Balkrishna Industries Limited · NSE:BALKRISIND
Balkrishna Industries — Investor Presentation (November 2026)
48 slides from Balkrishna Industries's investor presentation, Nov 4, 2026
Slide 1: Balkrishna Industries Ltd. Investor Presentation November 2026
BALKRISHNA INDUSTRIES LTD. Investor Presentation November ‘26
Slide 2: Safe Harbor
Safe Harbor Investor Presentation This presentation and the accompanying slides (the “Presentation”), which have been prepared by Balkrishna Industries Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchas
Slide 3: Table of Contents
Table of Contents Investor Presentation • Q2 & H1FY27 HIGHLIGHTS • GROWTH ROADMAP: GOALS AND STRATEGY • BKT AT A GLANCE • RECENT ACHIEVEMENTS & MILESTONES • SUSTAINABILITY AT BKT 3
Slide 4: Q2 & H1FY27 Highlights
IBK/T GROWING TOGETHER Q2 & H1FY27 Highlights m1) a La ttt / Hm PLL
Slide 5: Performance Snapshot – Q2FY27
Performance Snapshot – Q2FY27 Investor Presentation Tire Sales Volume Revenue EBITDA 91,397 MT Rs. 3,450 cr Rs. 629 cr 30% YoY 49% YoY 26% YoY EBITDA Margin Net Profit Dividend* 18.2% Rs. 291 cr Rs. 4 per -329 bps YoY 10% YoY equity share All Figures on Standalone basis * 2nd Interim Dividend 5
Slide 6: Performance Snapshot – H1FY27
Performance Snapshot – H1FY27 Investor Presentation Tire Sales Volume Revenue EBITDA 185,167 MT Rs. 6,859 cr Rs. 1,332 cr 23% YoY 35% YoY 15% YoY EBITDA Margin Net Profit Dividend 19.4% Rs. 723 cr Rs. 8 per -332 bps YoY 31% YoY equity share All Figures on Standalone basis * Total of 1st and 2nd Inte
Slide 7: Strategic Partnership with Pirelli
Strategic Partnership with Pirelli Investor Presentation OVERVIEW OFFTAKE ARRANGEMENT ▪ BKT and Pirelli have entered into a strategic ▪ Production to begin in 2027. agreement to address opportunities in India’s passenger car tire market. ▪ Supplies to increase gradually to reach 800,000 Pirelli-bran
Slide 8: Tire Sales Volume Profile
Tire Sales Volume Profile Investor Presentation Segmental Sales Channel Sales Geographical Sales 315,273 317,356 317,356 292,921 11.1% 10.5% 315,273 317,356 315,273 292,628 3.5% 3.7% 292,628 1.5% 1.2% 9.3% 3.3% 1.9% 25.7% 28.7% 28.6% 36.6% 37.5% 27.0% 26.8% 36.3% 36.2% 185,167 185,167 185,167 1.4% 9
Slide 9: Profit & Loss
Profit & Loss Investor Presentation Standalone Particulars (Rs in Cr) Q2FY27 Q2FY26 YoY H1FY27 H1FY26 YoY FY26 Sales (MT) 91,937 70,252 31% 185,167 150,916 23% 3,17,356 Revenue from Operations 3,491 2,389 6,935 5,149 10,820 Realized Gain on Foreign Exchange -41 -68 -76 -70 -164 Total Income 3,450 2,
Slide 10: Balance Sheet
Balance Sheet Investor Presentation Particulars (Rs. Cr.) Sep’26 Mar’26 Particulars (Rs. Cr.) Sep’26 Mar’26 ASSETS EQUITY AND LIABILITIES Non-current assets 14,174 12,581 EQUITY 11,665 10,966 Property, Plant and Equipment 7,695 7,297 Equity Share Capital 39 39 Capital work-in-progress 3,741 2,472 Ot
Slide 11: Cash Flow
Cash Flow Investor Presentation Particulars (Rs. Cr.) H1FY27 FY26 Operating profit before working capital changes 1,372 2,445 Changes in working capital -1,224 165 Cash generated from operations 147 2,610 Direct taxes paid (net of refund) and others -148 -386 Net Cash from Operating Activities -1 2,
Slide 12: Growth Roadmap: Goals & Strategy
Growth Roadmap: Goals & Strategy
Slide 13: 2.2x Revenue Growth by 2030
2.2x Revenue Growth by 2030 Investor Presentation 5year CAGR : ~17% ~ Rs. 10,600cr ~ Rs. 23,000 cr 2025 2030 ~ Rs. 23,000 cr by FY30 ~70% ~10% ~20% OHT Business 3rd Party sales On-Road of Carbon Black Business 13
Slide 14: 2.2x Revenue Growth by 2030
2.2x Revenue Growth by 2030 Investor Presentation + = Achieve 8% global market 2.2x Revenue share in by FY30 Overall Capex till FY29: Rs. 6,800cr OHT segment 14
Slide 15: OHT Strategy
OHT Strategy Investor Presentation ▪ Agricultural Tires: To sustain and ▪ The on-going capex of 35,000 MTPA further consolidate global leadership along with De-bottlenecking efforts, the ▪ Mining Tires: Only Indian manufacturer OHT tire capacity will increase to to develop All-Steel Radial technolog
Slide 16: OHT Strategy: ~70% Revenue Contribution by FY30
OHT Strategy Investor Presentation ~70% Revenue Achieve Contribution by ~8% global FY30 market share 16
Slide 17: Expand Carbon Black capacity
Expand Carbon Black capacity Investor Presentation ▪ To capitalize on synergies with tire ▪ Expansion ensure Raw material operations and leverage energy and availability, Energy circularity and raw material integration, engaged in support sustainability efforts expansion of Carbon Black plant ▪ Furt
Slide 18: Carbon Black: ~10% Revenue Contribution by FY30
Expand Carbon Black capacity Investor Presentation To become a ~10% Revenue preferred Contribution by supplier for Tire FY30 & Non-Tire segment 18
Slide 19: On-Road Business strategy for India
On-Road Business strategy for India Investor Presentation ▪ Planned a modular entry into: ▪ CV Radial tires pilot launched ▪ Premium Passenger Car in Q4FY26 and will ramp up Radial Tires gradually ▪ Commercial Vehicles ▪ PCR tires pilot will follow in Radial Tires January 2027 and will ramp ▪ Initia
Slide 20: On-Road: ~20% Revenue Contribution by FY30
On-Road Business strategy for India Investor Presentation ~20% Revenue Achieve ~5% Contribution by market share FY30 20
Slide 21: BKT: Competitive Advantages
BKT: Competitive Advantages Investor Presentation SCALABLE STRONGER INTEGRATED CARBON INFRASTRUCTURE BRAND EQUITY BLACK PLANT Sufficient land and Investments in The Carbon Black plant upstream brand building will generates power for equipment in place. now generate tire facilities, reducing a Also p
Slide 22: BKT: Result of Competitive Advantages
BKT: Result of Competitive Advantages Investor Presentation ROBUST PROFITABILITY OUTLOOK Expect blended margins post full commercialization to be in the range of 23-25% allowing absolute EBITDA to grow significantly On enhanced revenue backed by a superior product mix and operational strengths, do n
Slide 23: BKT At A Glance
GROWING TOGETHER BKT At A Glance —
Slide 24: BKT: Wheels of Excellence
BKT: Wheels of Excellence Investor Presentation Global Leadership Wide and Global distribution in Off-Highway comprehensive network Tires product portfolio Sales to over 160 countries through Distribution network in India’s foremost exporter in the A deep understanding of the Americas, Europe, India
Slide 25: BKT: Through the Years
BKT: Through the Years Investor Presentation 1987 - 1st Plant in Aurangabad 2021 - Commercialized new replacement inaugurated by our Founder 2004 - Launch of Radial Agrimax Tires 2011 - Rebranding of BKT plant at Waluj (Waluj 2) with capacity of Chairman, Late Mr. M P Poddar 30,000 MTPA 2006 - Plant
Slide 26: Our Manufacturing Base
Manufacturing Footprint: Tires & Carbon Black Investor Presentation Waluj, Maharashtra Our Manufacturing Base Bhiwadi, Rajasthan India Chopanki, Rajasthan Bhuj, Gujarat Tire Carbon Black Note – Maps not to scale. All data, information, and maps are provided “as is” without warranty or any representa
Slide 27: Serving Global OEMs
Serving Global OEMs Investor Presentation The Brand Names and logos mentioned are the property of their respective owners and are used here for identification purposes only 27
Slide 28: Board of Directors
Board of Directors Investor Presentation Arvind Poddar Rajiv Poddar Vipul Shah Vijaylaxmi Poddar Ashok Saraf Chairman, Managing Director and Joint Managing Director and Director and Company Secretary Non-Executive — Non- Non-Executive — Non- member of Business Responsibility member of Business Indep
Slide 29: Strengthening BKT Brand: India
Strengthening BKT Brand: India Investor Presentation Ravichandran Ashwin is the Brand Ambassador of BKT 29
Slide 30: Well recognized International Brand
Well recognized International Brand Investor Presentation 30
Slide 31: Strengthening BKT Brand: India
Strengthening BKT Brand: India Investor Presentation Immagine che contiene persona, vestiti, uomo, aria aperta Descrizione generata automaticamente Click here for the BKT Video Ranveer Singh is the Brand Ambassador of BKT 31
Slide 32: Launch of On-Highway Business in India
Launch of On-Highway Business in India Investor Presentation Click here for the Brand Film 32
Slide 33: BKT 2.0 – The New Brand Architecture
BKT 2.0 – The New Brand Architecture Investor Presentation IDENTITY FOR TYRES BUSINESS IDENTITY FOR CARBON BUSINESS (OHT + ON-HIGHWAY) “Strong companies evolve not because something is broken, but because the future demands more.” 33
Slide 34: Achievements & Milestones
GROWING TOGETHER Achievements & Milestones “i oy
Slide 35: BKT Receives Caterpillar Excellence Level Recognition
BKT Receives Caterpillar “Excellence Level” Recognition for Fourth Consecutive Year Investor Presentation BKT received the “Excellence Level” award from Caterpillar’s Global Supplier Excellence Recognition (SER) program for outstanding performance in quality, delivery, and customer support 35 35
Slide 36: BKT Sets Up Advanced R&D Base at NATRAX
BKT Sets Up Advanced R&D Base at NATRAX Investor Presentation BKT inaugurated a dedicated Vehicle Dynamics & Testing (VD&T) base at the National Automotive Test Tracks (NATRAX) in Indore, Asia’s second largest and longest test track facility 36 36
Slide 37: Bhuj Plant Achieves Five-Star Rating from British Safety Council
BKT Bhuj Plant Achieves Five-Star Rating from Investor Presentation British Safety Council BKT Bhuj plant achieved a Five-Star grading in the British Safety Council’s Occupational Health and Safety Audit, reflecting best-in-class standards in workplace safety, health management, and risk control sys
Slide 38: BKT extends partnership with Cricket Australia
Investor Presentation BKT extends partnership with Cricket Australia BKT Tires has extended partnership with Cricket Australia through to the 2028-29 seasons Collaborating with Cricket Australia is not just about expanding our reach. It is about proving that lasting impact is built on long-term visi
Slide 39: BKT introduces 'YOU FORWARD' for two-wheeler riders
BKT introduces ‘YOU FORWARD’ for two-wheeler Investor Presentation riders BKT Tires has introduced a 24x7 journey assistance programme called BKT YOU FORWARD for two-wheeler riders The initiative marks the company’s shift from a pure tyre manufacturer to a comprehensive mobility partner, offering su
Slide 40: Sustainability at BKT
Sustainability at BKT
Slide 41: ESG Approach
ESG Approch Investor Presentation ENVIRONMENT SOCIAL GOVERNANCE • Sustainable Strategy for Climate • Labour Management and Human • Economic Performance Resilience Rights • Corporate Governance • Energy Management • Training, Education and Wellbeing • Business Ethics and Compliance • Emission Managem
Slide 42: FY25: ESG Priorities & Progress - Environment
FY25: ESG Priorities & Progress - Environment Investor Presentation 42
Slide 43: FY25: ESG Priorities & Progress – Social & Governance
FY25:ESG Priorities & Progress – Social & Governance Investor Presentation 43
Slide 44: Advancing Healthcare, Education Community Well-being
Advancing Healthcare, Education Community Well-being Investor Presentation • Donated robotic surgery systems to AIMS Thane & KEM Hospital Mumbai • Supported Tata Memorial Hospital for Healthcare cancer care access Access & • Partnered with BAVP to strengthen rural Technology healthcare & expand Hedg
Slide 45: Sharing with society
Sharing with society Investor Presentation BKT Foundation inaugurated a state-of-the-art Sports Injury and Rehabilitation Centre at KEM hospital in Mumbai 45
Slide 46: Sharing with Society
Sharing with Society Investor Presentation BKT Foundation has been featured on the Wall of Giving at TATA MEMORIAL HOSPITAL, in recognition of its long-standing commitment to supporting access to high quality, evidence based and affordable cancer care 46
Slide 47: Ratings
Ratings Investor Presentation S&P Global ESG score: 58 Top among Indian Industry Peers CRISIL Rating: AA/Positive to AA+/Stable Crisil ESG Rating: 57 (+3), Adequate 47 47
Slide 48: Company and Investor Relations Advisor contacts
Company Investor Relations Advisor Balkrishna Industries Ltd. Strategic Growth Advisors Pvt. Ltd. CIN - L99999MH1961PLC012185 CIN - U74140MH2010PTC204285 Mr. Saroj Khuntia – CFO Mr. Shogun Jain [email protected] [email protected] [email protected] +91 77383 77756 www.bkt-tires.co
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