Analysts/Institutional Investor Meet/Con. Call Updates

KIRLOSKAR BROTHERS LIMITED A Kirloskar Group Company SEC/ F:26 October 28, 2026 BSE Limited National Stock Exchange of India Ltd. Corporate Relationship Department, 5th Floor, Exchange Plaza, 2nd Floor, New Trading Ring, Bandra (East), Phiroze Jeejeebhoy Towers, Mumbai - 400 051. Dalal Street, Mumbai – 400 001. (BSE Scrip Code – 500241) (NSE Symbol - KIRLOSBROS) Dear Sir/Madam, Sub: Investor Presentation (Updated) – Conference Call with Analysts scheduled on October 28, 2026 Ref: Regulation 30 read with Schedule III, Part A Para A of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. This is further to our letter dated October 27, 2026, sending therewith the subject mentioned Investor Presentation with respect to the Unaudited Financial Results of the Company for the quarter and half year ended September 30, 2026. We would like to inform you that in the said presentation there was a typographical error on slide no. 10. Please find attached herewith the presentation, duly updated with error rectification on slide no. 10 Please note that the above presentation has been uploaded on Company’s website www.kirloskarpumps.com. You are requested to take the same on your records. Thanking you, Yours faithfully, For KIRLOSKAR BROTHERS LIMITED Devang Trivedi Company Secretary Encl.: As above KIRLOSKAR BROTHERS LIMITED Enriching Lives INVESTOR PRESENTATION Q2 & H1FY27 A Kirloskar Group Company | Established 1888 | Pumps · Valves · Hydro Turbines Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Kirloskar Brothers Limited (the “Company”), have been prepared solely for information purposes and do 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 whatsoever. 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 consider material. Any liability in respect of the contents of or any omission from this Presentation is expressly excluded. 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 for such third party statements and projections. This is a proprietary document of Kirloskar Brothers Limited 2 A Century of Engineering Leadership Legacy • In 1926, KBL created history by manufacturing and installing India's first indigenous centrifugal pump • 138 years of engineering excellence • Trusted brand built on innovation and reliability Scale • Global leader in turbomachinery and fluid management • Diverse product portfolio serving multiple industries • Strong presence across domestic and international markets Impact • Enabling irrigation, water supply and industrial growth • Supporting critical infrastructure and energy projects • Improving lives through sustainable engineering solutions Future • Investing in technology and innovation • Advancing sustainable and digital solutions • Committed to powering possibilities for the next century This is a proprietary document of Kirloskar Brothers Limited 3 Q2 & H1FY27 Highlights Q2 & H1FY27 Consolidated Highlights EBITDA PAT Revenue (Rs. Mn) (Rs. Mn) (Rs. Mn) 1,432 747 Rs. +16% YoY Rs. +4% YoY 12,767 Q2 Rs. +24% YoY Q2 Q2 Margin 11.2% Margin 5.9% 2,738 1,423 Rs. +9% YoY . +2% YoY 23,816 H1 Rs. +19% YoY H1 H1 Margin 11.5% Margin 6.0% This is a proprietary document of Kirloskar Brothers Limited 5 Consolidated Financial Trend Revenue (Rs. Mn.) EBITDA Margin (%) PAT Margin (%) 14,151 16.8% 11.2% 16.0% 10.8% 10.4% 12,810 12,767 15.1% 14.4% 14.8% 11,442 11,162 11,049 13.0% 9.3% 10,359 9,790 10,277 12.0% 11.8% 11.2% 7.9% 6.9% 7.0% 6.1% 5.9% Q2FY25 Q3FY25Q4FY25 Q1FY26 Q2FY26Q3FY26Q4FY26 Q1FY27 Q2FY27 Q2FY25 Q3FY25Q4FY25 Q1FY26 Q2FY26Q3FY26Q4FY26 Q1FY27 Q2FY27 Q2FY25 Q3FY25Q4FY25 Q1FY26 Q2FY26Q3FY26Q4FY26 Q1FY27 Q2FY27 ROCE % (Annualised) Investments* (Rs. Mn.) 29.0% 10,716 26.8% 26.4% 27.0% 24.7% 8,930 9,269 8,640 19.3% 18.7% 6,959 5,883 3,609 Sep-23 Mar-24 Sep-24 Mar-25 Sep-25 Mar-26 Sep-26 Sep-23 Mar-24 Sep-24 Mar-25 Sep-25 Mar-26 Sep-26 * Cash & cash equivalents, Current Investments and Long Term investments other than in group companies This is a proprietary document of Kirloskar Brothers Limited 6 Consolidated Profit & Loss Statement Particulars (Rs. Mn) Q2FY27 Q2FY26 YoY H1FY27 H1FY26 YoY Net Revenue from Operations 12,767 10,277 24% 23,816 20,067 19% Other Income 189 151 337 310 COGS 6,669 4,922 12,049 9,585 Gross Profit 6,287 5,506 14% 12,104 10,792 12% Gross Margin (%) 49.2% 53.6% 50.8% 53.8% Employee Expenses 2,116 1,874 4,239 3,718 Other Expenses 2,739 2,397 5,127 4,563 EBITDA 1,432 1,235 16% 2,738 2,511 9% EBITDA Margin (%)1 11.2% 12.0% 11.5% 12.5% Finance Cost 98 65 179 127 Depreciation 289 239 563 467 Exceptional Item 0 -28 0 -25 Profit before Tax 1,045 959 9% 1,996 1,942 3% Tax Charge / (Credit) 293 285 577 563 Share in Profit of Joint Venture Company -5 48 4 18 Reported PAT 747 722 4% 1,423 1,397 2% PAT Margin (%)1 5.9% 7.0% 6.0% 7.0% Earnings Per Share (EPS) (in Rs.) 9.3 8.9 17.7 17.3 1 EBITDA & Reported PAT margin is % to Net Revenue from Operations This is a proprietary document of Kirloskar Brothers Limited 7 Consolidated Balance Sheet Particulars (Rs. Mn.) 30th Sep 26 31st Mar 26 Particulars (Rs. Mn.) 30th Sep 26 31st Mar 26 Non Current assets Equity Property, Plant and Equipment 6,344 6,161 Equity Share capital 159 159 Capital work in progress 545 585 Other Equity 25,529 24,481 Intangible assets 121 103 Right to use assets 795 667 Non Controlling Interest 132 119 Goodwill 87 86 Total Equity 25,820 24,759 Investment Property 5 5 Financial liabilities Financial Assets (i) Borrowings 532 554 (i) Investments 1,485 3,094 (iii) Trade Receivables 896 912 (ii) Other Financial liabilities 6 36 (iv) Others 65 139 (iii) Trade Payables 94 85 Deferred Tax Assets (net) 367 367 Other non current Liability 1,219 1,223 Other non-current assets 1,363 635 Provisions 321 308 Total Non Current Assets 12,073 12,754 Current Assets Total Non Current Liabilities 2,171 2,206 Inventories 10,283 8,724 Financial liabilities Financial Assets (i) Borrowings 1,595 1,317 (i) Trade receivables 6,610 [Showing first 8,000 characters — download PDF for full document]