Analysts/Institutional Investor Meet/Con. Call Updates

Date : 22nd September, 2026 To, National Stock Exchange of India Limited, BSE Limited, 20th Floor, P.J. Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai - 400001. Mumbai – 400051 NSE BSE Scrip Code: 544886 Scrip Symbol: TEMPSENS Subject: Transcript of an earnings conference call for the quarter ended 30th June 2026. Dear Sir/Ma’am, ln terms of the Regulation 30 of the Securities and Exchange Board of India (Listing Obligations & Disclosure Requirements) Regulations, 2015, we are enclosing herewith the transcript of an earnings conference call for the quarter ended 30th June 2026 held on Thursday, 17th September 2026. The above information is also being uploaded on the website of the company https://www.tempsens.com/ You are requested to take this information on your record. Thank you. For Tempsens Instruments (India) Limited (Formerly known as Tempsens Instruments (India) Private Limited ) Vishal Jain Company Secretary & Compliance officer Membership No.: A45820 Enclosed: As as above “Tempsens Instruments (India) Limited Q1 FY27 Earnings Conference Call” September 17, 2026 MANAGEMENT: MR. VINAY RATHI – MANAGING DIRECTOR – TEMPSENS INSTRUMENTS (INDIA) LIMITED MRS. PRIYANKA MENARIA – CHIEF FINANCIAL OFFICER – TEMPSENS INSTRUMENTS (INDIA) LIMITED MR. ARYAN RATHI – LEAD, GLOBAL SALES – TEMPSENS INSTRUMENTS (INDIA) LIMITED MODERATOR: MR. ROHIT KUMAR – ICICI SECURITIES LIMITED Page 1 of 18 Tempsens Instruments (India) Limited September 17, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Tempsens Instruments (India) Limited Q1 FY27 Earnings Conference Call hosted by ICICI Securities Limited. As a reminder, all participant lines 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 this 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. Rohit Kumar from ICICI Securities. Thank you, and over to you, Mr. Kumar. Rohit Kumar: Thank you, Neerav. Good afternoon. On behalf of ICICI Securities, I welcome you all to the Q1 FY27 Earnings Call of Tempsens Instruments Limited. Today, we have with us from the management: Mr. Vinay Rathi, Managing Director; Mrs. Priyanka Menaria, CFO; and Mr. Aryan Rathi, Lead, Global Sales. We'll begin with opening remarks from the management, which will be followed by Q&A. Thank you, and over to you, sir. Vinay Rathi: Yes, thank you. Before we begin, just a brief note. Some of the statements what we're making on the call today, including our outlook for the year, may be forward-looking and are based on our current expectations. They're subject to risks, uncertainties, and actual results may differ materially. The Q1 FY27 financial results are unaudited and subject to limited review by our statutory auditor. Where we refer to peak revenue potentials of new capacity, these are indicative revenues at full utilization. It is neither a forecast nor guidance. All figures are consolidated until we say so otherwise. Please refer to the disclaimer in the investor presentation filed with the exchanges. Yes, thanks. So, since this is our first call, I'll start with a framework on how we think about Tempsens, and Priyanka would then guide you through the quarterly results, and then Aryan and me would come back on the business and the growth levers. Almost every industrial process runs on heat. Be it steel, glass, petrochemical, energy, nuclear, heat is to be measured precisely. It has to be generated and, increasingly, electrically generated. And the signals and the power have to be carried reliably through some of the harshest environment in the industry. Tempsens does all three. We measure, we heat, and we connect, creating a thermal loop for our customers. What we make is engineered and made to order, built to customer processes rather than off-the-shelf products. And it is engineered, made in India for the world. This quarter is about a third of our product revenue coming from outside India. That gives us three verticals. The first vertical is Temperature sensing solutions, which is 45% of our FY26 revenue. So, in this, we have contact sensors such as thermocouples, RTDs, and non-contact sensors such as infrared pyrometers and online thermal imagers. According to F&S, we are the largest manufacturer of contact and non-contact temperature sensors in India Page 2 of 18 Tempsens Instruments (India) Limited September 17, 2026 with about 10.5% and 21% in contact and non-contact sensors. We are the only Indian manufacturer of non-contact temperature sensors. The second product what we have is specialized cables. So, this is about 35% of our revenue. High temperature instrumentation and control cables, LV Power Cables, Mineral Insulated Metal Sheath Cables, and Nickel Alloy Conductors, engineered for elevated temperature, hazardous environment. So, these are not commodity cables. The third product in our basket is Electrical Heating Solutions, which is 21% of our revenue. Process heating solutions, component heating solutions, laboratory and process furnaces, and now we are getting into medium voltage heaters. These three, there is a reason why these three belong together. The first reason is thermal loop. We are one of the very few companies worldwide that can sense temperature, heat up the process, and connect for the same customers. Often, the same plant and the same purchase is the decision maker. The refinery that buys our sensors would also need our cables to connect it, and also need our heaters for its processes. In FY26, the cross-sale is almost INR267 crores, which is 60% of our revenue, which is a growth over 30% from the last year. The number two reason is backward integration. We are amongst the few companies worldwide with backward integrated manufacturing across thermocouples, cables, and heaters. We make our own alloys, and the mineral insulated cables that go into our sensors, heaters, and specialized cables. So, one base is serving all three verticals. So, this gives us control over quality, delivery, and cost. Third is qualification. Our products go into blast furnaces, reactors, pressurizers, fuel cells, space applications, where approval takes multiple years. One of our Indian PSUs started buying our temperature sensors in 2004, but today, they buy our cables, pyrometers, furnace monitoring cameras, heaters. The one approval makes it easier for the next approval. One of the most important change, and which is also responsible for the future growth, is we are increasingly supplying our products to OEMs. And this OEM program give us immense volume, visibility, and scale. In fuel cells, we will be supplying both our temperature sensors and cable harnesses. In automotive sensors, in automotive sector, we have our joint venture with Victura Technologies that takes us into electrical heating cables to reduce emission in commercial vehicles. We are also private-labeling our laboratory furnace for a life science company, which is a long-term contract. And we are building similar relationship with other OEMs across sectors, and with this we see that this would materially change the scale of the company in future. About two-third of our revenue is coming from projects and OEMs, and one-third is coming from the replacement business, which is recurring in nature. No end market is more than 22% of our revenue. Our top 10 customers today are 19% of our revenue in FY26. Page 3 of 18 Tempsens Instruments (India) Limited September 17, 2026 And our top 20 customers have been with us for over 10 years. We export to over 80 countries. Export has grown 46% CAGR between FY24 and '26. We operate 15 manufacturing plants, five of them in India, five of them outside India, backed by 83 R&D engineers, and global certifications like UL, ATEX, and ASME U Stamp [Showing first 8,000 characters — download PDF for full document]