INDNIPPONNSEQ1FY26September 22, 2025

India Nippon Electricals Limited

4,396words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
14.26%
State-of-art Research Center Tier 1 Supplier to Major Auto OEM’s 1,605+ Employees Debt Free 14.26% 3 Year Revenue CAGR INR 16,722 Mn Market Cap 30%+ Consistent Dividend Payout track record IN
INR 16,722
Tier 1 Supplier to Major Auto OEM’s 1,605+ Employees Debt Free 14.26% 3 Year Revenue CAGR INR 16,722 Mn Market Cap 30%+ Consistent Dividend Payout track record INVESTOR PRESENTATION 4 C O M P A N
30%
Auto OEM’s 1,605+ Employees Debt Free 14.26% 3 Year Revenue CAGR INR 16,722 Mn Market Cap 30%+ Consistent Dividend Payout track record INVESTOR PRESENTATION 4 C O M P A N Y O V E R V I E W
rs,
lly- owned subsidiary of Lucas-TVS Limited to manufacture electronic ignition systems for two-wheelers, three-wheelers and portable engines. INEL’s product offerings cover all custom-built ignition syste
8.05%
ntre located at Tamil Nadu, Puducherry, and Haryana. Revenue (INR Mn) & EBITDA Margins (%) 6,563 8.05% 7,241 9.17% 5,663 8.78% 8,448 11.27% 10.46% 2,247 12.0 0% 10.0 0% 8.00 % 6.00 % 4.00 %
9.17%
t Tamil Nadu, Puducherry, and Haryana. Revenue (INR Mn) & EBITDA Margins (%) 6,563 8.05% 7,241 9.17% 5,663 8.78% 8,448 11.27% 10.46% 2,247 12.0 0% 10.0 0% 8.00 % 6.00 % 4.00 % 2.00 % 0.00
8.78%
Puducherry, and Haryana. Revenue (INR Mn) & EBITDA Margins (%) 6,563 8.05% 7,241 9.17% 5,663 8.78% 8,448 11.27% 10.46% 2,247 12.0 0% 10.0 0% 8.00 % 6.00 % 4.00 % 2.00 % 0.00 % Over the y
11.27%
d Haryana. Revenue (INR Mn) & EBITDA Margins (%) 6,563 8.05% 7,241 9.17% 5,663 8.78% 8,448 11.27% 10.46% 2,247 12.0 0% 10.0 0% 8.00 % 6.00 % 4.00 % 2.00 % 0.00 % Over the years, the Compa
10.46%
a. Revenue (INR Mn) & EBITDA Margins (%) 6,563 8.05% 7,241 9.17% 5,663 8.78% 8,448 11.27% 10.46% 2,247 12.0 0% 10.0 0% 8.00 % 6.00 % 4.00 % 2.00 % 0.00 % Over the years, the Company has d
0%
& EBITDA Margins (%) 6,563 8.05% 7,241 9.17% 5,663 8.78% 8,448 11.27% 10.46% 2,247 12.0 0% 10.0 0% 8.00 % 6.00 % 4.00 % 2.00 % 0.00 % Over the years, the Company has developed a range
8.00 %
gins (%) 6,563 8.05% 7,241 9.17% 5,663 8.78% 8,448 11.27% 10.46% 2,247 12.0 0% 10.0 0% 8.00 % 6.00 % 4.00 % 2.00 % 0.00 % Over the years, the Company has developed a range of high-quality,
6.00 %
6,563 8.05% 7,241 9.17% 5,663 8.78% 8,448 11.27% 10.46% 2,247 12.0 0% 10.0 0% 8.00 % 6.00 % 4.00 % 2.00 % 0.00 % Over the years, the Company has developed a range of high-quality, differe
Guidance — 4 items
Business Challenges and Outlook
opening
INVESTOR PRESENTATION 25 Industry Overview A U T O - C O M P O N E N T S E C T O R • Automotive Ignition System Market is estimated to grow at 6.2% CAGR to reach USD 15.2 Bn by 2033.
Business Challenges and Outlook
opening
Purpose Engines Indian Auto Component Industry Sensors • The global General Purpose Engines market size was valued at USD 10.86 bn in 2024 and is expected to expand at a CAGR of 2.09% to reach USD 14.54 bn by the end of 2032.
Business Challenges and Outlook
opening
• By FY28, the Indian auto industry aims to invest US$ 7 billion to boost localization of advanced components like electric motors and automatic transmissions, reducing imports and leveraging 'China Plus One’ trend.
Business Challenges and Outlook
opening
• The Automotive Sensors Market size is estimated at USD 37.11 Bn in 2024, and is expected to reach USD 75.40 Bn by 2030, growing at a CAGR of 12.54% from 2024- 2030.
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Speaking time
Highly volatile Situation
1
Business Challenges and Outlook
1
Valorem Advisors Disclaimer
1
Opening remarks
Highly volatile Situation
EV Penetration increased to 16% Global market uncertainty due to trade tariff barrier issues Recession in US and Europe markets, economic slow down in China Constant change in regulatory requirements for environment concerns.
Business Challenges and Outlook
Opportunities for new products in overseas markets Increasing demand for premium vehicles and robust development process All existing domestic products upgraded to meet BS6 norms Products upgradation to OBD II Restrictions on rare earth supplies from China High volatility in demand from customers and frequent disruptions in supply chain Quick phase out and introduction of new models by customers require increased development efforts Despite all challenges INEL has outgrown the Industry in last 5 years Industry [ICE] Vs INEL Growth 17% -3% 17% 8% 11% 10% 16% 10% 9% 0% -14% -14% 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25 Industry Growth (ICE) INEL Growth INVESTOR PRESENTATION 22 I N D U S T R Y G R O W T H V S I N E L S A L E S [ F Y 2 4 / 2 5 : Y T D - Q T Y ] FY24-25 FY23-24 15.91 Mn 14.59 Mn Industry 9% 12% 6.66 Mn 5.94 Mn 7% 0.52 Mn 0.49 Mn 6% 10% 1.02 Mn 0.96 Mn 24.11 Mn 21.97 Mn FY24-25 FY23-24 4.22 Mn 3.60 Mn INEL 2.08 Mn 1.62 Mn 0.53 Mn 0.48 Mn 0.25 Mn 0.23 Mn 7.08 Mn 5.94 M
Valorem Advisors Disclaimer
Valorem Advisors is an Independent Investor Relations Management Service company. This Presentation has been prepared by Valorem Advisors based on information and data which the Company considers reliable, but Valorem Advisors and 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. Valorem Advisors also hereby certifies that the directors or employees of Valorem Advisors do not own any stock in personal or company capacity of the Company under review. For further information please contact our Investor Relations Representatives: Valorem Advisors Mr. Anuj Sonpal, CEO Tel: +91-22-49039500 Email: inel@va
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