Blue Star Limited · NSE:BLUESTARCO
Blue Star — Q1 FY2026 Earnings Presentation
19 slides from Blue Star's earnings presentation, Aug 7, 2025
Slide 1: Investors' Presentation for the First Quarter ended June 30, 2025 (exchange cover letter)
August 7, 2025 BSE Limited National Stock Exchange of India Ltd Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Bandra (East), Mumbai – 400 001 Mumbai – 400 051 BSE Scrip Code: 500067 NSE Symbol: BLUESTARCO Dear Sir/Madam, Sub: Investors’ Presentation for
Slide 2: Investor Presentation Q1 FY26
Investor Presentation Q1 FY26
Slide 3: Forward Looking Statement
Forward Looking Statement Certain statements in this presentation regarding our business operations may constitute forward- looking statements. These include all statements other than statements of historical facts, including those regarding the financial position, business strategy, management plan
Slide 4: Vision, Credo and Values
Our Values VISION CREDO “To dream, to strive, to care “I am Blue Star. I take pride in and, above all to be the best in delivering a world-class everything we do.” customer experience.”
Slide 5: 8 Decades – A Growth Journey
8 Decades – A Growth Journey 1943 1947 1969 1993 EBITDA 1997 EBITDA 2005-07 1977 Reve Margin Earnings before Margin Earnings before Started Enters South- Mohan T Advani Listed on Forays into New Setinterest, up worldtaxes, Set up taxes, interest, founds Blue Star Central Air East Asia with depreciat
Slide 6: Snapshot
Snapshot Maintains c. 2 million Key end-markets, Air conditioning, Commenced operations in tonnes of air conditioning including Residential, Refrigeration and MEP 1943, with c. 80 years of and refrigeration Commercial, Industrial, solution provider operations in India equipment and Infrastructure. P
Slide 7: Strong governance is the key pillar of Blue Star throughout its existence
Strong governance is the key pillar of Blue Star through out its existence Chairmen Emeriti Ashok M Advani Suneel M Advani Board of Directors Vir S Advani* B Thiagarajan* P V Rao* Chairman & Managing Director Executive Managing Director Director Arvind K Singhal Rajiv R Lulla Sunaina Murthy Dinesh V
Slide 8: Manufacturing Facilities
Where Cooling Solutions are shaped Manufacturing Facilities Location: Himachal Pradesh 2 Location: Himachal Pradesh 1 Started in: 2011 Started in: 2005 Ahmedabad Started in: 2012 Dadra Started in: 1997 Location: Sri City Started in: 2023 Wada Started in: 2007
Slide 9: Business Overview – Q1 FY26
Business Overview – Q1 FY26
Slide 10: Segment - Electro-Mechanical Projects and Commercial Air Conditioning Systems
Segment 1 - Electro-Mechanical Projects and Commercial Air Conditioning Systems TEXT TEXT Electro-Mechanical Projects: ❑ Strong order finalizations driven by continued demand from the Factories and Data Center sectors. ❑ Muted demand from Railway Electrification and Metro Railway sectors. Commercial
Slide 11: Segment - Unitary Products
Segment 2 - Unitary Products Room Air Conditioner: • A comprehensive product portfolio tailored to diverse consumer preferences and price points, enabling the Company to capture broad-based demand. • During the current quarter, business has experienced unexpected headwinds due to the early onset of
Slide 12: Segment - Professional Equipment and Industrial Solutions
Segment 3 - Professional Equipment and Industrial Solutions ❑ The MedTech business was impacted by regulatory uncertainty, with the Government temporarily halting imports of refurbished medical devices. ❑ Industrial Solutioning business continues to grow steadily, supported by strong demand in manuf
Slide 13: Financial Highlights – Q1 FY26
Financial Highlights– Q1 FY26
Slide 14: Financial Highlights – Q1FY26
Financial Highlights – Q1FY26 Revenue (₹ cr) EBITDA (₹ cr) 8.3% 2865 2982 6.7% 238 200 Q1FY25 Q1FY26 Q1FY25 Q1FY26 Profit before tax (bei) (₹ cr) Earnings per share (EPS)* (₹) 226 8.21 163 # 5.88 Q1FY25 Q1FY26 Q1FY25 Q1FY26 *Not Annualized
Slide 15: Segment Highlights – Q1FY26
Segment Highlights – Q1FY26 Segment 1: Electro- Segment 2: Unitary Segment 3: Professional Mechanical Projects and Products Electronics and Industrial Commercial Air Systems Conditioning Systems
Slide 16: ESG Practices
ESG Practices
Slide 17: ESG Practices
ESG Practices Environmentally Social Responsibility Governance Responsible Operations & Community Impact Excellence Eco-Conscious Product Innovation Diversity & Inclusion Robust Compliance Framework Focus on energy-efficient and sustainable 10.4% of female representation in Code of Conduct and Whist
Slide 18: Industry recognition for achievements
Industry recognition for achievements Corporate governance and management Golden Peacock Award Winner of ICSI Best Golden Peacock Award Great Place to Work – for Corporate Governance Governed Company for Risk Management Certified Organization 2019/2020/2021 (Listed: Medium) 2020/2022/2023 2023 2019
Slide 19: Thank You
Thank You