Investor Presentation

Here's a concise, retail-friendly summary of the investor presentation: 1. **Business Performance:** Ravindra Energy (e-mobility & solar) reported 9MFY26 consolidated revenue of ₹410.15 Cr, PAT of ₹68.21 Cr, and 23.74% EBITDA margin.

EIM sold 125 e-tractors, completed over 4,200 battery swaps (15% market share). Solar capacity hit 187 MWp by Dec-25. 2. **Growth Drivers & Strategy:** EIM's Battery-as-a-Service (BaaS) model makes e-tractors affordable, planning ~100 swapping stations by FY29. Solar growth is boosted by PM KUSUM and C&I demand, leveraging in-house project execution.

3. **Recent Developments:** EIM is building a 5,000 units/year e-tractor plant in Talegaon (June 2026 commissioning), with a 263-unit order book.

Total solar capacity projected to grow 2.7x to 476 MWp by FY27. 4. **Key Financial Metrics:** Consolidated 9MFY26 revenue surged to ₹410.15 Cr (from FY25's ₹250.42 Cr), with PAT at ₹68.21 Cr.

Market cap is ₹2,550 Cr; stock delivered a 24% 1-year CAGR.

5. **Management Outlook:** Management targets EIM market leadership and network expansion.

Synergies are key: EIM's energy needs will drive Ravindra Energy's solar growth, ensuring operational cost efficiency.