Simplex Castings Ltd. — Investor Presentation 2025

Nov 14, 2025

Simplex Castings Ltd.

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Corporate Office : 32,Shivnath Complex G.E. Road, Supela, Bhilai - 490023 (C.G) India Phone : +91-788-2290483 /84 /85 Fax : +91-788-2285664 E-Mail : sclho@simplexcastings.com Website : www.simplexcastings.com CIN : L27320MH1980PLC067459

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Date: 14.11.2025

To, To, BSE Limited The Manager Corporate Relationship Department, Calcutta Stock Exchange Phiroze Jeejeebhoy Towers, 7, Lyons Range, Dalhousie, Dalal Street, Kolkata-700001, West Bengal Mumbai - 400 001. Scrip Code: 29066 Scrip Code: 513472

Sub: Investor Presentation

Dear Sir/Madam,

With reference to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”), this is to inform you that “Simplex Castings Limited – Investor Presentation Q2 FY 2025-26” is hereby enclosed.

The above presentation is also uploaded on the website of the Company at https://www.simplexcastings.com/investor/notice-announcement

You are requested to take the above on record.

Thanking You,

Yours faithfully,

For, Simplex Castings Limited

SANGEETA Digitally signed by SANGEETA KETAN SHAH KETAN SHAH Date: 2025.11.14 18:22:50 +05'30' Sangeeta K Shah Managing Director DIN: 05322039

OFFICE ADDRESS PHONE FAX E-MAIL Regd. Office : 601/602 A, FAIRLINK CENTER, OFF ANDHERI LINK ROAD, ANDHERI (W), MUMBAI -53 022-40034768 sclmumbai@simplexcastings.com Kolkata : 119, PARK STREET, WHITE HOUSE 4[th ] FLOOR KOLKATA - 700016 (W.B.) INDIA 08961045611 033-22493251 kol@simplexcastings.com Bhilai (Plant) : 5, INDUSTRIAL ESTATE, BHILAI - 490026 (C.G.) INDIA 0788-4015273 0788-4034188 sclbhilai@simplexcastings.com Rajnandgaon (Plant) : 223/2,224 INDUSTRIAL ESTATE, TEDESARA, RAJNANDGAON - 491441(C.G.) INDIA 9203901697 0788-2285664 scltedesara@simplexcastings.com

Simplex Castings Limited Forging the Future of Bharat's Infrastructure INVESTOR PRESENTATION Q2FY26

SAFE HARBOUR

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This presentation and the accompanying slides (the “Presentation”), which have been prepared by Simplex Castings Limited (The “Company”) solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. 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, but 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. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantee of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and worldwide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections.

Simplex Castings Ltd

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ABOUT SIMPLEX

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Simplex Castings has manufactured and supplied more than 12,000 Railway Bogies worldwide.

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Simplex Castings has already manufactured and supplied more than 500 defence products across India.

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Simplex Castings Limited (SCL) is a leading Indian Precision Metallurgy company with global business presence. SCL possesses well equipped manufacturing facilities such as Cast Iron Foundry, and Heavy Engineering & Fabrication Plant. Each plant is associated with modern machining facilities and a central machine shop with several machine tools including a large number of CNCs, EPC Division to take up Turn-Key Projects, Design wing with modern computer setup and aided tools.

SCL is a complete one stop shop for all engineering components manufacturing needs, castings, forging, fabrication, machining, assembly, equipment building, in-house testing, EPC division and Designing facility.

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Simplex Castings Ltd

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COMPANY AT GLANCE

Simplex is a 60-year-old company serving globally across the Steel, Railway, Power, Pumps & Valves, Defence, and Mining sectors. Simplex takes pride in being a fully integrated heavy engineering company with comprehensive in-house capabilities encompassing heavy castings, fabrications, machining, and EPC project execution truly offering all facilities under one roof.

As the company builds on its strong legacy, Simplex 2.0 represents a new phase of evolution marked by renewed focus, operational excellence, and a commitment to unlocking its full potential.

Years of legacy experience 6+ DECADES

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Land Parcel 30+ ACRES

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Total Number of employees 1000+

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Quarterly Order Book
₹ 60-70CR.
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Simplex Castings Ltd

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CHAIRMAN’S ADDRESS

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Our continued efforts and growth have positioned Simplex as a globally recognised Castings and Heavy Engineering company, committed to maintaining the highest international standards of quality, efficiency, operational excellence, and customer trust. Over the years, we have built a strong foundation and upheld our market reputation through a clear corporate philosophy and integrity.

As we stand today, Simplex is at a defining inflection point in its six-decade journey, a transformation we proudly call Simplex 2.0 . This new chapter marks our evolution from a legacy engineering company to a future-ready enterprise focused on high-value precision castings, heavy fabrication, and strategic diversification into the Defence and Railways sectors . With these emerging areas offering immense growth potential, we are aligning our capabilities to serve the next generation of industrial and national infrastructure needs.

By setting up an advanced R&D hub and actively pursuing high-value opportunitiesincluding government-backed railway projects and precision defence manufacturing, we are unlocking new levels of growth and margin expansion. As we embark on this new phase of growth, I extend my heartfelt gratitude to our well wishers. With your continued support, we are confident that Simplex 2.0 will not only honour our rich legacy but also shape a stronger, more dynamic future. The next chapter has begun and together, we will build it.

Mr. Ketan Shah

Chairman and Executive Director

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Simplex Castings Ltd

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KEY PERFORMANCE INDICATORS
Q2FY26
₹55.41 Cr. ₹9.65 Cr. 17.42%
Revenue EBITDA EBITDA %
(+88.60% from last period) (+22.46% from last period)
₹5.58 Cr. 10.07% ₹32.98 Cr
PAT PAT % Net Block
(+53.29% from last period) (H1FY26)
6
Simplex Castings Ltd
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KEY QUARTERLY HIGHLIGHTS

Approved Vendor for BHEL Trichy:

01

Empaneled for heavy structural fabrication and secured two major structural orders of 1,365 MT and 826 MT.

L&T Approval for Heavy Structural 02 Works:

Approval received by Larsen & Toubro for fabrication of 55–60 MT single-piece columns and girders.

Developmental Order for CLW Fabricated Bogies:

03

Received developmental order for 4 sets. Successful delivery will establish capability for railway bogie fabrication.

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Enhanced Capacity Through New Electric Arc Furnace (EAF):

04 06

The installation of the Electric Arc Furnace (EAF) has increased the company’s total production capacity to 21,000 MTPA, facilitating the annual manufacture of CASNUB bogie sets.

Re-Entry into Oil & Gas Equipment Manufacturing:

05

Plans are underway to restart production of Sucker Rod Pumps and other oil and gas equipment. Concurrently, discussions are ongoing to obtain API certification for these products.

Targeting Transition to 5 MVA SolarBased Operations:

The company is in the process of transitioning from conventional power sources to a 5 MVA solar energy system, thereby enhancing the sustainability of its operations.

Simplex Castings Ltd

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WHO WE ARE

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World’s Largest Bharat’s Top 2 Bharat’s First Developer Bharat’s Largest Bharat’s Largest Manufacturer of manufacturers of and Largest Suppliers of Manufacturer of SG Manufacturer of COKE OVEN DOORS TORPEDO LADLE CARS SG IRON STAVE COOLER IRON SINTER CAR PALLET CARS FOR BLAST FURNACE

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Simplex Castings Ltd

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KEY PROJECTS EXECUTED
1 2 3 4 5
Exported Steel Plant Manufacturing Executed Turnkey Introduced Japanese Design, Engineer, and
Equipment to Russia Sucker Rod Installation of a Sinter Plant Supply equipment for
and enter a Tech tie- Pumping units for 350 Cum Mini Blast Technology in India a hot rolling Stackle
up with Tyazhprom to Oil & Gas for ONGC, Furnace for for SAIL-Bhilai Steel Mill for Salem Steel
India. Southern Iron &
export to Russia for Plant (Sinter Plant III) Plant as per
turnkey projects in Steel, Salem, using through a consortium SMS/Germany’s
India. Chinese with Mitsui, Kawasaki, design.
technology. and Hitachi Zosen.
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Simplex Castings Ltd
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ENGINEERED FOR INDIA, BY INDIA

Simplex Castings has redefined India’s manufacturing capabilities by engineering and innovating critical products that were once imported, and are now proudly Made in India.

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Ballistic Grade castings for the Turret of war tanks.

Mud gun and tap hole drilling machine for blast furnaces

Mechanical equipment for cold rolling mills to Roadmaster Industries .

Simplex Castings Ltd

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ENGINEERED FOR INDIA, BY INDIA Simplex Castings has redefined India’s manufacturing capabilities by engineering and innovating critical products that were once imported, and are now proudly Made in India.

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Developed emission-free (zero for coke leak or blue sky) doors oven batteries with Japanese technology.

Critical castings of S.G. iron pellets for sinter plants.

Commission the slag granulation plant for the SAIL-Bhilai Steel Plant.

Simplex Castings Ltd

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MARQUEE CLIENTELE

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Simplex Castings Ltd

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GROWTH TRIGGERS

Strengthening Railway Projects With RDSO approval, actively participating in railway tenders and project execution entering a high-growth, government-backed infrastructure segment.

Notching Up Defence Manufacturing Developing capabilities in precision castings to serve the defence sector

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Partnerships with Bharat’s biggest shipbuilders Strengthening ties with marquee PSUs like BHEL, GRSE in marine & shipbuilding projects.

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Strategic Expansion in Water & Industrial Infrastructure Expanding into D.I. pipe fittings and scaling precision castings to boost domestic & export growth across water, oil & gas, and chemical sectors.

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Entry into Centrifugally Cast Rolls Diversifying into high-value industrial rolls to boost margins & enrich product mix.

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Establishment of Innovation Center

Setting up an advanced R&D hub to drive product innovation and technology-led efficiency.

Simplex Castings Ltd

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WAY FORWARD

40-50% CAGR

Targeted Revenue Growth Aspiration

Riding positive industry momentum, we are targeting 40–50% CAGR over next 3 years and remain committed to sustaining a 10% PAT margin through execution and superior operational capabilities.

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500
172
117
54
FY20 FY23 FY25 FY28E
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Railways Growth Engine:

1

Launching our dedicated Railway Plant and scaling up participation in government-backed projects, backed by RDSO approvals and proven execution capabilities.

Defence Manufacturing Expansion:

2

Executing trial defence orders and advancing precision casting capabilities to tap the growing opportunities in the defence sector.

Inorganic Strategic Acquisitions: Evaluating acquisition opportunities in allied casting and engineering segments to enhance capabilities, expand the skill base, and reinforce our leadership in heavy engineering and fabrication.

3

Infrastructure Casting Boom: Surging demand from large-scale infrastructure projects-driving a wave of fresh casting orders to meet requirements for structural and machinery components across India’s construction sector.

4

Simplex Castings Ltd

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EVOLVING END INDUSTRY USER
2024-2025 2028E
% of % of
Industries Industries
Turnover Turnover
Steel 60% Steel 40%
Railways 20% Railways 40%
Defence
10-12%
Defence Cement Ship Building Mining
20%
8-10%
Cement Power & Energy Oil & Gas Mining
Power & Energy Oil & Gas Pumps & Valves Pumps & Valves Ship Building
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Simplex Castings Ltd
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• OUR MANUFACTURING FACILITIES

Simplex Castings Ltd

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HEAVY ENGINEERING DIVISION(1/2)

Capacity 21000+ MTPA

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Simplex Castings Ltd

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HEAVY FABRICATION DIVISION(2/2)

Capacity 15000+ MTPA

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Simplex Castings Ltd

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OUR PRESENCE

Export Countries Indian Impact Russia, Ukraine, Brasil, Facilities - Bhilai and Tedesara. France, Venezuela, Italy, Spain, Egypt, Australia, Canada, Japan, Taiwan, etc.

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Simplex Castings Ltd

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ESTEEMED PROMOTERS

Mr. Ketan Shah Add a subheading Chairman and Executive Director

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Mrs. Sangeeta Shah Add a subheading Managing Director

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Simplex Castings Ltd

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ESTEEMED BOARD

Mr. Ketan Mrs. Sangeeta Shah Shah Chairman and Managing Executive Director Director

Mr. Shailesh Jain Independent Director

Ms. Indu Nagar Independent Director

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Mr. Sajal Ghosh Executive Director

Mr. Champak Dedhia Independent Director

Ms. Avinash Hariharno Chief Financial Officer

Mrs. Akanksha Kotwani Company Secretary

Simplex Castings Ltd

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INDUSTRY OVERVIEW

India is 2nd largest manufacturer of heavy engineering capital goods globally with ~3,200 foundries and fabrication units specializing in pressure vessels, reactors, heat exchangers, and structural components.

Heavy engineering sector turnover exceeds $4045 billion with strong growth trajectory, particularly driven by infrastructure, power, and defense sector demand.

India metal fabrication market stands at $8 billion (2025) projected to reach $10.88 billion by 2030, with heavy fabrication as the fastest-growing segment supporting infrastructure and aerospace sectors.

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$31.77B
$19.46B
FY24 FY30
10.3%
CAGR Growth
(in USD)
INDIAN FOUNDRY MARKET
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India’s Defence budget is of ₹6.81 lakh crore with exports upto ~₹23,622 crore, 34x then that of 2014.

revenue Indian Railways (FY25) was ~₹2.70 lakh crore with them rapidly increasing LHB coach production

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Govt. committed ₹40,000 crore under Sagarmala 2.0 to boost shipbuilding, repair & recycling with a target to catalyse investment over 10 years.

Auto Industry to attract ₹25,000–30,000 crore (FY26) for capacity & EV components localisation.

Simplex Castings Ltd

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STRENGTHENING STRATEGIC PARTNERSHIPS

Our strategic collaboration enables the integration of cutting-edge technology and world-class engineering solutions into the Indian Industrial Landscape. Our partnership reflects a shared commitment to innovation, quality, and delivering exceptional value to our clients.

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Beijing Shougang

Beijing Shougang Northern Heavy Industry Hyundai Heavy Industries Kawasaki Steel

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Tangsgan Ganding Metallurgical Qidong Metallurgy Machinery Manufacturing & Machinery

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Simplex Castings Ltd

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COMPANY’S VISION Maintaining the highest global standard and striving to be the client's first choice by counting on distinguished skills, innovation and competence.

COMPANY’S MISSION

Our aim to achieve customer satisfaction through innovation, superior technology, and excellence in manufacturing processes. We focus on sustainability, ethical business practices, and continuous improvement. We are a one-stop solution for all engineering component needs, specializing in ecofriendly products for various industries through casting, machining, and fabrication.

Simplex Castings Ltd

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QUALITY ASSURANCE

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Simplex Castings Ltd

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PROFIT AND LOSS
Order Book Growth ₹ in Crores
Q2FY26 Q2FY25 YoY % Increase FY25
Revenue from Operations 55.41 29.38 88.60 171.88
-
Cost of Goods Sold 38.85 15.63 111.45
-
Employee Cost 2.56 2.76 10.96
-
Other Expenses 4.35 3.11 18.39
EBITDA 9.65 7.88 22.46 31.08
-
EBITDA % 17.42 26.82 18.08
-
Other income 0.35 0.15 1.34
-
Depreciation and Amortization 0.94 0.92 3.66
-
Finance Cost 1.60 2.25 8.91
PBT 7.45 4.86 53.29 19.85
-
Tax Expenses 1.88 1.23 4.72
PAT from Operations 5.58 3.64 53.29 15.13
-
PAT Margin % 10.07 12.39 8.80
-
7.42 4.62 21.39
Diluted EPS (in Rs.)
Simplex Castings Ltd
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BALANCE SHEET

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ASSETS FY25 FY24
Property, Plant & Equipment 33.82 33.74
Other intangible assets 0.02 0.03
Other Financial Assets 2.01 1.52
Deferred Tax Assets 8.44 13.29
Other Non-Current Assets 2.50 0.03
Total Non-Current Assets 59.49 50.51
Inventories 57.91 58.99
Trade receivables 51.13 24.64
Cash and cash equivalents 2.65 1.44
-
Assets Held For Sale 0.63
Other current assets 9.71 9.94
Total Current Assets 122.09 97.33
Total Assets 181.58 147.84
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₹ in Crores

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EQUITY & LIABILITIES FY25 FY24
Shareholder’s Fund 56.67 33.16
Long Term Borrowings 31.04 24.63
Other Non Current Liabilities 0.07 0.07
Provisions 6.87 5.78
Total Non-Current Liabilities 37.99 30.49
Short Term Borrowings 46.03 47.11
- -
Lease Liabilities
Outstanding Dues of MSMEs 2.20 1.93
Outstanding Dues of Creditors 15.58 17.23
Other Financial Liabilites 3.98 5.13
Other Current Liabilities 17.01 12.19
Provision 2.10 0.58
- -
Current Tax Liabilities
Total Current Liabilities 86.92 84.19
Total Equity & Liabilities 181.58 147.84
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Simplex Castings Ltd

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Simplex Castings Ltd

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Get in touch

S I M P L E X C A S T I N G L T D .

cfo@simplexcastings.com

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AYUSH DIVECHA | DHVIJ PATEL

G12-14, 7th Floor- Commerce Centre, Mumbai- 400034 Email : ir@merlincapital.co.in Contact : +91 81048 55515