Investor Presentation for the quarter ended June 30, 2026.

Dated: August 14, 2026 The Secretary, Listing Department The Secretary, Listing Department National BSE Limited Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Dalal Exchange Plaza, C-1, Block G, Bandra Kurla Street, Mumbai – 400 001 Complex, Bandra Kurla (E), Mumbai – 400 051 Scrip Code: 544405 Symbol: BELRISE ISIN: INE894V01022 ISIN: INE894V01022 Sub: Investor Presentation for the quarter ended June 30, 2026 with respect to earnings call with Analyst scheduled on 17th August,2026. Ref: Regulation 30 read with Schedule III, Part A Para A of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Dear Sir/ Madam, In terms of the subject referred regulations, please find enclosed a copy of the Investor Presentation with respect to Unaudited Financial Results for the quarter ended on June 30, 2026. This said presentation is also made available on the Company’s website under the tab “Investor Relations” at https://belriseindustries.com. You are requested to take the same on your record. Thanking you, Yours faithfully, For Belrise Industries Limited Siddhesh Mandke Company Secretary and Compliance Officer Membership No. A20101 Encl: As above Belrise Industries Limited (Formerly known as Badve Engineering Limited) Investor Presentation – August 2026 Safe Harbor 42.71.119 31.53.89 This presentation and the accompanying slides (the “Presentation”), which have been prepared by Belrise Industries Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document 143. 170, 220 containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, 51. 63. 80 express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. 46. 117. 182 Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions 97. 175. 244 that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market 72. 143, 41 risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections 11.91.160 made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections. 118,118,118 95. 155. 213 2 Table of Contents 42.71.119 31.53.89 Vision 143. 170, 220 Q1 FY27 Highlights 2 51. 63. 80 Company Overview 3 46. 117. 182 Mergers & Acquisitions 4 97. 175. 244 Annexures 5 72. 143, 41 11.91.160 Customers & Capabilities 6 118,118,118 Growth Strategies 7 95. 155. 213 Vision 42.71.119 31.53.89 143. 170, 220 Winning in Core Creating new verticals Accelerating penetration with existing customers, Building momentum in and onboarding new, marquee customers Steering Columns (4 customers), 51. 63. 80 High-Tensile Products (4 customers), Suspensions (5 customers) & more 46. 117. 182 97. 175. 244 Defense & Aerospace pivot 72. 143, 41 Acquired two marquee facilities outside India Simplifying corporate structure – entering supply chain of: And materially reducing RPTs with the merger 1) World’s largest Aircraft & Space OEM; 11.91.160 transaction executed at close to book value 2) A Leading Combat Aircraft OEM and (implying 8.3x1 P/E, versus 30.9x2 P/E for Listed 3) A Leading French Aircraft Engine OEM Entity) 118,118,118 Empaneled with 1 Israeli & 2 Indian Defense OEMs Note: 1. Based on FY 24-25 numbers for EITSPL and BAPL 95. 155. 213 2. As on the merger intimation date, i.e., 31 January 2026, based on the published TTM profits 4 42.71.119 31.53.89 143. 170, 220 51. 63. 80 Q1 FY27 Financials 46. 117. 182 97. 175. 244 72. 143, 41 11.91.160 118,118,118 95. 155. 213 Financial Highlights – Q1 FY27 42.71.119 Manufacturing Revenue1 Revenue from Trading of Goods Revenue from Operations 31.53.89 (in ₹ Mn.) (in ₹ Mn.) (in ₹ Mn.) 143. 170, 220 +20% -19% +13% 21,978.8 4,299.4 25,464.7 22,622.1 18,322.6 3,485.9 51. 63. 80 46. 117. 182 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 EBITDA & EBITDA Margins PAT & PAT Margins 97. 175. 244 (in ₹ Mn.) (in ₹ Mn.) Margin (%) 12.4% 11.5% 4.9% 4.8% 72. 143, 41 +5% +9% 2,932.6 1,216.7 2,805.2 1,116.8 11.91.160 118,118,118 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 95. 155. 213 Notes: 6 1. Excludes trading revenue but includes other operating revenue Segmental Revenue Breakup – Q1 FY27 42.71.119 2W + 3W 4W Passenger 4W Commercial Others 31.53.89 (in ₹ Mn.) (in ₹ Mn.) (in ₹ Mn.) (in ₹ Mn.) 143. 170, 220 y 82.8% 81.4% 4.5% 4.6% 8.8% 8.5% 3.9% 5.5% i h +18% +22% +16% +69% 51. 63. 80 e 17,887 1,012 1,875 1,205 15,164 832 1,614 B 713 46. 117. 182 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 97. 175. 244 ICE Powertrain Agnostic Others (in ₹ Mn.) (in ₹ Mn.) (in ₹ Mn.) 72. 143, 41 a 26.0% 23.7% 71.7% 70.8% 2.4% 5.5% 11.91.160 w o +9% +19% +176% P 5,203 15,571 1,205 4,757 13,129 118,118,118 437 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 95. 155. 213 7 % of Manufacturing Revenue * There is reclassification where the subsidy is considered in ‘Others’ Update on Key Strategies 42.71.119 31.53.89 2-Wheelers / 3-Wheelers Expanding in the 4W/CV segment • Secured an additional chassis order from a fast- • Won a significant program from a leading Indian 4W 143. 170, 220 growing 2W & 3W OEM for a high-volume OEM for 59 assemblies for a high-selling EV; model; Start of Production (SOP): Q4 FY27 at separately awarded tooling, fixtures and 51. 63. 80 Bangalore facility automation for the program • Won a chassis order for an existing model of a • Acquired Hyva India’s tipper business, adding 3 46. 117. 182 leading Indian 2W OEM; SOP: Q4 FY27 at facilities across Pune, Jamshedpur and Bengaluru; Sambhajinagar facility completion expected: Q3 FY27 97. 175. 244 Proprietary & Premium Products Diversification 72. 143, 41 • Continued to scale the proprietary product portfolio • Expanding renewable energy manufacturing by adding a new 2W OEM for supply of 11.91.160 with a brownfield set-up for a leading US solar suspension systems and braking systems tracker OEM, supplying sheet-metal assemblies for 118,118,118 2.5 GW annually • Secured an order for complete brake assemblies from a leading 3W OEM 95. 155. 213 8 Update on New Facilities (FY 26-27) 42.71.119 31.53.89 Acquisition of Hyva India’s tipper business 143. 170, 220 • 3 new facilities: • Pune • Jamshe [Showing first 8,000 characters — download PDF for full document]