Analysts/Institutional Investor Meet/Con. Call Updates

KNOWLEDGE MARINE & ENGINEERING WORKS LIMITED Ship Builders, Repairers, Charterers and Marine Contractors CIN: L74120MH2015PLC269596 Ref.: KMEW/SE/Reg.30/2026-27/28 Date: September 02, 2026 Listing Department Listing & Compliance Department BSE Limited The National Stock Exchange of India Limited P. J. Towers, Exchange Plaza, C-1 Block G, Dalal Street, Fort Bandra Kurla Complex, Mumbai- 400001 Bandra (E), Mumbai – 400051 Dear Sir/Madam, Scrip Code Symbol ISIN 543273 KMEW INEOCJDO1029 Sub: Transcript of Earnings Call held on August 26, 2026 on Unaudited Standalone and Consolidated Financial Results of the Company for the Quarter Ended June 30, 2026 In terms of Regulation 30 read with Schedule III of Securities and Exchange Board of India (Listing Obligation and Disclosure Requirement) Regulation, 2015, as amended, please find attached herewith the Transcript of Earnings Call held on August 26, 2026 for the Unaudited Standalone and Consolidated Financial Results of Knowledge Marine & Engineering Works Limited (the “Company”) for Quarter ended June 30, 2026 and the same is available on the Company’s website at https://www.kmew.in/investor-information.html You are requested to kindly take the same on your records. Thanking you, Yours Faithfully, For Knowledge Marine & Engineering Works Limited Avdhoot Kotwal Company Secretary & Compliance Officer Encl: a/a Regd Office: Unit No. 706-707, The Epicentre, W. T. Patil Marg, Off Eastern Freeway, BEST Colony, Near Shivaji Chowk, Chembur East, Mumbai – 400 071 Phone: 022 – 35374606| E-mail: info@kmew.in|Website: www.kmew.in Listed on BSE & NSE exchange (KMEW | 543273 | INE0CJD01029) Page 1 of 1 “Knowledge Marine & Engineering Works Limited Q1 FY27 Earnings Conference Call” August 26, 2026 MANAGEMENT: MR. SUJAY KEWALRAMANI – CHIEF EXECUTIVE OFFICER – KNOWLEDGE MARINE & ENGINEERING WORKS LIMITED MRS. KANAK KEWALRAMANI – DIRECTOR AND CHIEF FINANCIAL OFFICER – KNOWLEDGE MARINE & ENGINEERING WORKS LIMITED MODERATOR: MR. SUDEEP ANAND – SYSTEMATIX GROUP Page 1 of 15 Knowledge Marine & Engineering Works Limited August 26, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Knowledge Marine & Engineering Works Limited Q1 and FY27 Earnings Conference Call hosted by Systematix Group. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on date of this call. These statements are not a guarantee of future performance and involve risks and uncertainties that are difficult to predict. As a reminder, all participants will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touch-tone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Sudeep Anand from Systematix Group. Thank you, and over to you Sudeep. Sudeep Anand: Thank you, Danish, and good evening, everyone, and thank you for joining us today for the Q1 FY27 earnings call of Knowledge Marine & Engineering Works Limited. On behalf of Systematix, I would like to thank the management for giving us the opportunity to host this call. We are pleased to have with us today Mr. Sujay Kewalramani, CEO; and Mrs. Kanak Kewalramani, Director and CFO. First and foremost, I would like to extend our hearty congratulations to the entire Knowledge Marine team for delivering an excellent set of results. With that, I will now hand over the call to the management for their opening remarks, following which we will proceed with the Q&A session. Thank you, and over to you, Kanak Ma’am. Kanak Kewalramani: Good afternoon, ladies and gentlemen. Thank you for joining us today for the quarter 1 FY27 Earnings Call of Knowledge Marine & Engineering Works Limited. I'm pleased to report that KMEW has started FY27 on a very strong note. More importantly, we believe that the performance of this quarter demonstrates the operating leverage that can be created when specialized assets, technical capability and disciplined project execution intersect. For Quarter 1 FY27, our revenue from operations stood at INR115.41 crores, representing growth of 138% year-on-year basis. EBITDA stood at INR73.41 crores, increasing 258% year- on-year with an EBITDA margin of approx. 64%. Profit after tax stands at INR62.75 crores, representing growth of 466% year-on-year basis with a PAT margin of approximately 54%. Further, our business is project driven. Revenue recognition and profitability can therefore vary between quarters depending upon the nature of the projects under execution, asset deployment, project mix and the technical complexity of the work performed. Page 2 of 15 Knowledge Marine & Engineering Works Limited August 26, 2026 The main hero of our revenue this quarter was our dredging segment. The strong performance during the quarter was primarily achieved due to the execution of the two key projects, the capital rock dredging project at JNPA and the maintenance dredging project at Pondicherry port. The technically complex nature of the JNPA assignment in particular, together with efficient asset deployment and execution across these projects contributed meaningfully to the revenue and profitability achieved during the quarter. Coming to the operational performance, Let me now give an insight on the operations of the company. Dredging remains the core segment of KMEW and continues to be one of our strongest competitive capabilities. Over the years, we have developed a diversified dredging fleet rather than relying on a single category of equipment. Today, our dredging capabilities span trailing suction hopper dredgers, cutter suction dredgers, self-propelled grab dredgers, backhoe dredgers and hopper barges. During the recent execution cycle, 2 projects are particularly important from a capability perspective. The first is the capital dredging assignment at Jawaharlal Nehru Port Authority executed using our self-propelled backhoe dredger, River Pearl 47. The project has been completely executed. The significance of this project extends beyond its contract value. It strengthens our credentials in complex dredging environment and demonstrates our ability to mobilize specialized equipment and technical expertise for difficult marine conditions. We also completed the maintenance dredging assignment at Pondicherry Port, where River Pearl 18, our trailing suction hopper dredger was deployed. The project was successfully executed despite the challenging environment and operational conditions at the site. Our second vertical, charter and hire, continues to provide an important recurring revenue component to the business. Our portfolio today includes tug boats, mooring boats, pilot boats, speed patrol boats, survey vessels and other support vessels. A significant proportion of these assets operate under multiyear contracts with leading Indian ports and maritime authorities. This creates a different earnings profile from project-based dredging and gives the group greater visibility across cycles. An increasingly important part of this vertical is our entry into green marine assets. The third pillar of KMEW's growth strategy is shipbuilding. We believe this segment can become an increasingly meaningful contributor over the coming years as the development of our new shipyard at Saphale progresses from Phase 1 to Phase 3, which will enable us to build approximately 18 vessels per annum. We intend to focus on segments where we already possess operational knowledge and technical expertise, specialized marine craft, dredgers, workboat, Green Tug, hybrid vessels and other coastal vessels. During the quarter, we also secured a significant shipbuilding contract from the Inland Waterways Authority of India for the design, construction supply of 10 hybrid electric Page 3 of 15 Knowledge Marine & [Showing first 8,000 characters — download PDF for full document]