Investor Presentation for Q1 FY 2027

lndag Rubber Limited Regd. Office: Khemka House, 11, Community Centre, Saket, New Delhi ·110017, India Phone: 26963172-73, 26961211, 26863310, 41664818, 41664043; Fax: 011- 26856350 E-mail: info@indagrubber.com; Website: www.indagrubber. com; CIN-L74899DL1978PLC009038 Works: VPO Bhogpur, Jhiriwala, Tehsil Nalagarh, Distt. Solan, Himachal Pradesh - 174101, India Phone: +91-9736000123 ISO 900 1: 2015 ISO 14001:2015 ISO 45001:2018 August 17, 2026 BSE Limited (Company code-1321) Phiroze Jeejeebhoy Towers, (Scrip code-509162) Dalal Street, Mumbai - 400001 Sub.: Investor Presentation for Q1 FY2027 Dear Ma’am/Sir, Please find enclosed Investor Presentation for Q1 FY2027 for the information of the investors and public at large. Thanking you. Yours faithfully, For Indag Rubber Limited Sonal Garg Company Secretary & Compliance Officer (ACS 24598) ---------- The only alternative to new tyres ------------- INDAG RUBBER LIMITED THE ONLY ALTERNATIVE TO NEW TYRES Investor Presentation August 2026 Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Indag Rubber 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 what so ever. No offering of securities of the Company will be made except by means of a statutory offering document 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, 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. 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 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 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 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. Q1 FY27 Financial Highlights CEO’s Message Commenting on the Result, Mr. Vijay Shrinivas, CEO & Whole Time Director, Indag Rubber Limited said: “During Q1FY27, total revenue grew 26% YoY to ₹60.45 crores, while EBITDA grew 108% YoY to ₹8.20 crores (13.6% margin) and Profit After Tax nearly tripled to ₹5.07 crores (vs ₹1.84 crores). The strong performance was driven by disciplined execution of product mix, channel mix and pricing management - PAT margin expanded ~456 bps YoY to 8.4%. The Company continues to serve performance-seeking customers through the Indag-branded product portfolio, with deeper engagement of our franchisee partners through structured technical training, on-ground audits, and faster information flow on raw-material trends. The 2026 West Asia escalation lifted key input costs - natural rubber and PBR touched multi-year highs through Q1FY27; we are actively managing this through raw-material monitoring, calibrated price pass-through, supplier and geography diversification. Indag has successfully navigated multiple raw-material cycles before, and we remain committed to driving long-term value through a differentiated, customer-centric approach. The retreading industry’s value proposition continues to be strong - • Economically: A retreaded tyre saves up to ~70% of new tyre cost and brings cost-per-kilometre down to nearly a third - Mr. Vijay Shrinivas directly benefiting fragmented fleet owners and operators in India. • Environmentally: A retreaded tyre saves 57 ltrs of Oil, 44kg of rubber, translating to ~136 kg of lower CO₂ emissions versus a CEO & Whole Time Director, Indag Rubber Ltd. new tyre. Our subsidiary, Millenium Manufacturing Systems-an EMS provider in the power-electronics segment for the global green energy transition-continued to build on its FY26 foundation and commenced its commercial production and dispatches during the quarter.” Q1 FY27 Financial Highlights Total Revenue* EBITDA & EBITDA Margins* Profit After Tax & PAT Margins +26% 8.2% 10.0% 13.6% 3.8% 5.6% 8.4% 63.2 60.4 +108% ~2.8X 7 48.0 8.2 6.3 3.6 5.1 1 1.8 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 Q1 FY26 Q4 FY26 Q1 FY27 236.9 224.8 7.0% 10.0% 3.6% 5.5% 12.4 6 16.5 22.4 8.4 FY25 FY26 FY25 FY26 FY25 FY26 On Standalone Basis *Includes Other Income Q1 FY27 Profit & Loss Statement Particulars (Rs. In Crs.) Q1 FY27 Q1 FY26 Y-o-Y Q4 FY26 Q-o-Q Revenue from Operations 57.6 45.0 28% 60.8 -5% Other Income 2.9 2.9 2.4 Total Revenue 60.4 48.0 26% 63.2 -4% Total Raw Material 38.0 31.4 41.6 Gross Profit 22.4 16.6 35% 21.6 4% Gross Profit % 37.1% 34.6% 251 bps 34.2% 290 bps Employee Expenses 6.2 5.9 6.6 Other Expenses 8.0 6.7 8.6 EBITDA 8.2 4.0 108% 6.3 30% EBITDA % 13.6% 8.2% 533 bps 10.0% 355 bps Depreciation 1.3 1.4 1.3 EBIT 6.9 2.5 173% 5.0 37% EBIT (%) 11.4% 5.3% 8.0% Finance Cost 0.1 0.1 0.1 Profit before Tax 6.8 2.4 4.9 Tax 1.7 0.6 1.4 Profit after Tax 5.1 1.8 176% 3.6 43% PAT % 8.4% 3.8% 456 bps 5.6% 277 bps EPS 1.93 0.70 1.35 On Standalone Basis 6 The Only Alternative To New Tyres ONE STOP SOLUTION FOR RETREADING CUTTING EDGE TECHNOLOGY EXPERIENCE IN EXCELLENCE HIGHLY AN EXCELLENT HISTORY OF PROVIDING BEST-IN-CLASS CERTIFIED RETREADING MATERIALS AND SOLUTIONS PRODUCTS Indag's Nationwide Presence: Connecting Every Corner of India DEPOTS DEALERS • Sales Employees across India 15+ 300+ • Technical Service Engineers across India SALES & TECHNICAL RETREADERS TEAMS • Fleet Engagement 3000+ Executives across India Revolutionizing Tyre Retreading with Cutting-Edge Solutions • Capacity of 20,000 MT p.a. • Capacity of 2,200 KL p.a. with • Servicing different vehicle types availability of 3 variants M&HCVs, LCVs, Passenger vehicles and • Provides protection to tyre buffed Off-road vehicles surface from oxidation UNIVERSAL SPRAY PRECURED TREAD • Specialized patterns for varied road • Good cured bonding between casing CEMENT RUBBER applications such as highways, hills, and cushion mining, off-road • Capacity of 5,000 MT p.a. • Strong bonding between casing and • Heat resistive compound tread • Lowest cost per cure envelopes • Shortest curing time • Longer retreaded life Financial Important • High retreading productivity Results Disclosures UN-VULCANIZED TYRE RETREADING RUBBER STRIP GUM ENVELOPES QuarterHighlights SBUResults Outlook Indag Rubber: Pioneering India's Tyre Retreading Industry Since 1978 1978 : Incorporated as JV between Khemka Group & M/S Bandag Inc, (USA) Increased capa [Showing first 8,000 characters — download PDF for full document]