Investor Presentation for the quarter ended June 30, 2025.

Cosmo Ferrites reported a substantial increase in revenue and EBITDA for Q1 FY26 versus the same quarter last year, driven by higher volumes and better realizations in both domestic and export markets. A major positive is the government's anti-dumping duty of up to 35% on Chinese soft ferrite core imports for 5 years (effective March 18, 2025), which the company actively pursued and lobbied for. Key growth drivers include expansion of the Ni-Zn ferrite portfolio (with 12 new customers added recently), a new Top Hat Kiln for high-end applications adding 25 tons/month capacity, automation investments, and a new coil and transformer vertical (ACT) shifted to a new Parwanoo facility. Manufacturing capacity stands at 3,600 tons of powder and 3,900 tons of ferrite components, with exports contributing 46% of revenue across Europe, Asia, North America, and South America. R&D efforts are underway on sendust cores for EV and solar applications, and the company received ISRO/VSSC qualification for NiZn ferrites.