India Nippon Electricals Limited — PPTs, 20-08-2025: Investor Presentation

India Nippon Electricals (INEL), with a market cap of INR 1,672.2 Cr, reported strong Q1-FY26 results.

**Business Performance:** Revenue grew 20.4% YoY to INR 224.7 Cr, and Net Profit increased 28.2% YoY to INR 23.2 Cr. EPS stood at INR 10.26, up 27.9% YoY. EBITDA margin improved to 10.46%. INEL maintained its #1 position in ignition systems for 2W and 3W, outpacing industry growth. Domestic sales dominate (96%), but exports, especially to US customers, recorded highs.

**Growth Drivers/Strategy:** INEL is strategically focusing on expanding its EV product portfolio, leveraging its new R&D Centre for advanced technologies like sensors, controllers, and EV components. Other key strategies include launching new products for its core two and three-wheeler segments, deepening market penetration in existing geographies, and strengthening its aftermarket business. A new technical partnership with Borg Warner for EFI ECU will also open up new product lines.

**Recent Developments:** The company received an "Excellence in Innovation" award from Generac USA, secured new premium business, and operationalized its new Rewari production facility. Automation initiatives are being intensified to optimize manufacturing costs.