YASH HIGHVOLTAGE H1 CONCALL : ₹760 CR ORDER BOOK, ₹1,000 CR ANNUAL REVENUE POTENTIAL & BACKWARD INTEGRATION

• ORDER BOOK AT ₹760 CR VS ₹400 CR AT FY27 BEGINNING • EXISTING ORDER BOOK EXPECTED TO BE EXECUTED OVER NEXT 15–18 MONTHS • BROWNFIELD CAPACITY EXPANSION TARGETED FOR COMPLETION IN Q3 FY27 • ADDITIONAL MANUFACTURING CAPACITY EXPECTED TO CONTRIBUTE FROM Q4 FY27 • COMBINED PLANT ANNUAL REVENUE POTENTIAL ESTIMATED AT ₹900–1,000 CR AT FULL UTILIZATION BY FY31 • EXISTING HALOL PLANT OPERATED AT APPROXIMATELY 90% CAPACITY UTILIZATION DURING H1 FY27 • LOCALIZED RIP CORE MANUFACTURING EXPECTED TO REDUCE IMPORT DUTY & FREIGHT COSTS BY UP TO 18–20% BEFORE CUSTOMER PRICE ADJUSTMENTS • LOCAL RIP CORE COMMERCIALIZATION SUBJECT TO INDEPENDENT TESTING & CUSTOMER APPROVALS • UP TO 550 KV PRODUCT LOCALIZATION TARGETED OVER APPROXIMATELY 18 MONTHS • GLOBAL MARKET SHARE TARGETED AT APPROXIMATELY 5% OVER NEXT 4–5 YEARS VS CURRENT 1–1.2% • US DISTRIBUTION NETWORK EXPANDED TO APPROXIMATELY 27 STATES, SUPPORTING FUTURE EXPORT OPPORTUNITIES • MANAGEMENT AIMS TO MAINTAIN OR IMPROVE CURRENT 28.1% EBITDA MARGIN; NO FIRM NUMERICAL GUIDANCE PROVIDED • ₹220 CR GREENFIELD CAPEX PLANNED, WITH REMAINING SPENDING EXPECTED OVER NEXT 12 MONTHS • HIGHER DEPRECIATION, PRODUCT APPROVAL DELAYS & COMPETITIVE PRICING REMAIN KEY RISKS

Yash Highvoltage Limited

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