Analysts/Institutional Investor Meet/Con. Call Updates

5th November, 2026 To, To, BSE Limited, National Stock Exchange of India Limited, Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, BLOCK G, Dalal Street,Fort Bandra-Kurla Complex, Bandra (E) Mumbai - 400001 Mumbai - 400051 Script Code: 540061 Symbol: BIGBLOC ISIN: INE412U01025 ISIN: INE412U01025 Subject: Transcript of Earnings Conference Call for Q2 and H1 FY27 financial results held on 4th November, 2026 Dear Sir/Madam, Pursuant to Regulation 30 and 46 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 we hereby enclose the transcript of the Earnings conference call held on Wednesday, 4th November, 2026 to discuss on Q2 and H1 FY27 financial results and business outlook of the Company. The above information will also be made available on the website of the Company: www.bigbloc.in You are requested to take the above information on record. Thanking you. Yours Faithfully, For Bigbloc Construction Limited, Mohit Narayan Saboo Director & CFO DIN: 02357431 Encl.: as above Bigbloc Construction Limited Q2 & H1 FY '27 Earnings Conference Call November 04, 2026 Moderator: Ladies and gentlemen, good day and welcome to the Bigbloc Construction Limited Q2 H1 FY2027 Earnings Conference Call hosted by Valorem Advisors. 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 “*” then “0” on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Purvangi Jain from Valorem Advisors. Thank you, and over to you, ma'am. Purvangi Jain: Thank you. Good afternoon, everyone, and a very warm welcome to you all. My name is Purvangi Jain from Valorem Advisors. We represent the investor relations of Bigbloc Construction Limited. On behalf of the company, I would like to thank you all for participating in the company's earnings call for the 2nd Quarter and Half Year ended of Financial Year 2027. Before we begin, a quick cautionary statement: Some of the statements made in today's earnings call may be forward-looking in nature. Such forward-looking statements are subject to risk and uncertainties which could cause actual results to differ from those anticipated. Such statements are based on Management's belief as well as assumptions made by and information currently available to the Management. Audiences are cautioned not to place any undue reliance on these forward-looking statements in making any investment decisions. The purpose of today's conference call is purely to educate and bring awareness about the company's fundamental business and financial performance for the period under review. Now I would like to introduce you to the management participating with us in today's earnings call and hand it over to them for their opening remarks. We have with us Mr. Mohit Saboo, Chief Financial Officer, and Mr. Manish Saboo, Promoter. Without any delay, I request Mr. Mohit Saboo to give his opening remarks. Thank you, and over to you, sir. Page 1 of 11 Mohit Saboo: Thank you, Purvangi. Good afternoon, everyone, and thank you for joining us for Bigbloc Construction Limited’s Earnings Conference Call for the 2nd Quarter and Half Year ended of Financial Year 2027. I am pleased to share that Bigbloc continues to demonstrate strong business momentum supported by increasing sales volume, growing market reach, and improving operational performance. The first half of FY '27 has been marked by healthy revenue growth, significant improvement in EBITDA, and continued progress in ramping up our expanded manufacturing capacities. One of the most encouraging developments has been the strengthening of our sales and dispatch momentum. This reached an important milestone in October 2026 when Bigbloc recorded its highest ever monthly turnover and sales volume. This record performance reflects growing acceptance of our products, strong customer relationships, and the continued expansion of our market presence. Our priority is to build on this momentum and translate higher volumes into stronger capacity utilization and sustainable profitability. Our financial performance reflects this progress. During H1 FY '27, revenue from operations grew approximately 31% year-on-year to INR 162 crores, while EBITDA increased from approximately INR 3 crores in H1 FY '26 to INR 10 crores in H1 FY '27. Sales volume rose 22% year-on-year to 4,46,769 cubic meters. These developments demonstrate the scale of the opportunity ahead and the importance of disciplined execution as well as expand our operations. Alongside growth, we are sharpening our focus on operational excellence and cost optimization. We are progressively enhancing automation across key operational areas, including boiler operations and material handling systems. We are also transitioning from rented forklifts to our own electric vehicle fleet, an initiative expected to improve operational flexibility and reduce fuel cost and operating costs over the period of time. Our sustainability initiatives continue to progress. Rooftop solar installations across our manufacturing facilities have taken aggregate installed solar capacity to approximately 3.5 megawatts. These investments support our long-term priorities of clean energy, efficiency, cost optimization, and reducing our carbon footprint. Let me now address the operating environment and take you through our financial results. During the quarter, higher lime and coal costs influenced by geopolitical developments and supply-side pressures as well as monsoon-related disruption to construction activity created near-term challenges. We have taken a calibrated approach to pricing rather than passing through the full increase in input costs immediately. We intend to pursue gradual price revisions across markets while remaining competitive and working to protect margins. Page 2 of 11 For Q2 FY '27, revenue from operations stood at approximately INR 83 crores, up around 23% year-on-year, primarily driven by higher sales volumes. EBITDA grew 74% year-on-year to approximately INR 3 crores, with its EBITDA margins expanding by 116 basis points year-on- year to 3.98%. The net loss for the quarter stood at approximately INR 2.75 crores. For H1 FY '27, revenue from operations stood at approximately INR 162 crores, growing 31% year-on-year. EBITDA increased from approximately INR 3 crore in H1 FY '26 to INR 10 crore in H1 FY '27, with EBITDA margin expanding by 334 basis points year-on-year to 5.93%. The net loss for the half year stood at approximately INR 3.5 crores. Sales volume in H1 FY '27 grew 22% year-on-year to 4,46,769 cubic meters, while Q2 FY '27 volume grew 13% year-on-year to 2,25,241 cubic meters. Capacity utilization stood at 69.34% in Q2 FY '27 and 68.74% in H1 FY '27, reflecting steady progress in ramping up our expanded manufacturing capacity. We remain focused on converting higher throughput into improved operating leverage as utilization increases. Looking ahead, we are encouraged by our record October performance and the continued demand for lightweight, energy-efficient, and sustainable building materials. The second half is traditionally a stronger period for construction activity, although market conditions and input costs will remain important factors. Our priorities are clear: sustain dispatch momentum, improve capacity utilization, strengthen cost efficiencies, and progressively improve profitability and cash flows. We believe our investments in manufacturing capacity, technology, and market development position Bigbloc to pursue long-term value creation for our shareholders. With that, I conclude my remarks and would now like to open the floor for questions and answers. Thank you. Moderator: Thank you very much. We will now begin the question-and-answer session. First question is from the line of Richa Agarwal fro [Showing first 8,000 characters — download PDF for full document]