Analysts/Institutional Investor Meet/Con. Call Updates

October 09, 2026 The Listing Department The Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Dalal Street, Fort Bandra Kurla Complex, Mumbai – 400 001 Bandra (East), Mumbai – 400 051 Code: 544917 Symbol: KARAMTARA Sub: Disclosure under Regulation 30 of the SEBI (LODR) Regulations, 2015–Transcript of earnings conference call: Dear Sir/Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of the earnings conference call held on October 7, 2026, regarding the Unaudited Financial Results of the Company for the quarter ended June 30, 2026. The above intimation is also available on the website of the Company at www.karamtara.com and on the website of BSE Limited and National Stock Exchange of India Limited. You are requested to kindly take the above information on record. Thanking you, For Karamtara Engineering Limited (Formerly known as Karamtara Engineering Pvt. Ltd.) Manoj Kumar Srivastava Vice President - legal Company Secretary & Compliance Officer FCS-7460 “Karamtara Engineering Limited Q1 FY27 Earnings Conference Call” October 07, 2026 MANAGEMENT: MR. RAJIV SINGH – JOINT MANAGING DIRECTOR – KARAMTARA ENGINEERING LIMITED MR. SUNIL RUSTAGI –WHOLE-TIME DIRECTOR AND CHIEF EXECUTIVE OFFICER – KARAMTARA ENGINEERING LIMITED MODERATOR: MR. MOHIT KUMAR – ICICI SECURITIES LIMITED Page 1 of 20 Karamtara Engineering Limited October 07, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Karamtara Engineering Limited Q1 FY27 Earnings Conference Call, hosted by ICICI Securities Limited. 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 the guarantees of future performance and involve risks and uncertainties that are difficult to predict. 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 star, then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Mohit Kumar from ICICI Securities Limited. Thank you, and over to you, Mr. Kumar. Mohit Kumar: Thanks, Renju. Good morning to all. On behalf of ICICI Securities, I welcome you all to the Q1 FY27 Earnings Call of Karamtara Engineering Limited. Today, we have with us from the management, Mr. Rajiv Singh, Joint Managing Director; Mr. Sunil Rustagi, Whole-Time Director and CEO. We will begin with the opening remarks from the management, which will be followed by Q&A. Thank you, and over to you, sir. Rajiv Singh: Thank you. Good morning, everyone. My name is Rajiv Singh, and a very warm welcome to the first earnings conference call of Karamtara Engineering Limited as a listed company. Our results and investor presentation have been uploaded to the stock exchange and are available on our website. At the outset, on behalf of the Karamtara family, I would like to thank every investor who has participated in our fundraising journey and placed their trust in us. Our listing on the stock exchange is an important milestone in our journey that started almost three decades ago. And we see it as the beginning of a long-term relationship with our shareholders. We have delivered a strong quarterly performance in Q1 FY27 in terms of both revenue and profit, making a strong start to our journey as a listed company. Since this is our first interaction with many of you, I will like to introduce Karamtara and our ecosystem to you. Karamtara was incorporated in 1996 and was built on a strong foundation in power transmission, with deep expertise in the manufacturing of lattice towers and renewable steel structures. Over the years, we continue to strengthen these core capabilities, expand our product portfolio, and build scale with establishing ourselves as a trusted partner across the renewable and transmission ecosystem globally. Page 2 of 20 Karamtara Engineering Limited October 07, 2026 Today, we are very strongly present in all the four major geographies outside of China, namely India, U.S., Saudi Arabia, and Europe, with 12 different products in our portfolio. Today, Karamtara is a backward-integrated manufacturer of products for the sectors we operate in. Currently, we operate 13 manufacturing facilities: eight in Maharashtra, of which seven at Boisar and one at Nagpur; four in Gujarat, at Bhachau; and one in Italy. We, further, have two new facilities coming up at our complex in Bhachau: one new rolling mill to support our transmission tower business and solar tracker piles, and one for PEB focused on data centers. We also have one solar stamped part facility coming up in Boisar. In addition, a multiproduct facility coming up in Saudi Arabia for transmission line and solar products. As of the current quarter end, our aggregated installed capacity stood at 889,200 metric tons per annum, excluding rolling and galvanizing capacity, which are utilized for captive consumption. Let me briefly explain our product offerings. For our solar business, we manufacture structural components required to install and support solar panels. This includes structures for both fixed-tilt and tracker-based plants. Our product portfolio includes cold-rolled module mounting structures, tracker piles, torque tubes, couplers, purlins, and stamp parts. Since we manufacture components for both types of solar plants, customers can source most of their structural requirements from us. This is what allows us to offer customers a one-stop-shop solution for their solar structural requirements. Moving to wind energy. We manufacture both tubular and hybrid lattice towers used to support wind turbines. In the manufacturing line vertical, we provide infrastructure that enables electricity generation at source to reach its end customers. The lattice transmission towers are for lines up to 1,200 kV, along with transmission hardware such as insulator fittings, suspension clamps, and vibration dampers. Within the fasteners, we have products such as bolts, nuts, studs, washers, and specialized industrial fasteners. These are used for solar, wind, transmission, bridges, and railways. So in simple terms, Karamtara provides the structural backbone and critical across the renewable energy and power transmission value chain. While its fasteners business provides additional exposure to several industrial sectors. During the past two years, we have expanded our installed capacity substantially by debottlenecking our existing facilities. We have commissioned new facilities in Boisar, Maharashtra, and at Bhachau, Gujarat. The new Bhachau cluster is strategically located near major renewable energy hubs such as Khavda, Rahpar, and Jamnagar, support supporting efficient access to key markets domestically. For international markets, the facility is connected to the close-by Mundra and Kandla port. As mentioned previously, we are also setting up one multiproduct facility coming up in Saudi Page 3 of 20 Karamtara Engineering Limited October 07, 2026 Arabia for transmission line and solar products. As we continue to expand our manufacturing footprint in India and international markets, we believe our backward-integrated business model will remain a key competitive advantage, strengthening our execution capabilities, supply chain resilience, and ability to deliver high-quality solutions to customers. Karamtara believes in manufacturing products in India for India and global markets, also strengthening its global footprint by manufacturing in key growth markets and their domestic consumption and further export to other countries. With that, I will hand over to Mr. Sunil Rustagi, who is our CEO, to cont [Showing first 8,000 characters — download PDF for full document]