Press and Media Release

Tamboli OFFICE Mahavir Palace, 8-A, Kalubha Road, Bhavnagar-364002, Gujarat, lndia Industries PHONE +91,8866541222 E-MAIL directL@tamboliindustries.com Limited WEBSITE www.ta m boliind ustries. com (Formerly Tamboli Capital Limited) E-filinq throuqh BSE Listinq Centre ACt1225AX November 5,2026 The GENERAL MANAGER CORPORATE RELATIONSHIP DEPARTMENT BSE Limited 1"tFloor, New Trading Ring, Rotunda Building, P.J. Towers, Dalal Street, Fort Mumbai 400001. Dear Sir, Sub: Announcement under Regulation 30 of Listing Obligations and Disclosure Requirements (LODR) Regulations, 2015. Ref Scrip Code No. 533170. ln compliance of Regulation 30 of Listing Obligations and Disclosure Requirements (LODR) Regulations,2015, please find attached Press Release/Media Release We are also uploading the press release on website of the Company virmv.tamboliindustries.com. Please take the compliance on record. Thanking you, Yours faithfully, F@ITAMBOLI INDUSTRIES Ll MITED (Vipu\ Fl Pathak) DIREOTOR AND CFO DIN: 09391337 DITCAP-VHPAC\1225\PRESS AND MEDIA RELASE\COVERING LETTER TO BSE Earnings Update Q 2 & H 1 F Y 27 tamboliindustries.com N OV E M B E R 2 02 6 Earnings Update Q2 & H1 FY27 01 // Q2 & H1 FY27 EARNINGS UPDATE EARNINGS UPDATE Business Review & Outlook • Secured a comprehensive component development and long-term supply programme from a multibillion-dollar Fortune 100 global OEM, a world leader in off-highway equipment and advanced mobility solutions. Won after 3+ years of engagement and a competitive global evaluation that very few companies globally could qualify for, the programme covers 50+ precision-engineered components with recurring annual business potential of ₹20 Crore+ on full transition over the next 2-3 years • A structural, long-term growth driver for the company: global customers are building alternate supply chains and qualifying marquee suppliers like TCL, and the business won through such programmes is long-term and recurring in nature, as the Fortune 100 OEM award demonstrates • Optimistic about the FY27 and FY28 business outlook, supported by demand traction from key accounts in Europe, large projects in the USA and medium-sized projects in India • Scale is central to the business model: as revenue builds, operating leverage will come into play and translate into improved margin outcomes • As these business opportunities ramp up, we anticipate reaching optimum capacity utilisation by FY28 • To stay ahead of this demand, the machining facility is being strengthened and further CNC machining capacity is being added tamboliindustries.com 01 // Q2 & H1 FY27 EARNINGS UPDATE EARNINGS UPDATE Global OEM Development & Phased journey to long-term supply Long-Term Supply Programme Development activities commence immediately • 3+ years in the making: a prestigious programme secured through sustained engagement and rigorous qualification TCL has secured a comprehensive component development and long- • Very few companies globally are positioned to supply such a coveted term supply programme from a multibillion-dollar Fortune 100 global programme OEM, a world leader in off-highway equipment and advanced mobility • Revalidates Tamboli’s credentials as a trusted development and supply solutions. partner to global OEMs Secured after 3+ years of sustained engagement and an extensive, competitive global evaluation of leading precision component Selection & qualification manufacturers from emerging markets, TCL was selected and qualified Rigorous assessment of TCL’s engineering and manufacturing for direct supply to the OEM’s global operations. capabilities, quality systems, supply chain performance and established experience in supporting global OEM programmes, over a 3+ year engagement. GLOBAL OEM CUSTOMER PROGRAMME SCOPE Development Fortune 100 50+ Initial development orders already received; subsequent orders expected to be released in successive phases over the coming months. Multi billion-dollar OEM; world Precision-engineered leader in off-highway equipment components for the OEM’s & advanced mobility global manufacturing operations Customer approvals Phased transition into commercial production in accordance with ANNUAL POTENTIAL EXECUTION TIMELINE the OEM’s global sourcing plans. ₹20 Crore+ 2-3 Years Commercial production Potential recurring annual Development, customer Transition of the entire component portfolio over the next 2-3 years, revenue on full transition of the approvals and phased transition supporting a sustained, long-term supply relationship. Realisation component portfolio into commercial production will be subject to the pace of customer approvals, business transition and customer requirements. tamboliindustries.com 01 // Q2 & H1 FY27 EARNINGS UPDATE EARNINGS UPDATE Industrialist Vaibhav B. Indian Precision Tamboli addresses ICI’s 73rd Technical Engineering on the Conference in the US Global Stage Grand Rapids, Michigan, USA | 25th to 28th October 2026 Hosted by the Investment Casting Institute (ICI), the industry’s apex event, bringing together top executives, metallurgists and industrial leaders from North America, “India is no longer simply participating in the global Europe and Asia. industrial conversation; we are actively guiding it. When an Indian enterprise shares its operational breakthroughs at the Technical paper: “Smart Planning for Complex CNC Machining: A Digital world’s premier precision manufacturing summit, it reflects Framework to Boost Capacity”, drawing on the true spirit of Make in India: a movement powered by the systems built at TCL’s facility in world-class quality, digital innovation and ambition.” Bhavnagar. A technocrat at the helm Mr. Vaibhav B. Tamboli, • Mechanical engineer who began his career on the foundry floor, with an MBA and M&A Chairman, CEO & experience in the United States Managing Director, • Technology understood at the very top: Tamboli Industries Limited Decisions are taken with engineering depth, so implementation is fast and technology absorption is superior • A knowledgeable promoter leading from Technocrat Chairman, CEO & MD the front, presenting TCL’s own digital Technology is well understood at the framework to global peers at the industry’s leadership level: Leading to faster apex forum implementation and superior technology • Manufacturing Maestro Award from a absorption across TCL. consortium of eight German multinational companies 01 // Q2 & H1 FY27 EARNINGS UPDATE EARNINGS UPDATE Q2 & H1 FY27 Performance Highlights Total Income EBITDA & EBITDA Margin PAT & PAT Margin 7 45% 4 30% 6 40% 3.5 25% 20% 5 25% 35% 49% 3 3.41 76% 20% 21% 30% 2.5 20% 4 25% YOY Change YOY Change 2 15% YOY Change 3 20% 1.94 2.09 1.5 14% 15% 10% 2 10% EBITDA 1 10% 11% PAT 19.88 18.68 23.87 1 4.02 4.00 6.00 5% 0.5 5% EBITDA PAT Q2FY26 Q1FY27 Q2FY27 0 Q2FY26 Q1FY27 Q2FY27 0% Margin 0 Q2FY26 Q1FY27 Q2FY27 0% Margin Total Income EBITDA & EBITDA Margin PAT & PAT Margin 21 35% 6 20% 01 30% 5 42.55 16% 14% 43% 71% 37.35 8 25% 4 14% 24% 20% 13% YOY Change 6 YOY Change 3 10% YOY Change 19% 15% 4 2 9% 10% 6% EBITDA 4% PAT 2 6.99 10.00 5% 1 3.21 5.51 EBITDA PAT H1FY26 H1FY27 0 H1FY26 H1FY27 0% Margin 0 H1FY26 H1FY27 0% Margin tamboliindustries.com 01 // Q2 & H1 FY27 EARNINGS UPDATE EARNINGS UPDATE Q2 & H1 FY27 P&L Snapshot (₹ IN CRORE) PARTICULARS Q2FY26 Q1FY27 Q2FY27 YOY CHANGE (%) H1FY26 H1FY27 YOY CHANGE (%) Total Income 19.88 18.68 23.87 20% 37.35 42.55 14% Total Operating Expenses 15.86 14.68 17.87 13% 30.36 32.55 7% EBITDA 4.02 4.00 6.00 49% 6.99 10.00 43% EBITDA (%) 20% 21% 25% 492 BPS 19% 24% 481 BPS Interest Cost 0.12 0.07 0.14 10% 0.25 0.21 -17% Depreciation & Amortisation 1.06 1.11 1.14 8% 2.19 2.25 2% Profit Before Taxes 2.84 2.82 4.73 66% 4.55 7.55 66% Profit After Taxes 1.94 2.09 3.41 76% 3.21 5.51 71% Earnings Per Share 1.95 2.11 3.44 76% 3.24 5.55 71% tamboliindustries.com Company Overview 02 // COMPANY OVERVIEW EARNINGS UPDATE Tamboli Castings Overview Supplier of choice for a marquee global clientele [Showing first 8,000 characters — download PDF for full document]