Please find enclosed herewith the transcript of the Business Update Conference call.

KALYANI CAST TECH LIMITED (Formerly Known As; “Kalyani Cast Tech Private Limited”) Date: 03.11.2026 BSE Limited P J Tower Dalal Street, Mumbai – 400001 Scrip Code: 544023 Subject: Transcript Business Update Conference Call Dear Sir/Madam, Please find enclosed herewith the transcript of the Business Update Conference Call held on Thursday, October 29, 2026, at 12:00 P.M. (IST), wherein updates regarding the business operations and developments of the Company were shared with investors and analysts. You are requested to kindly take the same on record. Thanking you, For Kalyani Cast Tech Limited Naresh Kumar (Managing Director) DIN: 03302133 Reg. Office: B-144, 2nd Floor, DDA Shed, Okhla Industrial Area, Phase-1, Delhi-110020 Factory: Village Mamria Thethar, Distt. Rewari (Hr.) Tel: 011-26444400, Mobile: 09650891119, E-mail: info@kalyanicasttech.com, Kalyanicasttech@gmail.com CIN: L30200DL2012PLC242760 “Kalyani Cast Tech Limited Business Update Conference Call” October 29, 2026 MANAGEMENT: MR. NARESH KUMAR – CHAIRMAN AND MANAGING DIRECTOR – KALYANI CAST-TECH LIMITED MR. JAI PRAKASH BANGANI – KEY PROMOTER AND DIRECTOR – KALYANI CAST-TECH LIMITED MR. RATNESH MAHAJAN – PRACTICING CHARTERED ACCOUNTANT AND THE FINANCIAL ADVISOR– KALYANI CAST-TECH LIMITED Page 1 of 24 Kalyani Cast-Tech Limited October 29, 2026 Moderator: Ladies and gentlemen, good day and welcome to Kalyani Cast-Tech Limited Q2 FY27 Earnings Conference Call . 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. Please note that this conference is being recorded. I now hand the conference over to Mr. Naresh Kumar. Thank you, and over to you, sir. Naresh Kumar: Thank you. Good afternoon. Happy Diwali in advance to everybody, to the stakeholders and their families. I am Naresh Kumar, Managing Director of Kalyani Cast-Tech Limited. This is the concall after a long time. And we were waiting for certain tangible things to happen with the company, and then we will apprise all the stakeholders what is going on into the company and what are our plans. So, basically, we have sent a presentation through the notification. So, I will go through that presentation, and after the presentation, the stakeholders or the attendees of the concall can ask any query or any question on that. So, basically, if I go to the second page of the presentation, it is the brief introduction of our promoter group. I am Naresh Kumar. I am a mechanical engineer, M.Tech. in Mechanical Engineering from IIT Madras, served Indian Railways for 17 years as an officer, and then I have been architect of many innovative ideas on Railways, like double-stack container trains, double- stack dwarf container trains, and many more. I have been into design, development of special containers so that we can reduce the unit cost of transportation, special wagons, and the idea is that how we can increase the rail share for the nation, and that will reduce dependence on the petroleum products. Second is Jai Prakash Bangani. He runs his own NBFC firm, and based out of Kolkata. So, he is helping the company in strategic planning and advice on financial matters. And he is a civil engineer and is running own real estate business in India and abroad, advises the company on strategic important issues. So, the next slide is our contribution to the logistics sector. The idea is that we should carry more per wagon, per train so that we can reduce the unit cost of transportation. And basically, way back when I used to work for Railways, 2004 introduced a very novel idea of running double- stack container trains. First train was run on 23rd March 2006 from Jaipur to Pipavav Port. In 2018, our idea of running double-stack dwarf container train under normal routes of Indian Railways under wire. And with this idea, we could increase the volume on the trains by 67% so that light cargo can also be able to take the payload of the wagons and in order to reduce the unit cost of transportation. In fact, normal 20-feet, 40-feet containers, we have increased the capacity. Say, for 20-feet from 30.5 ton to 36.5 ton, and for 40-feeters, we have increased it to 40 ton gross weight. So, this is also resulting into the more per wagon and more per train. So, another innovation has been -- actually, this last 1 year has been full of many innovations. We did lot of innovations, and now we are bearing the fruits of those innovations. The next in line is that we have made the containers in stainless steel so that we can reduce the tare weight Page 2 of 24 Kalyani Cast-Tech Limited October 29, 2026 of this container, and payload can be increased for the same. So, we have decreased the payload to the tare weight of this container from 6.5 ton to 4 ton so that you can load 2.4 ton -- 2.5 ton extra in these containers. And then in that series, we have innovated a very new type of containers, that is foldable containers. So, in empty direction, this container can be folded and taken to the destination or origin in multi-stacks so that you can reduce the empty running cost of these containers. We have developed a container for the two-wheeler. Basically, at present Indian Railways doesn't have a very optimal solution to carry two-wheelers. So, we developed a container which can carry 72/90 motorbikes and 84 scooters in triple deck. The prototype has been made and tested through one of the major two-wheeler product manufacturer. So, if you come to the next slide, here we have said there is a comparison between '24-'25 and '25-'26. Revenue increase is almost 7.7%, PAT increase is almost 20%, and EPS also increases almost 20%. So, these are the figures which we have given in the presentation. So, if you go to the next slide, here the things are into the text and table, same thing. So, the key message from this is that PAT and EPS grew faster than sales, indicating the improved bottom line and performance year-on-year. So, in this slide, you can find the guidance for '26-'27. At present, we have got for this year the order book of around INR133 crores, and more and more containers, basically we are negotiating more orders. So, we expect very soon this will be around INR170 crores. With respect to basically due to various uncertainties, this half yearly has not started as per our expectations, and due to war and so many uncertainties into the system, supply chain got disturbed everywhere. But the second half is going to – the first half number may not be so great, but we are sure we will catch up into the second half. Despite geopolitical uncertainties and volatility into the global business, we continue to remain strong order book, demonstrating business resilience purely due to innovation in this sector. So, whatever innovation we did the last 7 months, 8 months, 9 months, so those are being basically utilized at this point of time. So, that is the basically our core strength, and because of that, we still maintain the biggest container manufacturer in India. And basically, the order book is almost 50% comprises the innovations we did in last 7 months, 8 months, 9 months, and 50% is the normal containers. So, presently, as people may be aware, that we have got two facilities for container manufacturing. One is at Rewari in Haryana. Another fact another factory is in Gujarat, Kutch, where we have been notifying through various notifications that we have developed a 144 acres of land where we will be doing all kind of equipment manufacturing, which requires into the logistics and services for the logistics. Rewari facility has got around 7,000 TEUs capacity. Last year, we manufactured around 5,400 TEUs. So, we are using almost a 75% to 80% of the capacity available at Rewari. The Shivlakha facility is this integrated facility. Present capacity is a [Showing first 8,000 characters — download PDF for full document]