Analysts/Institutional Investor Meet/Con. Call Updates

September 1, 2026 The National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor Corporate Relationship Department, Plot No. C/1, G Block, Bandra-Kurla Complex 1st Floor, New Trading Ring, Rotunda Building, Bandra (East), Mumbai- 400 051 P J Towers, Dalal Street, Mumbai-400 001 cmlist@nse.co.in Corp.relations@bseindia.com Symbol: RACLGEAR Scrip Code: 520073 Subject: Transcript of the Conference Call held on August 25, 2026 Dear Sir/Madam, Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, enclosed is the transcript of the Conference Call held on August 25, 2026 for Q1 of FY 2026-27. The above information is also available on the website of the Company i.e. www.raclgeartech.com This is for your information and record purpose. Thanking You Yours faithfully, For RACL Geartech Limited Jitender Jain Chief Financial Officer RACL GEARTECH LIMITED Q1 of FY 2026-27 EARNINGS CONFERENCE CALL AUGUST 25, 2026 MANAGEMENT: MR. GURSHARAN SINGH – CHAIRMAN & MANAGING DIRECTOR MR. PRABH MEHAR SINGH- CHIEF OPERATING OFFICER MR. JITENDER JAIN- CHIEF FINANCIAL OFFICER Ms. Neha Bahal Good afternoon, ladies and gentlemen. I am Neha Bahal, Company Secretary and Compliance Officer of RACL Geartech Limited. On behalf of the company, I extend a warm welcome to all participants joining us for the earnings conference call to discuss the financial performance of the company for the first quarter of the financial year 26-27. I will be moderating today's session. Before we commence, I would like to draw your attention to a few important points. During the course of this call, the management may make certain forward-looking statements relating to the company's future performance, business prospects, growth opportunities, and outlook. These statements are based on current assumptions and expectations and are subject to various risks and uncertainties that may cause actual results to differ materially from those expressed or implied. For the smooth conduct of the session, all participant lines will remain muted during the management presentation. This will be followed by a question and answer session, during which participants will have an opportunity to interact with the management team. Should you require any assistance during the call, you may submit your queries through the question answer box or use the Raise Hand feature available on your screen, and our team will be pleased to assist you. Please note that this conference call is being recorded. We are pleased to have with us today the management team of RACL Geartech Limited, represented by Mr. Gursharan Singh, Chairman and Managing Director, Mr. Jitender Jain, Chief Financial Officer, Mr. Prabh Mehar Singh, Chief Operating Officer. We are grateful to have them with us today to share their insights on the Company's financial performance, key developments, business outlook, and strategic priorities, and to address questions from the participants during the interactive session. With that, I would now like to invite Mr. Gursharan Singh, Chairman and Managing Director, to deliver his opening remarks. Over to you, sir. Mr. Gursharan Hello Investor Friends. Singh First of all, very warm and rainy greetings from RACL. Today, we are having probably our first investor meeting from sitting from our factory, so probably it is the first meeting? So, No problem, anyways. So, as I'll not be speaking much about the numbers, because numbers are already with you of the first quarter and within the course of discussions, our CFO, Mr. Jitender Jain and Prabh will definitely will run through this number, but I'll just give you a brief. All we are performing briefly in the current year, we have closed almost now. Four and a half months or five months, almost, and coming seven months are there for this year, but in a nutshell, I'll say that, despite all the challenges of geopolitical conflicts, despite all the challenges of severe energy crises which happened. It started from March 2026 and extended even now energy crisis. India is still not energy crisis free. But given the common saying that when the going gets tough, the tough gets going. So we have been able to face these challenges collectively. with your support, with your best wishes, and dedication and commitment by all our supply chain partners, by our employees, our colleagues, and our customers also have supported us in this difficult times, not to our entire content, but yes, whatever within their means. So we have been able to perform very good, and coming times are also showing very, very encouraging, and since you all investors already know the markets much better than us. The automotive scenario in India is emerging very, very fast and all the segments, whether it is two-wheelers, whether it is passenger cars, whether it is agriculture machinery or the commercial trucks, they are generally growing. So that way our domestic market is really growing good. And all the initiatives which we undertook in the past to focus our performance in domestic markets, so that has really helped us to increase our performance in domestic segment. Similarly, in export segment, our performance is actually going very, very resilient and with a growth-oriented trajectory. Because in Europe, also economy, okay, not growing by the Indian standards, but by their standards, they have already seen the plateau in 2025-2026. Generally, automotive industry is doing good. Two-wheeler industry is doing very good. And I am very glad to share with you specifically about KTM because many of our investors who are associated through this call for last two- three years, you all must be aware that KTM had some difficulties because of some financial insolvency and all. But now KTM has bounced back and it is really doing very good numbers. And in coming time, we'll be able to see very positive impact on our performance of not only the Indian operations, even our Austrian operations from where we are serving our KTM as a prime customer. And I'm also glad to share with you that our businesses, whatever businesses we had invested, or capacity expansion of the new projects, everything is going as per track, as per forecast, and at most of places either it is as per forecast or better than the forecast. This really shows that coming times should be very good. And my big thanks to you, my big compliments to you that you guys have always maintained your support, your confidence, and your trust in us, in general, in me in particularly, all our colleagues, because your trust and confidence keeps us very, very inspired and very, very motivated. In the course of discussion, you will Get a chance to listen to Mr. Jain and Prabh for the numbers or the explanations about what we did in the past and what we are doing in the future. And of course, in Q&A sessions, we'll be able to address your queries. So then I'll really pass on now to JJ, over to you. Kindly take it up. Mr. Jitender Jain Yeah, thank you. Thanks a lot, sir. Good afternoon, everyone, and a warm welcome to everyone. We'll start with the presentation now. So these are the brief index of the areas which we will be discussing today, including the financial performance and other updates. So this is the overview slide of our business. We are a little more than four decade young company. We started in 1983. We crossed the historical milestone of 500 crores last financial year. We clocked that consolidated turnover of 512 crores in FY 25-26. We have more than 1200 employees working for us. We have 29 active customers and more than 1600 SKUs. Our product application applies to all industry segment, whether it is two-wheelers, three- wheelers, passenger cars, ATVs, commercial trucks, agricultural equipment, industrial gears, etc. Our head office is in Noida. We have two manufacturing locations. Our mother plant is situated at a place in UP called Gajraula. And our second plant is in Noida. We have 100% subs [Showing first 8,000 characters — download PDF for full document]