Advait Energy Transitions Ltd · BSE:ADVAIT
Advait Energy Transitions — Q2 FY27 Earnings Presentation
29 slides from Advait Energy Transitions's earnings presentation, Nov 1, 2026
Slide 1: Exchange filing cover letter
Date: November 1, 2026 To, To, General Manager The Manager Department of Corporate Services Listing Compliance Department BSE Limited National Stock Exchange of India Limited Listing Department Exchange Plaza, Plot No. C/1, Phiroze Jeejeeboy Tower, Dalal Street, G Block, Bandra - Kurla Complex, Fort
Slide 2: Investor Presentation October 2026
From Providers of Transmission Solutions to becoming Enablers of Energy Transition Investor Presentation OCTOBER 2026
Slide 3: Safe Harbour
SAFE HARBOUR This presentation has been prepared by Advait Energy Transitions Ltd solely to provide information about the Company to its stakeholders. No representation or warranty, express or implied is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correct
Slide 4: Company at a Glance
COMPANY AT A GLANCE Capabilities Across Six High-Growth Verticals 15+ 45+ Years of Legacy Countries (Since 2009) Served Our Philosophy Power Transmission Products • Building leadership in niche segments through execution-led expansion — identifying emerging OPGW, ACS Wires, ERS, Stringing Tools oppo
Slide 5: From the Founder & Managing Director's Desk
FROM THE FOUNDER & MANAGING DIRECTOR’S DESK “ India's power sector is entering a significant transformation phase, driven by rising electricity consumption, increasing peak power demand and the growing need to bridge the gap between power availability and demand. Over the next decade, substantial in
Slide 6: Consolidated Financial Performance
CONSOLIDATED FINANCIAL PERFORMANCE Revenues (INR Cr) Operating EBITDA (INR Cr) PAT (INR Cr) 40.8% 84.4% 88.5% Quarterly Performance YoY YoY YoY 23.2% 28.9% 29.6% 31.94 QoQ QoQ QoQ 156.87 179.27 220.94 19.18 24.77 14.80 17.32 10.18 Q2-FY26 Q1-FY27 Q2-FY27 Q2-FY26 Q1-FY27 Q2-FY27 Q2-FY26 Q1-FY27 Q2-FY
Slide 7: Order Book Expands at 106.9% CAGR in FY22–FY26
Order Book Expands at 106.9% CAGR in FY22–FY26 Robust Order Book Growth (Rs Cr) AETL Order Book (Rs Cr) 1574.8 1303.6 509.93 30th Sep 2026: ₹1,574.8 Cr 1,064.90 503.8 204.7 162.0 70.9 PTS NRE FY22 FY23 FY24 FY25 FY26 H1FY27 6
Slide 8: Company Overview
Company Overview
Slide 9: Advait Group Overview
ADVAIT GROUP OVERVIEW 460+ 25,000 km+ 45+ 4,00,000+ sq. ft. INR 1,574.8 Cr Projects Live Line Countries Manufacturing Orders book Implemented Installation Served Facility (Upcoming) As on 30th Sep 26 • Incorporated in 2009 and listed on SME Board in 2020 with a move to the Main Board Consolidated Fi
Slide 10: Power Transmission Solutions Business Core Team
POWER TRANSMISSION SOLUTIONS BUSINESS CORE TEAM Founders & Promoter Group Shalin Rejal Vatsal Rutvi Sheth Sheth Sheth Kundalia Kundalia Founder & Co-founder & Managing Director – Whole Time Director Managing Director Whole Time Director AGPL Area of Expertise Area of Expertise Area of Expertise Area
Slide 11: New and Renewable Energy Business Core Team
NEW AND RENEWABLE ENERGY BUSINESS CORE TEAM Shailesh Darshan Kumar Mishra Soni Mentor & Board CEO– Advisor GH2, Solar & Carbon Experience : 40 Years Experience : 17 Years Bhushan Harsh Arun Shahane Shah Gangrade COO – BESS CFO - AGPL AGM-Technologies & Process Engineering Experience : 19 Years Exper
Slide 12: 15+ Years of Legacy in the Industry
15+ YEARS OF LEGACY IN THE INDUSTRY From Providers of Transmission Products Solutions to becoming Enablers of Energy Transition Founded in 2009 as a niche power transmission specialist, Advait has spent 15+ years building domain expertise, manufacturing depth and strategic partnerships — evolving fr
Slide 13: Manufacturing Facilities
Manufacturing Facilities Existing Manufacturing Facility Upcoming Manufacturing Facility Unit 1 Unit 2 Unit 3 Plant Started 2017 2026 Phase 1 to be operational in Q4 FY27 Plant Location Kadi, Gujarat Kadi, Gujarat Gangad, Gujarat New Facility - High Ampacity Conductors (HAC), Tower Products Manufact
Slide 14: Business Overview
Business Overview Established & Emerging
Slide 15: Building Leadership in the Specialised Products Solution Business
BUILDING LEADERSHIP IN THE SPECIALISED PRODUCTS SOLUTION BUSINESS Identifying emerging opportunities early and building scalable businesses across energy transition value chains Having established proven manufacturing and execution capabilities across the power transmission sector, Advait is leverag
Slide 16: Power Transmission Solution (PTS)
POWER TRANSMISSION SOLUTION (PTS) Manufacturing Products & Services — Made in-house at Ahmedabad, Kadi (Gujarat) OPGW & OFC Cables Live Line OPGW Installation An OPGW (Optical Ground Wire) is a dual-function Turnkey live-line EPC: OPGW installed on energised cable installed at the very top of high-v
Slide 17: New & Renewable Energy Solution (NRE)
NEW & RENEWABLE ENERGY SOLUTION (NRE) Expanded into energy transition in 2022 — Green Hydrogen, Energy Storage and Solar EPC Battery Energy Storage (BESS) & C&I Solutions Green Hydrogen EPC Setting up an advanced, Containerised Battery Energy Commissioned India's first microgrid-based green Storage
Slide 18: Key Developments During Q2FY27
KEY DEVELOPMENTS DURING Q2FY27 PTS order wins: PTS secured orders of about ₹462 crore. These were led by underground cabling for PGVCL and 01 Emergency Restoration Systems orders from MPPTCL and GETCO. BESS manufacturing: Advait Battery Ecosystem Pvt. Ltd. is setting up a 2.5 GWh BESS assembly facil
Slide 19: Strategic Overview
Strategic Overview Energy Transition Landscape
Slide 20: Building Early Positions in Energy Transition Market in India
BUILDING EARLY POSITIONS IN ENERGY TRANSITION MARKET IN INDIA Advait's growth strategy has centered on early participation in high-potential sectors Entering at a nascent stage, Advait has grown alongside the development of India’s New & Renewable Energy Segment Ministry of Power on Green Hydrogen a
Slide 21: Strategic Collaboration: MoUs Executed Q2FY27
STRATEGIC COLLABORATION: MoUs EXECUTED Q2FY27 MoU with RNH Ventures Key Strategic Partnership AGPL has entered into an MoU with RNH Advait Battery Ecosystem Pvt. Ltd.(ABEPL), a Ventures, Sri Lanka, to explore clean energy subsidiary of Advait Greenergy Pvt. Ltd. (AGPL), opportunities across Solar EP
Slide 22: Strategic Expansion into Asset Ownership Platform
ADVAIT'S STRATEGIC EXPANSION INTO ASSET OWNERSHIP PLATFORM Proven capabilities and a diversified portfolio enable scalable, long-term energy assets Advait’s Strategic Evolution Journey Integrated Growth Ecosystem Integrated Ecosystem with stronger margins, recurring revenues, Integrated Asset and ac
Slide 23: Asset Ownership Platform - Projects
ASSET OWNERSHIP PLATFORM - PROJECTS 200 MW / 400 MWh of grid-scale BESS assets for GUVNL across Gujarat BESS Project) BESS Project – 50 MW / 100Mwh (Completed Project – 50 MW (Completed Project) Landmark 50MW / 100MWh grid-scale BESSproject forGujaratUrjaVikasNigam Limited(GUVNL) Radhanpur,Gujarat.
Slide 24: Financial Overview
Financial Overview
Slide 25: Segment Financial Report
SEGMENT FINANCIAL REPORT Segment Profit & Loss Summary Particulars (₹ Cr) Q2FY27 Q2FY26 YoY (%) H1FY27 H1FY26 YoY (%) Revenue from Operation 170.1 95.5 78.1% 299.4 168.9 77.2% EBITDA 28.1 15.2 84.2% 49.0 26.8 83.0% AETL (Standalone) EBITDA Margin 16.50% 15.95% 54 Bps 16.35% 15.83% 52 Bps Profit afte
Slide 26: Historical Consolidated Financial Performance
HISTORICAL CONSOLIDATED FINANCIAL PERFORMANCE EBITDA EBITDA Margins PAT PAT Margins Revenues (INR Cr) Operating EBITDA (INR Cr) PAT (INR Cr) 715 55 84 57 34 399 400 51 31 36 22 209 17.00% 13.00% 12.00% 14.17% 10.00% 8.00% 8.00% 8.49% FY24 FY25 FY26 H1-FY27 FY24 FY25 FY26 H1-FY27 FY24 FY25 FY26 H1-FY
Slide 27: Quarterly and Half Yearly Consolidated Financial Performance
QUARTERLY AND HALF YEARLY CONSOLIDATED FINANCIAL PERFORMANCE Income Statement (INR Cr) Q2-FY27 Q1-FY27 Q-o-Q Q2-FY26 Y-o-Y H1-FY27 H1-FY26 Y-o-Y Operating Income 220.9 179.3 23.2% 156.9 40.8% 400.2 275.3 45.4% Expenses 189.0 154.5 22.3% 139.6 35.4% 343.5 244.2 40.6% Operating EBITDA 31.9 24.8 28.9%
Slide 28: Consolidated Balance Sheet
CONSOLIDATED BALANCE SHEET PARTICULARS (INR Cr) FY26 H1-FY27 PARTICULARS (INR Cr) FY26 H1-FY27 EQUITY & LIABILITIES ASSETS Equity Non-Current Assets (A) Equity Share Capital 10.9 11.0 (A) Property, Plant and Equipment 66.8 73.2 (B) Other Equity 267.2 294.4 (B) Intangible Assets 0.4 0.3 Total Equity
Slide 29: Thank You
Thank You Advait Energy Transitions Ltd. Rutvi Sheth | Priyank Shah Investor Relations & Corporate Relations [email protected] [email protected] Concept PR Chintan Kotak I Zafar Mapkar Investor Relations [email protected] [email protected] 7738794307
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