Analysts/Institutional Investor Meet/Con. Call Updates

31st October, 2026 Listing Department Listing Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, Plot No. C/1, 25th Floor, Phiroze Jeejeebhoy Towers, G-Block Bandra Kurla Complex, Dalal Street, Fort, Mumbai - 400001 Bandra (East), Mumbai - 400051 Symbol: CENTENKA Scrip Code: 500280 Dear Sir/ Madam, Sub: Transcript of Q2 and H1 FY27 Earnings Conference Call of Century Enka Limited ('the Company') Ref: Regulation 30 of the Securities and Exchange Board of India (Listing Obligations & Disclosure Requirements) Regulations, 2015 ('Listing Regulations') Pursuant to Regulation 30 of the Listing Regulations, please find attached herewith the transcript of Q2 and H1 FY27 Earnings Conference Call conducted on Wednesday, 28th October, 2026. The same is also available on the website of the Company i.e., www.centuryenka.com. This is for your kind information and records. Thanking You, Yours faithfully, For Century Enka Limited Rahul Dubey VP Legal and Company Secretary Membership No: FCS 8145 Encl: as above Century Enka Ltd. Factory & Regd. Office: Plot No. 72 & 72-A, M.I.D.C., Bhosari, Pune - 411026. T: +91 20 66127 304 | F: +91 20 2712 0113 E: cel.investor@adityabirla.com | W: www.centuryenka.com Corporate ID No. (CIN): L24304PN1965PLC139075 Century Enka Limited Q2 and H1 FY27 Earnings Conference Call October 28, 2026 Moderator: Ladies and gentlemen, good day and welcome to Century Enka Limited Q2 and H1 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode. There will be an opportunity for you to ask questions after the presentation concludes. Should you need any assistance during this conference call, please signal for an operator by pressing ‘*’ star followed by ‘0’ on your touchtone telephone. I now hand the conference over to Ms. Purvangi Jain from Valorem Advisors. Thank you and over to you, ma'am. Purvangi Jain: Thank you. Good evening, everyone and a very warm welcome to you all. My name is Purvangi Jain from Valorem Advisors. We represent the Investor Relations of Century Enka Limited. On behalf of the company, I would like to thank you all for participating in the company's Earnings Call for the 2nd Quarter and the First Half of the Financial Year 2027. Before we begin, let me mention a quick cautionary statement: Some of the statements made in today's Earnings Call may be forward- looking in nature. Such forward-looking statements are subject to risks and uncertainties, which could cause actual results to differ from those anticipated. Such statements are based on management's beliefs as well as assumptions made by and information currently available to the management. Page 1 of 17 Audiences are cautioned not to place any undue reliance on these forward-looking statements in making any investment decisions. The purpose of today's Earnings Conference Call is purely to educate and bring awareness about the company's fundamental business and financial performance for the quarter under review. Now, let me introduce you to the management participating with us in today's earnings call. We have with us Mr. Suresh Sodani – Managing Director and CEO, and Mr. Yogesh Shah – Chief Financial Officer. Without any delay, I request Mr. Sodani to start with his opening remarks. Thank you and over to you, sir. Suresh Sodani: Thank you, Purvangi. Good evening, everyone, and welcome to our earnings conference call for the 2nd Quarter and First Half of Financial Year 2027. I would like to thank our host, Valorem Advisors, for hosting this call. Now, let me brief you on the operational highlights for the period under review: The automotive sector witnessed healthy momentum during the 2nd Quarter with passenger and commercial vehicles emerging as the key growth drivers, supported by festive demand. This provides a constructive demand environment for the tyre industry, although the outlook for the coming quarters will depend on deficit monsoon impact, inflation, and interest rate movements. Within our tyre cord fabric segment, underlying demand for NTCF remained healthy, reflecting encouraging demand fundamentals. However, the increase in imports impacted sales volume during the 2nd Quarter. We continue to focus on strengthening our market Page 2 of 17 position while navigating competitive pricing pressures and volatility in raw materials and fuel costs. While geopolitical developments, the ongoing war, and fluctuations in crude oil prices remain key near-term uncertainties, we believe the improving automotive demand environment provides a supportive backdrop for the industry. On the PTCF front, the approval process is progressing in the desired direction, and we expect to commence commercial sales in Q4 FY27. This represents an important milestone in our product diversification journey, and is expected to broaden our presence in the tyre reinforcement segment. The nylon filament yarn business recorded an improvement in sales volume during the quarter, driven by stronger demand during the festive season. However, margins remain constrained by continued influx of competitively priced imports from China, particularly in base and low-grade yarn, alongside significant fluctuation in raw material costs. To strengthen margin realization, we continue to prioritize value- added products and enhance our product mix. During the quarter, we further expanded capacity in this segment to support the growing focus on higher margin offerings. Turning to raw materials and power and fuel costs, the quarter saw a challenging cost environment, with significant volatility in raw material prices continuing to weigh on operating margins. Additionally, the benefit of lower-cost opening inventory, which had supported margins in Quarter 1, moderated during the quarter, resulting in a normalization of profitability. Further, the energy costs emerged as another area of pressure, with higher grid power tariffs at Bharuch and elevated LNG prices increasing the overall cost of operations. To address this, we are strengthening Page 3 of 17 our hybrid power capacity, which is expected to start delivering cost benefits from Q4 FY27. Our focus remains on mitigating external cost pressures through greater energy efficiency and operational optimization, while working towards a more sustainable cost structure over the coming quarters. I now request our CFO, Mr. Yogesh Shah, to brief you on financial performance. Yogesh Shah: Thank you, Suresh sir, and good evening, everyone. Let me now brief you on the financial performance for the period under review: For the 2nd Quarter of Financial Year 2027, revenue from operations grew 37% year-on-year to Rs. 558 crores. EBITDA stood at Rs. 33 crores. Registering a year-on-year growth of 4%, with EBITDA margin at 5.88%. Profit after tax stood at Rs. 19 crores, declining 17% year-on-year, while PAT margin came in at 3.31%. Moving to our performance for the First Half of Financial Year 2027, revenue from operations grew 37% year-on-year to Rs. 1113 crores. EBITDA increased significantly by 130% year-on-year to Rs. 119 crores, with EBITDA margin at 10.66%. Profit after tax stood at Rs. 80 crores, registering an exceptional year-on-year growth of 113%, while PAT margin came in at 7.21%. Now, turning to the segmental performance, total volume for the quarter grew by 13% year-on-year to Rs. 20,162 metric tons. Within this, tire cord fabric sales increased by 37% to Rs. 251 crores, while filament yarn sales reported a growth of 39% to Rs. 293 crores. Total volume for the first half grew by 13% year-on-year to 39,361 metric tons. Within this, tire cord fabric sales increased significantly by 53% to Page 4 of 17 Rs. 557 crores, while filament yarn sales reported a growth of 30% to Rs. 523 crores. With this, we open the floor for questions and answers. Moderator: Thank you very much, sir. Ladies and gentlemen, we will now begin with the question-and-answer session. The first question is from [Showing first 8,000 characters — download PDF for full document]