Analysts/Institutional Investor Meet/Con. Call Updates

CIN No. : I.31300DL1985PLC022737 =T+© ZZEas BANSAL Edr§dr±Ezzz Bansal Wire industries Limited Manufacturers of Steel Wires October 28, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeej eebhoy Towers, Exchange Plaza, C-1 , Block G, Dalal Street Bandra-Kurla Complex, Bandra (E) Ivlumbai - 400 001 Mumbai - 400 051 Scrip Code: 544209 Trading Symbol: BANSALWIRE Subject: Trauscril]t of Earnings Conference Call Dertaining to the Un-Audited Financial Results (Standalone and Consolidated) for the quarter and half year ended September 30. 2026 Dear Sir"adam, In accordance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby inform to the stock exchanges that the transcript of audio call recording of the Company's Earnings Conference Call held on Friday, October 23, 2026 at 11 :00 A.M. (IST) to discuss the Un-Audited Financial Results (Standaione and Consolidated) for the quarter and half year ended September 30, 2026 is attached herewith. This information is being hosted on the website of the Company www.bans_a|quti±s£Long We request you to take the above information on record. Thanking you, Yours faithfully, For Bansa] Wire Industries Limited Sumit Gupta Company Secretary & Compliance Officer Encl.: As Above Regd. Office : F-3, Main Road, Shastri I{agar, Delhi-110052 Tel. : 011-46666750-59 Website : www.bansalwire.com ErMail : info@bansalwire.com Bansal Wire Industries Limited Q2 & H1 FY '27 Conference Call October 23, 2026 MANAGEMENT: MR. PRANAV BANSAL – MANAGING DIRECTOR & CHIEF EXECUTIVE OFFICER, BANSAL WIRE INDUSTRIES LIMITED MR. GHANSHYAM DAS GUJRATI – CHIEF FINANCIAL OFFICER, BANSAL WIRE INDUSTRIES LIMITED MR. MANU JAIN - HEAD INVESTOR RELATIONS, BANSAL WIRE INDUSTRIES LIMITED Page 1 of 17 Bansal Wire Industries Limited October 23, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Q2 and H1 FY '27 conference call of Bansal Wire Industries Limited. From the management, we have Mr. Pranav Bansal – MD and CEO, Mr. Ghanshyam Gujrati – CFO, and Mr. Manu Jain – Head Investor Relations, to take the discussion forward. We also have an investor relations team from Adfactors. 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 this conference call, please signal an operator by pressing “*” then “0” on your touchtone phone. Please note that this conference is being recorded. Before we begin, I would like to mention that some of the statements made in today's discussion may be forward-looking in nature and may involve risks and uncertainties. Please note, the disclaimer mentioning these risks and uncertainties are on the disclaimer slide of the investor relations presentation that has been shared earlier. I now hand the conference over to Mr. Pranav Bansal for the opening remarks. Thank you, and over to you, sir. Pranav Bansal: Thank you. Good morning, everyone. Thank you for joining us for the Bansal Wire Industries Q2 and H1-27 earnings call. I hope you had an opportunity to go through our financial results and investor presentations. Joining me today is our CFO, – Mr. Ghanshyam Gujrati. I would also like to welcome Mr. Manu Jain, who has joined us recently as Head of Investor Relations and Strategy. I am extremely pleased to share that this has been a landmark quarter for Bansal Ware Industries. We have achieved our highest ever quarterly revenue, EBITDA, and profit after tax. More importantly, our EBITDA per ton has also reached its highest ever level. This improvement has been supported by a combination of factors, including better operational efficiency, improved cost management, and a favorable product mix, and of course, benefits of economies of scale that are gradually coming in and are visible as our expanded Dadri facility ramps up. Another important highlight has been our cash flow performance. Through our continued focus on working capital optimization and disciplined financial management, we have generated strong operating cash flow, coming close to achieving our full-year guidance within the first six months itself. Page 2 of 17 Bansal Wire Industries Limited October 23, 2026 And perhaps one of the most satisfying developments has been our improvement in our return on capital employed. We have consistently maintained that our near-term objective is to achieve 25% ROCE. Based on our second quarter performance alone, on an annualized basis, our ROCE stood at approximately 22%, bringing us significantly closer to that objective. What makes these achievements even more meaningful is that they came immediately after the challenging first quarter. We were able to overcome the operational challenges faced during the first quarter, including industrial gas disruptions and higher input costs. This demonstrates our ability to recover quickly and move closer to our strategic targets. I believe this quarter represents an important step in the evolution of Bansal Wire Industries, from a business focused primarily on capital and volume growth, to one increasingly focused on higher profitability, stronger cash generation, and superior return on capital. Coming to our operations, we continue to see healthy demand across the various industries we serve. One of our biggest strengths of Bansal Wire has been our diverse presence across sectors such as automotive, infra, agriculture, power and transmission, and general engineering. We remain positive about the medium to long-term outlook for the steel wire industry in India, supported by increasing industry activity, infrastructure development, and growing demand for specialized wire products. Our strategy is to strengthen our market position by expanding our product portfolio, improving our manufacturing capability, and continuously developing new applications to capture the growth opportunities across the Indian economy. Our specialty wire business continues to progress well and remains an important part of our growth strategy. The OHT line is progressing as planned, and our Steel Cord line is also moving forward very well. Customer approvals and related processes are progressing within the expected timelines. Another area where we are making encouraging progress is our B2C business. Historically, we have largely been focused on industrial customers. Now, we are expanding our reach into farming, fencing, poultry, and other retail-oriented applications. We have introduced several products, including grape trellis wires, poultry cages wires, and specialized farming and fencing products. Our objective is to build a stronger distribution network, reach new customer segments, and establish Bansal Wire as a recognized brand beyond our traditional industrial markets. Moving on to the capacity front, our plans remain on track. We will add 60,000 tons of capacity at Dadri as a brownfield expansion. Further, we are also progressing with our planned Page 3 of 17 Bansal Wire Industries Limited October 23, 2026 greenfield facility in southern Gujarat with approximately 90,000 tons. This facility will strengthen our presence in Western India and bring us closer to the customers and improve supply chain efficiencies. With these expansions, we expect our overall manufacturing capacity will increase from 6.8 lakh tons and reach approximately 8.3 lakh tons by the end of next year. Our indicative annual capital expenditure remains in the range of Rs. 200 crores to Rs. 225 crores. However, I would like to emphasize that our approach to expansion remains disciplined. Our objective is not simply to add capacity, but to ensure that new investments contribute positively to profitability, cash generation, and return on capital. As communicated earlier, we are targeting cumulative operating cash flow generation of approximately Rs. 800 crores over FY '27 and '28 combined. We remain committed to funding a [Showing first 8,000 characters — download PDF for full document]