Investor Presentation

Dated: 13.08.2026 Place: Hyderabad BSE Limited The National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Bandra Kurla Complex Bandra East Dalal Street, Fort, Mumbai-400 001 Mumbai - 400 051 Dear Sir/Madam, Sub: Investor Presentation - reg. Ref: SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 BSE Scrip code: 513228 / NSE Symbol: PENIND With reference to the subject cited above, we hereby submit you the Investor Presentation for Q1FY’27. The aforesaid information is also being hosted on the website of the Company viz., www.pennarindia.com. Kindly take the same in your records. Thanking you Yours faithfully, for Pennar Industries Limited Mirza Mohammed Ali Baig Company Secretary & Compliance Officer ACS 29058 PENNAR INDUSTRIES LIMITED INVESTOR PRESENTATION Q1 FY27 DISCLAIMER This presentation and the accompanying slides (the “Presentation”) have been prepared by Pennar Industries Limited (“Pennar” or the “Company”) solely for information purposes and donot constitute an offer to sellor,recommendation or solicitation of an offer to subscribe for orpurchase anysecurities and nothingcontainedherein shall formthebasisofanycontractorcommitmentwhatsoever. The information contained in this Presentation should be considered in the context of the circumstances prevailing at the time and has not been, and will not be, updated to reflect material developments which may occur aftxer the date of the Presentation. The information set out herein may be subject to updating, completion, revision, verification and amendment and such information may change materially. This presentation is based on the economic, regulatory, market and other conditions as in effect on the date hereof. It should be understood that subsequent developments may affect the information contained in this presentation, which neither the Company nor its affiliates,advisorsorrepresentativesareunderanobligationtoupdate,reviseoraffirm. YouacknowledgeandagreethattheCompanyand/oritsaffiliatedcompaniesand/ortheirrespectiveemployeesand/oragentshavenoresponsibilityorliability(expressor implied) whatsoever and howsoever arising (including, without limitation for any claim, proceedings, action, suits, losses, expenses, damages or costs) which may be brought against or suffered by any person as a result of acting in reliance upon the whole or any part of the contents of this Presentation and neither the Company, its affiliated companies northeirrespective employees or agents accepts anyliabilityfor any error, omission or misstatement, negligent or otherwise, in this Presentation and anyliabilityinrespectofthePresentationoranyinaccuracythereinoromissiontherefromwhichmightotherwiseariseisherebyexpresslydisclaimed. Certain statements contained in this Presentation may be statements of the Company’s beliefs, plans and expectations about the future and other forward looking statements that are based on management’s current expectations or beliefs as well as a number of assumptions about the Company’s operations and factors beyond the Company’s control or third party sources and involve known and unknown risks and uncertainties that could cause actual results to differ materially from those contemplatedbytherelevantforwardlookingstatements.ForwardlookingstatementscontainedinthisPresentationregardingpasttrendsoractivitiesshouldnotbetaken as a representation that such trends or activities will continue in the future. There is no obligation to update or revise any forward looking statements, whether as a result ofnewinformation,futureeventsorotherwise.Youshouldnotplaceunduerelianceonforwardlookingstatements,whichspeakonlyasofthedateofthisPresentation. TABLE OF CONTENTS FINANCIAL 01 SNAPSHOT COMPANY OVERVIEW BUSINESS 03 OVERVIEW HISTORICAL 04 FINANCIALS FINANCIAL SNAPSHOT FINANCIAL SNAPSHOT Q1 FY27 Total Income EBIDTA PBT 884.55 106.79 46.80 Rs Crore Rs Crore Rs Crore 3.58 13.26 16.04 % YoY % YoY % YoY FY26 Total Income EBIDTA PBT 3,666.32 401.32 179.57 Rs Crore Rs Crore Rs Crore 12.35 15.51 12.97 % YoY % YoY % YoY FINANCIAL PERFORMANCE ₹ Cr Total Income PBT & PBT Margin (%) REVENUE MIX (Q1FY27) 40 47 50 5.6% 35 5.4%5.4% 854 885 40 741 35 5.2% 43.10% 4.8% 5.0% 4.8% 15 4.6% 56.90% 4.7% 4.4% 0 4.2% Q1 FY25 Q1 FY26 Q1 FY27 Q1 FY25 Q1 FY26 Q1 FY27 Diversified Engineering Customised Engineering Products REVENUE MIX (FY26) Total Income PBT & PBT Margin (%) 159 180 3,666 200 5.2% 5.0% 160 131 5.0% 140 4.9% 4.8% 50.5% 3,263 49.5% 3,171 120 4.6% 4.4% 60 4.2% 40 4.2% 4.0% 0 3.8% FY24 FY25 FY26 FY24 FY25 FY26 Diversified Engineering Customised Engineering Products PROFIT & LOSS STATEMENT – Q1 FY27 Particulars (₹ Cr.) Q1 FY27 Q1 FY26 Y-o-Y (%) Revenue from Operations 870.42 845.67 Other Income 14.13 8.33 Total Income 884.55 854.00 3.58% Raw material 488.82 485.78 Employee Expenses 107.32 92.51 Other Expenses 181.62 181.42 EBITDA 106.79 94.29 13.26% Depreciation 23.62 18.82 Interest / Finance Cost 36.37 35.14 PBT 46.80 40.33 16.04% Tax 11.30 8.20 PAT 35.41 31.96 10.79% PAT Margin (%) 4.07% 3.78% EPS (₹) 2.62 2.37 Subsequent to the quarter ended June 30, 2026, warrant holder ('promoter') of the Company have exercised their options of converting 5,50,000 warrants along with paying the balance consideration amount of Rs.126 per warrant (i.e. 75% of the issue price) amounting Rs. 693 lakhs. Accordingly, the Company has allotted 5,50,000 equity shares in the ratio of one Equity Share for each warrant exercised, on July 14, 2026. SEGMENT BREAKUP – Q1 FY27 Particulars (Rs in Crores) Q1 FY27 Q1 FY26 Segment Revenue • Diversified engineering 385.27 450.95 • Custom designed building solutions & auxiliaries 507.79 411.87 Total 893.06 862.82 Less : Inter segment revenue 22.64 17.15 Revenue from operations 870.42 845.67 Segment results • Diversified engineering 65.23 51.96 • Custom designed building solutions & auxiliaries 41.56 42.33 Total 106.79 94.29 Less : • Depreciation and amortization expense 23.62 18.82 • Finance costs 36.37 35.14 Profit Before Tax 46.80 40.33 COMPANY Overview AT A GLANCE Industry Founded Headquarters DIVERSIFIED ENGINEERING & 1975 HYDERABAD, INDIA CUSTOMISED ENGINEERING PRODUCTS Scale & Capabilities Who We Are A diversified engineering and manufacturing conglomerate offering end-to-end solutions for 1,000+ 500+ 14 infrastructure, mobility, and energy customers across global markets. Precisely Engineered Global Customers Manufacturing Plants Products strategically located across India Business Portfolio 8 Business Divisions Industries Served Positioning • Pre-Engineered Buildings & Structural Units • Precision Tubes • Process Heating • Hydraulics INFRASTRUCTURE OIL & GAS CLEAN ENERGY • Engineering Services A trusted one-stop engineering partner, evolving from precision • Body-in-White tubes in the 1980s to a • Steel comprehensive solutions provider • Railways RAILWAYS AUTOMOTIVE ENGINEERING delivering innovation, reliability, and global-quality standards. Integrated supply chain with strong governance and operational systems EXPERIENCED BOARD Mr. R V S Ramakrishna Mr. Aditya Rao Mr. Eric James Brown Mr. K Lavanya Kumar Rao Chairman-Non-Executive Vice-Chairman Non-Executive Director Whole-time Director Independent Director and Managing Director Mr. V S Parthasarathy Mr. Chandrasekhar Sripada Ms. Virginia Sharma Non-Executive Independent Director Non-Executive Independent Director Non-Executive Independent Director JOURNEY SO FAR.. Pennar Steel Limited Strengthened Acquired Ascent • JV with Zetwerk for solar acquiring Nagarjuna engineering services Buildings LLC, and module manufacturing Steel Ltd, and presence in the USA expanded and sales converted into Pennar through subsidiary pre-engineered Industries Limited Pennar Global Inc. building segment in 1975 1998 2008 2017 2019 2020 2024 2025 2026 Incorporated as Incorporation of Pennar Enviro Ltd • Commissioned a private limited Pennar & Pennar Raebareli plant • Telko company. Engineered Engineered to expand PEB Acquisiti [Showing first 8,000 characters — download PDF for full document]