Analysts/Institutional Investor Meet/Con. Call Updates

B H A R A T F O R G E August 28, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relations Department Listing Department Phiroze Jeejeebhoy Towers Exchange Plaza, Plot No. C/1, G Block Dalal Street, Fort, Mumbai 400 001 Bandra Kurla Complex, Bandra (East) Maharashtra, India Mumbai 400 051, Maharashtra, India Scrip Code: 500493 Symbol: BHARATFORG Sub.: Investor Presentation of Bharat Forge Limited (the “Company”) Ref.: SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (‘Listing Regulations’) Dear Sir / Madam, In compliance with Regulation 30 of the Listing Regulations, please find enclosed herewith the Investor Presentation giving an overview of the Company. Kindly take the same on your record. Thanking you, Yours faithfully, For Bharat Forge Limited Tejaswini Chaudhari Company Secretary and Compliance Officer Membership No.: A18907 Encl.: As above CIN L25209PN1961PLC012046 BHARAT FORGE LIMITED, MUNDHWA, PUNE 411 036, MAHARASHTRA, INDIA. PHONE: + 91 20 6704 2476 6704 2451 6704 2544 (Secretarial) Fax 020 2682 2163 Email: secretarial@bharatforge.com WEBSITE: www.bharatforge.com Company Presentation September 2026 Presenters 0052A4 C 71BDEE 9BB1C0 B8B0A5 Amit Kalyani Kedar Dixit S Rajhagopalan S L O Vice-Chairman & Joint Managing Director Chief Financial Officer Vice President, IR and M&A Y F69B32 2CA25E BUSINESS UNIT, CLIENT, OR PROJECT NAME BHARAT FORGE OVERVIEW Bharat Forge Overview Bharat Forge at a Glance Scaled, Multi-Industry Advanced Manufacturing Platform Making from India for the World 0052A4 S Scaling indigenous defence R Backed by more than 60 years of U business across artillery systems, L experience manufacturing a wide O combat & protected vehicles, C 71BDEE range of performance-critical and Y ammunition, small arms and R Bharat Forge 2.0 A safety-critical components M unmanned naval systems 9BB1C0 Scale India-led manufacturing platform with 28 facilities(1) in India, Diversified customer base across complemented by manufacturing automotive, defence, aerospace and Technology presence across Europe and North high-growth industrial applications America. B8B0A5 S Products C Moving up the value chain from Y F69B32 R components to products and Building capabilities in new A Systems N complete systems, supported by sectors across aerospace, E integrated engineering and semiconductors and data centres advanced manufacturing 2CA25E Notes: 4 1. 7 Forging and casting factories along with 21 additional facilities located across machining, prototyping, defence and assembly BUSINESS UNIT, CLIENT, OR PROJECT NAME BHARAT FORGE OVERVIEW Diversified Product Offerings and Capabilities To Serve Customers Across Multiple End Use Sectors 0052A4 Automotive Business Industrial Business Oil and Gas Construction/Mining Engine Chassis S • Serves major Commercial • Serves diversified industrial U O Vehicle OEMs and Passenger and strategic end-markets Data Centre L O Vehicle OEMs across India and global Energy System Marine C Y 71BDEE • Includes crankshafts, connecting Transmission Driveline markets A rods, front axles beams, steering • Applications span various Aerospace Semi-conductors IR knuckles, and transmission parts sectors including oil & gas, P construction & mining, rail, among others Castings Axles marine, defence, aerospace, Defence Rail 9BB1C0 semiconductors and data centres Product Ranges from 0.2 KG to 30+Ton Finished Weight Steel and Ductile Iron Casting Aluminum Casting Defence Aerospace Axle Assembly Semi-conductors & Aluminum Forging and Machining and Machining Data centers • Aluminum / Titanium / • Ductile iron casting • HPDC and LPDC • Defence: Artillery • Landing gears, engine • Axle Components such • Semi-conductors: B8B0A5 Steel • Foundry • High Vacuum systems, protected & components, turbine and as E Beam Axle, LCV Forged components for S R • Machining Technology armoured vehicles, gearbox Axle, ICE LCV Axle, semi conductor U • Local Squeeze Small arms, ammunition Medium and Heavy Duty manufacturing L Technology & energetics, defence Axle equipment C • NOX technology electronics, explosives, • Data Centres: Engine Y R F69B32 • Machining consumables and MRO components for standby A • Marine: Unmanned / and backup-power D underwater systems, generation O naval systems 2CA25E Delivering Made in India solutions across Industrial segments with high entry barriers for India, and the world BUSINESS UNIT, CLIENT, OR PROJECT NAME Compelling Market Opportunities 0052A4 New Sectors Automotive, Castings & India Macro Tailwinds Defence & Energetics (Aerospace/ Semiconductors/ R Forgings U Data Centres) C 71BDEE 9BB1C0 ✓ India remains one of the fastest- ✓ India’s auto-component industry ✓ Rising global military expenditure ✓ Rising aircraft demand and growing large economies, with reached US$ 85.9Bn(2) in FY26, amid geopolitical tensions and increasing global OEM sourcing real GDP growth of 7.7% in growing 2X+ in the last 5 years modernisation requirements. from India support long-term FY26(1) growth ✓ Growing forging and casting ✓ Higher Indian defence spending ✓ Strong government focus on manufacturing hub with and domestic procurement ✓ Rapid Data centre capacity B8B0A5 manufacturing and localisation significant installed capacity supporting growth of the local expansion driving demand for U defence ecosystem reliable backup-power O ✓ PLI schemes across strategic ✓ Increasing demand for higher- O infrastructure C sectors supporting investment, value, precision-engineered and ✓ India’s defence production reached Y F69B32 R A scale and export competitiveness lightweight components INR 1.78Tn in FY26, while private ✓ Rising semiconductor equipment N participation increased to 24% (3) demand is creating precision- O C ✓ Increasing integration of India ✓ Growing non-automotive E engineering opportunities S into global manufacturing and applications broadening the ✓ Continued indigenisation across 2CA25E supply chains addressable market platforms, components, sub- systems with focus on localisation of key defence products Source: 1. Ministry of Statistics & Programme Implementation, India 6 2. The Automotive Component Manufacturers Association of India 3. Ministry of Defence, India BUSINESS UNIT, CLIENT, OR PROJECT NAME BHARAT FORGE OVERVIEW India-Led Manufacturing Platform Serving Global Markets India-led manufacturing scale complemented by global customer proximity and fungible capabilities 0052A4 36 manufacturing facilities(1) FY26 Customer Revenue Mix and India-Led Manufacturing Base R U Geographies and number 67% of Consolidated Revenue from INR 168,117MM O L of facilities for forging & Specialty Key Highlights Indian Manufacturing Operations C 71BDEE casting Consolidated revenue from Y R 36% of operations (FY26) M Consolidated Revenue IR from operations (FY26) P Forging, machining, casting 23% of 9BB1C0 (aluminium & ferrous), Diverse portfolio of products India (28) Consolidated Revenue assembly, fabrication, testing and processes from operations (FY26) Europe and validation India Serves local demand here Europe (6) [Germany (3) Forging (steel & aluminium), through exports from Indian and Sweden (1) France (1) specialty machining and Others B8B0A5 units and local and Italy (1)] defence application S R manufacturing units 31% of U O 10% of Consolidated Revenue L Consolidated Revenue from operations (FY26) C Serves local demand from operations (FY26) Y F69B32 Steel and through exports from Indian A USA (2) Indian manufacturing operations comprise BFL, KSSL, JS Autocast and K Drive Mobility D aluminum forging units and 1 local O manufacturing unit E S 3 Continents 6 Countries 36 Manufacturing Facilities 2CA25E India-led Manufacturing Engine with Focus on Localisation of Global Supply Chains Notes: 7 1. Details as of 30 June 2026 BUSINESS UNIT, CLIENT, OR PROJECT NAME Advanced Research and Engineering Capabilities with Innovation DNA Proprietary IP, Advanced R&D and Strategic Collaborations Accelerating [Showing first 8,000 characters — download PDF for full document]