Investor Presentation for Q2 - FY 2026-27

October 28, 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 Symbol: RAJOOENG Sub: Investor Presentation for Q2 – 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 2nd Quarter and Half Year ended September 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 Financial Performance Presentation Q2 & H1 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 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. TABLE OF CONTENTS Managing Director’s Consolidated Message Financial Highlights Company Overview Industry Overview Business Overview Way Ahead MANAGING DIRECTOR’S MESSAGE During Q2 FY27, Rajoo Engineers Ltd recorded consolidated revenue of ₹101.91 crore, registering a year-on-year growth of 10.47%. While the quarter witnessed moderation in profitability, we remained focused on operational efficiency, cost optimisation and disciplined execution. For the first half of FY27, consolidated revenue reached ₹224.98 crore, reflecting a growth of 26.88% over the correspondingperiod last year. Our continued investments in manufacturing infrastructure, technology development and product innovation are aimed at strengthening our competitiveness. The integration of printing and converting technologies into our portfolio further expands our capabilities across the plastics processing value chain, enablingus to address a wider range of customer requirements. As we approach 40 years of Rajoo, this milestone reflects the trust of our customers, the dedication of our people and our commitment to engineering excellence. Our focus remains on strengthening our international presence, expanding market reach and delivering technology solutions that enhance productivity and efficiency for our customers. Looking ahead, while global uncertainties and evolving market conditions may present near-term challenges, we remain optimistic about the long-term opportunities in the plastics processing industry. With our engineering capabilities, diversified technology portfolio and customer-centric approach, we continueto work towards sustainable growth and long-term value creation. Khushboo Chandrakant Doshi Managing Director, Rajoo Engineers Ltd We extend our sincere gratitude to our employees, customers, business partners, shareholders and all stakeholders for their continued confidenceand support in Rajoo Engineers Ltd. Managing Director’s Consolidated Message Financial Highlights Company Overview Industry Overview Business Overview Way Ahead CONSOLIDATE FINANCIAL HIGHLIGHTS FOR THE HALF-YEAR ₹ 224.98 Crs ₹ 31.65 Cr ₹ 25.09 Cr ₹ 1.36 REVENUE EBITDA PAT EPS 33.11% 14.07% 11.38% Gross Margin EBITDA Margin PAT Margin CONSOLIDATED FINANCIALS - QUARTERLY Rs. Crore Q2 FY27* Q2 FY26* Y-o-Y % Q1 FY27* Income from Operations 101.91 92.25 123.07 Other Operating Income 0.00 0.00 0.00 Total Income 101.91 92.25 10.47% 123.07 Raw Materials 71.02 55.07 79.48 Employee Cost 8.97 6.24 8.46 Other Expenses 11.99 12.64 13.41 Total Expenditure 91.98 73.95 101.35 EBITDA (Excluding Other Income) 9.93 18.31 (45.74)% 21.72 EBIDTA Margin (%) 9.75% 19.84% 17.65% Other Income 3.59 3.59 3.37 Depreciation 2.22 1.12 2.18 Interest 0.65 0.69 0.62 Exceptional Item (Gain) / Loss 0.00 0.00 0.00 Profit Before Tax 10.66 20.09 (46.92)% 22.38 Tax 2.82 6.50 5.03 Profit After Tax 7.84 13.59 (42.33)% 17.25 Profit After Tax Margin% 7.69% 14.74% 14.10% Share of Profit/ Loss of Associate 0.42 0.50 0.10 Items that will be reclassified to P&L 0.00 0.00 0.00 Net Profit 8.26 14.10 (41.38)% 17.35 Net Profit Margin % 8.11% 15.27% 14.10% Basic EPS in Rs. 0.49 0.81 0.87 *Financials in line with IND AS guidelines CONSOLIDATED FINANCIALS - HALF YEARLY Rs. Crore H1 FY27* H1 FY26* Y-o-Y % Income from Operations 224.98 177.33 Other Operating Income 0.00 0.00 Total Income 224.98 177.33 26.88% Raw Materials 150.50 105.56 Employee Cost 17.43 11.94 Other Expenses 25.40 22.94 Total Expenditure 193.33 140.44 EBITDA (Excluding Other Income) 31.65 36.89 (14.19)% EBIDTA Margin (%) 14.07% 20.8% Other Income 6.96 5.23 Depreciation 4.40 2.18 Interest 1.27 0.84 Exceptional Item (Gain) / Loss 0.00 0.00 Profit Before Tax 32.95 39.10 (15.74)% Tax 7.86 11.07 Profit After Tax 25.09 28.03 (10.48)% Profit After Tax Margin % 11.15% 15.81% Share of Profit/ Loss of Associate (Net of Tax) 0.52 1.16 Items that will be reclassified to P&L 0.00 0.00 Net Profit 25.61 29.19 (12.25)% Net Profit Margin % 11.38% 15.81% Basic EPS in Rs. 1.36 1.73 *Financials in line with IND AS guidelines Managing Director’s Consolidated Message Financial Highlights Company Overview Industry Overview Business Overview Way Ahead AT A GLANCE For nearly four decades, Rajoo has combined engineering excellence, manufacturing strength, and customer-centric innovation to deliver reliable, high-performance extrusion technologies across more than 72 countries. ABOUT RAJOO Rajoo Engineers Ltd. is a leading global manufacturer of advanced plastics extrusion machinery, delivering innovative solutions for flexible and semi-rigid packaging, renewable energy, pharmaceutica [Showing first 8,000 characters — download PDF for full document]