals Expanding Approval Share of Railway especially in Power base to cater to more segment cables under Cables segment players one brand Aligned Dynamics: Fusing Internal and External Factors We Connect We Protect Clarity Enabling • Focussed on High growth , • Central Govt policies large Private EPC players enabling • Strategic focus on Telecom Delton’s Efforts Infrastructure spend, and Railway sectors which positively Bringing Equilibrium affects our business Vision Policy Efficiency Private Sector Capex • Aligned with India's infrastructure spend Internal External • Focus on Demand–Pull • Higher GDP growth Factors Factors rather than Product Push Operation Cycle bolstering Private Sector Capex spends Endurance Resulting into Dynamic Trends Sustainable • Emphasizing sustainable • Revenue Growth Market revenue and growth strategy • Evolving • Margins Expansion • Optimizing profit margins market • Efficient Capital dynamics in the Allocation Cable industry Strategic Transformation: Unlocking Potential We Connect We Protect Transformation Process Now focussed on Large Private EPC players Output Past Hurdles Effective ❑ Revenue Growth Building a niche ❑ Concentrated management of product portfolio ❑ Improved Profitability working capital. Product Portfolio focusing on high Asset Light model ❑ Improved Working growth segments for capacity ❑ Non-Diversified Capital Cycle Addition Segment ❑ Concentrated New Generational Clientele shift in Management and Building a robust team for sales and execution Key Growth Metrics : Revenue & Profitability We Connect We Protect Tangible Elevated Attainment Revitalised Sales Strategy Outcomes Capacity utilisation INR 987 Cr Consistently INR 709 Cr 127 improving, along INR 402 Cr 64 with fresh INR 274 Cr 278 capacities Targeting Focused INR 160 Cr 351 Customers & Market Marketing & Revenue increased offering 170 518 Analysis Monitoring 122 277 by 6.2x in FY26 from Tailored 159 61 97 Practices FY22 products FY22 FY23 FY24 FY25 FY26 Project Cables Railway Cables Telecom Cables Others Adding New Segments to propel Revenue growth momentum Q1 Segment Breakup (INR Cr) Q1FY26 80 48 16 13 156 → 287 Cr, +83% YoY Q1FY27 144 55 27 61 Key Growth Metrics : Working Capital Efficiency We Connect We Protect Working Capital Days improved to 74 in FY26 from 218 in FY22, and 138 days in Fy24 Cash Conversion cycle improved to 51 days in FY26 01 Rationalising Inventories by reducing SKUs from 214 days in FY22; 112 days in FY24 and following a focussed product range Inventory which maximises value. Cash Conversion Cycle (in days) 02 61 51 Reducing Focus on public sector clients 51 137 112 Debtors and focus on High rated EPC players. 51 66 111 Direct Sales to customers. 136 112 88 69 67 66 73 The company aims to maintain its working 52 Working capital cycle of less than 75-80 days. FY22 FY23 FY24 FY25 FY26 capital Receivables Days Inventory days Payble days Cash Conversion (days) We Connect We Protect Being Future Ready Future Growth: Employing an Asset Light Approach We Connect We Protect • Maximize asset utilization through sweating assets. 76% 66% •Install top-tier machinery in leased facilities for enhanced productivity, focusing on a OPEX model Revalued Land instead of a CAPEX heavy one 12.5 In FY26 * 10.8 Capitalizing Higher Asset T/O FY22 FY23 FY24 FY25 FY26 F.Assets T/O (x) Capacity Utlisation Capital Allocation INR 2500 cr 2030 Phased Capex Plan Allocate resources gradually and INR 400 cr systematically employing a “ An Asset Light Approach” Pivotal 2024 year * Restated Asset Turn for FY25 would be 2.7 Future Growth : Unlocking Potential We Connect We Protect Share by Voltage Extra High Vol [Showing first 8,000 characters — download PDF for full document]