Sterling Tools Limited — PPTs, 07-08-2025: Investor Presentation

Here's the summary of the attached document:

**1. Financial Highlights:**

Consolidated Q1FY26 revenue dropped 31.3% YoY to ₹195.0 Cr (PAT ₹9.0 Cr), impacted by key customer insourcing at EV subsidiary SGEM. Standalone fasteners showed resilience: revenue ₹163.2 Cr (up 0.2% YoY), EBITDA up 1.8% to ₹24.5 Cr.

**2. Strategic Initiatives & Growth Drivers:**

Expanding into Autonomous, Connected, Electric (ACE) mobility, SGEM diversifies EV products (integrated Motors, Magnet-free Motors, Chargers, Converters), securing first DC/DC nomination. STML commences HVDC contactors/relays production by H2 FY26 via partnership.

**3. Business Developments:**

Fasteners secured new OEM customers like Hyundai. SGEM continues 28 EV customer programs despite recent revenue impact.

**4. Market Position & Competitive Advantage:**

Sterling Tools leads in automotive fasteners with strong OEM ties. In EV, it has a first-mover advantage in MCUs, pioneering Magnet-free Motors and HVDC contactors/relays, supported by global alliances and robust R&D.

**5. Investor Implications:**

Stable fasteners business provides a solid base. Despite near-term EV subsidiary impact, aggressive EV product diversification signals significant positive growth potential. Monitor ramp-up and market adoption.