Sanghvi Movers Limited has informed the Exchange about Investor Presentation
SANGHVI MOVERS LIMITED Regd. Office: Survey No. 92, Tathawade, Taluka - Mulshi, Pune, Maharashtra - 411033, INDIA. Tel. E-mail Web CIN No.: L29150PN1989PLC054143
: 020-66744700, 020-27400700 : sanghvi@sanghvicranes.com : www.sanghvicranes.com
REF: SML/SEC/SE/25-26/50
November 10, 2025
To, The Manager, Listing Department BSE Limited Scrip Code: 530073
To, The Manager, Listing Department National Stock Exchange of India Limited Symbol: SANGHVIMOV
Subject: Revised Investor Presentation for the quarter and half year ended September 30, 2025
Dear Sir/Madam,
Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a copy of revised investor presentation on the performance of the Company for the quarter and half year ended September 30, 2025.
The above is for your information and record.
Thanking you,
Yours sincerely, For Sanghvi Movers Limited
Vinav Agarwal Company Secretary & Chief Compliance Officer ACS: 40751
Encl: As above
SANGHVI MOVERS LIMITED
INVESTORS PRESENTATION
1
H1 FY 2025-26 Disclaimer
This presentation and the accompanying slides (the “Presentation”) have been prepared by Sanghvi Movers Limited (the “Company”) solely for information purposes. This Presentation does not constitute an offer, recommendation, or invitation to purchase or subscribe for any securities and shall not form the basis of or be relied on in connection with any contract or binding commitment whatsoever in any jurisdiction.
The Presentation is not intended to serve as investment advice or as the basis for any investment decision by any prospective investor. 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, including information obtained from public sources that has not been independently verified. No representation or warranty, express or implied, is made as to the accuracy, correctness, reliability, completeness, or fairness of the information, conclusions, or opinions expressed herein. The financial information contained in this Presentation is preliminary, unaudited, and subject to revision following completion of the Company’s closing and audit processes. No assurance is given as to the reasonableness or achievability of any projections or as to the bases and assumptions underlying any such projections; recipients must satisfy themselves regarding their reasonableness, achievability, and accuracy.
This Presentation contains certain forward-looking statements concerning Sanghvi Movers Limited’s future business prospects and business profitability, which are subject to numerous risks and uncertainties. Actual results could differ materially from those expressed or implied in such forward-looking statements. The risks and uncertainties relating to these statements include, but are not limited to: fluctuations in earnings; our ability to manage growth; competition; economic growth in India and internationally; the Company’s ability to implement its strategies and plans; changes in market conditions; and regulatory environment, among others. Such forward-looking statements are not guarantees of future performance and are based on assumptions that may not materialize or may be affected by unanticipated events.
The Company does not undertake any obligation to make any public announcement if any of these forward-looking statements become materially incorrect or to update any forward- looking statements made from time to time by or on behalf of the Company. Any forward-looking statements and projections by third parties included in this Presentation are not adopted by the Company, and the Company accepts no responsibility for such third-party statements and projections. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded.
No part of this Presentation may be reproduced, copied, or forwarded to any third party, either in print or in electronic form, without the prior express consent of the Company.
No responsibility or liability is accepted for any loss or damage, however arising, that may result from reliance on this Presentation. All responsibility and liability is expressly disclaimed by the Management, Shareholders, Company, and any of their respective directors, officers, affiliates, employees, advisers, or agents.
The distribution of this document in certain jurisdictions may be restricted by law, and persons into whose possession this Presentation comes should inform themselves about, and observe, any such restrictions. Any failure to comply with these restrictions may constitute a violation of applicable law.
2
Index
01 Group Strengths
02
Financial Performance
03 Strategic Information
04 KSA Performance
Slide No.
4-12
13-26
27-29
30-33
3
GROUP STRENGTHS
4
ABOUT US
We strive to delight our customers and exceed their expectations through timely delivery of reliable cranes, well‑trained manpower, uncompromising safety standards, and prompt service.
infrastructure Accelerate development by delivering simple, technology-driven and innovative solutions to create maximum value for our stakeholders.
Delight the world through sustainable and scalable engineering solutions.
5
Company VisionMissionValuesHuman DignityEthicsAgilityTrustCourageOwnership WHAT SETS US APART?
6
Company VISIONARIES
7
Company BOARD OF DIRECTORS
8
Mr. Deepak ThombreMr. Ishwar Chand MangalMrs. Maithili R. SanghviMr. Amitabha MukhopadhyayMr. Tushar MehendaleMr. Indraneel ChitaleMrs. Madhu Pradip DubhashiCompany LEADERSHIP TEAM
9
Gaurang DesaiPradeep MehtaAkshay PorePrajwal KumarRekha ShindeMohammed Almanaseer Chief Executive OfficerSMLChief Business Officer Chief Strategy OfficerChief People OfficerManaging Director SMMEChief Financial OfficerCompany GLOBAL MARKET FOOTPRINT
India KSA
10
Global PresenceCompany CERTIFICATES
11
Business Excellence Award 2024Engineering Excellence Award 2022Business Excellence Award 2023Most preferred Workplace 2024Rising Star Performer of HSEBest Safety Performance Awards 2024Energy Leadership Award 2024(Employee Safety Award)ISO 9001:2015ISO 14001:2015 ISO 45001:2018SFRPL ISO certification 2025Company BUSINESS VERTICALS
SANGHVI GROUP
India Operations
Global Operations
SANGHVI MOVERS MIDDLE EAST
th
World’s 5 Largest & Asia’s Largest Crane Rental Company (IC Index 2025)
Cranes and Ancillary Equipments
Gross Block
>100 MT: 80 % <100MT : 20 %
As on 30 Sept 25
12
Company TURNKEY SOLUTIONS IN EPCProjectsGroup level expertise ofInstallation of WTGs Access to CraneFleet/200+ TrailersCustomers100+17GW100+450+SANGHVI MOVERSLIMITED (SML)Customized Heavy Lift solutions2700+ Cr400+CRANE RENTAL &HEAVY LIFT SOLUTIONSLOGISTICS FOR CRANES &OTHER HEAVY MACHINERYStreamlining logistics for heavymachines, cranes, and industrialEquipmentCRANE RENTAL & HEAVY LIFT SOLUTIONS Wholly-Owned subsidiaryin Saudi ArabiaCatering to key Industries likeconstruction, Oil & Gas etcCustomized Heavy Lift solutionsOffers comprehensive logisticsservices including Air, Sea, and RoadFreight, along with tailored logisticssolutions FINANCIAL PERFORMANCE
13
Consolidated
8.48% SML
6.17% SMME
Avg Borrowing cost P.A
14
75%Avg. CapacityUtilization2.08%Avg. Yield permonth483 CrTurnover87 CrPAT0.36:1D/E Ratio440 CrNet Debt 1212 CrNet worthFINANCIALHIGHLIGHTSH1 FY2670%Avg. CapacityUtilization2.04%Avg. Yield permonth210 CrTurnover36 CrPATQ2 FY26As on 30-Sep-25 H1 FY2025-26
CONSOLIDATED P&L STATEMENT
Sr.
a)
b)
c)
d)
e)
f)
g)
h)
i)
j)
k)
l)
Particulars
Q2 FY 26 Q1 FY 26 Q2 FY 25 H1 FY 26
H1 FY25
FY 24-25
In Cr Rs.
Income from Operations
Other Income
Total Income (a) + (b)
Operating Expenses
210
8
218
82
273
7
281
136
156
8
164
50
(Op. Exp. As % of Income from Operations)
39%
50%
32%
Repairs & Maintenance
(R&M % of Income from Operations)
Personnel Cost
Admin & Other Expenses
Bad Debts/PDD
Total Expenditure
PBIDT (c) – (k)
m) % of PBIDT to Income from Operations
n)
o)
p)
q)
r)
s)
t)
Interest
Depreciation
Profit Before Tax
Tax expense
Profit After Tax
% of PAT to Total Income
Total Cash Accruals
5
2%
22
17
4
130
88
42%
7
31
50
14
36
17%
68
6
2%
18
14
0
174
107
39%
7
31
68
18
50
18%
82
4
3%
11
16
2
83
81
52%
6
33
42
13
29
18%
63
483
15
498
217
45%
11
2%
40
31
4
303
195
40%
15
63
118
32
87
17%
149
307
28
335
98
32%
8
3%
21
30
3
160
175
57%
12
65
98
28
70
21%
135
782
41
823
324
41%
15
2%
46
63
4
452
371
47%
25
129
217
60
157
19%
285
15
Summarised
In Cr Rs.
Total Income
PAT
Cash Profit
16
Q1Q2H1FY 24FY 25FY 26020406080100423779412970503687Q1Q2H1FY 24FY 25FY 260100200300400500152145297171164335281218498PROFITABILITY STATEMENTQ1Q2H1FY 24FY 25FY 26050100150200747214673631358268149 Summarised
17
PROFITABILITY STATEMENT FOR THE LAST 5 YEARSTotal IncomeTotal ExpenditureEBITDAFY 2021-22FY 2022-23FY 2023-24FY 2024-25H1 FY 2025-2602004006008001000372197175486199287647238409823452371498303195 Consolidated
18
TOTAL INCOME, PAT, & CASH PROFITTotal IncomePATCash ProfitFY 2021-22FY 2022-23FY 2023-24FY 2024-25H1 FY 2025-26020040060080010003722914848611223364718832082315728549887149 Segment-wise
Q1 FY26
Q2 FY26
H1 FY26
In Cr Rs.
H1 FY26
%
%
%
19
58.6%38.8%2.6%FINANCIAL PERFORMANCERevenue from OperationsTotal revenue: 273 CrCrane RentalsWind EPCProject EPC68.1%26.7%5.2%Revenue from OperationsTotal revenue: 210 CrCrane RentalsWind EPCProject EPCTotal EBITDA: 195 CrCrane BusinessWind EPCProject EPCCrane BusinessWind EPCProject EPC01020304050605616562.7%33.5%3.7%Revenue from OperationsTotal revenue: 483 CrCrane RentalsWind EPCProject EPCEBITDA Margin Total Planned CapEx for FY 25-26 : 629 Cr
20
CAPITAL EXPENDITURETotal Planned CapExRs. 405 CrCapEx (India)Total CapEx Incurred till H1 FY 26 Rs. 123 CrBalance Planned CapExRs. 282 CrCrane Population+97Crane PopulationCrane PopulationCapEx (KSA)Total Planned CapExRs. 224 CrTotal CapEx Incurred till H1 FY 26 Rs. 17 CrCrane Population+56Crane Population+22+75Balance Planned CapExRs. 207 CrCrane Population+47+9 Summarised
Avg Yield (%)
Utilization (%)
21
OPERATIONAL PARAMETERSFY 25FY 26Q1Q2H10.00.51.01.52.02.52.042.112.152.042.102.08FY 25FY 26Q1Q2H1020406080778068707375 Consolidated
In Cr Rs.
Net Debt
Net Debt : Equity Ratio
22
NET DEBT AND DEBT-TO-EQUITY RATIOQ2 25FY 24-25Q1 26Q2 26Q2 25FY 24-25Q1 26Q2 260100200300400500309376395440Q2 25FY 24-25Q1 26Q2 26Q2 25FY 24-25Q1 26Q2 260.00.10.20.30.40.290.330.330.36 FY 2025-26
CC Sanctioned: 150 Cr Utilization is negligible i.e <1%
Term Loan Obligations
In Cr Rs.
*Total Obligation includes TL Repayment & Margin Funding for Capex
23
BANK OBLIGATIONSTotal Obligation*Obligation met till 31st OctPayable in next 5 months0204060801001201401235964 FY 2025-26
Investment Overview
Investment Portfolio
Total investments in MF Schemes
192+ Crores
Surplus Cash Accrual Period
30+ Months
Corporate Bond Fund
Commercial Papers
Arbitrage Funds
Money Market
Growth Capital Utilization
These investments will be utilized as Growth Capital for Engine-2 Business opportunities including Core Adjacencies.
Average ROI per annum (XIRR)
7.00% - 7.10%
Investment in Cranes - KSA
Global Expansion and Portfolio Diversification
24
INVESTMENTS AS ON 30 SEPT 2025TH FY 2026
Particulars
<90 days
91-180 days
181-360 days
361+ days
Total
S. Debtors*
325
17
11
3
356
In Cr Rs.
Average receivable days - 120 days
th As on 30 Sept 25
25
AGE-WISE DEBTORS ANALYSIS(*) Net of Provision for Doubtful Debts as per ECL method under IND-AS- 109 FY 2025-26
Note: Approx 10% of the order book may get spilled over to the next financial year due to delays in resource deployment caused by the extended monsoon as well as site clearance from client side
26
As on 31 Oct 2025Spill over to next FYFor FY 25-2026Less: Revenue booked till 30 Sept 25Remaining to be executed050010001500200014071681239483756ORDER BOOKTotal Order: 1,239 CrBillable in this financial year STRATEGIC INFORMATION
27
Initiatives announced in H1 FY 24-25 IR presentation
Updates
28
PROMISES DELIVERED IN FY25-2026Reactivation of phase – 2 of Bain Engagement to explore Engine – 2 GrowthOpportunities for which company has already build necessary growth capital.Shortlisted business expansion ideas and completedPhase-2 with Bain Proposed formation of company in GCC. Geographic expansion of crane business.Activated globalisation track in Feb-25 & kicked offcommercial operations in Saudi in Sep-25Carving out of Renewable / Wind EPC business into separate entity, hiring ofCOO for this business and transferring 100 employees into new entity so thatmanagement can focus on core business i.e. crane rental businessThe separate entity named Sangreen Future Renewables iscreated and redesigned Operating model to include BUleadership team and shared servicesAppointment of Management Consultants for business enhancement &development.Worked with one of the Big 4 consultant to redesign anddeploy new sales org and process to answer the marketdisruption in core businessAppointment of C-suite employees so that core team can focus onfuture growth plans.Leadership team onboarded which includes BU CEO, CFO,CPO, CSO, CBO & KSA MD.12345 FUELING THE NEXT PHASE OF GROWTH
29
Building presence beyond India, with asharp focus on Saudi Arabia, GCC, andother parts of the worldStrengthening partnerships throughtailored, high-quality service offeringsContinuing to look beyond Cranerental services and adding additionalproducts/servicesEnhancing capital efficiency,profitability, and return on equity (ROE)Fostering a performance-drivenculture across all levels by keepingvalues at the coreLeveraging technology to unlockoperational efficiencies and improvecustomer experienceProduct Portfolio Diversification Global ExpansionCustomer-Centric ApproachDigitally ScalablePeople-First CultureFinancial GrowthStrengthening brand equity andcustomer satisfaction throughinstitutionalized feedback systemsand standardized service deliveryPursuing Top-5 market position in KSAthrough focused growth, followed byexpansion across GCCExpanding into synergistic products &services to unlock new growthopportunities within infrastructure sectorBuilding a differentiated EVP androbust talent strategy that drivesengagement, growth, andorganizational well-beingEnhancing profitability through costoptimization and capital efficiency viainnovative asset-lite model and BU-level financial disciplineDriving digital transformation throughincreased adoption of SAP,complemented by AI-led innovationvia a dedicated Innovation team KSA PERFORMANCE
30
H1 FY2025-26
Net Bank Borrowings
31
Avg. CapacityUtilization1.43 CrTurnover(3.34) CrPAT32.05 Cr(5) CrNet worthFINANCIALHIGHLIGHTSQ2 FY261.43 CrTurnoverPATH1 FY26As on 30-Sep-25(5.52) CrEBITDA(2.61) CrEBITDA(4.67) CrAvg BorrowingCost P.A85%6.17 % H1 FY2025-26
In Cr Rs.
Sr.
a)
c)
d)
h)
Particulars
Q1 FY 26
Q2 FY 26
H1 FY 26
Income from Operations
Total Income (a) + (b)
Operating & Other Expenses
Employee Benefit Expense
-
-
1.19
0.88
1.43
1.43
1.22
2.82
1.43
1.43
2.41
3.7
m)
EBITDA
(2.06)
(2.61)
(4.67)
i)
j)
q)
Finance Cost
Depreciation & Ammortisation
0.12
-
0.6
0.14
0.71
0.14
Profit Before Tax
(2.18)
(3.34)
(5.52)
32
FINANCIALPERFORMANCE KSA Crane Rental
KSA Crane Rental Market Overview
Expected Order Pipeline
Sector/Initiative
Estimated Investment Scope
Project / Client (Confirmed and Mobilizing)
Estimated Value (USD)
Giga-Projects (Portfolio)
$700B
King Fahad Stadium (Saudi Bin Ladin Group)
Industry and Mining
Energy and Utilities
Social Infrastructure, Housing and Urban Dev
Transporatation and Logistics
Tourism, Entertainment & Culture
Global Events (Catalytic Impact)
Technology & Digital Transformation
Preliminary Sum (Core Sectors)
Annual Crane Rental Market Size: $800M-$1B
Qiddiya and Durriya (Multiple Sites)
Jubail Industrial Hub (Multiple Petrochemical Clients)
Yanbu Industrial City (Multiple Clients)
Subtotal: Confirmed & Mobilizing
$270B
$300B
$200B
$100B
$50B
$1.5 - $3.1 Million
$1.0 - $1.5 Million
$1.2 - $2.0 Million
$1.4 - $1.8 Million
$5.1 - $8.4 Million
$200B
Pipeline (12-24 months) - Total Visible Pipeline Value: $32 - $49 Million
Advanced Pipeline Projects (High Probability – Next 12-24 Months) Subtotal: $13 - $18 Million
Integrated
$1.62-2 T
Primary Demand Driver: Unprecedented national investment under Vision 2030, creating sustained, high-volume demand for heavy-lift and precision crane services across all sectors.
33
MARKET, DEMAND, AND PIPELINE THANK YOU
34