HLE Glascoat Limited — PPTs, 11-08-2025: Investor Presentation

**1. Financial Highlights:**

Q1 FY26 revenue jumped 25% YoY to ₹283.95 Cr. Profit after tax (PAT) surged 229.6% to ₹17.87 Cr (6.3% margin); EBITDA grew 68.6% to ₹39.85 Cr (14.0% margin). A robust ₹738.74 Cr order book ensures 6-8 months visibility. Debt-to-Equity improved to 0.56, signaling strong financial health.

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

Leveraging its order book, HLE drives topline growth. A new, recognized R&D Centre highlights innovation. Subsidiary Kinam develops new heat exchangers and expands into the Oil & Gas sector. Investment in Clean Max Anchorage aims for renewable energy efficiency.

**3. Business Developments:**

Proposed amalgamation boosts HLE Glascoat's control in Kinam Engineering to 70%. Key acquisitions include global glass lining leader Thaletec GmbH and a stake in Clean Max Anchorage for green energy initiatives.

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

HLE Glascoat leads in specialized chemical/pharma equipment, dominating high-barrier segments with significant India market share in filtration, drying, and glass-lined products. Subsidiaries Thaletec (Europe) and Kinam (India) bolster leadership via advanced R&D/manufacturing.

**5. Investor Implications:**

Strong Q1 financials, a healthy order book, and strategic acquisitions signal positive growth potential. Diversification and innovation suggest a resilient business model and favorable outlook for investors.