Investor Presentation

INEL/SE/2026-27/26 August 21, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G Phiroze Jeejeebhoy Towers Bandra Kurla Complex, Dalal Street Bandra (East), Mumbai – 400 051 Mumbai - 400 001 Scrip: INDNIPPON Scrip: 532240 Dear Sir/ Madam, Sub: Investor presentation on the unaudited financial results of the Company for the quarter ended June 30, 2026. Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended from time to time, we are enclosing herewith a copy of the Investor presentation on the Unaudited financial results of the Company for the quarter ended June 30, 2026. The presentation is also being made available on our website https://indianippon.com Kindly take the above information on record. Thanking you Yours Sincerely For India Nippon Electricals Limited S Logitha Company Secretary Encl: as above EARNINGS PRESENTATIO N Q1-FY27 SNAPSHOT 41+ Years 1 Tier 1 1,605+ State-of-art Supplier to Major Experience Manufacturing Employees Research Auto OEM’s Plants Center 30%+ 17.64% 22,739 Mn Consistent Debt Free 3 Year Revenue Market Cap Dividend Payout CAGR track record EARNINGS PRESENTATION COM PANY OVERVIEW ▪ India Nippon Electricals Limited (INEL) was incorporated in 1984 and owned by Lucas Indian Service Limited, a wholly- Revenue (INR Mn) & EBITDA Margins (%) owned subsidiary of Lucas-TVS Limited to manufacture electronic ignition systems for two-wheelers, three-wheelers and portable engines. 10,685 16.00% ▪ INEL’s product offerings cover all custom-built ignition system parts for various applications to meet the whole range 14.00% 8,448 of OEMs in the vehicle industry and enjoys a market leadership position in the electronic ignition system products, 12.00% 7,241 and has also recently entered the market for electric vehicles. 11.27% 11.44% 10.00% 10.54% ▪ The Company continues to expand its product portfolio and capabilities with future technologies such as sensors, 9.17% 8.00% controllers, converters and engine control units etc., in addition to its offerings for internal combustion engines. 3,045 6.00% 4.00% ▪ The Company has 3 Manufacturing facilities and state-of-art Tech centre located at Tamil Nadu, Puducherry, and 2.00% Haryana. 0.00% ▪ Over the years, the Company has developed a range of high-quality, differentiated products, which has allowed it to FY24 FY25 FY26 Q1FY27 establish a solid customer base in India and an expanding clientele abroad. FY26 Industry Wise Revenue Breakup ▪ INEL has built a wide customer base in North America, Japan, and Europe and remains committed to increasing its General purpose parts aftermarket and export operations as well. 3 Wheelers TWO THREE GENERAL PURPOSE WHEELER WHEELER ENGINES Wheelers EARNINGS PRESENTATION GEOGRAPHICAL PRESENCE INDIA ▪ USA ▪ ITALY FY26 Revenue Split ▪ CHINA ▪ SLOVENIA ▪ TURKEY ▪ VIETNAM ▪ THAILAND ▪ JAPAN ▪ NEPAL ▪ SRI LANKA ▪ BANGLADESH ▪ AFRICA Domestic Export EARNINGS PRESENTATION KEY CLIENTELE *Logos are meant for representative purposes only EARNINGS PRESENTATION PRODU CT PORTFOLIO Electronic Ignition Controllers Sensors Electric Vehicles Aftermarket System It is a modern automotive It refers to the various It is the collection of various Recently established world-class A dedicated team is focusing on ignition system that replaces the electronic control units (ECUs) sensors installed throughout the Technology center in Tamil Nadu aftermarket and several conventional mechanical ignition and modules that manage and vehicle to monitor and provide is particularly focused on measures are taken to systems used in older vehicles. control different systems and critical data on its operating developing EV technology strengthen brand image, functions within the vehicle. conditions. products and Technologies for product range, constant sales Its primary function is to ignite emission control and compliance. promotion efforts and the air-fuel mixture in the Modern vehicles are equipped These sensors play a crucial role distribution network to extract engine's cylinders at the right with numerous electronic in modern automotive systems, Mechatronic products with new maximum value for business. time to facilitate combustion and components and systems, and enabling advanced technology solutions and power generation. these controllers are functionalities, improving safety, software are also being designed INEL also conducts skill responsible for monitoring, and optimizing performance. for wide applications across development programme for regulating, and coordinating segments. 2W mechanics. their operations. Integrated Starter Generator system [ISG], combines the functions of a starter motor and an electric generator into a single unit. EARNINGS PRESENTATION 2W ELECTRIC VEHICLES PRODUCTS Traction Motor Traction motors are powered by electricity and generate the power to rotate the wheels. Traction motors are typically mounted in the trucks where the wheels are housed. Cluster Motor Controller It refers to the instrument cluster or dashboard panel found on a two-wheeled vehicle's It is a critical component in an electric vehicle handlebars or front section. It provides essential (EV) that regulates and controls the operation information to the rider about the vehicle's of the electric motor. It manages the power performance, speed, fuel level, engine status, and flow from the vehicle's battery to the motor, various other parameters. allowing precise control over the motor's speed, torque, and direction. Colored LCD cluster in proto stage and TFT Cluster is in development stage. DC-DC Converter It helps manage the power flow and compatibility between these systems. The main purpose of a DC-DC converter in an electric vehicle is to convert the high-voltage TPMS DC power from the main battery pack Tyre Pressure Monitoring System is an important (usually several hundred volts) to lower safety feature in both conventional and electric voltages. vehicles. It is designed to monitor the air pressure in the vehicle’s tyres and alert the driver if there is a significant drop in pressure, which Side Stand Sensor Under Development can lead to decreased vehicle performance, It gives safety alert to ECU to stall the increased tyre wear, and potential safety risks. engine if the side stand is in the In Mass Production lowered position and not dis-engaged. EARNINGS PRESENTATION Strategic Overview KEY STRENGTHS Strong Client base Thrust On Technology Organizational Agility Offers wide range of Strong Customer Focus Stringent Manufacturing Practices Value Addition products EARNINGS PRESENTATION FUTURE GROWTH STRATEGIES Capitalizing on Core Business Advancing Aftermarket Business Focused on exploiting the opportunities presented within core A dedicated team and several measures are taken to strengthen product business by introducing new products for two & three-wheelers. range and distribution network to extract maximum value for business. Entering into a New Technical Partnerships Expanding to New Geographies Recently entered into a Technical Licensing partnership with Borg Warner, Focused on expanding presence to new geographical a globally leading automotive supplier, for the Control unit for Electronic locations and penetrating deeper into existing Fuel Injection (EFI ECU) which will enable to enter a new product markets. segment of the EFI system and serve customers for two and three- wheeler applications. Growing EV Product Portfolio Exploring New Business Lines Cognizant of the emerging reality, new R&D Centre and the talent Exploring new product applications for existing products using focused engaged at the facility will particularly prove beneficial in the teams to identify potential applications for electronic solutions. development of differentiated products and new technologies for EVs. EARNINGS PRESENTATION Financial Overview Q 1-FY27 FINANCIAL HIGHLIGHTS [Showing first 8,000 characters — download PDF for full document]