Investor Presentation for Q1 - FY 2026-27

July 24, 2026 To, To, BSE Limited (BSE) National Stock Exchange of India Ltd (NSE) Phiroze Jeejeebhoy Towers Exchange Plaza, Bandra Kurla Complex, Dalal Street, Fort Bandra East, Mumbai - 400 001 Mumbai 400 051 BSE Script Code: 522257 NSE Sym–bol: RAJOOENG Sub: Investor Presentation for Q1 – FY 2026-27 Ref: Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“SEBI Listing Regulations”) Dear Sir / Madam, With reference to the provisions of Regulation 30 of SEBI Listing Regulations, please find enclosed herewith the Investor Presentation for 1st Quarter ended June 30, 2026 of the financial year 2026-27. We request you to take the above on your records. Thanking you, Yours faithfully, For Rajoo Engineers Limited Kevin Dhruve Company Secretary & Compliance Officer Membership No.: FCS 13414 Encl: a/a Rajoo Engineers Limited Result Update Presentation Q1 FY27 Disclaimer This presentation has been prepared by Rajoo Engineers Limited (the “Company”) solely for information purposes and does not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment what so ever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may considermaterial. Any liability in respectof the contents of,orany omission from,this Presentationis expresslyexcluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the Company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible forsuch third party statements and projections. Table of Contents Managing Director’s Consolidated Message Financial Highlights Company Overview Industry Overview Business Overview Way Ahead Managing Director’s Message Message Managing Director’s "We are pleased to begin FY27 on a strong note with a healthy operational performance, driven by robust execution, timely customer deliveries and the successful dispatch of orders carried forward from previous quarters. During the quarter, our production facilities operated at high-capacity utilization, enabling us to deliver significant growth in revenue while maintaining execution discipline across both domestic and international markets. While the quarter witnessed pressure on margins due to elevated raw material prices, higher procurement and logistics costs arising from global geopolitical developments, we remained focused on operational efficiency and cost optimisation. Our EBITDA improved significantly on a sequential basis, supported by higher capacity utilization and improved machine dispatches. We continue to monitor commodity prices and supply chain dynamics closely while working towards improving procurement efficiencies and enhancing our product mix. Looking ahead, we remain optimistic about the opportunities in the flexible packaging and polymer processing industry, supported by increasing demand for sustainable packaging solutions, modernization of manufacturing infrastructure and growing investments by our customers. Our strategic focus remains on technology leadership, product innovation, expanding our international footprint, strengthening customer relationships and delivering sustainable value creation forall stakeholders. Although global geopolitical uncertainties and raw material volatility may create near-term challenges, Rajoo Commenting on the Company’s performance, Engineers is well positioned with a strong order pipeline, sound manufacturing capabilities and a resilient business Khushboo Chandrakant Doshi, model to continue delivering profitable growth overthe long term. Managing Director, Rajoo Engineers Ltd said: We extend our sincere gratitude to every member of the Rajoo family, along with our clients, creditors, banks, financial institutions, and all other stakeholders. Your continued faith and support inspire us to strive forexcellence. Thank youforyour trust and unwavering support in Rajoo Engineers.” Consolidated Financial Highlights Consolidated Financial Highlights Quarterly Rs. Crore Q1 FY27* Q1 FY26* Y-o-Y % Q4 FY26* Income from Operations 123.07 85.07 79.40 Other Operating Income 0.00 0.00 0.00 Total Income 123.07 85.07 44.66% 79.40 Raw Materials 79.48 50.49 49.37 ▪ Revenue from operations for the Employee Cost 8.46 5.70 8.53 Other Expenses 13.41 10.30 18.31 quarter was Rs. 123.07 crore in Total Expenditure 101.35 66.49 76.21 Q1 FY27, as against Rs.85.07 in EBITDA (Excluding Other Income) 21.72 18.58 16.90% 3.20 Q1 FY26, a YoY increase of 44.66%. This EBIDTA Margin (%) 17.65% 21.84% (419 bps) 4.02% growth was mainly due to production Other Income 3.37 1.64 1.43 and dispatches throughout the period Depreciation 2.18 1.05 1.84 remained in full swing Interest 0.62 0.15 0.51 Exceptional Item (Gain) / Loss 0.00 0.00 0.00 Less: Share of Profit/ Loss of Associate 0.10 0.66 0.92 ▪ EBITDA (excluding Other Income) was Profit Before Tax 22.38 19.67 13.78% 3.19 at Rs. 21.72 crore in Q1 FY27 as against Tax 5.03 4.65 0.83 Rs.18.58 crore in Q1 FY26, YoY increase Profit After Tax 17.35 15.02 15.52% 2.36 of 16.90% Profit After Tax Margin% 14.10% 17.65% (355 bps) 2.97% Items that will not be reclassified to P&L 0.00 0.00 0.03 Items that will be reclassified to P&L 0.00 0.00 0.00 Net Profit 17.35 15.02 15.52% 2.39 Net Profit Margin % 14.10% 17.65% (355 bps) 3.01% Basic EPS in Rs. 0.87 0.92 (5.43%) 0.11 *Financials in line with IND AS guidelines Consolidated Financial Highlights Yearly Rs. Crore FY26* FY25* Y-o-Y % Income from Operations 344.25 253.66 ▪ Revenue from operations for the year ended Other Operating Income 0.00 0.00 was Rs. 344.25 crore in FY26, as against Rs. Total Income 344.25 253.66 35.72% 253.66 crore in FY25, YoY increase of 35.72%. Raw Materials 191.85 141.88 This growth was driven by improved demand Employee Cost 29.24 23.63 across key markets, execution of a higher order Other Expenses 61.00 41.84 backlog, and normalization of supply chain Total Expenditure 282.10 207.35 conditions (excluding last month of the year) EBITDA (Excluding Other Income) 62.16 46.31 34.23% compared to the previous year. Growth was EBIDTA Margin (%) 18.06% 18.26% (20 bps) further supported by increased volumes, Other Income 9. [Showing first 8,000 characters — download PDF for full document]