Please find enclosed the transcript of the Earnings Conference call conducted on October 28, 2026, at 11:00 A.M. (IST), post announcement of Financial Results for the quarter and half year ended September 30, 2026.

October 31, 2026 National Stock Exchange of India Ltd. BSE Limited Symbol: UNIMECH Scrip Code: 544322 Sub: Transcript of Earnings Conference call Dear Sirs, Pursuant to Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of the Earnings Conference call conducted on October 28, 2026, at 11:00 A.M. (IST), post announcement of Financial Results for the quarter and half year ended September 30, 2026. The transcript of the Earnings Conference call is also available on the Company’s website at https://www.unimechaerospace.com/earnings-call. Yours Faithfully, For Unimech Aerospace and Manufacturing Limited Rashmi Gupta Company Secretary & Compliance Officer M. No: A25382 Encl: As above “Unimech Aerospace and Manufacturing Limited Q2 and H1 FY27 Earnings Conference Call” October 28, 2026 MANAGEMENT: MR. ANIL KUMAR PUTTAN – CHAIRMAN AND MANAGING DIRECTOR – UNIMECH AEROSPACE AND MANUFACTURING LIMITED MR. RAMAKRISHNA KAMOJHALA – WHOLE-TIME DIRECTOR AND CHIEF FINANCIAL OFFICER – UNIMECH AEROSPACE AND MANUFACTURING LIMITED MR. RAJANIKANTH BALARAMAN – WHOLE-TIME DIRECTOR – UNIMECH AEROSPACE AND MANUFACTURING LIMITED MR. MANI PUTTAN – WHOLE-TIME DIRECTOR – UNIMECH AEROSPACE AND MANUFACTURING LIMITED MR. PREETHAM S. V. – WHOLE-TIME DIRECTOR – UNIMECH AEROSPACE AND MANUFACTURING LIMITED MR. AAKASH JAISWAL – AGM, INVESTOR RELATIONS – UNIMECH AEROSPACE AND MANUFACTURING LIMITED MODERATOR: MR. MANISH VALECHA – ANAND RATHI SHARES & STOCK BROKERS LIMITED Page 1 of 17 Unimech Aerospace and Manufacturing Limited October 28, 2026 Moderator: Ladies and gentlemen, good day and welcome to Unimech Aerospace and Manufacturing Limited Q2 and H1 FY27 Earnings Conference Call hosted by Anand Rathi Share and Stock Brokers Limited. This conference call may contain forward-looking statements about the company, which are based on the beliefs, expectations of the company as on date of this call. These statements are not the guarantees of future performance and involve risk and uncertainties that are difficult to predict. 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 star and zero on your touchtone phone. Please note that this conference is being recorded. And now, I hand the conference over to Mr. Manish Valecha from Anand Rathi Share and Stock Brokers Limited. Thank you and over to Mr. Valecha. Manish Valecha: Thank you. Good morning, everyone. We welcome you all to the Q2 and H1 FY27 earnings call for Unimech Aerospace and Manufacturing Limited. From the management team today, we have with us Mr. Anil Kumar Puttan, Chairman and Managing Director, Mr. Ramakrishna Kamojhala, Whole-time Director and CFO, Mr. Rajanikanth Balaraman, Whole-time Director, Mr. Mani Puttan, Whole-time Director, Mr. Preetham SV, Whole-time Director, and Mr. Aakash Jaiswal, AGM Investor Relations. I would now like to hand over the call to Anil for his opening comments. Over to you, Anil. Anil Kumar Puttan: Thank you, Manish. Good morning, everyone and warm welcome to Unimech Aerospace and Manufacturing Limited's Q2 and H1 FY27 earnings call. Thank you for joining us today. The second quarter has been an important period for us as we continue to build on the strong momentum witnessed at the start of the year and advance our overreaching strategy, which is transforming Unimech into an integrated multi-industry precision engineering platform. As indicated during our previous call, Q2 has turned out to be a very strong quarter. In H1 FY 27, our revenues grew by 85% year-on-year to INR231 crore with significantly strong EBITDA margins at 38% for the period. Across our operations, execution remains robust, driven by steady order flow and sustained customer demand. Concurrently, our strategic initiatives including the seamless integration of Hobel Bellows and ramp-up of our production components business are strengthening both our growth prospects and operational foundation. This strength is not only visible in our financial performance, but also in strengthening our order book and future revenue visibility. While our foundational heritage in aerospace tooling has traditionally operated on short cycle purchase orders, we have deliberately evolved our business model to establish multi-year revenue predictability. By aggressively expanding our precision components and assemblies’ business and locking in multi-year long-term supplier agreements with Tier 1s and global OEMs, we have fundamentally transformed our growth profile. I am pleased to share that as of September 30th, our consolidated order book stands at INR855 crore representing an increase over of over 700% on a year-on-year basis, successfully building high-visibility multi-year compounding revenue streams. To further institutionalize this Page 2 of 17 Unimech Aerospace and Manufacturing Limited October 28, 2026 momentum and scale these compounding opportunities across our expanding footprint, our long- term value creation strategy rests on three core pillars: strengthening our core tooling business, expanding into higher value recurring manufacturing opportunities across industries under our precision components business, investing proactively in capabilities and capacity to capture larger multi-year customer programs. Let me briefly walk you through our progress across these three pillars. Aerospace tooling Aero tooling remains our anchor, backed by steady demand across our established engine and airframe programs. While traditional tooling operates on a short-term cycle purchase order, we are actively expanding into high-visibility contracts. For instance, we are negotiating long-term supply agreements with existing customers for high- demand tools, such as engine stands. Converting such opportunities will allow us to layer predictable multi-year revenue streams on top of our agile, short-cycle PO-to-PO business. Precision components and assemblies Alongside tooling, precision components represent our strongest multi-year growth engine, expanding our addressable market across aerospace, defense, semiconductors, capital equipment, energy, and nuclear application. Our recent long-term agreements and program award wins with OEMs and Tier 1s and global aerospace majors reflect our successful entry into the complex aerostructures, engine components, and control systems. In semiconductors, our two-year development efforts are bearing fruit, generating some revenue in H1 with step-up expected in H2. To demonstrate the sheer strength of our long-term revenue pipeline, as of H1 end, we have successfully qualified over 250 parts across our PCA component customer base with another 340 plus parts currently in the throughput pipeline. As these parts move from qualification into series production, they will provide compounding multi-year revenue visibility. In nuclear, our existing order book provides a strong foundation of revenue visibility. and we are actively preparing to build on upcoming opportunities. Finally, our Middle East expansion through our joint venture with the Kanoo Group in Saudi Arabia marks our first international manufacturing footprint in the localized oil and gas market. Our initial equity investment of approximately USD4 billion deployed earlier this month fully capitalizes this phase, funding the infrastructure readiness required to capture regional localization demand. Platform expansion and strategic investments To capture growing demand tailwinds across aerospace, defense, semiconductor, and industrial sectors, we are proactively expanding our manufacturing capabilities. Establishing scale-ready capacity early is a critical strategic enabler, sending a clear signal to global OEMs that Unimech has the willingness, scale, and technical c [Showing first 8,000 characters — download PDF for full document]