STERTOOLSNSE7 August 2025

Sterling Tools Limited has informed the Exchange about Investor Presentation

Sterling Tools Limited

STERLING TOOLS LIMITED CIN: L29222DL 1979PLC009668

WORKS : 5-A DLF Industrial Estate Faridabad - 121 003 Haryana India Tel : 91-129-227 0621 to 25/225 5551 to 53 Fax: 91-129-227 7359 E-mail : st;rling@:;tlfasteners.com website : stlfasteners.com

Through NEAPS

By Listing Centre

National Stock Exchange of India Limited "Exchange Plaza", Bandra-Kurla Complex, Sandra (E) Murhbai-400051

The Secretary BSE Limited 25th Floor, P. J. Towers Dalal Street, Mumbai - 400001

Trading Symbol: STERTOOLS

Scrip Code: 530759

Date: 7th August 2025

Sub: Investor presentation for the first quarter ended 30th June, 2025

Dear Sir/ Madam,

This is in continuation of our letter dated 1 st August, 2025 with respect to the intimation of schedule of Analyst / Institutional Investor Meeting- Earning Conference Call to be held on Friday 8th August, 2025 at 3:00 P.M.

In this regard, pursuant to Regulation 30 read with Part A of schedule Ill of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please Investor Presentation for the first quarter ended 30th June, 2025.

find enclosed herewith

This is for your information and records.

Yours truly, For STERLING T

Pankaj Gupta Chief Financial Officer

l Encl: As above.

,,;.

REGO. OFFICE: DJ-1210. 12th Floor, DLFTower-B Jasola Distric Centre, New Delhi . 110025 Email : csec@stlfasteners.com

Diversification Through Innovation

Sterling Tools Limited Investor Presentation

August 2025

Table Of Contents

1

2

3

4

Q1FY26 Business Highlights

Financial Highlights

Historical Financials

Annexure

Page No.

04

10

13

17

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Safe Harbor Statement

This presentation and the accompanying slides (the "Presentation") have been prepared by Sterling Tools Ltd (the

"Company") solely for informational purposes and do not constitute an offer, recommendation, or invitation to purchase or

subscribe for any securities, and shall not serve as the basis for any contract or binding commitment.

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 Presentation.

This Presentation may not this 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, Presentation is expressly excluded.

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.

Diversification Through Innovation

Q1FY26 Business Highlights

SGEM EV Compound-Faridabad

Management Commentary

Commenting on the results and performance for Q1FY26, Mr. Atul Aggarwal, Managing Director of Sterling

Tools Ltd. said:

“We are pleased to report a steady performance in Q1FY26, underscoring the resilience of our standalone operations and the continued evolution of our group strategy.

While the domestic automobile industry witnessed a YoY decline of approximately 5.1% in Q1 FY26, our standalone fasteners business maintained stability, supported by operational discipline and sustained offtake from key customers. We continue to grow at a faster pace as compared to the Industry.

We have begun to see early traction from newly acquired customers in the standalone fasteners segment, including Hyundai. The onboarding of these new OEMs strengthens our long-term positioning and is expected to support incremental growth in the coming quarters.

In our Sterling Gtake E-Mobility (SGEM) subsidiary, we have seen a decline in revenue owing to the product insourcing by one of our key customers. As stated in the past, SGEM is working actively with 28 customer programs for various MCU models. These customers are spread across 2W, 3W ,LCVs & HCVs. Further, SGEM is aggressively working on product diversification by adding new products such as integrated Motors & MCUs, Magnet free Motors, Onboard Charges and DC/DC Convertors. Sterling secured its first nomination for DC/DC convertors from a leading e-CV OEM and the other new product lines will also start generating revenues by the end of this fiscal or during FY27.

Our other subsidiary- Sterling Tech-Mobility Limited (STML) is set to commence commercial production of HVDC contactors and relays by the second half of FY26. This venture is in collaboration with Kunshan GLVAC Yuantong.

Looking ahead, our standalone business is expected to maintain its stable growth trajectory, driven by new customer additions and deeper market penetration. Strategically, we are aligning our efforts across the STL Group to expand in the Autonomous, Connected and Electric (ACE) mobility space. This comprehensive approach positions us to stay ahead of industry trends and drive innovation.”

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5

Financial Highlights – Q1FY26

E N O L A D N A T S

D E T A D I L O S N O C

Total Income

EBITDA

PBT

PAT

162.9

163.2

14.8%

24.1

15.0%

24.5

9.5%

9.1%

7.0%

6.8%

15.5

14.9

11.4

11.0

Q1FY25

Q1FY26

Q1FY25

Q1FY26

Q1 FY25

Q1 FY26

Q1FY25

Q1FY26

Total Income

Adjusted EBITDA*

PBT

PAT

283.7

13.1%

13.6%

8.4%

6.3%

6.5%

4.6%

195.0

37.0

26.5

23.9

18.4

12.3

9.0

Q1FY25

Q1FY26

Q1FY25

Q1FY26

Q1 FY25

Q1 FY26

Q1FY25

Q1FY26

Rs. in Crore

TOTAL INCOME MIX Q1FY26

31.8

163.2

STL (Standalone)

SGEM

*Adjusted EBITDA excludes ESOP expenses

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6

Well Diversified Revenue Mix

STL (Standalone)

SGEM

Channel-wise mix Q1 FY26

End-user segment-wise mix Q1 FY26

End-user segment-wise mix Q1 FY26

10%

1%

1%

10%

31%

15%

17%

28%

14%

58%

89%

26%

OEM Exports Replacement

PV 2W CV

Farm Equipment & Off Road Retail Exports

2W 3W LCV/HCV

Note - 100% EV products supplied to OEMs

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7

SGEM – EV Solutions: E-Powertrain & Power Electronics

• One of India’s leading suppliers of Motor Control Units (MCUs) for electric vehicles

• Since its inception in 2020, SGEM has evolved into a full-spectrum powertrain and power

electronics solutions provider for the EV industry

Scaling with Purpose: Expanding Segments, Deepening Capabilities and Enhancing Margins

• Technology centres in Faridabad and Bengaluru with 98 Engineers, 21 Business Contracts

Volume growth and customer acquisition

and 28 Live Customer Programmes

Segment Diversification

• 2W

• 3W

• LCV

• HCV

Product Diversification

• MCUs

• Magnet free Motors

• Off-board chargers

Integrated Motor & MCU

• On-board chargers

• DC/DC converters

Strategic alliances with global technology leaders to strengthen technological edge and market credibility

Jiangsu Gtake Electric Co. Ltd, China

Advanced Electric Machines Ltd, UK

Supply chain optimization and strategic sourcing

Insourcing of critical processes to reduce costs and improve control

Investing in advanced manufacturing, including Surface Mount Technology (SMT) and shop floor automation

Building strong in-house engineering capabilities with global support

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8

Strategic Initiatives & Way Forward

STL’s Fasteners business is expected to continue growing at a single-digit percentage rate

Strategic alliances with global technology leaders such as Jiangsu Gtake Electric and Advanced Electric Machines are enhancing STL Group’s technological edge, product innovation, and market credibility in the evolving EV ecosystem

SGEM to diversify its customer base for MCUs by focusing on LCV, HCV and 3W application. It also plans to regain its leadership position in the 2W segment through the recently launched integrated Motors & Controllers solutions

Way Forward

Product diversification beginning to deliver results, first business nomination for DC/DC product secured in Aug’ 25

The partnership between SGEM and UK-based Advanced Electric Machines (AEM) to introduce Rare Earth Magnet-Free Traction Motors in India is progressing well, with ongoing efforts in technology transfer, customer trials and localization

STL through its 100% subsidiary STML, is going to start manufacturing HVDC Contactors and Relays via its partnership with China’s Kunshan GLVAC Yuantong New Energy Technology Co. Ltd. Production is expected to commence by second half of FY26

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9

FINANCIAL HIGHLIGHTS

Consolidated Profit & Loss Statement

Particulars

Total Income

Cost of Goods Sold

Gross Profit

Gross Profit Margin

Total Expenses

Adjusted EBITDA*

Adjusted EBITDA Margin

ESOP Expenses

EBITDA

EBITDA Margin

Depreciation and amortisation expenses

Finance costs

Profit before tax

Profit before tax Margin

Tax

Profit after tax

Profit after tax Margin

EPS

*Adjusted EBITDA excludes ESOP expenses

Q1FY26

Q1FY25

YoY (%)

Q4FY25

QoQ (%)

Rs. in Crore

195.0

80.8

114.2

58.6%

87.7

26.5

13.6%

1.6

24.9

12.8%

10.0

2.6

12.3

6.3%

3.3

9.0

4.6%

2.48

283.7

149.7

134.0

47.2%

97.0

37.0

13.1%

3.0

34.0

12.0%

7.7

2.4

23.9

8.4%

5.5

18.4

6.5%

5.11

-31.3%

-14.8%

-28.5%

-26.7%

-48.7%

-51.2%

205.7

90.3

115.4

56.1%

88.9

26.5

12.9%

2.0

24.5

11.9%

10.0

2.6

11.9

5.8%

3.1

8.8

4.3%

2.44

-5.2%

-1.1%

-0.1%

1.8%

3.2%

2.0%

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11

Standalone Profit & Loss Statement

Particulars

Total Income

Cost of Goods Sold

Gross Profit

Gross Profit Margin

Total Expenses

EBITDA

EBITDA Margin

Depreciation and amortisation expenses

Finance costs

Profit before tax

Profit before tax Margin

Tax

Profit after tax

Profit after tax Margin

EPS

Q1FY26

Q1FY25

YoY (%)

Q4FY25

QoQ (%)

Rs. in Crore

163.2

64.2

99.0

60.7%

74.5

24.5

162.9

63.0

100.0

61.4%

75.9

24.1

15.0%

14.8%

8.2

1.4

14.9

9.1%

3.8

11.0

6.8%

3.05

6.9

1.7

15.5

9.5%

4.0

11.4

7.0%

3.17

0.2%

-0.9%

1.8%

-3.9%

-3.2%

-1.2%

-0.4%

-1.8%

-0.3%

-1.9%

165.2

65.8

99.4

60.2%

74.5

24.9

15.1%

8.6

1.4

14.9

9.0%

3.6

11.3

6.8%

3.12

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12

HISTORICAL FINANCIALS

Consolidated Financial Highlights

Rs. in Crore

Total Income

Adjusted EBITDA*

1,038.0

938.5

774.9

512.6

358.5

18.1%

13.6%

13.0%

12.4%

12.8%

116.3

132.4

100.4

64.8

69.6

FY21

FY22

FY23

FY24

FY25

FY21

FY22

FY23

FY24

FY25

PBT before exceptional items

PAT

8.5%

6.8%

7.7%

59.9

30.3

34.8

7.7%

71.8

7.4%

76.6

6.6%

5.0%

6.2%

47.9

5.9%

55.4

5.6%

58.3

24.4

25.5

FY21

FY22

FY23

FY24

FY25

FY21

FY22

FY23

FY24

FY25

*Adjusted EBITDA excludes ESOP expenses

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14

Standalone Financial Highlights

Total Income

603.5

613.7

474.6

358.1

EBITDA

Rs. in Crore

651.6

18.9%

15.4%

15.3%

14.7%

14.5%

67.5

73.3

92.3

90.5

94.8

FY21

FY22

FY23

FY24

FY25

FY21

FY22

FY23

FY24

FY25

PBT before exceptional items

PAT

9.4%

8.4%

8.8%

8.4%

8.9%

6.8%

6.3%

6.9%

6.3%

6.6%

53.3

51.7

58.0

33.6

39.7

41.4

38.8

42.9

24.0

29.7

FY21

FY22

FY23

FY24

FY25

FY21

FY22

FY23

FY24

FY25

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Key Ratios

Debt / Equity (x)

Current Ratio (x)

Networth (Rs. Cr.)

Net Fixed Asset Turnover (x)

0.31

0.34

0.31

0.23

0.20

2.05

2.01

1.92

2.46

2.24

334.6

363.1

401.4

429.6

467.0

2.23

2.30

2.45

1.76

1.45

FY21

FY22

FY23

FY24

FY25

FY21

FY22

FY23

FY24

FY25

FY21

FY22

FY23

FY24

FY25

FY21

FY22

FY23

FY24

FY25

Debt / Equity (x)

Current Ratio (x)

Networth (Rs. Cr.)

Net Fixed Asset Turnover (x)

0.32

0.31

0.33

0.26

0.28

2.08

2.06

1.84

2.04

2.14

331.5

355.8

400.4

447.1

499.7

3.30

3.15

2.70

1.81

1.38

E N O L A D N A T S

D E T A D I L O S N O C

FY21

FY22

FY23

FY24

FY25

FY21

FY22

FY23

FY24

FY25

FY21

FY22

FY23

FY24

FY25

FY21

FY22

FY23

FY24

FY25

H1 FY25 on TTM basis

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16

ANNEXURE

STML Manufacturing Plant- Bengaluru

History & Milestones

1979-1981

▪ STL

Incorporation

▪ First Plant - DLF

(Faridabad)

1982 - 1999

Customer Acquisition

▪ Maruti Suzuki ▪ M&M ▪ HMSI ▪ Hero Moto Corp ▪ Suzuki Motorcycle ▪ Swaraj Tractors ▪ Tata Motors ▪ Ashok Leyland ▪ Volvo Eicher ▪ Daimler India ▪ Cummins ▪ SML Isuzu ▪ CNH ▪ Escorts ▪ Swaraj Engines

2020 - 2023

▪ Diversification

into EV Components – through 100% subsidiary Sterling Gtake E- Mobility Ltd. (SGEM)

▪ SGEM’s first full

year of operations with positive Net Profit

1999 - 2019

▪ Second Plant -

Wire drawing unit at Ballabhgarh (Faridabad)

▪ Third Plant -

Prithla (Palwal)

▪ Fourth Plant -

Kolar (Bengaluru)

▪ SGEM secured

business from 20 customers

2024

2025

▪ Pioneer in Magnet

free Motors in India, entered into a licensing agreement to produce REM-Free Motors

▪ State-of-the-Art HVDC Contactor Facility Under Commissioning in Bengaluru – An Early Entrant in HVDC space, in collaboration with GLVAC YT

▪ Initiated Onboard

Charges (OBC) and DC/DC business, secured first business nomination from a leading e-CV OEM

▪ STL expanding customer base by adding Hyundai Motors

▪ SGEMs MCU capacity enhanced to 6,00,000 units/pa

▪ Sterling tools through its wholly owned subsidiary Sterling Tech-Mobility Ltd (STML) partnered with GLVAC YT to manufacture advance high voltage DC contactors and relays in India for electric & hybrid electric vehicle industry

▪ Signed MoU with

MOTIVELINK Co., Ltd (Erstwhile Yongin Electronics Co. Ltd) to manufacture magnetic components for India’s electric & hybrid electric vehicle industry

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18

Product Portfolio

Quality & Reliability

Certified Products

Wide Range Applications

Competitive Pricing

Preferred supplier to OEM

L T S

) E N O L A D N A T S (

M E G S

AXLE BOLTS

ENGINE BOLTS

SPECIAL FASTENERS

BANJO BOLT

INDIAN STANDARDS

AMERICAN STANDARDS

S D R A D N A T S

STANDARD BOLTS

WHEEL BOLTS

SEALANT PARTS

BALL JOINT

GERMAN STANDARDS

JAPANESE STANDARDS

BRITISH STANDARDS

2W & 3W SEGMENT

LCV SEGMENT

M & HCV SEGMENT

Contactors and Relays

L M T S

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Key Clientele – STL (Standalone)

r e g n e s s a P

s e l c i h e V

l

a i c r e m m o C

s e l c i h e V

1

-

r e T

i

m r a F

t n e m p u q E

i

o w T

l

s r e e e h W

s t r o p x E

n o i t c u r t s n o C

Logos displayed are for representation purposes only and remain the property of their respective owners

Aftermarket: Strong Pan-India presence with 100+ Distributors

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Key Clientele – SGEM

Logos displayed are for representation purposes only and remain the property of their respective owners

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21

Pan India Presence

STL (STANDALONE)

4 Manufacturing Plants • Faridabad • Ballabhgarh • Palwal • Bengaluru 18 Warehouses at 14 Locations

SGEM

1 Manufacturing Plant • Faridabad

2 Tech Centres • Faridabad • Bengaluru

STML

1 Manufacturing Plant • Bengaluru

Note – Maps not to scale. All data, information, and maps are provided “as is” without warranty or any representation of accuracy, timeliness or completeness Note – Company’s presence in marked in Rose Diversification Through Innovation

22

Our Key Strengths

Growth through Partnerships

Leading player in the automotive fasteners business

First Mover Advantage in EV Components

Team Credibility

Sustainable growth and profitability

Leveraged strategic partnerships to tap growth opportunities and drive a higher share of business in the auto component space, across ICE and ACE

Strengthening leadership in the automotive fasteners business by deepening long-standing relationships with major OEMs

Capturing first-mover advantage in EV components by leading the MCU market across 2W, 3W, eSCV, eLCV, and MHCV

Pioneering REM-free motors through Technology Licensing Agreement with AEM

Leading early innovation in HVDC contactors and relays through STML​

Building strong team credibility by combining four decades of market presence with a young, agile workforce and an experienced management team

Empowering strong in- house R&D and product development through a team of 98 engineers in SGEM

Driving sustainable growth and profitability by focusing on a healthy portfolio mix of premium, value-added products with robust margins

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Board Of Directors

Mr. Anil Aggarwal, Chairman & Whole Time Director

Mr. Atul Aggarwal, Managing Director

39+ years of experience, Expertise in Manufacturing, Project Mgmt, Administration, Product and Project development and Quality control for auto components

35+ years of experience, Expertise in Marketing, Banking, Finance, Corporate Affairs, Information Technologies and Export Resources Management

Mr. Akhill Aggarwal,Whole Time Director

Mr. Rakesh Batra, Director

Mr. Jaideep Wadhwa, Director

Mr. Shailendra Swarup, Director

14+ years of experience, Expertise in Automobile business and other allied services related to the sector

31+ years of experience, Expertise in Consulting and Strong knowledge in Regulatory Compliances. Ex- EY Partner and National Leader Auto Sector

31+ years of experience, Expertise in International Business Mgmt, Auto & Industrial Component Industry Knowledge, Ex- MD in the Ingersoll Rand

51+ years of experience, Expertise in Corporate Law including International Law CEO- Swarup & company

Ms. Rashmi Urdhwareshe, Director

Mr. Vijay Madhav Paradkar, Director

Mr. Sanjiv Garg, Director

Mr. Anish Agarwal, Director

41+ years of experience, Expertise in automotive domain. Ex - Director ARAI (Automotive Research Association of India)

36+ years of experience, Expertise in Institutional & Corporate Finance, Funds Mgmt, Investment Banking & M&A. Ex- VP & Head of M&A at Corporate Mahindra & Mahindra Limited

41+ years of experience, Expertise in Process Mgmt, Software Development, Greenfield Initiatives, and technological innovations. Founder of JindalX, Co- Founder of Wisdom Analytics Inc.

11+ years of experience, Expertise in Automobile business along with electric and hydrogen vehicles

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24

Annual Results

Financial Year

PDF Link

FY25

FY24

FY23

FY22

FY21

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25

STL Group :

Investor Relations Advisors :

For further information, please contact

Sterling Tools Limited

CIN: L29222DL1979PLC009668

CIN: U74140MH2010PTC204285

Mr. Pankaj Gupta (Group Chief Financial Officer) Ms. Komal Malik (Company secretary) pankaj.gupta@stlfasteners.com Komal.malik@stlfasteners.com

Mr. Karan Thakker Mr. Nitin Agarwal karan.thakker@sgapl.net / nitin.agarwal@sgapl.net

+91 (0) 129 – 227 0621/25

+91 81699 62562 / +91 83038 79589

www.stlfasteners.com

www.sgapl.net

Diversification Through Innovation

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