Analysts/Institutional Investor Meet/Con. Call Updates

PCL/SEC/26-27/016 June 24, 2026 To, To, National Stock Exchange of India Limited, BSE Limited, "Exchange Plaza" 5th Floor, Plot No. C-1, Phiroze Jeejeebhoy Towers, G Block, Bandra Kurla Complex, Dalal Street, Bandra (East), Mumbai – 400051 Mumbai - 400001 NSE Scrip Code - PRECAM BSE Scrip Code – 539636 Subject: - Transcript of Earnings Call held on Monday, June 22, 2026. Dear Sir/Madam, Pursuant to clause 15 of Para A of Part A of Schedule III with Regulation 30 of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements), Regulations, 2015, please find enclosed transcript of earnings call held on Monday, June 22, 2026, at 12.00 Noon (IST). It is also available on the website of the Company at www.pclindia.in. You are requested to take the same on record. Thanking you, For Precision Camshafts Limited Harshal J. Kher Company Secretary and Compliance Officer Mem. No: A69147 Encl: A/a “Precision Camshafts Limited Q4 FY '26 Earnings Conference Call” June 22, 2026 MANAGEMENT: MR. KARAN SHAH – WHOLE-TIME DIRECTOR, BUSINESS DEVELOPMENT – PRECISION CAMSHAFTS LIMITED Page 1 of 10 Precision Camshafts Limited June 22, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Q4 FY 26 Earnings Conference Call hosted by Precision Camshafts Limited. 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 the conference call, please signal an operator by pressing star, then zero on your touchtone phone. I now hand the conference over to Mr. Karan Shah, Whole Time Director, Business Development. Thank you, and over to you, sir. Karan Shah: Thank you. Good afternoon, ladies and gentlemen. I'd like to thank you all for being a part of the Precision Camshafts Limited Q4 FY '26 Earnings Conference Call. In case you have any detailed questions related to finance, please e-mail your queries to cs@pclindia.in, and we shall provide a response in a reasonable time. We have submitted our investor presentation for quarter 4 to the stock exchanges, and the same is available on our website. Investors are requested to refer to the presentation for detailed financial and operational information. I'm pleased to share that Precision Camshafts Limited has delivered a strong performance during the fourth quarter of FY '26. The company reported a net profit of INR13.2 crores compared to INR9.5 crores in the previous quarter, reflecting a growth of approximately 38%. The improvement in profitability was primarily driven by higher revenues and improved operating performance. Revenue increased by INR14.5 crores during the quarter, particularly offset by increases in raw material costs and other operating expenses. For the full year of FY '26, company reported a profit of INR5.78 crores. This performance includes an exceptional charge of INR48.8 crores related to the impairment of investment in our step-down subsidiary, MFT, which is currently undergoing insolvency proceedings in Germany. Excluding these exceptional items, the underlying operating performance of the business remains stable and resilient. The Indian automotive market continues to demonstrate strong fundamentals despite global uncertainties, and we will continue to benefit from increasing localization, strong demand from domestic OEMs and the growing preference of customers to partner with reliable suppliers having proven quality, delivery and manufacturing capabilities. As highlighted in our previous earnings call, PCL has secured multiple new business awards from leading OEMs, including Maruti Suzuki, Hyundai, Mahindra & Mahindra, Tata Motors, Renault-Nissan and some other international customers as well. These programs extend our business visibility well into the next decade and represent a cumulative lifetime revenue of approximately INR1,500 crores over and above our existing order book. To support this growth, the company is executing a comprehensive capacity expansion program. Over the next 3 years, PCL plans to invest over INR100 crores in foundry and machine shop capacity expansion, advanced manufacturing technologies as well as automation. These investments are expected to support incremental revenues of more than 2x the capex, which will be incurred in the coming years. Page 2 of 10 Precision Camshafts Limited June 22, 2026 The new Solapur manufacturing facility continues to progress as planned. The facility will house new machining lines, assembly capabilities, automation systems and supporting infrastructure for our future. We expect the facility to enhance our production capabilities and support customer commitments for the future. In addition to the capacity expansion, we are undertaking significant automation initiatives across the foundry and the machine shop. These projects are expected to generate significant cost savings while improving quality, productivity and efficiency. I would also like to update shareholders on our renewable energy initiatives. During FY '26, the second phase of our solar power project was successfully commissioned, taking the total capacity to 29 megawatts. This investment is expected to generate an annual saving of approximately INR24 crores while reducing dependence on conventional power sources and supporting sustainability objectives. Our subsidiary, MEMCO, reported improved operational performance during the quarter. We recorded a revenue of INR14 crores during quarter 4 and continue to focus on building relationships with key customers. The modernization of legacy equipment and operational improvements are expected to further enhance profitability at MEMCO. Our e-mobility subsidiary, EMOSS in the Netherlands reported a revenue of INR29.47 crores during the quarter compared to INR23.9 crores in the previous quarter. And while market conditions remain challenging in Europe, the business has maintained operational stability and continues to pursue new opportunities in electric commercial vehicle applications. Turning to our e-mobility business in India, I'm pleased to share that we have successfully developed our electric Heavy Commercial Vehicle (e-HCV). Moderator: Sorry to interrupt you sir, but your voice is breaking, sir. Karan Shah: Are you able to hear now? Moderator: Yes. Karan Shah: Turning to our e-mobility business in India, I am pleased to share that we have successfully developed our electric heavy commercial vehicle platform and have already delivered the first vehicle to our customer in this quarter. This agreement marks an important milestone in our electrification journey and validates our capabilities. The vehicle is undergoing customer evaluation and field trials with initial feedback being encouraging. We expect to complete certification and homologation during this current financial year and upon successful validation plans scale up and commercial deployment from April of next year. Looking forward, we remain optimistic about the long-term outlook of our business. Demand visibility remains strong across India, North America and South America, while opportunities for assembled camshafts and precision engineered products continues to expand. Page 3 of 10 Precision Camshafts Limited June 22, 2026 With a healthy order book, ongoing capacity expansion, significant automation initiatives and a renewable energy platform, we believe PCL is well positioned to deliver sustainable growth and create long-term value for all shareholders. Coming to the financial performance again. The stand-alone business increased by 6.5% quarter- on-quarter to INR162 crores. EBITDA margin stood at 15%, PAT margin stood at 8%. The consolidated business grew by 9% quarter-on-quarter to INR205 crores. EBITDA margin stood at INR30 crores or 15% and PAT margin stood at 4.9%. With this, I would like to open the floor for question and answers. Thank you very much. Moderator: Our first question comes from the line [Showing first 8,000 characters — download PDF for full document]