Analysts/Institutional Investor Meet/Con. Call Updates

4 November 2026 Corporate Relationship Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, Plot No. C-1, Phiroze Jeejeebhoy Towers, Block G, Bandra – Kurla Complex, Dalal Street, Mumbai – 400 001 Bandra (East), Mumbai – 400 051 Script Code: 543981 Symbol: RRKABEL Sub.: Submission of Transcript of Earnings Conference Call held on 29 October 2026. Dear Sir/Madam, Pursuant to Regulations 30 and 46 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith the transcript of the Earnings Conference Call held on 29 October 2026 in relation to the unaudited financial results of the Company for the quarter and half-year ended on 30 September 2026. The aforementioned transcript is also uploaded on the website of the Company and can be accessed at the below weblink: https://www.rrkabel.com/wp-content/uploads/2026/11/Earnings-Call-Transcript-Q2_FY_26_27.pdf We request you to take the above on record. Thanking you, Yours faithfully, For R R Kabel Limited Anup Vaibhav C. Khanna Company Secretary and Compliance Officer M. No. – F6786 Encl.: as above “R R Kabel Limited Q2 and H1 FY '27 Earnings Conference Call” October 29, 2026 MANAGEMENT: MR. MAHENDRAKUMAR KABRA – MANAGING DIRECTOR – R R KABEL LIMITED MR. RAJESH KABRA – JOINT MANAGING DIRECTOR – R R KABEL LIMITED MR. RAJESH JAIN – CHIEF OPERATING OFFICER – R R KABEL LIMITED MR. JIGAR MEHTA – CHIEF FINANCIAL OFFICER – R R KABEL LIMITED MODERATOR: MR. CHIRAG BHATIYA – MUFG INTIME Page 1 of 15 R R Kabel Limited October 29, 2026 Moderator: Ladies and gentlemen, good day, and welcome to R R Kabel Limited Q2 and H1 FY '27 Earnings Conference Call hosted by MUFG. 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. Chirag Bhatiya from MUFG. Thank you, and over to you, Mr. Bhatiya. Chirag Bhatiya: Thank you, Renju. Good afternoon, everyone, and a warm welcome to all the participants on the Q2 and H1 FY '27 Earnings Conference Call of R R Kabel Limited. Joining us today are Mr. Mahendrakumar Kabra, Managing Director; Mr. Rajesh Kabra, Joint Managing Director; Mr. Rajesh Jain, Chief Operating Officer; and Mr. Jigar Mehta, Chief Financial Officer. Before we begin, I would like to give you a brief disclaimer. This call may contain forward- looking statements based on our current beliefs, opinion, and expectation as of today. These statements are not the guarantees of the future performance and are subject to risk and uncertainties that could cause actual outcome to differ materially. With this, I would like to now hand over the call to Mr. Mahendra Kabra Ji for his opening remark. Over to you, sir. Mahendra Kabra: Good afternoon, everyone, and thank you for joining us for R R Kabel's quarter two FY '27 earnings calls. I have with me Mr. Rajesh Kabra, our Joint Managing Director, Mr. Rajesh Jain, our Chief Operating Officer, and Mr. Jigar Mehta, our Chief Financial Officer. Let me begin with a very brief overview of the operating environment and our performance during the quarter. The broader economical environment continues to offer encouraging opportunities supported by India's sustained focus on infrastructure development, power and electrification, housing, and industrial investments. These structural drivers continue to support the long-term growth prospect of the wires and cable industry. While global uncertainties and evolving market dynamics remain factors to watch, we believe the industry's fundamentals remain strong, providing significant opportunity for organized players like R R Kabel. Against this backdrop, I am pleased to share that R R Kabel has delivered its highest ever half yearly revenue, operating EBITDA, and profit after tax. I am also pleased to share that our board has declared an interim dividend of INR 6.50 per equity share. Further, the board has approved an investment of INR 200 crores towards land acquisition in Rajasthan to support our future expansion plan. This decision reflects our continued focus on rewarding shareholders while investing in the long-term growth of our business. I would also like to highlight an important development during the quarter. On 25th September 2026, we entered into new business transfer agreement with UM Cables Limited, a wholly owned subsidiary of Usha Martin Limited. For the proposed acquisition of UM Cables business undertaking engaged in manufacturing and selling optical fibre and related cables. The agreed consideration is approximately INR 77 crores, subject to post-closing adjustments. The transaction remains subject to fulfilment of the condition precedent and has not recognized Page 2 of 15 R R Kabel Limited October 29, 2026 in our results as of September 2026and before I conclude, with Diwali just around the corner, I would like to extend my warm wishes to all of you and your families for a happy, healthy, and prosperous Diwali. With this, I would now invite Mr. Rajesh Kabra to share his perspective on our business performance and outlook. Over to you, Rajesh. Rajesh Kabra: Thank you, Mahendra-Ji, for the opening remarks. For H1 FY '27, our consolidated revenue grew by 53% year-on-year. Operating EBITDA grew by 79%, and PAT increased by 87%. We also delivered an improvement in EBITDA and PAT margins supported by higher gross profits, operating leverage, and improved cost efficiencies. Our wires and cables business continued to lead the performance with revenue growth of approximately 53% in Q2 and 55% in the first half. We saw strong revenue growth across domestic and international markets, with exports growing faster than domestic in Q2. Higher export growth reflects our strong competitive positioning in international markets, while domestic business remains a key pillar of our growth strategy. Our focus is clear to deepen market penetration, strengthen execution capabilities, and capitalize on opportunities across infrastructure, construction, and industrial segments to drive sustainable volume-led growth. Improvement in operating profitability is another encouraging aspect of our performance. For H1, wires and cables segment profit grew by around 78%, with segment margin improving by approximately 124 basis points. This reflects disciplined commodity management, improved operating cost absorption, and operating leverage. Turning to FMEG, we continued to build business scale. The segment delivered revenue growth of approximately 42% in Q2 and 35% in Growth was seen across key categories, with appliances making a particularly strong contribution, including from new products. While FMEG segment reported a loss in the second quarter, the H1 segment loss margin narrowed to 2.2% from 4.5% in corresponding period last year. Our objective remains to achieve full year breakeven at segment profit level in FY '27. Building scale, improving cost absorption, and maintaining operating discipline remains central to this effort. As we enter the second half, our focus is on building upon strong performance delivered in H1. In wires and cables, we aim to sustain our growth momentum, further strengthen our international presence, and capitalize on emerging opportunities in the domestic market. In FMEG, our priority is to translate the growth scale of operations into improved profitability. Across both businesses, we remain committed to margin improvement, operational efficiencies, and stronger cash generations to drive sustainable growth. On that note, I would also like to wish everyone a joyous and prosperous festive season ahead. With this, I will now hand over the call to Rajesh Jain to take you through our financial and operational performance in greater detail. [Showing first 8,000 characters — download PDF for full document]