Analysts/Institutional Investor Meet/Con. Call Updates

November 02, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Mumbai – 400001 Bandra East, Mumbai – 400051 BSE – 500495 NSE - ESCORTS Sub: Copy of Earning Presentation Dear Sir/ Ma’am, Please find enclosed herewith the copy of the Earning Presentation on the Unaudited Financial Results (Standalone and Consolidated) for the quarter and half year ended September 30, 2026. Kindly take the same on record. Thanking You, Yours faithfully, for Escorts Kubota Limited Vicky Chauhan Company Secretary Encl.: As above Escorts Kubota Limited Registered Office - 15/5, Mathura Road, Faridabad - 121003, Haryana, India Tel.: +91-129-2250222 | E-mail: corp.secretarial@escortskubota.com | Website: www.escortskubota.com Corporate Identification Number L74899HR1944PLC039088 Q2FY27 | EARNING PRESENTATION 2nd November 2026 BSE: 500495 | NSE: ESCORTS 02-11-2026 Escorts Kubota Limited 1 CONTENTS 01 02 03 Q2 Standalone H1 Standalone Segment Wise Highlights Performance Highlights 04 05 06 Shareholding Q2/H1 Annexure & Pattern Consolidated Narrations Highlights 02-11-2026 Escorts Kubota Limited 2 Safe Harbor Certain statements in this document may include forward-looking comments and information concerning the company’s plans and projections for the future, including estimates and assumptions with respect to economic, political, technological, weather, market acceptance and other factors that impact our businesses and customers. Such forward-looking statements are subject to certain risks and uncertainties like regulatory changes, local political or economic developments, and many other factors that could cause our actual results to differ materially from those contemplated by the relevant forward-looking statements. Escorts Kubota Limited will not be in any way responsible for any action taken based on such statements and undertakes no obligation to publicly update these forward-looking statements to reflect subsequent events or circumstances. Accounting standard: Financials in presentation are as per IndAS. All numbers are rounded off to nearest decimal 02-11-2026 Escorts Kubota Limited 3 Q2 Standalone Highlights – Q2FY27 YoY Industry EKL Particulars Variance Growth Growth Domestic Tractor Volume -3.1% 0.9% 4.0% Export Tractor Volume 15.9% -10.3% -26.2% Total Tractor Volume -1.4% 0.4% 1.9% PNC Volume 35.2% 53.0% 17.8% BHL Volume 12.0% 62.2% 50.2% Mini Excavator 53.8% 59.4% 5.6% Compactor Volume 39.1% 11.1% -28.0% Served Construction Equipment Volume* 19.7% 53.9% 34.2% *include- PNC Cranes, Backhoe loaders, Mini Excavators and Compactors Positive Negative *Served Construction Equipment include- PNC Cranes, Backhoe loaders, Mini Excavators and Compactors % rounded off to nearest single decimal 02-11-2026 Escorts Kubota Limited 4 Q2 Standalone Highlights EKL at a Glance 1,764 34,017 ₹ 3,231.4 Crore Construction Equipment’s Volume Tractors Volumes Revenue from Operations 0.4% -7.7% 53.9% 31.3% 16.3% 1.7% (Y-o-Y) (Q-o-Q) (Y-o-Y) (Q-o-Q) (Y-o-Y) (Q-o-Q) ₹ 292.4 Crore ₹ 344.0 Crore ₹ 255.0 Crore EBIDTA Profit Before Tax Profit After Tax -19.5% -17.7% -20.2% -30.3% -20.6% -34.2% (Y-o-Y) (Q-o-Q) (Y-o-Y) (Q-o-Q) (Y-o-Y) (Q-o-Q) 02-11-2026 Up Down % rounded off to nearest single decimal Escorts Kubota Limited Continuing Operations Financials 5 Q2 Standalone Highlights – P&L at a Glance YoY QoQ Particulars Unit Q2FY27 Q2FY26 Q1FY27 (Change) (Change) Revenue from Operations ₹ Cr. 3,231.4 2,777.4 3,178.9 16.3% 1.7% Material Cost % 73.0 69.3 72.8 369 bps 21 bps Manpower Cost % 7.1 7.3 6.4 -15 bps 73 bps EBIDTA ₹ Cr. 292.4 363.2 355.4 -19.5% -17.7% EBIDTA Margin % 9.0 13.1 11.2 -403 bps -213 bps Other Income ₹ Cr. 122.9 133.6 207.4 -8.0% -40.8% PBT ₹ Cr. 344.0 431.1 493.8 -20.2% -30.3% PAT ₹ Cr. 255.0 321.2 387.3 -20.6% -34.2% ₹ 23.18 29.19 35.20 -20.6% -34.1% 02-11-2026 Positive Negative Par Standalone Financials Escorts Kubota Limited % rounded off to nearest single decimal 6 Q2 - YoY Revenue up by 16.3%; EBIT down by 20.1% ₹ Cr. Revenue Revenue Key Highlights 198.1 3,231.4 257.2 -1.3 • Agri Machinery 2,777.4 • Tractor Sales up by 0.4% at 34,017 units • Non tractor sales up by 447 bps. • Construction Equipment Sales up by 53.9% at 1,764 units Q2FY26 AM CE Unallocated Q2FY27 Increase Decrease Total EBIT ₹ Cr. EBIT Key Highlights 435.4 • Adverse commodity prices 29.5 347.8 -14.3 • Lower non operating Income -102.8 • Higher manufacturing overheads Q2FY26 AM CE Unallocated Q2FY27 02-11-2026 Standalone Continuing Operations Financials Escorts Kubota Limited rounded off to nearest single decimal 7 Q2 - QoQ Revenue up by 1.7%; EBIT down by 30.2% ₹ Cr. Revenue Revenue Key Highlights 3,178.9 116.6 12.3 3,231.4 -76.4 • Agri Machinery • Tractor Sales down by 7.7% at 34,017 units • Non tractor sales up 280 bps. • Construction Equipment Sales up by 31.3% at 1,764 units Q1FY27 AM CE Unallocated Q2FY27 Increase Decrease Total EBIT ₹ Cr. EBIT Key Highlights 498.4 19.7 • Operating leverage in CE Segment -88.4 347.8 • Adverse commodity prices -81.9 • Lower non-operating income Q1FY27 AM CE Unallocated Q2FY27 02-11-2026 Standalone Continuing Operations Financials Escorts Kubota Limited rounded off to nearest single decimal 8 Q2FY27 Standalone Highlights –EKL at a Glance ₹ 23.18 10.9% 8.0% Return on Equity Return on Capital Employed Earning Per Share (Annualized) (Annualized) Capacity Utilization Capacity Utilization Tractors Construction Equipment 02-11-2026 Standalone Financials Escorts Kubota Limited 9 Standalone Highlights – H1FY27 YoY Industry EKL Particulars Variance Growth Growth Domestic Tractor Volume 8.0% 11.3% 3.3% Export Tractor Volume 16.8% -14.8% -31.6% Total Tractor Volume 8.7% 10.0% 1.2% PNC Volume 40.3% 45.2% 4.9% BHL Volume 12.8% 5.9% -6.9% Mini Excavator 52.4% 52.6% 0.2% Compactor Volume 39.3% -66.7% -105.9% Served Construction Equipment Volume* 21.1% 41.2% 20.1% *include- PNC Cranes, Backhoe loaders, Mini Excavators and Compactors 02-11-2026 Escorts Kubota Limited % rounded off to nearest single decimal 10 H1FY27 Standalone Highlights (Continuing Operations) EKL at a Glance 70,879 3,108 ₹ 6,410.3 Crore Tractors Volumes Construction Equipment’s Volume Revenue from Operations 41.2% 21.9% 10.0% ₹ 647.8 Crore ₹ 837.9 Crore ₹ 642.4 Crore EBIDTA Profit Before Tax and Exceptional Items PAT* -5.9% -1.3% 2.2% * H1FY26 PAT excluding gain of ₹ 65.10 Crore on sale of certain land and building. 02-11-2026 Up Down Escorts Kubota Limited % rounded off to nearest single decimal 11 Unit H1FY27 H1FY26 Variance Revenue from Operations ₹ Cr. 6,410.3 5,260.8 21.9% Material Cost % 72.9 69.2 368 bps Manpower Cost % 6.8 7.3 -57 bps EBIDTA ₹ Cr. 647.8 688.2 -5.9% EBIDTA Margin % 10.1 13.1 -298 bps Other Income ₹ Cr. 330.3 289.2 14.2% PBT Excluding Exceptional Items ₹ Cr. 837.9 849.0 -1.3% PAT Excluding Exceptional Items ₹ Cr. 642.4 628.7 2.2% PAT (Reported) ₹ Cr. 642.4 693.8 -7.4% ₹ 58.38 63.07 -7.4% ₹ Cr. - 1,203.1 ₹ Cr. - 1,027.6 ₹ - 93.41 ₹ Cr. 642.4 1,721.4 ₹ 58.38 156.48 Escorts Kubota Limited deunitnocsiD snoitarepO gniunitnoC snoitarepO Particulars latoT H1 Standalone Highlights – P&L at a Glance H1FY26 included the divestment of the RED business, as well as an exceptional gain from the sale of land and building. Accordingly, Net Profit After Tax (PAT) including discontinued operations for H1FY27 is not directly comparable with H1FY26 04-11-2025 Positive Negative Standalone Financials % rounded off to nearest single decimal 12 H1FY27 - YoY Revenue up by 18.8%; EBIT down by 4.7% (Continuing Operations) ₹ Cr. Revenue (YoY) 316.3 6,410.3 842.2 -9.0 5,260.8 Revenue Key Highlights • Agri Machinery • Tractor Sales up by 10.0% to 70,879 units • Non Tractor sales up by 281 bps. • Construction Equipment Sales up by 41.2% to 3,108 units H1FY26 AM CE Unallocated H1FY27 Increase Decrease Total EBIT ₹ Cr. 856.9 34.4 846.2 EBIT Key Highlights 34.6 -79.7 • Operating Leverage in CE Segment. • Adverse commodity prices. • H [Showing first 8,000 characters — download PDF for full document]