Analysts/Institutional Investor Meet/Con. Call Updates

Date: June 29, 2026 To, To, The Manager The Manager, Listing Department Listing Department National Stock Exchange of India Limited BSE Limited Exchange Plaza,C-1, Block G Phiroze Jeejeebhoy Towers Bandra-Kurla Complex, Bandra (E) Dalal Street MUMBAI-400 051 MUMBAI-400 001 Symbol: DENTA Scrip Code: 544345 Company Name: Denta Water and Infra Solutions Limited Dear Sir/Madam, Sub: Transcript of the “Q4 and FY’26 Earnings Conference Call” Ref. Regulation 30(6) and 46 read with Part A of Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Please find enclosed the Transcript of the ‘Q4 and FY’26 Earnings Conference Call’ held on Thursday, June 25, 2026 at 12:00 Noon (IST), post declaration of Financial Results (both standalone and consolidated) of the Company for the 4th Quarter and Year ended 31st March 2026. The said transcript is also uploaded on the Company's website at www.denta.co.in Kindly take the same on record. Thanking You, For Denta Water and Infra Solutions Limited Sujata Gaonkar Company Secretary and Compliance Officer Encl.: As above. Denta Water and Infra Solutions Limited CIN: L70109KA2016PLC097869 #40, 3rd Floor, Sri Lakshminarayana Mansion, South End Road, Basavanagudi, Bengaluru 560004 080 - 2991 6509 Denta Water and Infra Solutions Limited Q4 and FY’26 Earnings Conference Call June 25, 2026 Moderator: Ladies and gentlemen, good afternoon and welcome to Q4 and FY26 Earnings Conference Call for Denta Water and Infra Solutions Limited. We have with us today Mr. C. Mruthyunjaya Swamy – Chairman and Executive Director, Mr. Manish Jayasheel Shetty – Managing Director, Mr. Sujith T R – Whole-Time Director and CFO of the Company, Ms. Hema H M – Executive Director. 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 the conference call, please signal an operator by pressing “*” then “0” on your touch-tone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. C. Mruthyunjaya Swamy – Chairman and Executive Director, for his opening remarks and to share with the audience the company's performance in Q4 and FY26. Thank you and over to you, Mr. Swamy. C. Mruthyunjaya Swamy: Welcome to all, good afternoon, I am C. Mruthyunjaya Swamy – Chairman and Executive Director, Denta Water and Infra Solutions Limited. I warmly welcome all of you to Denta Water and Infra Solutions Limited's Earnings Conference Call to discuss our Financial and Operational Performance for the 4th Quarter and full year ended 31st March 2026. Thank you for taking the time to join us today and for your continued trust and support in our company. Financial Year ‘25-26 has been another year of steady growth and disciplined execution for Denta. During the year, our revenue from operations increased to Rs. 2,503.8 million registering a growth of over 23% compared to the previous year. Our EBITDA grew to Rs. 834.9 million and profit after tax has increased to Rs. 609 million. Denta continues to strengthen its position as a water infrastructure company with expertise in groundwater recharging, drinking water supply, irrigation, waste water management and our focus is on the projects with which we extract the water from natural resources like dams, rivers and we supply water to the habitations both rural and also urban. Once water is supplied Page 1 of 14 at the rate fixed by the government say 135 liters in rural sector and 150 liters in urban sector, the water consumed by the man will get converted into sewage. This sewage collection process also we are involved and right now we are implementing several projects where we can do, we can establish the sewage treatment plant so that the sewage which is generated from households will be treated. In fact, for your kind information, our company has bagged some 3-4 major FTP establishment projects covering around 15-16 cities all across Karnataka and once the sewage water gets treated, that water will be pumped back into the ground as a means of groundwater recharging. Thus, whatever is taken out from the nature is being pumped back into the nature so that our future mankind should have adequate water resources and it should be a self-sustaining model. Our focus remains on delivering the projects that contribute meaningfully to India's water security and long-term infrastructure development. As of March 31, 2026, our outstanding order books stood at approximately 7,278 million across 38 ongoing projects providing strong revenue visibility for the coming years. The majority of our order book continues to come from water management segment which remains our core area of expertise. During the year, we expanded our presence through new projects in drinking water and sewage treatment infrastructure. Our execution track record remains strong with 40 projects successfully completed as on date. We also continue to benefit from more integrated capabilities covering design, engineering, project execution, commissioning, operations and maintenance. In these capabilities, we are striving to build new technologies into establishment of sewage treatment plant. Our core area is on water as I told you earlier and in that one, treating the sewage water is one of the core focus areas that we are trying to concentrate. In this field, we are adopting new technologies like NEBR technology and CAMUS based technologies with which we will be able to achieve almost 95% purity in treatment of sewage water. In this model, we have also let out some of the work on subcontract model. Since these technologies are all patented and our company wants to focus on core area, and we have also entrusted many of the work on subcontract basis. And on this ground, we are maintaining many huge projects where we can have long-term profit margin and also we try to get some quick completion projects where the margin will be on a moderate basis. So, we try to maintain a good margin and our EBITDA has remained almost on similar lines except for a small variation in the EBITDA and also PAT. Even though there is a small variation in EBITDA and PAT, but our volume of profit has got increased and our company is again maintaining a zero-debt profile except for few funds taken from NBFC for our day-to-day operation. And our cash results are healthy, our profit margins are good, and our execution of the projects are also on timely model, and we are striving to Page 2 of 14 complete all old ongoing projects and also for your right information, we are trying to bag new order. As you know, our Karnataka had experienced a change in guard. A new government has taken place in the month of May end and June first week. And since last 6 months, due to some political equation, the government was not under active mode and now the new government is taking all initiatives to push up infrastructure projects. So, in view of this scenario, we are in aggressive mode and we are expecting good tenders to be floated and we are also trying to participate in those tenders and we will try to intimate to the stock exchanges and also to you the new order book shortly which we do expect and we announce in regular course of time. With this introductory remarks, I handover my mic back to my PR agency to start earnings call. Moderator: Thank you. We will now begin the question-and-answer session. Ladies and gentlemen, we will wait for a moment while the question queue assembles. The first question comes from the line of Himanshu with MB Investments. Please go ahead. Himanshu: Hi, I just wanted to know the update on what is happening with the El Nino situation. Are we getting in more orders and is there like a trajectory where the order flow is going to significantly jump? And the other question is update on the payment status from government projects, government related projects. C. Mruthyunjaya S [Showing first 8,000 characters — download PDF for full document]